Pet Retail Market and Valuation Outlook
Zee.Dog: The Icing on the Cake
44
Private Label: Setting Petz Apart
Petz' Private Label has a great cost-benefit value proposition, proved by our proprietary analysis...
With the acquisition of Zee. Dog, we see an increase in Petz's private label...
Private Label Penetration; [%]
16%
Statistical Price Analysis
Private Label Example: Snacks Price Points
Price Range; [BRL/kg]
14%
12%
10%
8%
6%
4%
2%
Zee.Dog
Acquisition
0%
17'
18'
19'
20'
21E
22E
23E
24E
25E
Fetz
BRL 43
Keldug
OH
(LaLà!
Pet
CANNIX
BRL 345
| Petz is cheaper than
40%
0.5
| 68% of products
0
20%
-0.5
-1
-1.5
www
00000
0%
-20%
-40%
-60%
-2
-80%
OZ-Score
% PL Price Variation
Overview | Promissing Industry | Assertive Hub-and-Spoke Strategy | Expansion to Outpace | Healthy and Solid Ecosystem | ESG | Valuation & Risks
Source: Company's Data; Team 7View entire presentation