Welcome to 2026 in the pet industry

In this conversation, Clayton Payne and Sam discuss the current landscape of the pet food industry, focusing on various companies such as Nutriment, Carnly, Scrumbles, and Bella and Duke. They explore the challenges of scaling in raw pet food, the competitive dynamics in the market, and the impact of consumer preferences on brand success. The discussion also touches on the rise of tele-veterinary services and the unique positioning of JR Pet Products in the market.takeawaysNutriment Company is a strong player in the pet food market.Scaling in raw pet food presents significant challenges.Carnly has achieved impressive market penetration and product execution.Scrumbles is effectively competing against larger brands with better products.Smaller brands struggle to compete with larger companies due to limited SKUs.The cat food market is being disrupted by companies like Catkin and Untamed.The CVS Group navigated the CMA investigation with strategic finesse.Tele-veterinary services are emerging as a viable alternative for pet care.Bella and Duke are pushing for fresh food education among veterinarians.JR Pet Products maintains a unique market position with limited competition.