by Amanda McDavid | May 15, 2026 | Viewpoints
We recently published the animal health industry’s first Sentiment Index and the respondents’ sentiment for 2026 was “cautiously optimistic.” But after watching the stock market’s response to Zoetis’s 1Q performance and their updated full year outlook, perhaps...
by Amanda McDavid | May 8, 2026 | Viewpoints
In the last several decades, the financial performance of the major animal health companies has been driven by the companion animal market segment. Will we join Marty McFly and go Back to the Future where the livestock segment is the driver of performance? It seems...
by Amanda McDavid | May 1, 2026 | Viewpoints
Why You Should NOT Invest in Animal Health Let’s be honest, animal health is not an easy place to make money as an investor. For decades, insiders have repeated the same narrative: great fundamentals, resilient demand, strategic interest. And yet, for many investors,...
by Amanda McDavid | Apr 24, 2026 | Viewpoints
Recently, I traveled from my home in Florida to Tennessee to celebrate my aunt’s 96th birthday. During the long drive, I found myself thinking a lot about change and longevity. One thing my family has taught me in recent years is that you must be tough to make it into...
by Amanda McDavid | Apr 17, 2026 | Viewpoints
It is my pleasure to announce that Brakke Consulting will make its debut at the BIO International Convention 2026, taking place this June in San Diego, California, and is a meaningful milestone for our firm and the clients we serve. On June 22, in partnership...
by Amanda McDavid | Apr 10, 2026 | Viewpoints
How would you rate the state of the industry? Up-due to increased pet populations, overall pet spending and recent strength in some livestock trends. Down- due to decreased veterinary visits, consumer-based pricing concerns, and consolidation leading to job...
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