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

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 is a masterclass in using operational data to justify a premium exit. #TailAndTread #SubscriptionBox #EBITDA #ExitStrategy #BusinessBrokers #RecurringRevenue #DataDriven #PetIndustry #Valuation #MergersAndAcquisitions #CustomerLifetimeValue #ChurnRate #GrossMargin #PrivateSales #SmallBusinessExit #FexingoBusiness #BusinessPodcast #BuyerAndSellerPodcast Keep every episode free: buymeacoffee.com/fexingo