{"id":33862,"date":"2024-08-02T08:42:03","date_gmt":"2024-08-02T14:42:03","guid":{"rendered":"https:\/\/brakkeconsulting.com\/?p=33862"},"modified":"2024-08-02T08:45:44","modified_gmt":"2024-08-02T14:45:44","slug":"brakke-viewpoint-august-2-2024","status":"publish","type":"post","link":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-august-2-2024\/","title":{"rendered":"Mirante de Brakke 2 de agosto de 2024"},"content":{"rendered":"<p>Como a maioria de voc\u00eas sabe, \u00e9 hora de relatar os lucros trimestrais. Admito que fiquei um pouco deprimido no in\u00edcio desta semana, depois de ler alguns artigos no <em>Wall Street Journal<\/em> sobre empresas com crescimento lento ou nenhum crescimento. Como foi o segundo trimestre para as empresas de sa\u00fade animal, me perguntei.<\/p>\n<p>Duas semanas atr\u00e1s, a Boehringer Ingelheim relatou crescimento em 1H de 1% (CC), mas Virbac relatou crescimento em 1H de 11,3% (CC). Na semana passada, a Nestl\u00e9 relatou um crescimento org\u00e2nico de 3,8% para seu neg\u00f3cio Nestl\u00e9 Purina PetCare. Esta semana, a Merck informou que seu neg\u00f3cio de sa\u00fade animal cresceu 6% (CC) no 2T (acima dos 4% no 1T), com o neg\u00f3cio de pecu\u00e1ria crescendo 11% no trimestre e o neg\u00f3cio de animais de companhia crescendo 1%. Al\u00e9m disso, o neg\u00f3cio de sa\u00fade animal MWI da Cencora relatou um crescimento de 6,7% nos \u00faltimos tr\u00eas trimestres, mas apenas 4% no \u00faltimo trimestre. Finalmente, Hills Pet Nutrition da Colgate-Palmolive relatou crescimento org\u00e2nico no 2T de 6,1% e crescimento no 1S de 5,2%.<\/p>\n<p>A IDEXX e a Zoetis reportam na pr\u00f3xima semana e a Elanco depois disso, ent\u00e3o teremos uma ideia melhor do crescimento da ind\u00fastria este ano muito em breve. O que fica evidente \u00e9 que h\u00e1 uma suavidade no segmento de parasiticidas para animais de companhia, que comentaremos ap\u00f3s mais alguns relat\u00f3rios de empresas. Mesmo com esta suavidade, parece que a ind\u00fastria da sa\u00fade animal est\u00e1 numa trajet\u00f3ria de crescimento de meio d\u00edgito. De novo.<\/p>\n<p><em>Bob Jones<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>Como a maioria de voc\u00eas sabe, \u00e9 hora de divulgar os lucros trimestrais. Admito que fiquei um pouco deprimido no come\u00e7o desta semana depois de ler alguns artigos no Wall Street Journal sobre empresas com crescimento lento ou inexistente. Como seria o 2\u00ba trimestre para empresas de sa\u00fade animal, eu me perguntava. Duas semanas atr\u00e1s, a Boehringer Ingelheim relatou um crescimento de 1% (CC) no 1S, mas a Virbac relatou um crescimento de 11,3% (CC) no 1S. Na semana passada, a Nestl\u00e9 relatou um crescimento org\u00e2nico de 3,8% para seu neg\u00f3cio Nestl\u00e9 Purina PetCare. Esta semana, a Merck relatou que seu neg\u00f3cio de sa\u00fade animal cresceu 6% (CC) no 2T (acima dos 4% no 1T), com o neg\u00f3cio de pecu\u00e1ria crescendo 11% no trimestre e o neg\u00f3cio de animais de companhia crescendo 1%. Al\u00e9m disso, o neg\u00f3cio de sa\u00fade animal MWI da Cencora relatou um crescimento de 6,7% nos \u00faltimos tr\u00eas trimestres, mas apenas 4% no \u00faltimo trimestre. Finalmente, a Hills Pet Nutrition da Colgate-Palmolive relatou um crescimento org\u00e2nico no 2T de 6,1% e um crescimento no 1S de 5,2%. A IDEXX e a Zoetis relatam na pr\u00f3xima semana e a Elanco depois disso, ent\u00e3o teremos uma ideia melhor do crescimento da ind\u00fastria neste ano muito em breve. O que \u00e9 aparente \u00e9 que h\u00e1 uma fraqueza no segmento de parasiticidas para animais de companhia, sobre o qual comentaremos depois que mais algumas empresas relatarem. Mesmo com essa fraqueza, parece que a ind\u00fastria de sa\u00fade animal<\/p>\n<div class=\"view-full-post\"><a href=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-august-2-2024\/\" class=\"view-full-post-btn\">Ver postagem completa<\/a><\/div>\n<p>;<\/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-33862","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-august-2-2024\/\" \/>\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=\"As most of you know, it\u2019s quarterly earnings reporting time.