Pet Humanization and Premiumization Driving Spend

Meet Rover Annual Gross Booking Value ($mm) 94% CAGR $333 $92 $43 $16 2014 $202 2mm Pet Parents have booked $436 2015 2016 2017 2018 2019 **Rover Note: Metrics are cumulative as of September 2020, unless otherwise noted 1. Based on the zip codes with booked transactions on the platform 2. Based on 2019 Cohort 3. Based on credit card data for the month of December 2020 4. Rover survey results 500k Providers paid 96%+ of U.S. population covered (1) 87% Repeat Bookings 0 40mm All-time services delivered 1-2 Quarter Payback ~10x Larger than next largest competitor (3) 70% of new customers rebook (2) 67% Previously relied on friends, family and neighbors (4) 8

View entire presentation