Declared Dividend • May 31
Final dividend of UK£0.027 announced Shareholders will receive a dividend of UK£0.027. Ex-date: 4th June 2026 Payment date: 15th July 2026 Dividend yield will be 3.9%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (54% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • May 29
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.9% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Reported Earnings • May 28
Full year 2026 earnings released: EPS: UK£0.14 (vs UK£0.19 in FY 2025) Full year 2026 results: EPS: UK£0.14 (down from UK£0.19 in FY 2025). Revenue: UK£1.47b (flat on FY 2025). Net income: UK£62.5m (down 29% from FY 2025). Profit margin: 4.3% (down from 6.0% in FY 2025). Like-for-like sales growth: Down 0.5% vs FY 2025 Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings. Announcement • Mar 31
Pets at Home Group Plc to Report Fiscal Year 2026 Results on May 27, 2026 Pets at Home Group Plc announced that they will report fiscal year 2026 results on May 27, 2026 Announcement • Dec 24
Pets at Home Group Plc, Annual General Meeting, Jul 09, 2026 Pets at Home Group Plc, Annual General Meeting, Jul 09, 2026. Announcement • Nov 26
Pets at Home Group Plc Recommends Interim Dividend, Payable on January 9, 2026 Pets at Home Group Plc recommended an interim dividend of 4.7 pence per share vs the prior year which was 4.7 pence per share. The interim dividend will be payable on 9th January 2026 to shareholders on the register at the close of trading on 5th December 2025. Announcement • Jul 31
Pets at Home Group Plc to Report Q2, 2026 Results on Nov 26, 2025 Pets at Home Group Plc announced that they will report Q2, 2026 results on Nov 26, 2025 Announcement • Jul 11
Pets At Home Group plc Declares Final Dividend for the Year Ended March 27, 2025 Pets at Home Group Plc declared final dividend for the year ended March 27, 2025. For the period, the company reported dividend of 8.3 pence per ordinary share. Announcement • Jun 09
Pets at Home Group Plc, Annual General Meeting, Jul 10, 2025 Pets at Home Group Plc, Annual General Meeting, Jul 10, 2025. Location: pets at home, chester house, stanley green trading estate, cheshire, handforth sk9 3rn United Kingdom Announcement • May 28
Pets at Home Group Plc Recommends Final Dividend, Payable on 16 July 2025 The Board of Pets at Home Group Plc has recommended a final dividend of 8.3 pence per share, taking the total dividend for the year to 13.0 pence per share (FY24 12.8 pence per share). The final dividend will be payable on 16 July 2025 to shareholders on the register at the close of trading on 6 June 2025. Announcement • Mar 31
Pets at Home Group Plc to Report Fiscal Year 2025 Results on May 28, 2025 Pets at Home Group Plc announced that they will report fiscal year 2025 results on May 28, 2025 Announcement • Jan 21
Pets at Home Group Plc Announces Stepping Down of Angelique Augereau from the Board Pets at Home Group Plc announced that Angelique Augereau, Independent Non-Executive Director and member of the Nomination and Corporate Governance Committee and the Sustainability Committee, has decided to step down from the Board with immediate effect. Announcement • Nov 27
Pets at Home Group Plc Recommends Interim Dividend, Payable on 10 January 2025 The Board of Pets at Home Group Plc has recommended an interim dividend of 4.7 pence per share, 4.4% ahead of the prior year which was 4.5 pence per share. The interim dividend will be payable on 10 January 2025 to shareholders on the register at the close of trading on 5 December 2024. Announcement • Aug 02
Pets at Home Group Plc to Report First Half, 2025 Results on Nov 27, 2024 Pets at Home Group Plc announced that they will report first half, 2025 results on Nov 27, 2024 Announcement • Jul 12
Pets at Home Group Plc Declares A Final Dividend for the Year Ended 28 March 2024 Pets at Home Group Plc at its AGM, held on 11 July 2024 declared a final dividend of 8.3 pence per ordinary share for the year ended 28 March 2024. Announcement • Jun 05
Pets at Home Group plc Appoints Garret Turley as Independent Non-Executive Director, Member of the Nomination and Corporate Governance Committee and Will Chair the Esg Committee, with Effect from 12 July 2024 Pets at Home Group plc announced a change to its Board of Directors with the appointment of a new independent Non-Executive Director. Garret Turley will be appointed as an independent Non-Executive Director with effect from 12 July 2024. On appointment to the Board, Garret will also become a member of the Nomination and Corporate Governance Committee and will chair the ESG Committee. Garret is a qualified veterinarian who co-founded and built Pet Doctors, after which he transitioned into private equity at Bridges Ventures where his focus was on health and education investments. Garret then joined August Equity as a Partner, where his role focused on the healthcare, social care and education sectors through strategic investments. Garret has significant board experience and currently chairs a privately owned social care business Koala Care, is a Non- Executive Director at Dunrogan on a family office board in his native Northern Ireland and chairs Blackrose, a boutique corporate advisory house. Announcement • May 17
