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Pets at Home Group Community
LSE:PETS Community
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Pets at Home Group
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Pets at Home Group
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Margins Will Compress As Online Pressure Erodes Retail And Vet
Key Takeaways Intensifying competition and a weak online offering threaten margins and market share, while consumers reduce spending on pet products amid economic uncertainty. Operational costs are rising faster than earnings, and heavy dependence on veterinary services increases risk from regulation, workforce shortages, and reputational issues.
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UK£1.90
FV
17.6% overvalued
intrinsic discount
1.23%
Revenue growth p.a.
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3 days ago
author updated this narrative
Pets at Home Group
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Platforms And Pet Humanization Trends Will Elevate Retail
Key Takeaways Untapped digital and veterinary expansion, combined with data-driven personalization, positions the company for significant outperformance versus market expectations in revenue and margin growth. Integrated omnichannel strategy and demographic tailwinds uniquely enable capture of premiumization trends, recurring revenues, and increased operating leverage over smaller rivals.
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UK£3.70
FV
39.6% undervalued
intrinsic discount
3.45%
Revenue growth p.a.
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4 days ago
author updated this narrative
Pets at Home Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Digital Platforms And Vet Business Will Create New Opportunities Ahead
Key Takeaways Investing in digital platforms and own-label products is expected to enhance margins, drive online sales, and boost earnings through superior quality and lower costs. Strong growth in the vet business and focus on cost efficiencies aim to increase revenues and mitigate inflationary pressures.
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UK£2.76
FV
19.1% undervalued
intrinsic discount
2.09%
Revenue growth p.a.
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5 days ago
author updated this narrative
Your Valuation for
PETS
PETS
Pets at Home Group
Your Fair Value
UK£
Current Price
UK£2.23
15.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
2b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£1.6b
Earnings UK£96.3m
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