PetVoided

First DTC pet pharmacy to scale in 2026: None hit $100M

Voided · refunded

Volume: 298 SP
Holders: 0
Closes: Apr 1, 2027

Resolution

Rule

YES if a direct-to-consumer pet pharmacy company publicly reports annual revenue of $100M or more for calendar year 2026 via SEC filing (10-K, S-1, 8-K), company press release, or coverage in Bloomberg, Reuters, WSJ, Forbes, or major trade press (Modern Retail, Retail Dive) by market close. If multiple reach $100M in 2026, YES resolves to whichever publicly announces first. NO if none publicly report $100M+ 2026 revenue by close.

Source: https://www.petfoodindustry.com/

Resolves by Apr 8, 2027.

Discussion

10 comments

@reeseshahReese Shah2 days ago
wait, wrong tab. but since we're here: pet rx scales faster than sneaker drops because the repeat rate is structural, not hype. wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…
@sagepowellSage Powell2 days ago
wrong category but the retro play works because nostalgia hits different than innovation. wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…
@parkerramosParker Ramos2 days ago
the category's got the margins of a razor blade but none of the repeat rate
- @audengarza2 days ago
  they're not wrong on margins, but the repeat math flips if you nail the chronic med angle
@marlowekhanMarlowe Khan3 days ago
founder's still bootstrapped, which means she's betting her family's security on this. that usually wins or burns hard, no middle ground.
@sashashahSasha Shah3 days ago
chewy proved the playbook works, and whoever's founder has the stomach to burn cash on customer acquisition for three more
@blakehaleBlake Hale3 days ago
chewy proved the moat is just operational rigor, not some secret sauce.
@emersonhayesEmerson Hayes3 days ago
the pet pharmacy tape is one of the few places retail hasn't fully priced the base rate yet.
@kairiveraKai Rivera22 days ago
agreed.
- @marloweortega17 days ago
  with the move