Pets At Home Group plc Announces Susan Dawson, Independent Non-Executive Director and Chair of the ESG Committee Decides to Step Down from the Board Pets at Home Group Plc announced that Susan Dawson, Independent Non-Executive Director and Chair of the ESG Committee, has decided to step down from the Board at the Company's Annual General Meeting which will be held on 11 July 2024. Susan has been on the Board of Pets at Home since 2018. Announcement • Mar 23
Pets at Home Group Plc, Annual General Meeting, Jul 11, 2024 Pets at Home Group Plc, Annual General Meeting, Jul 11, 2024. Board Change • Feb 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Angelique Augereau was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Announcement • Jan 25
Pets at Home Group Plc to Report Fiscal Year 2023 Results on May 29, 2024 Pets at Home Group Plc announced that they will report fiscal year 2023 results on May 29, 2024 Announcement • Jan 09
Pets at Home Group Plc to Report Q1, 2025 Results on Aug 01, 2024 Pets at Home Group Plc announced that they will report Q1, 2025 results on Aug 01, 2024 Reported Earnings • Nov 29
First half 2024 earnings released: EPS: UK£0.053 (vs UK£0.087 in 1H 2023) First half 2024 results: EPS: UK£0.053 (down from UK£0.087 in 1H 2023). Revenue: UK£774.2m (up 6.5% from 1H 2023). Net income: UK£25.3m (down 41% from 1H 2023). Profit margin: 3.3% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Announcement • Nov 29
Home Group Plc Recommends an Interim Dividend, Payable on 12 January 2024 The Board of Pets at Home Group Plc has recommended an interim dividend of 4.5 pence per share, held in line with prior year. The interim dividend will be payable on 12 January 2024 to shareholders on the register at the close of trading on 8 December 2023. Announcement • Nov 28
Pets at Home Group Plc to Report Q3, 2024 Results on Jan 30, 2024 Pets at Home Group Plc announced that they will report Q3, 2024 results on Jan 30, 2024 Announcement • Nov 01
Pets At Home Group plc Announces Directorate Change Pets at Home Group plc announced a change to its Board of Directorswith the appointment of a new independent Non-Executive Director. Angelique Augereau will be appointed as an independent Non-Executive Director with effect from 22 January 2024. On her appointment to the Board, Angelique will also become a member of the Nomination and Corporate Governance Committee and the ESG Committee. Until recently, Angelique was Chief Analytics Officer at Capital One Financial Corporation, where she led a team executing Capital One's first artificial intelligence and machine learning strategy and innovation agenda for the Card business. Previously, Angelique was the Chief Data & Analytics Officer for Apax Partners and Managing Director in JP Morgan's Global Payment Business where she built and scaled a data-driven innovation unit. Angelique has a Ph.D. in Economics and Strategy from J. L. Kellogg Graduate School of Management-Northwestern University, Evanston. In addition, as originally announced on 21 December 2022, Dennis Millard will step down from the Board on 29 February 2024. The Directors, on behalf of the Company, wish to thank Dennis for his dedicated service. Announcement • Aug 04
Pets at Home Group Plc to Report First Half, 2024 Results on Nov 28, 2023 Pets at Home Group Plc announced that they will report first half, 2024 results on Nov 28, 2023 Announcement • Aug 03
Pets at Home Group Plc Reaffirms Earnings Guidance for the Fiscal 2024 Pets at Home Group Plc reaffirmed earnings guidance for the fiscal 2024. The company make no change to guidance for fiscal year 2024 and remain comfortable with current analyst expectations for Group underlying PBT, noting that first half profits will carry additional costs to ramp up the new DC (£6 million) and the cost of brand relaunch (£2 million), both in line with plan. Announcement • Jul 07
Pets at Home Group Plc Declares Final Dividend for the Year Ended 30 March 2023 Pets at Home Group Plc at its AGM held on July 6, 2023, declared a final dividend of 8.3 pence per ordinary share for the year ended 30 March 2023. Buying Opportunity • Jul 06
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 1.3%. The fair value is estimated to be UK£4.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings is also forecast to grow by 13% per annum over the same time period. Upcoming Dividend • Jun 08
