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Investor Presentation

...in the fast-growing, recession-resistant pet products industry pet eu Growing number of pet owners; ~64% of Households (1) COVID-19 accelerated this trend, with many Canadian pet owners acquiring a new pet as evidenced by an acceleration in Canadian pet care spend of +10% in 2020 Highest value customer segment is fastest growing The Devoted Pet Lovers segment has grown to 41% of Canadian households in 2020 (+6% since 2019)(2) Increasing spend driven by humanization of pets 83% of Canadian pet owners consider their pets to be part of their family (1) 9/11 $7.6 '94-'16 CAGR: 6% I Recession I $3.2 +10% Growth in 2020 '16 '20 CAGR: 9% $10.6 $4.1 $2.2 $0.7 $6.5 $4.4 $1.6 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 ■Pets and Pet Food Spend Veterinary and Other Pet Services Note: figures in C$ billions Source: Statistics Canada. Table 36-10-0225-01 Detailed household final consumption expenditure, provincial and territorial, annual; Canadian Pet Industry Spend, by Category Fusion Analytics - State of Union 2020; 64% of Canadian households own at least one dog or cat 1. 2. roundpeg Customer Study, January 2021 and Customer Study, January 2019 4
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