The State of Ecommerce: Pet Products
The standout supply chain story, with OOS losses down despite Prime Day
- OOS revenue loss fell 63% while revenue grew 20%, the only category where stockout losses declined despite Prime Day.
- Fill rate improved to 89%, the highest of any category, with the lowest discount rate in the portfolio.
- Pet grew volume without sacrificing margin or availability. Get the data behind the supply chain execution driving the difference.
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Key takeaways
Pet has the best in-stock story.
Inventory rose 11% YoY while Rep OOS improved to 1%, the best in-stock rate in the portfolio.
Supply chain kept pace with demand.
Fulfilled units grew 16% YoY and fill rate improved 1pp to 89%, the highest across categories.
Pricing power is holding.
ASPs rose 1% while discount rate fell to 3.8%, the clearest indicator of pricing power.
Traffic growth broadened the funnel.
Glance views rose 33% YoY while conversion fell 6pp, but Pet still held the highest CVR of any category.
Pet balanced growth and margin.
Revenue grew 20% YoY while gross margin fell only 1pp to 30%, a strong growth-to-margin trade-off.
Stockout losses fell despite Prime Day.
OOS revenue loss declined 63% YoY while revenue grew 20%, confirming a genuine supply-chain win.
