{"id":32896,"date":"2023-11-03T07:13:55","date_gmt":"2023-11-03T13:13:55","guid":{"rendered":"https:\/\/brakkeconsulting.com\/?p=32896"},"modified":"2023-11-03T07:13:55","modified_gmt":"2023-11-03T13:13:55","slug":"brakke-viewpoint-november-3-2023","status":"publish","type":"post","link":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-november-3-2023\/","title":{"rendered":"Mirante de Brakke 3 de novembro de 2023"},"content":{"rendered":"<p>\u00c9 \u00e9poca de lucros e os relat\u00f3rios de v\u00e1rias empresas est\u00e3o listados no boletim informativo de hoje. Na maior parte, as receitas e os lucros das empresas de sa\u00fade animal e de alimentos para animais de estima\u00e7\u00e3o permaneceram fortes.<\/p>\n<p>Curiosamente, muitos analistas de a\u00e7\u00f5es interpretam as receitas de cada empresa no contexto do decl\u00ednio das visitas veterin\u00e1rias de animais de estima\u00e7\u00e3o. Mas essa \u00e9 uma boa m\u00e9trica? As despesas veterin\u00e1rias s\u00e3o pagas com receitas discricion\u00e1rias. Durante a pandemia, quando o governo injectava dinheiro na economia \u2013 e muitas pessoas estavam em casa e podiam facilmente levar os seus animais de estima\u00e7\u00e3o ao veterin\u00e1rio \u2013 as visitas veterin\u00e1rias aumentaram mais rapidamente do que o normal.<\/p>\n<p>Agora, \u00e0 medida que a renda familiar discricion\u00e1ria est\u00e1 voltando ao normal, o mesmo acontece com as visitas ao veterin\u00e1rio. Sim, as visitas veterin\u00e1rias diminu\u00edram desde o seu m\u00e1ximo. Mas a maioria dos consult\u00f3rios ainda est\u00e1 muito ocupada e os propriet\u00e1rios dos consult\u00f3rios dizem-nos que est\u00e3o a observar o surgimento de padr\u00f5es de visitas mais normais. \u00c9 realmente apropriado avaliar as receitas atuais \u00e0 luz de um poss\u00edvel aumento nas vendas durante a pandemia? Talvez seja melhor ignorar a bolha pand\u00e9mica ao analisar o desempenho das empresas e julgar com base numa perspetiva de longo prazo.<\/p>\n<p><em>John Volk<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>\u00c9 \u00e9poca de lucros e os relat\u00f3rios de v\u00e1rias empresas est\u00e3o listados no boletim informativo de hoje. Na maior parte, as receitas e os lucros das empresas de sa\u00fade animal e de alimentos para animais de estima\u00e7\u00e3o permaneceram fortes. Curiosamente, muitos analistas de a\u00e7\u00f5es interpretam as receitas de cada empresa no contexto do decl\u00ednio das visitas veterin\u00e1rias de animais de estima\u00e7\u00e3o. Mas essa \u00e9 uma boa m\u00e9trica? As despesas veterin\u00e1rias s\u00e3o pagas com receitas discricion\u00e1rias. Durante a pandemia, quando o governo injectava dinheiro na economia \u2013 e muitas pessoas estavam em casa e podiam facilmente levar os seus animais de estima\u00e7\u00e3o ao veterin\u00e1rio \u2013 as visitas veterin\u00e1rias aumentaram mais rapidamente do que o normal. Agora, \u00e0 medida que a renda familiar discricion\u00e1ria est\u00e1 voltando ao normal, o mesmo acontece com as visitas ao veterin\u00e1rio. Sim, as visitas veterin\u00e1rias diminu\u00edram desde o seu m\u00e1ximo. Mas a maioria dos consult\u00f3rios ainda est\u00e1 muito ocupada e os propriet\u00e1rios dos consult\u00f3rios dizem-nos que est\u00e3o a observar o surgimento de padr\u00f5es de visitas mais normais. \u00c9 realmente apropriado avaliar as receitas atuais \u00e0 luz de um poss\u00edvel aumento nas vendas durante a pandemia? Talvez seja melhor ignorar a bolha pand\u00e9mica ao analisar o desempenho das empresas e julgar com base numa perspetiva de longo prazo. John Volk<\/p>","protected":false},"author":19,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[43],"tags":[],"class_list":["post-32896","post","type-post","status-publish","format-standard","hentry","category-viewpoints"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>News from Brakke Consulting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-november-3-2023\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"News from Brakke Consulting\" \/>\n<meta property=\"og:description\" content=\"It\u2019s earnings season and several companies\u2019 reports are listed in today\u2019s newsletter.\u00a0 For the most part, revenue and earnings for animal health and petfood companies have remained strong. Interestingly, many stock analysts interpret individual company\u2019s revenues in the context of declining veterinary visits for pets.\u00a0 But is that a good metric?\u00a0 Veterinary expenses are paid out of discretionary income.\u00a0 During the pandemic, when the government was pumping money into the economy \u2013 and many people were home and could easily take their pet to the vet \u2013 veterinary visits increased faster than normal. Now, as household discretionary income is returning to normal, so are vet visits.\u00a0 Yes, veterinary visits have declined from their highs.\u00a0 But most practices are still very busy and practice owners tell us that they are seeing more normal visit patterns emerge.\u00a0 Is it really appropriate to evaluate current revenues in light of a possible sales bump during the pandemic?