Pet Valu: Benefiting From Buy Canada Movement

  • Pet Valu delivered a strong Q1/25, with 7% revenue growth and signs of resilience despite trade war concerns and economic headwinds. Canadian consumer backlash against American companies may be driving incremental market share gains for Pet Valu, aided by its 'Made in Canada' focus. Private equity overhang remains a risk, as recent large share sales have pressured the stock, with more secondary offerings likely ahead.