Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
Petco Health & Wellness Co., Inc. (WOOF)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
$2.98-5.10%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.26 → 0.25 EPS · FY ending Jan 31, 2028 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for WOOF yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS remains positive and improves | A supporting condition in Petco Health & Wellness Co., Inc.'s published investment case. The stated target is EPS >= $0.07 next quarter and >= $0.22 FY26. | Improving | EPS falls below $0.07 next quarter or below $0.22 for FY26 | Diluted EPS: $0.13 per share FY2026-Q2; GAAP. Published target: EPS >= $0.07 next quarter and >= $0.22 FY26. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Sep 4, 20260.13 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 24, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a profitability-improvement story with modest growth, rather than a proven durable compounder. The thesis is intact, but confidence is medium and the business remains loss-making overall.
The evidence describes WOOF as cheap versus peers, with a negative expectations gap, meaning expectations appear cautious relative to the valuation model. The priced-in assessment is tagged justified, and the available evidence does not show that this valuation depends on especially fragile assumptions.
Near term, recent results show nearly flat sales but higher operating income and wider margins, while management has reaffirmed its profitability targets. Execution is mixed but broadly on track; a guidance cut would be a meaningful setback, and the CEO and CFO transitions add uncertainty.
Over the next few quarters, the thesis depends on management sustaining modest sales growth and continuing to improve profitability while keeping spending disciplined. Sector conditions also matter: stronger results from major consumer names could support the backdrop, while weaker results could remove that support.
For the next 1 to 3 years, the case rests on turning steady, modest growth and better operating performance into consistent profitability. The thesis remains intact, but losses, leadership transitions, and guidance risk warrant caution. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Operating income improves from $24.6 million | Management aims to improve operating income from $24.6 million in Q1 2026. | Broken | operating income falls below $24.6 million | Operating income: $47.812M FY2026-Q2; GAAP. Published target: >= $24.6 million per quarter. Target period is not explicitly aligned with this observation. Sep 4, 202647,812,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “• Operating income increased 11.1% to $47.8 million compared to $43.0 million last year; operating margin increased 32 basis points to 3.2% compared to 2.9% of net sales last year.” “• Operating income increased 50.5% to $24.6 million; operating margin increased 55 basis points to 1.6%.” Operating income was $47.812 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Quarterly revenue stabilizes near $1.5 billion | Revenue growth is targeted to stabilize near $1.5 billion quarterly. | Intact | quarterly revenue falls below $1.49 billion | Revenue: $1.489B FY2026-Q2; GAAP. Published target: >= $1.49 billion per quarter. Target period is not explicitly aligned with this observation. Sep 4, 20261,489,220,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.25 → $0.25 · observed estimates
$6.07B → $6.05B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-07-25 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-07-26 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-07-27 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-07-28 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-07-29 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-07-30 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-07-31 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-01 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-02 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-03 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-04 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-05 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-06 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-08 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-09 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-10 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-12 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-13 | $0.28 | $6,086,132,330 | 8 / 12 |
| 2026-08-14 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-15 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-16 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-17 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-18 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-19 | $0.25 | $6,073,538,660 | 5 / 8 |
| 2026-08-20 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-21 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-22 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-23 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-24 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-25 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-26 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-27 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-28 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-29 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-30 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-08-31 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-09-01 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-09-02 | $0.25 | $6,074,038,660 | 5 / 8 |
| 2026-09-03 | $0.25 | $6,057,826,879 | 5 / 8 |
| 2026-09-04 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-05 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-06 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-07 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-08 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-09 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-10 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-11 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-12 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-13 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-14 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-15 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-16 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-17 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-18 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-19 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-20 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-21 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-22 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-23 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-24 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-25 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-26 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-27 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-28 | $0.26 | $6,053,139,891 | 5 / 8 |
| 2026-09-29 | $0.26 | $6,053,138,829 | 5 / 8 |
| 2026-09-30 | $0.26 | $6,053,138,829 | 5 / 8 |
| 2026-10-01 | $0.26 | $6,053,138,831 | 5 / 8 |
| 2026-10-02 | $0.26 | $6,053,138,831 | 5 / 8 |
| 2026-10-03 | $0.26 | $6,053,138,831 | 5 / 8 |
| 2026-10-04 | $0.26 | $6,053,161,908 | 5 / 8 |
| 2026-10-05 | $0.26 | $6,053,161,908 | 5 / 8 |
| 2026-10-06 | $0.26 | $6,064,102,400 | 5 / 8 |
| 2026-10-07 | $0.26 | $6,064,102,400 | 5 / 8 |
| 2026-10-08 | $0.25 | $6,064,102,400 | 5 / 8 |
| 2026-10-09 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-10 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-11 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-12 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-13 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-14 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-15 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-16 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-17 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-18 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-19 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-20 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-21 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-22 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-23 | $0.25 | $6,064,102,400 | 5 / 7 |
| 2026-10-24 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-10-25 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-10-26 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-10-27 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-10-28 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-10-29 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-10-30 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-10-31 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-11-01 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-11-02 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-11-03 | $0.25 | $6,051,979,754 | 5 / 7 |
| 2026-11-04 | $0.25 | $6,051,979,754 | 5 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 8 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.