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WOWOOF

Petco Health and Wellness Company, Inc.

$WOOF·$794M·Specialty Retail·Consumer Cyclical
$2.82-1.4%1Y-17.5%
Mentions · last 7 days
2026-08-07: 246 posts2026-08-08: 205 posts2026-08-09: 122 posts2026-08-10: 104 posts2026-08-11: 150 posts2026-08-12: 134 posts2026-08-13: 164 posts1,135-16%
Price updated 5h ago·X counts updated 1d ago
WOWOOF
$WOOFPetco Health and Wellness Company, Inc.
$2.82-1.40%1.1k posts-16%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $WOOF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A brand-new 10% shareholder, a board reshuffle, and earnings in 13 days — the specialty pet-retailer's fate rides on this one print.

Petco is the omnichannel pet-care retailer — 1,500+ stores plus digital, with in-store vet services and grooming as the higher-margin extensions on top of the food-and-supplies core. The business has been trapped in a slow-growth-plus-margin-compression narrative for two years; recent activity suggests something is finally moving.

  • A fresh 10%+ beneficial owner filed a Form 3 on August 7, and the company disclosed two separate officer/director changes (August 3 and July 17) — that combination reads as either activist pressure, a strategic-review setup, or both, and for a $794M market cap that scale of holder is material.
  • The operating story is stable but thin: Q1 revenue of $1.50B was essentially flat YoY at a 38.4% gross margin and just a 1.6% operating margin, with -$98M of free cash flow — analyst consensus of $0.15 EPS this year against $2.86 shares puts the stock at ~19x forward on numbers that need everything to go right.
  • The tape is telegraphing something: shares sit at the 32nd percentile of the 52-week range but 5.6% above the 50-day with volume running 1.45x the 30-day average — that's the pattern of accumulation into a known catalyst, not a random tape move.

The August 27 earnings print is the fulcrum — margins holding or improving with any commentary on the new holder's involvement is what breaks the stock out of its multi-quarter range; another flat-revenue, thin-margin quarter with no strategic signal is what turns the accumulation into an exit and re-tests the $2 handle.

What to watch: August 27 Q2 earnings, plus any 13D/G filing revealing the identity and intentions of the new 10%+ holder. Same-store-sales trends and gross margin are the two operating numbers; the strategic disclosure is the potential catalyst.

On the calendar: 2026-08-27 — Q2 earnings

sentiment ticker mismatch

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment59 posts analyzed · as of 2026-08-14

WOOF chatter is a Robinhood-chain 'Shibinu' memecoin community push — 'hood dogs in a cat world,' framing WOOF as the SHIB of Robinhood-chain. Coordinated pack-conviction posts, community formation, and breakout-plus-bottom-confirmed setups mirroring the SHIB playbook. No fundamental discussion; the tape is pure coordinated memecoin community and identity-culture building.

Read the AI verdict + X sentiment for $WOOF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pet health and retail company operating Petco stores with vet clinics, grooming, and a broad pet food and supplies assortment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $WOOF.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+6.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
134.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
29.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 3, 2026$0.01$0.02-35.1%
Q4 2025Mar 11, 2026$0.01$0.02-50.0%
Q3 2025Nov 25, 2025$0.05$0.02+204.5%
Q2 2025Aug 28, 2025$0.08$0.01+700.0%
Next earningsThu, Aug 27·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B+0.2%38.4%1.6%$-0.05$-97.6M
Q4 FY25$1.5B-2.4%38.3%2.1%$-0.01$215.2M
Q3 FY25$1.5B-3.1%38.9%2.0%$0.03$60.6M
Q2 FY25$1.5B-2.3%39.3%2.9%$0.05$53.8M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.0B$5.9B – $6.0B$0.15$0.11 – $0.185
FY27$6.0B$5.9B – $6.0B$0.20$0.19 – $0.218
FY28$6.1B$6.0B – $6.1B$0.25$0.23 – $0.268
FY29$6.2B$6.0B – $6.3B$0.30$0.21 – $0.376
FY30$6.2B$6.1B – $6.2B$0.00$0.00 – $0.003

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 149.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 9Holly MayChief Human Resources Officer200.0K sh$508KSellJul 8Holly MayChief Human Resources Officer150.0K sh$383KSellJul 7Holly MayChief Human Resources Officer100.0K sh$255KSellMar 13Patrick J VeneziaChief Revenue Officer102.0K sh$349K
+ 22 other (11 awards · 9 inkinds · 1 exempt · 1 other) in window

See when $WOOF insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 73
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for WOOF (WOOF) dated 2026-08-07. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Petco Health and Wellness Company, Inc. (WOOF) disclosed an officer or director change (Item 5.02) on 2026-08-03. Also disclosed: Item 7.01. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

Petco Health and Wellness Company, Inc. (WOOF) disclosed an officer or director change (Item 5.02) on 2026-07-17. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Petco Health and Wellness Company, Inc. (WOOF) disclosed an officer or director change (Item 5.02) on 2026-07-01. Also disclosed: Item 5.07. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KPress release / Reg FDJun 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMar 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 6 other (2 proxys · 1 10-Q · 1 ARS · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Petco Health and Wellness (NASDAQ:WOOF) Shares Pass Above 200-Day Moving Average – What’s Next?defenseworld.net·10d agoPetco Appoints Jeffrey Naylor to Board of Directorsprnewswire.com·12d agoChewy vs. Petco Health and Wellness: E-commerce Growth vs. Omnichannel Stabilityfool.com·23d agoWOOF vs. ULTA: Which Stock Is the Better Value Option?zacks.com·66d agoPetco Faces Tough Competition, But Momentum Is Buildingmarketbeat.com·69d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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