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Active Customers
Indicates the total number of customers making purchases, reflecting the company's market reach and customer base growth.After a multi‑quarter plateau post‑2021, active customers have re‑accelerated since late‑2024, reflecting stronger retention, Autoship penetration and contributions from recent M&A/clinic activity; that mix is underpinning revenue recovery even as premiumization softens. Management’s guidance that net adds will trend to the lower end of prior ranges signals growth will be steadier and more acquisition/product‑mix dependent, so upside looks driven more by higher engagement, AI efficiencies and operational leverage than a big rebound in new‑customer acquisition.
Date | Active Customers |
|---|---|
Jun 30, 2026 | 21.70M |
Mar 31, 2026 | 21.50M |
Dec 31, 2025 | 21.33M |
Sep 30, 2025 | 21.16M |
Jun 30, 2025 | 20.91M |
Mar 31, 2025 | 20.76M |
Dec 31, 2024 | 20.51M |
Sep 30, 2024 | 20.16M |
Jun 30, 2024 | 20.00M |
Mar 31, 2024 | 19.99M |