15. Reportable Segment

The following represents segment information for the Company’s single operating segment, for the periods presented (in thousands):

 

 

 

Fiscal years ended

 

 

 

January 31,
2026

 

 

February 1,
2025

 

 

February 3,
2024

 

 

 

(52 weeks)

 

 

(52 weeks)

 

 

(53 weeks)

 

Revenue

 

$

5,961,467

 

 

$

6,116,462

 

 

$

6,255,284

 

Add (deduct):

 

 

 

 

 

 

 

 

 

Cost of sales

 

 

(3,656,395

)

 

 

(3,792,060

)

 

 

(3,901,449

)

Advertising and marketing
   expenses

 

 

(157,766

)

 

 

(156,086

)

 

 

(194,429

)

Equity-based compensation - general and
   administrative

 

 

(32,188

)

 

 

(50,212

)

 

 

(81,859

)

Other general and
   administrative expenses (1)

 

 

(1,994,685

)

 

 

(2,111,053

)

 

 

(2,035,337

)

Goodwill impairment

 

 

 

 

 

 

 

 

(1,222,524

)

Interest income

 

 

6,305

 

 

 

3,714

 

 

 

3,405

 

Interest expense

 

 

(131,199

)

 

 

(143,531

)

 

 

(150,909

)

Loss on partial
   extinguishment of debt

 

 

(565

)

 

 

 

 

 

(920

)

Other non-operating income

 

 

 

 

 

4,800

 

 

 

4,727

 

Income tax (expense) benefit

 

 

(6,266

)

 

 

7,481

 

 

 

27,613

 

Income from equity method
   investees

 

 

20,358

 

 

 

18,669

 

 

 

16,188

 

Consolidated net income (loss)

 

$

9,066

 

 

$

(101,816

)

 

$

(1,280,210

)

(1)
Other general & administrative expenses include pet care center expenses, support center labor and occupancy costs, legal, accounting, information technology, and consulting costs, and depreciation and amortization.

Historical Timeline

Fiscal YearFiled
2026Mar 13, 2026Showing above
2025Mar 31, 2025

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.