Strong Revenue Growth:
Available evidence indicates revenue scaled from roughly $800 million in 2023 to an estimated $1.2 billion annualized in 2024. The longer-term trajectory shows steady gains from 2017 onward, with scale signals like surpassing 1 billion meals delivered.
Profitability:
Reporting describes more than $10 million in monthly profit, indicating a shift from pure growth to profitable scaling. This supports the view that the company can sustain operations while continuing to invest.
Market Expansion:
Operations have broadened beyond DTC through personalized meal plans on Walmart.com and expansion via the Woof acquisition into canine wellness products. Continued veterinary research investment and substantial TV ad spend point to active reach and capability expansion.
