Petz (PETZ3) investor relations material

Brazilian pet market trends and growth

• Pet population in Brazil has grown over 30% since 2021, with more multi-pet households and increased demand for services due to pets' rising importance in families.

• The Brazilian pet market is the third largest globally, with a projected CAGR of 12.2% for pet products and 18.2% for e-commerce through 2028.

• The market remains highly fragmented, presenting significant consolidation opportunities for large players.

Grupo Petz Cobasi overview and performance

• Operates 521 stores in 23 states plus the Federal District, with 95% of sales through omnichannel platforms and over 6.8 million unique customers in 2025.

• Combined gross revenue reached R$7.9 billion in 2025, with adjusted EBITDA of R$607 million and net cash of R$615 million.

• Digital penetration exceeds 40%, and the group maintains a robust ecosystem including retail, veterinary, grooming, and health plans.

Strategic acquisitions and integration

• Acquisitions such as Zee.Dog, Petix, Cansei de Ser Gato, and Mundo Pet have driven value creation, operational synergies, and regional expansion.

• Integration efforts have resulted in significant EBITDA improvements, with Mundo Pet achieving breakeven within a year post-acquisition.

• A structured integration methodology and dedicated teams have mapped over 3,000 initiatives to capture value and ensure transparency.