PETS
PetMed Express, Inc.3.9000
+1.0300+35.9%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
83.34MP/E (TTM)
-Basic EPS (TTM)
-0.30Dividend Yield
0%Recent Filings
8-K
8-K
8-K
LaCamp joins PetMed board
PetMed Express appointed James LaCamp, a seasoned finance executive and audit expert, to its board on October 19, 2025, with him assuming the Audit Committee chair role on October 30. This bolsters financial oversight amid board refreshment, now featuring five independent directors since 2024. The company also formalized an interim employment agreement with CEO Leslie C.G. Campbell on October 20, setting her base salary at $1.3 million through August 2026, while retaining at-will termination. LaCamp's expertise sharpens governance; yet integration risks linger.
10-K
FY2025 results
PetMed Express's FY2025 results showed sales declining 17.2% y/y to $227.0M, driven by strategic advertising cuts and macroeconomic pressures, with reorder sales down 15.5% to $188.0M and new orders falling 25.5% to $31.1M; Q4 momentum faltered as recurring sales hit 56.1% of total, up from 53.5% y/y but flat sequentially, amid higher discount activity compressing gross margins to 30.5% from 30.9%. General and administrative expenses dropped 30.0% to $38.6M, fueled by an $8.7M non-cash stock compensation reversal from executive departures, yet operating loss widened to $1.5M from $8.2M, with net loss narrowing to $6.3M via lower advertising spend. Liquidity held firm at $54.7M cash with no debt, supporting $5.1M capex; dividends remain suspended to fund growth. Q4 faltered on prescription sales weakness, but AutoShip adoption signals retention strength. Regulatory scrutiny over pharmacy licensing could disrupt quarterly momentum.
8-K
PetMed files delayed 10-K
PetMed Express filed its delayed Form 10-K on October 14, 2025, revealing fiscal 2025 net sales of $227.0 million and a $6.3 million net loss, dragged by a $1.2 million intangible impairment. Sales missed preliminary estimates due to reclassifying promotional reimbursements to costs, yet net income stayed unaffected. Cash stands at $54.7 million with no debt. Interim CEO eyes resumed quarterly filings soon.
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