Petco Health & Wellness

WOOF Q2 2026 Earnings

Reported Aug 28, 2025 at 4:10 PM ET · SEC Source

Q2 26 EPS

$0.05

BEAT +120.26%

Est. $0.02

Q2 26 Revenue

$1.49B

MISS 0.25%

Est. $1.49B

vs S&P Since Q2 26

-48.3%

TRAILING MARKET

WOOF -34.5% vs S&P +13.7%

Market Reaction

Did WOOF Beat Earnings? Q2 2026 Results

Petco Health & Wellness delivered a profitability-driven beat in its fiscal second quarter, posting earnings per share of $0.05 against a consensus estimate of $0.02, a 120.26% positive surprise, even as revenue of $1.49 billion came in fractionally … Read more Petco Health & Wellness delivered a profitability-driven beat in its fiscal second quarter, posting earnings per share of $0.05 against a consensus estimate of $0.02, a 120.26% positive surprise, even as revenue of $1.49 billion came in fractionally light of expectations and declined 2.3% year over year. The headline story was aggressive cost discipline and margin expansion: gross profit margin widened approximately 120 basis points to 39.3%, SG&A expenses fell to $542.30 million from $578.26 million, and adjusted EBITDA surged to $113.86 million with margin expanding to 7.6% from 5.5% a year ago, driving a swing to GAAP net income of $13.97 million from a prior-year loss of $24.82 million. CEO Joel Anderson pointed to a second consecutive quarter of execution against commitments, which supported a raised full-year adjusted EBITDA outlook of $385 million to $395 million, though full-year net sales guidance remains pointed toward a low single-digit decline. The improving operational picture arrives against a backdrop of pending shareholder litigation alleging prior misleading statements about growth sustainability, adding a layer of complexity to the recovery narrative.

Key Takeaways

  • Gross profit margin expanded approximately 120 basis points to 39.3%
  • Operating income improved $40.6 million year over year to $43.0 million
  • Adjusted EBITDA increased $30.3 million to $113.9 million
  • Adjusted EBITDA margin expanded to 7.6% from 5.5%
  • SG&A expenses reduced year over year
  • Strengthened economic model and improved retail operating fundamentals
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WOOF YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

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WOOF Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 26 Q1 27

“For the second quarter we once again delivered against our commitments, enabling us to raise our earnings outlook for the full year. The first half of this year established a solid foundation for our transformation as we continued to strengthen our economic model and improve retail operating fundamentals.”

— Joel Anderson, Q2 2026 Earnings Press Release