Replay available

Petco Health and Wellness Company, Inc. (WOOF) Q2 2025 Earnings Call

Petco Health and Wellness Company, Inc. (NASDAQ: WOOF) Q2 2025 earnings conference call, held 2025-08-28. Replay captured from the company's public earnings webcast.

Thu, August 28, 2025 at 4:30 PMendedReplay
Petco Health and Wellness Company, Inc. (WOOF) Q2 2025 Earnings Call

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Featured presenters

Tina Romani

Senior Director, Investor Relations

Michael Lasser

Analyst, UBS

Stephen Zicone

Analyst, Citi

Jake Neva

Analyst, Guggenheim (for Steve Forbes)

Kamal Garjawalo

Analyst, Jefferies

Kendall Toscano

Analyst, Bank of America

Simeon Gutman

Analyst, Morgan Stanley

Justin Kleber

Analyst, Robert W. Baird

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:03.597 excellence remains at the forefront of our work. 00:00:03.597 -- 00:00:08.886 You've heard me talk about allocating more space to our higher productivity SKUs, 00:00:08.886 -- 00:00:14.495 adding capacity on shelf, and improving end cap displays, 00:00:14.495 -- 00:00:19.984 all of which just launched over the last few months and are contributing to improved 00:00:19.984 -- 00:00:21.928 store performance. 00:00:21.928 -- 00:00:25.574 We're also focused on bringing in product newness. 00:00:25.574 -- 00:00:31.235 For example, we launched our very first product category aimed at humans. 00:00:31.235 -- 00:00:36.342 Online and in stores selectively, in response to a customer survey where 00:00:36.342 -- 00:00:42.830 90% of pet parents shared that they are interested in buying pet-themed products. 00:00:42.830 -- 00:00:47.856 Priced under $20, products are designed to be giftable, affordable, 00:00:47.856 -- 00:00:49.458 and impulse-worthy, 00:00:49.458 -- 00:00:53.896 celebrating the bond between pets and the people who love them. 00:00:53.896 -- 00:00:59.182 This is just one example of the merchandise overhaul we are making to reinvent Petco's 00:00:59.182 -- 00:01:04.188 overall product offering. Over time, you will begin to see newness 00:01:04.188 -- 00:01:09.034 throughout our entire assortment that will differentiate us from others and surprise 00:01:09.034 -- 00:01:13.559 our customers with unexpected ideas for their pets. 00:01:13.559 -- 00:01:18.264 Moving on to marketing, last quarter I spoke to you about the relaunch of our loyalty 00:01:18.264 -- 00:01:23.312 program, which is a great example of the work that is ongoing to implement 00:01:23.312 -- 00:01:27.297 a more sophisticated approach to customer segmentation. 00:01:...