Insights
US holiday spending hits records as back-to-school tops $100B
Pet brands should treat 2026 holiday and back-to-school peaks as real demand lifts, but budget for thinner household savings to…
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Insights
Dunelm Q4 Sales Rise 2.9% to £428m Despite Heatwave Dip
Dunelm's heat-driven quarter shows pet cooling and outdoor lines gain when footfall falls, while trade-down pushes own-label beds ahead of…
Insights
NRF sees record $43.3B back-to-school spend as families hunt value
Record back-to-school budgets and deal-hunting behavior signal pet owners will prioritize essential pet food while trading down on hard goods.
Insights
US back-to-college spending to hit record $103.5 billion
Record dorm-furniture budgets signal growth in student small-pet and aquatics demand that pet brands can capture in home-goods stores.
Insights
US June retail sales jump 10.08% as ninth monthly gain extends
June's 10% retail surge lifts pet food and grooming demand, but the gain rests on a soft 2025 base rather…
Insights
Deloitte: back-to-school budgets slip as 57% fear downturn
With parents trading down and 51% choosing private label, pet food and litter brands should accelerate value tiers to retain…
Insights
US Payrolls Add Only 57,000 in June, Testing Retail Demand
A sharply weaker payroll print pushes household budgets toward essentials, favoring pet food volume and value tiers over discretionary hard…
Insights
US June consumer confidence edges up to 91.2 as jobs worry lingers
Split confidence with 22.5% job-finding fear warns pet owners may defer vet care and trade down within pet food tiers.
Insights
PwC: US back-to-school spend to hit $922 per household in 2026
Families shifting to marketplaces and AI discovery for $922 school spends pressures pet brands to win the same digital front…
Insights
UK Retail Sales Balance Slides to -54 in June, CBI Survey Shows
Retailer orders to suppliers stood at -26 in June, meaning pet food and treats manufacturers will feel destocking long before…
Insights
Tesco Q1 UK sales growth halves to 1.8% on fuel, uncertainty
Rising UK fuel prices and weak confidence push Tesco to deepen price matching, squeezing pet food brands and independent pet…
Insights
US May retail sales rise 0.9%, fourth straight gain beats forecast
Resilient May retail supports pet demand, but a wealthy-poor split and fading refunds mean value tiers must hold promo discipline.
Insights
NRF sees record $27.9bn Father’s Day spend, subscription boxes gain
Record Father's Day gifting proves consumers still spend on discretionary treats, favouring subscription boxes that mirror the fast-growing pet treat…
Insights
US core retail sales rise for eighth month despite inflation
Pet specialty sits inside the resilient sporting-goods, hobby and books group, signaling steady demand even as furniture-related pet hard goods…
Insights
Macy’s Lifts Guidance as Bloomingdale’s Comps Jump 10.2%
Luxury outperforming mainstream by nearly nine points supports holding price on premium pet lines while the value tier needs smarter…
Insights
Dollar Tree Q1 Sales Up 7.2% as Multi-Price Estate Nears 5,900
Dollar Tree's 5,900 multi-price stores lift its pet price ceiling, while rising tariff costs squeeze imported bowls, leashes and plastic…
Insights
Home Depot Q1 Revenue Hits $41.8bn but Comps Rise Just 0.6%
Deferred home projects stall pet hard goods such as fencing, kennel runs, catios and pet doors, while outdoor living categories…
Insights
Lowe’s Beats With $23.08bn Revenue Despite Housing Slump
Home improvement resilience with flat comps signals maintenance spend holding while big-ticket projects, including clinic fit-outs, keep getting deferred.