THE PET CARE INDUSTRY IS LARGE AND GROWING FAST
THE PET CARE INDUSTRY IS LARGE
AND GROWING FAST

From mere companions
to members of the family

As people increasingly treat their pets like children, the pet care category has evolved into a large, fast growing, and resilient sector

PET CARE AS AN INVESTMENT OPPORTUNITY

The U.S. Pet Care industry is a $152B+ category with three decades of ~8% growth, supported by strong long-term secular trends, and attractive financial and demand characteristics

01

Large & Growing
Market

$152B+ Market

Growing 7.6% CAGR for the past 30 years

$164M Dogs & Cats

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90M
Dogs

2x HH with dogs than with children <18

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74M
Cats

1.25x HH with dogs than with children <18

02

Strong Long-Term
Secular Trends

Pet Humanization

46% of dogs sleep in their owners’ beds

Favorable Pet Parent
Demographics

Younger generations own more pets and have stronger bonds

Favorable Pet
Population Dynamics

Pets live longer and spend per pet is increasing

Innovation & Tech
Advancements

Pets trends follow human trends by 5-10 years

03

Attractive Financial &
Demand Characteristics

Increasing Pet
Population

Increasing Spend per Pet

Recurring Spend

Premiumization &
Pricing Power

Recession Resilience

6% Avg. Growth Rate in Recession Years

CONTACT US

THEMATIC INVESTMENTS

Better for me

Focus on health and quality of life

THEMES

  • Health & Wellness
  • Natural & Organic

EXAMPLES

  • Clean Beauty
  • Healthy Eating & Drinking

Better for me

Do it for me

Reduce time and improve experience

THEMES

  • Time Savings
  • Convenience

EXAMPLES

  • Residential Services
  • Subscription Services
  • Pet Services

Do it for me

Easier for me

Use technology to simplify life / business

THEMES

  • Innovation
  • Personalization
  • AI

EXAMPLES

  • Innovative Products & Services
  • Efficiency Tools for Consumer Businesses
  • Subscription Services

Easier for me

Fun for me

Seek joy and happiness

THEMES

  • Rich Experiences
  • Humanization of Pets

EXAMPLES

  • Indulgence
  • Pet Products & Services
  • Out-of-Home Entertainment

Fun for me

THE VALUE EXECUTION PLAN

PART 1

Operational Excellence

Organizational alignment ensures that employees understand their role in the VEP

  • Set a clear vision through strategic planning, roadmap development and goal setting
  • Implement real time Dashboarding, Reporting & KPI’s to enable data driven decisions
  • Disciplined financial management as appropriate across the investment cycle
  • Drive revenue fly wheel with superior consumer experience

PART 2

Human Capital

We prioritize building a robust team and culture with a clear growth mindset

  • We prioritize building a robust team and culture with a clear growth mindset
  • Attract the best talent by being the employer of choice
  • Training across the entire enterprise to drive organizational goals
  • Talent management to retain top performers
  • Aligned incentives allows us to win together

PART 3

Growth

We achieve growth in our platforms in the most effective and capital efficient manner whether organically and/or through M&A

  • We achieve growth in our platforms in the most effective and capital efficient manner whether organically and/or through M&A
  • Core business growth through enhanced marketing and customer acquisition
  • Horizontal (adjacent products, services & geographies) or vertical (up and down the supply chain) expansion via business development capabilities

PART 4

Technology & Systems

Develop the systems, infrastructure and data visibility to properly support and enable Growth, Human Capital and Operational Excellenc

  • Leverage AI to support operational efficiency across the organization
  • Maintain technology awareness of both obsolescence risk and opportunity