\u00a0 I\u2019ll admit I was a little down in the dumps earlier this week after reading a few articles in the Wall Street Journal about companies slow or no growth.\u00a0 How was the 2nd quarter for animal health companies going to turn out, I wondered. Two weeks ago, Boehringer Ingelheim reported 1H growth of 1% (CC) but Virbac reported 1H growth of 11.3% (CC).\u00a0 Last week, Nestle reported organic growth of 3.8% for its Nestle Purina PetCare business.\u00a0 This week, Merck reported that its animal health business grew 6% (CC) in 2Q (up from 4% in 1Q) with the livestock business growing 11% in the quarter and the companion animal business growing 1%.\u00a0 Also, Cencora\u2019s MWI animal health business reported 6.7% growth over the last three quarters, but only 4% for the last quarter.\u00a0 Finally, Colgate-Palmolive\u2019s Hills Pet Nutrition reported organic growth in 2Q of 6.1% and 1H growth of 5.2%. IDEXX and Zoetis report next week and Elanco after that, so we will have a better idea of industry growth this year very soon.\u00a0 What is apparent is that there is softness in the companion animal parasiticide segment, which we will comment on after a few more companies report.\u00a0 Even with this softness, it looks like the animal health industryView Full Post;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-august-2-2024\/\" \/>\n<meta property=\"og:site_name\" content=\"Brakke Consulting Website\" \/>\n<meta property=\"article:published_time\" content=\"2024-08-02T14:42:03+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-02T14:45:44+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=\"2 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-august-2-2024\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-august-2-2024\/\"},\"author\":{\"name\":\"Amanda McDavid\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"headline\":\"Brakke Viewpoint August 2, 2024\",\"datePublished\":\"2024-08-02T14:42:03+00:00\",\"dateModified\":\"2024-08-02T14:45:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-august-2-2024\/\"},\"wordCount\":226,\"articleSection\":[\"Viewpoints\"],\"inLanguage\":\"pt-PT\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-august-2-2024\/\",\"url\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-august-2-2024\/\",\"name\":\"News from Brakke Consulting\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#website\"},\"datePublished\":\"2024-08-02T14:42:03+00:00\",\"dateModified\":\"2024-08-02T14:45:44+00:00\",\"author\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"breadcrumb\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-august-2-2024\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-august-2-2024\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-august-2-2024\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/brakkeconsulting.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Brakke Viewpoint August 2, 2024\"}]},{\"@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-august-2-2024\/","og_locale":"pt_PT","og_type":"article","og_title":"News from Brakke Consulting","og_description":"As most of you know, it\u2019s quarterly earnings reporting time.\u00a0 I\u2019ll admit I was a little down in the dumps earlier this week after reading a few articles in the Wall Street Journal about companies slow or no growth.\u00a0 How was the 2nd quarter for animal health companies going to turn out, I wondered. 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