{"version":"1.0","provider_name":"Brakke Consulting\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8","provider_url":"https:\/\/brakkeconsulting.com\/ja","title":"News from Brakke Consulting","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\" data-secret=\"BP1Sy9dkXr\"><a href=\"https:\/\/brakkeconsulting.com\/ja\/brakke-viewpoint-january-26-2024\/\">\u30d6\u30e9\u30c3\u30b1\u5c55\u671b\u53f0 2024 \u5e74 1 \u6708 26 \u65e5<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/brakkeconsulting.com\/ja\/brakke-viewpoint-january-26-2024\/embed\/#?secret=BP1Sy9dkXr\" width=\"600\" height=\"338\" title=\"&#8220;Brakke Viewpoint January 26, 2024&#8221; &#8212; Brakke Consulting Website\" data-secret=\"BP1Sy9dkXr\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n\/\/# sourceURL=https:\/\/brakkeconsulting.com\/wp-includes\/js\/wp-embed.min.js\n\/* ]]> *\/\n<\/script>","description":"As Bob mentioned last week too, the vibe I am feeling is that 2024 is off to a strong start.\u00a0 There are good signs for the industry: inflation is down, a soft landing seems possible and the people in the industry seem positive.\u00a0 I wonder, however, if the industry might be nearing a crossroad. As I review quarterly earnings reports from the public animal health companies, I see companies increasing prices in the 4-6% range.\u00a0 This is higher than we saw in the pre-pandemic period.\u00a0 Some of the rationale for these increases tie back to manufacturing cost increases.\u00a0 Another reason for the price increases is the inability to grow volume. Savvy investors are concerned with the quality of earnings, focusing on topline growth vs. expense reductions.\u00a0 When digging into sustainable revenue growth, investors are much more interested in volume growth vs. price growth.\u00a0 Manufacturers who rely on price increases on existing products to drive revenue growth may eventually be put in a precarious position when consumers reach a breaking point and trade down to generics or, shift purchases to new technology.\u00a0 In the end, the lifeline for the Animal Health industry is innovation.\u00a0 Innovative new products and technology always have commanded premium pricing and continue to fuel future expansion. Continuing to Invest in R&amp;D is critical for long-term success.\u00a0 Let\u2019sView Full Post;"}