{"id":34421,"date":"2025-01-03T07:23:22","date_gmt":"2025-01-03T13:23:22","guid":{"rendered":"https:\/\/brakkeconsulting.com\/?p=34421"},"modified":"2025-01-03T07:23:22","modified_gmt":"2025-01-03T13:23:22","slug":"brakke-viewpoint-january-3-2025","status":"publish","type":"post","link":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-january-3-2025\/","title":{"rendered":"Mirante de Brakke 3 de janeiro de 2025"},"content":{"rendered":"<p>Uma das coisas que aprendi na minha carreira na ind\u00fastria de sa\u00fade animal \u00e9 que para abrir um novo cap\u00edtulo, o antigo precisa ser fechado. O contexto para isso geralmente era uma aquisi\u00e7\u00e3o, o que aconteceu comigo cinco vezes, ou uma mudan\u00e7a significativa de emprego. Mas esta semana, vamos expandir a abertura e o fechamento de cap\u00edtulos para o desempenho financeiro das empresas em nossa tabela de a\u00e7\u00f5es.<\/p>\n<p>Esta semana, publicamos o desempenho do pre\u00e7o das a\u00e7\u00f5es do ano inteiro para 2024 para as empresas de sa\u00fade animal e na pr\u00f3xima semana o relat\u00f3rio do desempenho do pre\u00e7o das a\u00e7\u00f5es de 2025 come\u00e7ar\u00e1. Devido \u00e0 grande varia\u00e7\u00e3o no desempenho do pre\u00e7o das a\u00e7\u00f5es, adicionamos o desempenho do final do ano de 2023 para compara\u00e7\u00e3o. Algumas coisas se destacam.<\/p>\n<p>Primeiro, tivemos dois anos de desempenho bom e similar nos \u00edndices mais amplos \u2013 o S&amp;P 500 e o DJIA. Segundo, das empresas de sa\u00fade animal atualmente p\u00fablicas, apenas a Freshpet teve dois bons anos seguidos \u2013 e seu crescimento \u00e9 cerca de tr\u00eas vezes o crescimento do S&amp;P 500. Terceiro, para v\u00e1rias empresas, os ganhos vistos em 2023 foram devolvidos em 2024 (Elanco, IDEXX, Neogen, Zoetis e Zomedica). Finalmente, 2024 foi um ano muito melhor para apenas algumas empresas (Chewy, Phibro e Trupanion).<\/p>\n<p>Ao fecharmos 2024, vamos abrir 2025 e torcer por um desempenho impressionante das empresas de sa\u00fade animal de capital aberto e privado. N\u00f3s rastrearemos isso para voc\u00ea.<\/p>\n<p><em>Bob Jones<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>Uma das coisas que aprendi na minha carreira na ind\u00fastria da sa\u00fade animal \u00e9 que, para abrir um novo cap\u00edtulo, o antigo precisa ser fechado. O contexto para isso geralmente era uma aquisi\u00e7\u00e3o, o que aconteceu comigo cinco vezes, ou uma mudan\u00e7a significativa de emprego. Mas esta semana, vamos expandir a abertura e o fechamento de cap\u00edtulos para o desempenho financeiro das empresas em nossa tabela de a\u00e7\u00f5es. Esta semana, publicamos o desempenho do pre\u00e7o das a\u00e7\u00f5es do ano inteiro para 2024 para as empresas de sa\u00fade animal e na pr\u00f3xima semana come\u00e7aremos a divulgar o desempenho do pre\u00e7o das a\u00e7\u00f5es de 2025. Devido \u00e0 grande varia\u00e7\u00e3o no desempenho do pre\u00e7o das a\u00e7\u00f5es, adicionamos o desempenho do final de 2023 para compara\u00e7\u00e3o. Algumas coisas se destacam. Primeiro, tivemos dois anos de desempenho bom e semelhante nos \u00edndices mais amplos \u2013 o S&amp;P 500 e o DJIA. Segundo, das empresas de sa\u00fade animal atualmente listadas em bolsa, apenas a Freshpet teve dois bons anos consecutivos \u2013 e seu crescimento \u00e9 cerca de tr\u00eas vezes o crescimento do S&amp;P 500. Terceiro, para v\u00e1rias empresas, os ganhos observados em 2023 foram recuperados em 2024 (Elanco, IDEXX, Neogen, Zoetis e Zomedica). Por fim, 2024 foi um ano muito melhor para apenas algumas empresas (Chewy, Phibro e Trupanion). Ao encerrarmos 2024, vamos abrir 2025 e torcer por um desempenho impressionante.<\/p>\n<div class=\"view-full-post\"><a href=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-january-3-2025\/\" 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-34421","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-january-3-2025\/\" \/>\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=\"One of the things that I learned in my career in the animal health industry is that to open a new chapter, the old chapter needs to be closed.\u00a0 The context for this was usually an acquisition, which happened to me five times, or a significant job change.\u00a0 But this week, let\u2019s expand the opening and closing of chapters to the financial performance of companies on our stock table. This week we have posted the full year stock price performance for 2024 for the animal health companies and next week the reporting of 2025 stock price performance will begin.\u00a0 Because of the large variation in stock price performance, we added the 2023 year-end performance for comparison.\u00a0 A few things stand out. First, we have had two years of good and similar performance in the broader indexes \u2013 the S&amp;P 500 and the DJIA.\u00a0 Second, of the currently public animal health companies, only Freshpet had two good years in a row \u2013 and their growth is about three times the S&amp;P 500 growth.