Deals & M&A.
Who's buying whom in pet retail — acquisitions, funding, ownership changes, and what each deal actually bought.
The Second Bag Your Customer Bought Was a Subscription You Never Offered
Auto-ship, curated boxes, VIP memberships, the models that turn one-time buyers into recurring revenue, built for stores with real rent.
3 min read · Jul 29
What Do You Actually Get When PetIQ Buys a Muscle Health Brand You've Never Stocked?
PetIQ closed the MYOS acquisition. The ingredient has clinical studies. The retail proof of concept does not exist yet.
3 min read · Jul 29
Musti's Re-Platform Ate Its Online Quarter While Stores Grew 3%
Online growth slowed to near-flat while like-for-like store sales held steady. The platform migration cost a quarter of momentum.
4 min read · Jul 28
A Private-Label Co-Packer Bought Half a Branded Competitor
When a contract manufacturer buys the brand instead of only making it, it is telling you where the real money moved.
4 min read · Jul 28
Private Equity Bought the Middleweight Brands Your Shelves Depend On
Outward Hound, Nina Ottosson, Best Friends by Sheri: the brands you reorder without thinking are now PE-backed.
7 min read · Jul 24
A Pet Insurance Roll-Up Stopped Buying and Started Appointing Presidents
When a company stops announcing acquisitions and starts announcing presidents, it's done integrating and ready to sell.
5 min read · Jul 21
Pet Retail's Ownership Map: Every Deal Since 2020, and What It Bought
From Petco's IPO to the bankruptcy and rebirth of Pet Supplies Plus's parent, we mapped every deal that changed who owns a piece of pet retail since 2020 - buyer, target, price, and what it actually bought.
7 min read · Jul 20
Why the Apartment Lease Became Pet Insurance's Easiest Sale
Healthy Paws bought the lease-signing moment, which is the conversation that used to happen on your sales floor.
6 min read · Jul 20
Zoetis Bought the Teleradiology Platform 1,800 Vet Clinics Use
When the pharma company owns the diagnostic moment, the 'try this supplement first' conversation shifts.
5 min read · Jul 20
Your Holistic Referral Partner Is Now Part of a PE Rollup
The holistic clinic that sends customers your way for supplements and therapeutic products was acquired by a PE-backed rollup.
4 min read · Jul 20