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Pets at Home Group (PETS) investor relations material
Pets at Home Group Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Group consumer revenue rose 0.8% to £472m for Q3 FY26, with Vet Group revenue up 5.0% and Retail revenue down 1.1%.
Online channel delivered low teens growth, remaining the fastest growing segment.
Retail consumer satisfaction increased by 3 points year-over-year, driven by value for money and service improvements.
Subscription sales grew strongly, now representing 15.0% of consumer revenues.
Financial highlights
Total Group statutory revenue decreased 1.0% to £358m, with like-for-like revenue down 0.7% compared to Q3 last year.
Average Consumer Value increased 9.4% year-over-year to £1,939.
Number of active Pets Club members declined 6.9% year-over-year to 7.69 million, partly due to a change in methodology.
Outlook and guidance
FY26 underlying PBT is expected to be in line with current consensus of £93m (range £90-97m).
All other guidance remains unchanged from the interim announcement.
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- OXBR
Tokenized reinsurance contracts on Solana open Florida's market to global investors. - PNDORA
2025 organic growth reached 6%, with EBIT margin at 23.9% and cautious 2026 outlook. - PRU
Earnings rose 12% to $6.6B; Japan sales pause to cut 2026 earnings by $300M-$350M. - FTV
2025 results beat guidance, with strong EPS growth and $1.6B in share repurchases. - BEN
All proposals passed, with strong financial growth and strategic progress in alternatives and ETFs. - APAM
AUM hit $180B in 2025, with strong credit/alternatives growth and higher dividends. - KMT
Q2 sales and earnings surged, driving raised full-year guidance and strong segment growth. - RNR
Net income hit $2.65B in 2025, with 30.8% book value growth despite major loss events. - WNC
Q4 2025 revenue was $321.5M with losses, but Parts & Services grew 32.6% year-over-year. - AGI
Path to 1M oz gold by 2029, with lower costs, strong cash flow, and major expansions advancing.
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