\u00a0 Perhaps it\u2019s best to ignore the pandemic bubble when looking at company performance, and judge based on a longer-term perspective. John Volk\" \/>\n<meta property=\"og:url\" content=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-november-3-2023\/\" \/>\n<meta property=\"og:site_name\" content=\"Brakke Consulting Website\" \/>\n<meta property=\"article:published_time\" content=\"2023-11-03T13:13:55+00:00\" \/>\n<meta name=\"author\" content=\"Amanda McDavid\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amanda McDavid\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tempo estimado de leitura\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minuto\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/\"},\"author\":{\"name\":\"Amanda McDavid\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"headline\":\"Brakke Viewpoint November 3, 2023\",\"datePublished\":\"2023-11-03T13:13:55+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/\"},\"wordCount\":180,\"articleSection\":[\"Viewpoints\"],\"inLanguage\":\"pt-PT\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/\",\"url\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/\",\"name\":\"News from Brakke Consulting\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#website\"},\"datePublished\":\"2023-11-03T13:13:55+00:00\",\"author\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"breadcrumb\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/brakkeconsulting.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Brakke Viewpoint November 3, 2023\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/brakkeconsulting.com\/#website\",\"url\":\"https:\/\/brakkeconsulting.com\/\",\"name\":\"Brakke Consulting Website\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/brakkeconsulting.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"pt-PT\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\",\"name\":\"Amanda McDavid\",\"url\":\"https:\/\/brakkeconsulting.com\/pt\/author\/amanda\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Not\u00edcias da Brakke Consulting","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-november-3-2023\/","og_locale":"pt_PT","og_type":"article","og_title":"News from Brakke Consulting","og_description":"It\u2019s earnings season and several companies\u2019 reports are listed in today\u2019s newsletter.\u00a0 For the most part, revenue and earnings for animal health and petfood companies have remained strong. Interestingly, many stock analysts interpret individual company\u2019s revenues in the context of declining veterinary visits for pets.\u00a0 But is that a good metric?\u00a0 Veterinary expenses are paid out of discretionary income.\u00a0 During the pandemic, when the government was pumping money into the economy \u2013 and many people were home and could easily take their pet to the vet \u2013 veterinary visits increased faster than normal. Now, as household discretionary income is returning to normal, so are vet visits.\u00a0 Yes, veterinary visits have declined from their highs.\u00a0 But most practices are still very busy and practice owners tell us that they are seeing more normal visit patterns emerge.\u00a0 Is it really appropriate to evaluate current revenues in light of a possible sales bump during the pandemic?\u00a0 Perhaps it\u2019s best to ignore the pandemic bubble when looking at company performance, and judge based on a longer-term perspective. John Volk","og_url":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-november-3-2023\/","og_site_name":"Brakke Consulting Website","article_published_time":"2023-11-03T13:13:55+00:00","author":"Amanda McDavid","twitter_card":"summary_large_image","twitter_misc":{"Escrito por":"Amanda McDavid","Tempo estimado de leitura":"1 minuto"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/#article","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/"},"author":{"name":"Amanda McDavid","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"headline":"Brakke Viewpoint November 3, 2023","datePublished":"2023-11-03T13:13:55+00:00","mainEntityOfPage":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/"},"wordCount":180,"articleSection":["Viewpoints"],"inLanguage":"pt-PT"},{"@type":"WebPage","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/","url":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/","name":"Not\u00edcias da Brakke Consulting","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/#website"},"datePublished":"2023-11-03T13:13:55+00:00","author":{"@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"breadcrumb":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/#breadcrumb"},"inLanguage":"pt-PT","potentialAction":[{"@type":"ReadAction","target":["https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-3-2023\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/brakkeconsulting.com\/"},{"@type":"ListItem","position":2,"name":"Brakke Viewpoint November 3, 2023"}]},{"@type":"WebSite","@id":"https:\/\/brakkeconsulting.com\/#website","url":"https:\/\/brakkeconsulting.com\/","name":"Site da Brakke Consulting","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/brakkeconsulting.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"pt-PT"},{"@type":"Person","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615","name":"Amanda McDavid","url":"https:\/\/brakkeconsulting.com\/pt\/author\/amanda\/"}]}},"_links":{"self":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/32896","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/comments?post=32896"}],"version-history":[{"count":1,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/32896\/revisions"}],"predecessor-version":[{"id":32898,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/32896\/revisions\/32898"}],"wp:attachment":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/media?parent=32896"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/categories?post=32896"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/tags?post=32896"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}