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  1. Will The Farmer's Dog file an S-1 by July 31, 2026?

    Pet3 replies3 voices

    @isabellakim · founder is still private-company paranoid, and that doesn't shift overnight. they're not filing by july '26

    ↳ @rileylopez: fresh pet's margin structure is already thin. if farmer's dog hits the same wall before tiktok shop moves the needle on margins, they're filing desperate not confident.

    @isabellakim@rileylopez@eleanornavarro

  2. Petco market cap at end of 2026: survival or delisting?: Above $1B

    Pet2 replies2 voices

    @lucymonroe · honestly i just know petco because my daughter shops there for her dog's vitamins

    @lucymonroe@eleanornavarro