Pet Valu Holdings Ltd. · TSX:PET
Pet Valu — Investor Presentation (August 2026)
18 slides from Pet Valu's investor presentation, August 2026
Slide 1: Investor Presentation August 2026
Investor Presentation August 2026
Slide 2: Disclaimer
Disclaimer Forward-Looking Information This presentation contains forward-looking information. Forward-looking information is provided as of the date of this presentation and is based on management’s opinions, estimates and assumptions in light of its experience and perception of historical trends,
Slide 3: Definitions of Supplementary Financial Measures
Definitions of Supplementary Financial Measures Average sales to investment ratio. Average sales to investment ratio represents the average unit volume for the given fiscal year divided by the investment cost for the corporate-owned and franchise stores, as applicable. The investment cost includes s
Slide 4: Our Mission
Our Misson To be Canada’s preferred pet retailer delivering the products, care, expertise, and memorable moments that devoted pet lovers want… locally in stores and everywhere online. This presentation and any information contained herein may not be used, copied, reproduced, published, transmitted o
Slide 5: Investment Highlights
Investment Highlights Canada’s largest specialty pet retailer, in the resilient & growing pet industry Highly flexible, franchise-led operating model with small, adaptable formats to fit local needs Compelling and engaging retail experiences through in-store and digital channels Local pet authority
Slide 6: We are Canada's Largest Pet Specialty Retailer
We are Canada’s Largest Pet Specialty Retailer Unrivaled network across Canada with broad customer reach… …driving leading market share3 position 877 >75% 75% 18% 15% stores across of Canadians market 11% 10 provinces1 within 5km segment reach2 10% 9% 8% NB/NL BC MB 22/14 & 8% 145 AB 29 101 SK QC 26
Slide 7: Canada's Pet Industry has Delivered Resilient Growth
Canada’s Pet Industry has Delivered Resilient Growth $14.5 Canadian Pet Industry Spend1 C$ billions Pets & Pet Food Veterinary & Other Pet Services $2.2 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 20
Slide 8: We Operate a Highly-Flexible, Franchise-Led Model
We Operate a Highly-Flexible, Franchise-Led Model Franchise Network 622 Stores1 Corporate Core 255 Stores1 Franchisees live and invest in their communities Stores in every major location and market type Owner-operator model, with mandatory 40hr/week Small, adaptable Rapidly innovate our prod
Slide 9: Compelling & Engaging Retail Experiences Set Us Apart
Compelling & Engaging Retail Experiences Set Us Apart Welcoming store Expert, compassionate Premium consumables offering; environment advice strong proprietary brands Serves customers making Highly engaging Animal Care Premium consumables-focused offering a quick stop or those Experts (ACEs) b
Slide 10: Your Local Pet Authority, Guided by Experienced Leaders
Your Local Pet Authority, Guided by Experienced Leaders Translating “Our Four Paws” into “Memorable Moments” Deeply Committed to supporting pets across Canada • Our Four Paws: Safety, Compassion, Expertise and Efficiency • Raised & donated over $37M to local animal shelters and pet rescues since 201
Slide 11: Our Key Focuses
Our Key Focuses Local & Everywhere Best Pet Customer Strong Wholesale & Pet Specialty Retailer Experience in Canada Retail Fundamentals • Opening new stores across Canada • Offering compassionate, expert • Driving efficiencies and in-store customer service productivity in our supply chain • Continua
Slide 12: Our Long-Term Growth Formula
Our Long-Term Growth Formula 1 2 3 Expand Drive Same- Strong Our Store Store Sales Operating Network Growth Margins Opportunity to grow Build on proven strategies Leverage investments in store count to 1,200+ & growing digital channels modernizing systems Underpinned by a Resilient & Growing Canadia
Slide 13: Expanding Our Store Network
1 Expanding Our Store Network Store Count, by Type as at year-end Drivers 6% CAGR Opportunity to grow store count to ~902 863 New Store 1,200+ locations over the long term 824 ~40 783 Openings 744 Identified locations in both new 633 and fill-in markets for future growth 587 605 564 572 531 613 Grow
Slide 14: Driving Same-Store Sales Growth
2 Driving Same-Store Sales Growth Same-Store Sales Growth Drivers Embedded growth from maturation 18% of recently opened stores 17% 14% Growth in loyalty, enabled by digital investments 11% 11% 10-yr average = 9% Merchandising excellence 8% 7% 5% Growth in omni-channel 2% Expanding service offering
Slide 15: Strong Operating Margins Through Proven Initiatives
3 Strong Operating Margins Through Proven Initiatives Procurement Strength Increased Proprietary Improved Labour Increased Corporate & Distribution Efficiency Brand Penetration Efficiency SG&A Leverage • Long-standing relationships • Significantly higher margin • Upgraded customer service • Signific
Slide 16: Strong Financial Track Record
Strong Financial Track Record System-wide Sales 5-yr CAGR = 13% Revenue 5-yr CAGR = 13% (in millions) (in millions) System-wide Sales Same-Store Sales Growth $1,507 $1,097 $1,155 $1,420 $1,453 $1,056 $1,291 $952 $998 $776 0% 2% $827 17% 5% $633 18% 11% 20201 2021 2022 2023 2024 20251 20201 2021 2022
Slide 17: 2026 Outlook
2026 Outlook Revenue growth +2% to +4%1 …supported by… Same-store sales growth Flat to +2% New store openings ~40 Adj. EBITDA margin ~21% Adj. Net Income per Similar to Fiscal 20251 Diluted Share Business reinvestment ~$35M2 1 Expressed on a 52-week comparable basis for Fiscal 2025. 2 Includes appro
Slide 18: Thank You
Thank You Contact Us: investors@petvalu.ca (289) 806-4559 This presentation and any information contained herein may not be used, copied, reproduced, published, transmitted or redistributed, in whole or in part, without the prior written consent of Pet Valu Canada Inc. © 2026 Pet Valu Canada Inc.
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