Pet Humanization and Premiumization Driving Spend
Opportunity for Continued M&A in Existing Markets
Pet-Owning Households
85 mm
(1)
7 mm
35mm
(3)
(4)
United States
•
•
All 50 States & Territories
96% of U.S. population covered (2)
Launched 2013
Canada
• All Provinces including Quebec serviced in English and French
Entered in March 2017 with acquisition of DogVacay
Europe
•
8 Countries: Great Britain, Spain, France, Norway, Sweden, Netherlands,
Italy, Germany
8 Languages supported by operations team based in Barcelona
Launched in London in 2Q18; entered additional geographies in mid-2019
via acquisition of DogBuddy (5)
**Rover
1. APPA National Pet Owners Survey 2019-2020
2. Based on the zip codes with booked transactions on the platform as of September 2020
3. Management estimates based on Canadian Veterinary Journal and the Canadian census reports. 56% of 12.4mm Canadian households have pets
4. Management estimates based on Euromonitor and Statista. 35mm dog-owning households in 2019 within the green shaded countries, where Rover operates
5. Acquired DogBuddy in late 4Q18 and integrated in Q2'19
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