Logotype for Pet Center Comércio e Participações S.A.

Petz (PETZ3) investor relations material

Petz Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Pet Center Comércio e Participações S.A.
Q3 2025 earnings summary6 Nov, 2025

Executive summary

  • Achieved strong cash generation of BRL 140.5 million in Q3 2025, with operational cash flow at BRL 176.1 million, driven by operational efficiency, working capital management, and reduced CAPEX.

  • Private label sales reached 12.8% of total sales, up 36% year-over-year, supporting gross margin expansion.

  • Loyalty program (Clubs/Clubz) doubled subscribers quarter-over-quarter, enhancing customer retention and frequency.

  • Gross total revenue was BRL 1.09 billion, with B2C and digital channels showing solid growth.

  • Merger with Cobasi is in final regulatory stages, with a positive outlook for approval by January 2026.

Financial highlights

  • Gross revenue grew 6.9% year-over-year in B2C, with brick-and-mortar and digital channels up 8.1% and 6.7%, respectively.

  • Services segment grew 13.4% in Q3, outpacing retail operations.

  • Gross margin improved by 70 basis points to 39.6%, mainly from private label growth and store channel mix.

  • Adjusted EBITDA margin expanded by 40 basis points to 7.7% of gross revenue.

  • Adjusted net income rose 40.3% year-over-year to BRL 31.3 million, with net margin at 2.9%.

  • CAPEX reduced by 10.8% year-over-year and 20% year-to-date versus prior year.

  • Net cash position restored after prior dividend distribution and investment discipline.

Outlook and guidance

  • Expect continued margin pressure in Q4 due to intensified competition, especially in medication.

  • Minimum growth target set at high single-digit to low double-digit to offset inflation and cost increases.

  • Anticipate positive demand impact in 2026 from income tax adjustments and sector growth.

  • Confident in full CADE approval of Cobasi merger by January 2026, with integration expected to drive cost synergies.

  • Strategic agenda remains centered on sustainable growth, innovation, and maintaining a strong capital structure.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Petz earnings date

Logotype for Pet Center Comércio e Participações S.A.
Q4 20259 Mar, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Petz earnings date

Logotype for Pet Center Comércio e Participações S.A.
Q4 20259 Mar, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Pet Center Comércio e Participações S.A. operates a chain of stores that sells products and services for pets in Brazil. It offers food, accessories, hygiene and cleaning items, implements, medicines and other health and beauty articles, as well as pet shops products. The company also provides grooming services and pet care services, as well as pet hotels that house cats and dogs. As of December 31, 2013, it operated a network of 88 stores comprising 66 franchise units and 22 company-owned units in 23 Brazilian states and the Federal District. Pet Center Comércio e Participações S.A. was founded in 1972 and is headquartered in Porto Alegre, Brazil.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage