☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission File Number: 001-40764 Wag! Group Co. (Exact name of registrant as specified in its charter) Delaware ...

Financial Performance - Revenues increased 13% to $23.2 million in Q1 2024, compared to $20.6 million in Q1 2023, marking a quarterly revenue record[7] - Achieved a net loss of $4.2 million, up from a net loss of $3.8 million in Q1 2023, primarily due to costs associated with a $5 million debt principal pay down[7] - Adjusted EBITDA improved to $0.2 million, compared to an Adjusted EBITDA loss of $0.4 million in Q1 2023[7] - Revenues for the three months ended March 31, 2024, were $23,219,000, representing a 7.8% increase from $20,623,000 in the same period of 2023[24] - Net loss for the same period was $4,241,000, compared to a net loss of $3,787,000 in the prior year, reflecting a slight increase in the loss margin to 18.3% from 18.4%[30] - Adjusted EBITDA for the three months ended March 31, 2024, was $168,000, an improvement from a loss of $397,000 in the same period of 2023, resulting in an adjusted EBITDA margin of 0.7%[28] - Total costs and expenses increased to $25,002,000 for the three months ended March 31, 2024, up from $22,836,000 in the prior year[24] - Cash flow from operating activities was $168,000 for the three months ended March 31, 2024, compared to a cash outflow of $3,580,000 in the same period of 2023[30] - The company incurred a loss on extinguishment of debt amounting to $726,000 during the three months ended March 31, 2024[28] - Interest expense for the period was $1,885,000, slightly up from $1,874,000 in the previous year[24] - Cash and cash equivalents at the end of the period were $12,603,000, down from $24,502,000 at the end of the same period in 2023[26] - The company reported stock-based compensation of $1,296,000 for the three months ended March 31, 2024, compared to $1,342,000 in the same period of 2023[28] Growth and Strategy - Record 671,000 Platform Participants in Q1 2024, an increase of 10% from 611,000 in Q1 2023[8] - 78% of revenues were generated from B2B partnerships, including pet insurance and pet food companies[10] - Guidance for full year 2024 includes revenue expectations in the range of $105 million to $115 million[11] - Anticipated Adjusted EBITDA for 2024 is projected to be between $2 million and $6 million[11] - New product launches include Furscription, a digital e-prescribing tool for veterinarians, and WeCompare, a consumer-facing insurance comparison platform[10] - Company is focusing investments on marketing, R&D, and partnerships to drive growth in 2024 and beyond[9]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission File Number: 001-40764 Wag! Group Co. (Exact name of registrant as specified in its charter) Delaware 88-35 ...

Wag! Group Co. (NASDAQ:PET) Q4 2023 Results Conference Call February 14, 2024 4:30 PM ET Company Participants Garrett Smallwood - Chief Executive Officer and Chairman Adam Storm - President and Chief Product Officer Alec Davidian - Chief Financial Officer Conference Call Participants Jeremy Hamblin - Craig-Hallum Capital Group Matt Koranda - ROTH MKM Greg Pendy - Chardan Aria Cole - Cole Capital Operator Greetings. Welcome to the Wag! Q4 2023 Earnings Conference Call [Operator Instructions]. Please note thi ...

Wag! Group Co. (NASDAQ:PET) Q3 2023 Earnings Conference Call November 8, 2022 4:30 PM ET Company Participants Greg Robles - Investor Relations Garrett Smallwood - Chairman and Chief Executive Officer Adam Storm - President and Chief Product Officer Alec Davidian - Chief Financial Officer Conference Call Participants Jason Helfstein - Oppenheimer Jeremy Hamblin - Craig-Hallum Tom White - D.A. Davidson Matt Koranda - Roth Capital Operator Greetings, and welcome to the Wag! Third Quarter 2023 Earnings Conferen ...

(Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ Commission File Number: 001-40764 Wag! Group Co. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Exact name of registrant as specified in its charter) Delaw ...

Wag! Group Co. (NASDAQ:PET) Q2 2023 Results Conference Call August 8, 2023 4:30 PM ET Company Participants Dawn Francfort - IR Garrett Smallwood - Chairman and CEO Adam Storm - President and Chief Product Officer Alec Davidian - CFO Conference Call Participants Jason Helfstein - Oppenheimer Wyatt Swanson - D.A. Davidson Matt Koranda - ROTH MKM Jack Cole - Craig Hallum Greg Pendy - Chardan Operator Good day, and thank you for standing by. Welcome to the Wag! 2Q '23 Earnings Conference Call. At this time, all ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or Wag! Group Co. (Exact name of registrant as specified in its charter) Delaware 88-3590180 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________________ to ____________________ (State or other jurisdic ...

Financial Data and Key Metrics Changes - The company achieved record revenue of $20.6 million in Q1 2023, representing a 113% year-over-year increase [7][25] - Adjusted EBITDA loss improved to $0.4 million from a loss of $2.6 million in the same period last year, marking significant progress towards profitability [7][30] - Adjusted EBITDA margin improved from minus 21.8% in Q1 2022 to minus 1.9% in Q1 2023, a 20 percentage point improvement [30] Business Line Data and Key Metrics Changes - Revenue from wellness offerings grew from $5.2 million in Q1 2022 to $13.9 million in Q1 2023, indicating strong demand for pet insurance and wellness plans [26] - Service revenue increased from $4.4 million in Q1 2022 to $5.4 million in Q1 2023, driven by a steady increase in workers returning to the office [27] - The newly acquired Dog Food Advisor contributed $1.4 million in revenue through the pet food and treats segment [27] Market Data and Key Metrics Changes - The company reported a total of 611,000 platform participants, an increase of 88% year-over-year [42] - Premium penetration among Wag! users increased to 55%, exceeding expectations even after a price increase to $14.99 per month [42][43] - The pet insurance penetration in the U.S. remains low at less than 4%, compared to over 20% in the UK, indicating significant growth potential [26] Company Strategy and Development Direction - The company aims to capitalize on the growth in pet ownership and expand its product offerings across the pet care market [12][13] - Key strategic elements for 2023 include accelerating growth in existing markets, expanding premium subscription offerings, and opportunistic M&A [46] - The company is focused on achieving positive adjusted EBITDA margins for the remainder of 2023 through efficient marketing and operational excellence [52] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the return to office trend and its potential to drive demand for services as weather conditions normalize [8][19] - The company anticipates continued growth in the pet industry, driven by rising pet ownership and increasing demand for premium products and services [139] - Management acknowledged potential risks to financial performance in 2023, including disruptions to global supply chains and changes in consumer behavior [61] Other Important Information - The company ended Q1 2023 with approximately $33 million in cash and cash equivalents, providing a strong balance sheet to support growth objectives [59] - The company raised its full-year 2023 guidance, projecting revenue growth of over 50% year-over-year and adjusted EBITDA margins of over 1% [32][31] Q&A Session Summary Question: Can you elaborate on the acceleration in platform participants? - Management noted that the increase was driven by strong demand across services, pet food, and wellness segments, with no significant imbalance in supply and demand [34][64] Question: What are the key drivers of wellness revenue this quarter? - Management expects some normalization in Q2 and Q3, with a potential reacceleration in Q4, particularly in pet insurance and wellness plans [65] Question: How is the Dog Food Advisor acquisition performing? - The acquisition is validating the company's thesis about premium pet parents, with strong interest in high-quality products [67] Question: What are the expectations for service revenue trends? - Management indicated that service revenue was affected by severe weather in Q1, but they expect resilience and acceleration moving forward [100] Question: How does the company view the hybrid work environment? - Management believes that a slow return to office will benefit their services, as pet parents will increasingly seek pet care solutions [70][73]

Pet Food & Treats Pet Food Pet Treats 6 Drop-In Sitting Boarding Training Shop Walking ● 10% Off All Services ● 5% Off All Products ● Exclusive Benefits Center Wag! Services (26%) Wag! 30% LTV:CAC Premium Pet Spend is a Large, Resilient Category with (American Pet Product Association) CONFIDENTIAL Ownership = Category Tailwinds https://www.forbes.com/advisor/pet-insurance/pet-ownership-statistics/ The Wag! Platform Wag! Premium Benefits ● 12 million+ reviews provide assurance on quality of care 12 Browse & ...