Tags » Humanization Of Pets

Pet Food in Alternative Form Factors Begins to Get its Day

Historically, the discourse around pet food delivered in alternative form factors (fresh/frozen, freeze-dried, dehydrated) has focused on the merits, or lack thereof, associated with feeding your pet raw protein. 678 more words

Valuation

Assessing the Probability of the Petco / PetSmart Merger

Last week, it became public knowledge that PetSmart and Petco Animal Supplies were engaged in “merger” discussions.  Back when PetSmart was under pressure from activist shareholders, we discounted the potential for a deal that would bring together the two leading pet specialty retailers. 1,029 more words

Consumer Products And Services

Third Time a Charm? Petco Files to go Public Again.

On Monday, Petco Animal Supplies filed for a public offering. Goldman Sachs, Bank of America and J.P. Morgan are the lead underwriters on the offering. If-as-and-when successful, this will be the third time the company has tapped the public markets. 918 more words

Consumer Products And Services

Pet Industry Growth Continues to be Strong, Albeit at a Slowing Pace

The pet industry delivered another strong year of relative growth in 2014.  According to the American Pet Products Association (“APPA”), the industry grew 4.2% to just over $58.0 billion in total revenues.  939 more words

Valuation

Convergence Theme Drives Second Largest Quarter of Pet Industry M&A Activity

The first quarter of 2015 has seen an unprecedented amount of announced and closed deals for the pet industry. In combination, the acquisitions of Big Heart Brands and MWI Veterinary Supply coupled with the take private of PetSmart resulted in a combined deal consideration of $17 billion. 801 more words

Consumer Products And Services

The Risk of Pet Food Price Deflation

As has often been discussed, the post recession rise of the pet industry is often linked to the ongoing upgrade cycle in pet food. Pet owners, fueled by a combination of love for their companion animals, human food trends, and supply chain concerns associated with foreign sourced product, began to spend more on what they were putting into their pets bowl on a daily basis, focusing on solutions with higher quality ingredients, known sourcing, and production integrity. 637 more words

Consumer Products And Services

Pet Industry Market Trends - Fall 2014

As we approach the bell lap in 2014, anticipated full-year performance for the pet industry is starting to come into clearer focus.  For the first time since we have been blogging about the industry, we believe projected growth might fall short of APPA projections.  823 more words

Consumer Products And Services