\u00a0 Third, for several companies, the gains seen in 2023 were given back in 2024 (Elanco, IDEXX, Neogen, Zoetis and Zomedica).\u00a0 Finally, 2024 was a much better year for only a few companies (Chewy, Phibro and Trupanion). As we close 2024, let\u2019s open 2025 and hope for impressive performanceView Full Post;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-january-3-2025\/\" \/>\n<meta property=\"og:site_name\" content=\"Brakke Consulting Website\" \/>\n<meta property=\"article:published_time\" content=\"2025-01-03T13:23:22+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-january-3-2025\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\"},\"author\":{\"name\":\"Amanda McDavid\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"headline\":\"Brakke Viewpoint January 3, 2025\",\"datePublished\":\"2025-01-03T13:23:22+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\"},\"wordCount\":233,\"articleSection\":[\"Viewpoints\"],\"inLanguage\":\"pt-PT\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\",\"url\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\",\"name\":\"News from Brakke Consulting\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#website\"},\"datePublished\":\"2025-01-03T13:23:22+00:00\",\"author\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"breadcrumb\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/brakkeconsulting.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Brakke Viewpoint January 3, 2025\"}]},{\"@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-january-3-2025\/","og_locale":"pt_PT","og_type":"article","og_title":"News from Brakke Consulting","og_description":"One of the things that I learned in my career in the animal health industry is that to open a new chapter, the old chapter needs to be closed.\u00a0 The context for this was usually an acquisition, which happened to me five times, or a significant job change.\u00a0 But this week, let\u2019s expand the opening and closing of chapters to the financial performance of companies on our stock table. This week we have posted the full year stock price performance for 2024 for the animal health companies and next week the reporting of 2025 stock price performance will begin.\u00a0 Because of the large variation in stock price performance, we added the 2023 year-end performance for comparison.\u00a0 A few things stand out. First, we have had two years of good and similar performance in the broader indexes \u2013 the S&amp;P 500 and the DJIA.\u00a0 Second, of the currently public animal health companies, only Freshpet had two good years in a row \u2013 and their growth is about three times the S&amp;P 500 growth.\u00a0 Third, for several companies, the gains seen in 2023 were given back in 2024 (Elanco, IDEXX, Neogen, Zoetis and Zomedica).\u00a0 Finally, 2024 was a much better year for only a few companies (Chewy, Phibro and Trupanion). As we close 2024, let\u2019s open 2025 and hope for impressive performanceView Full Post;","og_url":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-january-3-2025\/","og_site_name":"Brakke Consulting Website","article_published_time":"2025-01-03T13:23:22+00:00","author":"Amanda McDavid","twitter_card":"summary_large_image","twitter_misc":{"Escrito por":"Amanda McDavid","Tempo estimado de leitura":"2 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#article","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/"},"author":{"name":"Amanda McDavid","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"headline":"Brakke Viewpoint January 3, 2025","datePublished":"2025-01-03T13:23:22+00:00","mainEntityOfPage":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/"},"wordCount":233,"articleSection":["Viewpoints"],"inLanguage":"pt-PT"},{"@type":"WebPage","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/","url":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/","name":"Not\u00edcias da Brakke Consulting","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/#website"},"datePublished":"2025-01-03T13:23:22+00:00","author":{"@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"breadcrumb":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#breadcrumb"},"inLanguage":"pt-PT","potentialAction":[{"@type":"ReadAction","target":["https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-january-3-2025\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/brakkeconsulting.com\/"},{"@type":"ListItem","position":2,"name":"Brakke Viewpoint January 3, 2025"}]},{"@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\/34421","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=34421"}],"version-history":[{"count":2,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/34421\/revisions"}],"predecessor-version":[{"id":34424,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/34421\/revisions\/34424"}],"wp:attachment":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/media?parent=34421"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/categories?post=34421"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/tags?post=34421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}