Upcoming dividend of UK£0.083 per share at 3.3% yield Eligible shareholders must have bought the stock before 15 June 2023. Payment date: 11 July 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.1%). Reported Earnings • May 26
Full year 2023 earnings released: EPS: UK£0.20 (vs UK£0.25 in FY 2022) Full year 2023 results: EPS: UK£0.20 (down from UK£0.25 in FY 2022). Revenue: UK£1.40b (up 6.6% from FY 2022). Net income: UK£112.0m (down 10.0% from FY 2022). Profit margin: 8.0% (down from 9.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year. Announcement • May 26
Pets at Home Group Plc (LSE:PETS) announces an Equity Buyback for £50 million worth of its shares. Pets at Home Group Plc (LSE:PETS) announces a share repurchase program. Under the program, the company will repurchase up to £50 million worth of its shares for the year ahead. Announcement • Jan 31
Pets at Home Group Plc to Report Fiscal Year 2023 Results on May 25, 2023 Pets at Home Group Plc announced that they will report fiscal year 2023 results on May 25, 2023 Buying Opportunity • Nov 26
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be UK£3.56, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 8.9% in 2 years. Earnings is forecast to decline by 2.3% in the next 2 years. Reported Earnings • Nov 24
First half 2023 earnings released: EPS: UK£0.087 (vs UK£0.11 in 1H 2022) First half 2023 results: EPS: UK£0.087 (down from UK£0.11 in 1H 2022). Revenue: UK£727.2m (up 7.3% from 1H 2022). Net income: UK£43.1m (down 22% from 1H 2022). Profit margin: 5.9% (down from 8.2% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Nov 23
Pets at Home Group Plc to Report Q3, 2023 Results on Jan 31, 2023 Pets at Home Group Plc announced that they will report Q3, 2023 results on Jan 31, 2023 Recent Insider Transactions • Jun 26
Chief People & Culture Officer recently sold UK£364k worth of stock On the 21st of June, Louise Stonier sold around 115k shares on-market at roughly UK£3.16 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • May 26
Full year 2022 earnings released: EPS: UK£0.25 (vs UK£0.20 in FY 2021) Full year 2022 results: EPS: UK£0.25 (up from UK£0.20 in FY 2021). Revenue: UK£1.32b (up 15% from FY 2021). Net income: UK£124.5m (up 26% from FY 2021). Profit margin: 9.4% (up from 8.7% in FY 2021). The increase in margin was driven by higher revenue. Like-for-like sales growth: 15.8% vs FY 2021 Over the next year, revenue is forecast to grow 5.9%, compared to a 11% growth forecast for the retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Mar 29
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be UK£4.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% per annum over the last 3 years. Earnings per share has grown by 45% per annum over the last 3 years. Reported Earnings • Nov 27
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: EPS: UK£0.11 (up from UK£0.062 in 1H 2021). Revenue: UK£677.6m (up 18% from 1H 2021). Net income: UK£56.7m (up 83% from 1H 2021). Profit margin: 8.4% (up from 5.4% in 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 4.2%, compared to a 12% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Jun 10
Upcoming dividend of UK£0.055 per share Eligible shareholders must have bought the stock before 17 June 2021. Payment date: 13 July 2021. Trailing yield: 1.8%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (1.5%). Reported Earnings • May 28
Full year 2021 earnings released: EPS UK£0.20 (vs UK£0.14 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: UK£1.14b (up 7.9% from FY 2020). Net income: UK£99.0m (up 47% from FY 2020). Profit margin: 8.7% (up from 6.4% in FY 2020). Like-for-like sales growth: 8.7% vs FY 2020 Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth. Executive Departure • May 27
Independent Non-Executive Director has left the company On the 20th of May, Karen Whitworth's tenure as Independent Non-Executive Director ended after less than a year in the role. We don't have any record of a personal shareholding under Karen's name. A total of 2 executives have left over the last 12 months. Recent Insider Transactions • Jan 27
Chief People & Culture Officer recently sold UK£317k worth of stock On the 22nd of January, Louise Stonier sold around 75k shares on-market at roughly UK£4.23 per share. In the last 3 months, there was an even bigger sale from another insider worth UK£5.3m. Insiders have been net sellers, collectively disposing of UK£5.7m more than they bought in the last 12 months. Is New 90 Day High Low • Dec 29
New 90-day high: UK£4.29 The company is up 2.0% from its price of UK£4.21 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.24 per share. Recent Insider Transactions • Dec 19
Group CEO recently sold UK£5.3m worth of stock On the 17th of December, Peter Pritchard sold around 1m shares on-market at roughly UK£3.84 per share. This was the largest sale by an insider in the last 3 months. Peter has been a seller over the last 12 months, reducing personal holdings by UK£5.0m. 