Rover remains the strongest growth story, while Chewy’s traffic was down 9.6%
Pet retail growth was scarce in December, but the dog walking and pet sitting services business Rover continues to gain both traffic and market share.
Key takeaways
- Chewy’s December traffic was down 8.7% year-over-year and 3.6% compared with November.
- Bark Box was down 23.3% year-over-year, although, on a month-over-month basis, it was up 25.8%.
- Rover’s web traffic was up 9.6% year over year and 9.4% compared with November, signaling ongoing growth. Wag Walking, despite being in a similar business, has not managed to show the same kind of consistent growth.
- PetSmart saw modest gains, with traffic up 1.7% year-over-year and a share of traffic within this peer group to 18.2%, up from 17% in December 2021.
We track these statistics as early indicators of business growth and revenue.
Year over Year Traffic
Month over Month Traffic
Traffic Share Trend
Chewy still commands more than half the traffic generated by this peer group, but its share declined in December to 51.7%, compared with 53.8% in December 2022. Over the same period, PetSmart increased its share from 17% to 18.2%, and Rover increased its share by a full point, to 7.7%.
Companies mentioned in this report include Chewy Inc. (NYSE: CHWY), Petco (NASDAQ: WOOF), PetSmart LLC (NASDAQ: PETM), Rover (NASDAQ: ROVR), and Wag (NASDAQ: PET), and Bark Box Inc. (NASDAQ: BARK). The primary statistics cited in this report are for traffic from within the United States.
The Similarweb Insights & Communications team is available to pull additional or updated data on request for the news media (journalists are invited to write to press@similarweb.com). When citing our data, please reference Similarweb as the source and link back to the most relevant blog post or similarweb.com/blog/insights/.
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Report By: David F. Carr, Senior Insights Manager
Disclaimer: All data, reports and other materials provided or made available by Similarweb are based on data obtained from third parties, including estimations and extrapolations based on such data. Similarweb shall not be responsible for the accuracy of the materials and shall have no liability for any decision by any third party based in whole or in part on the materials.
David covers social media, digital advertising, and generative AI. With a background in web trends since the 1990s, he’s also the author of "Social Collaboration for Dummies".
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