How a Pet Brand Hit 30x EBITDA with Subscription Box Data

The Buyer & Seller Podcast with Fexingo: Business Brokers, Exits, and Private Sales Explained · Jun 21, 2026 · 8m · transcript

Lucas and Luna break down how a small pet supply company called Tail & Tread reached a 30x EBITDA multiple by leveraging subscription box data to predict churn and optimize inventory. They walk through the specific revenue metrics—60% gross margin, 95% annual retention, and a 0.3% monthly churn rate—that drove the valuation. You'll learn how the owner used customer lifetime value data to negotiate a higher multiple from a strategic acquirer in the pet industry, and why recurring revenue streams with robust data can command multiples that dwarf traditional retail multiples. This episode…