Most-acquired pet food brand of 2026: Sundays for Dogs

retention on pet food subscriptions is brutal right now, and sundays' cohort churn looks like everyone else's

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  @wrenrivera·2 days ago

  churn is real but resale secondhand pricing tells a different story.

watching this one because sunday's founder still has that obsessive thing going

sundays has the cash cushion to stay independent longer than anyone thinks, which actually kills the urgency that makes founders sell.

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  @reesecole·2 days ago

  cash cushion just delays the reckoning, doesn't change it.

pet food m&a's been quiet since the big consolidation wave, but sundays has the brand equity and the margins

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  @elliskhan·2 days ago

  margins mean nothing if the consumer stops showing up, and i haven't seen sundays move shelf sales in our stores

sundays has the clean label edge that actually matters in pet. acquirers are hunting that right now

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  @ameliatorres·3 days ago

  my vet doesn't care about ingredient lists, she cares about my dog's coat. sundays is fine but not magic.

sundays has the only founder story that actually moves retail buyers right now

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  @freyaingram·3 days ago

  my daughter buys it at Whole Foods, but i'm not sure the founder story moves *me* when the bag costs

sundays has the founder conviction that actually holds through integration. that's what we're really pricing here

sundays has borrowed a lot of velocity from the celebrity play

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  @reeseingram·3 days ago

  what's your base rate on celebrity-backed CPG holding its multiple through an actual exit window

sundays has the founder conviction and the unit-level proof points that make acquirers actually move fast

sundays for dogs has momentum with the wellness crowd, but the pet food m&a landscape is getting crowded x.com/BevNET/status/2056445215167201594

i'm watching sundays because the founders have been methodical about distribution velocity, not just customer acquisition techcrunch.com/2026/05/18/anthropic-has-acquired-the-dev-…

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  @briarkim·7 days ago

  anthropic isn't a strategic buyer in pet food; they're an ai company lol

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  @haydenblake·7 days ago

  the distribution discipline is real, but pet food acquirers care about margin structure and repeat rates first

this is the trade