{"id":36574,"date":"2026-05-08T10:46:29","date_gmt":"2026-05-08T16:46:29","guid":{"rendered":"https:\/\/brakkeconsulting.com\/?p=36574"},"modified":"2026-05-08T10:46:29","modified_gmt":"2026-05-08T16:46:29","slug":"brakke-viewpoint-may-8-2026","status":"publish","type":"post","link":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-may-8-2026\/","title":{"rendered":"Mirante de Brakke, 8 de maio de 2026"},"content":{"rendered":"<p>Nas \u00faltimas d\u00e9cadas, o desempenho financeiro das principais empresas de sa\u00fade animal tem sido impulsionado pelo segmento de mercado de animais de companhia. Ser\u00e1 que vamos nos juntar a Marty McFly e ir em frente?\u00a0<a href=\"https:\/\/en.wikipedia.org\/wiki\/Back_to_the_Future\"><em>De Volta para o Futuro<\/em><\/a>\u00a0Onde o segmento de pecu\u00e1ria impulsiona o desempenho? Parece que esse \u00e9 o caso do primeiro trimestre de 2026, j\u00e1 que Merck, Elanco e Zoetis registraram fortes taxas de crescimento no setor pecu\u00e1rio.<\/p>\n<p>Em 2025, pela primeira vez em muitos anos, o segmento de pecu\u00e1ria cresceu mais r\u00e1pido do que o segmento de animais de companhia nas maiores empresas de sa\u00fade animal. A Merck e a Elanco relataram que, no primeiro trimestre de 2026, seus segmentos de pecu\u00e1ria cresceram +81 trilh\u00f5es de d\u00f3lares e +131 trilh\u00f5es de d\u00f3lares, respectivamente (ajustados pela varia\u00e7\u00e3o cambial), o dobro das taxas de crescimento de seus neg\u00f3cios com animais de companhia. A Zoetis tamb\u00e9m acaba de divulgar seus resultados do primeiro trimestre de 2026, com o segmento de pecu\u00e1ria apresentando um crescimento de +121 trilh\u00f5es de d\u00f3lares (ajustado pela varia\u00e7\u00e3o cambial e desinvestimentos), enquanto o segmento de animais de companhia apresentou queda. Isso ocorreu mesmo com o rebanho bovino dos EUA atingindo, em janeiro de 2026, o menor n\u00edvel em 75 anos, com 86 milh\u00f5es de cabe\u00e7as. Um relat\u00f3rio da Piper Sandler mencionou que, em 2025, o n\u00famero de vacas de corte caiu para os n\u00edveis mais baixos desde 1961. O n\u00famero de bezerros em 2025 diminuiu 21% e o de bovinos em confinamento caiu 31%, indicando que uma expans\u00e3o do rebanho bovino n\u00e3o \u00e9 prov\u00e1vel antes de 2028, se \u00e9 que ocorrer\u00e1. De onde vir\u00e1 o crescimento com esses n\u00fameros em decl\u00ednio?<\/p>\n<p>Bem, isso deve vir dos produtores que est\u00e3o percebendo o valor de utilizar tratamentos preventivos, como vacinas, aditivos medicinais para ra\u00e7\u00e3o e produtos nutricionais especiais de alta qualidade para proteger a sa\u00fade de seus valiosos investimentos. Al\u00e9m disso, os mercados internacionais est\u00e3o fortes e em crescimento, especialmente na Am\u00e9rica Latina e na \u00c1sia. Al\u00e9m dos tratamentos preventivos, o investimento e o uso de solu\u00e7\u00f5es tecnol\u00f3gicas para o manejo da sa\u00fade do rebanho est\u00e3o se consolidando. As empresas com linhas de produtos pecu\u00e1rios globais fortes devem apresentar bom desempenho ao longo do ano. Vamos ver se o DeLorean do Dr. Brown, com seu capacitor de fluxo, continuar\u00e1 viajando pelo resto de 2026. Se o primeiro trimestre de 2026 serve de indica\u00e7\u00e3o, parece que sim.<\/p>\n<p><em>Randy Freides<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>In\u00a0the last\u00a0several\u00a0decades,\u00a0the financial performance of the major animal health companies\u00a0has\u00a0been driven by the companion animal market segment. Will we join Marty McFly and go\u00a0Back to the\u00a0Future\u00a0where the livestock segment is the driver of performance?\u00a0It seems that this\u00a0is the case for 1Q26 as Merck, Elanco and Zoetis all posted strong livestock growth rates. In 2025, for the first time in many years, the livestock segment grew faster than the companion animal segments in the largest animal health companies. Merck and Elanco both reported that in 1Q26, their livestock segments grew +8% and +13% respectively (adjusted for currency), double the rates of growth for their companion animal businesses. Zoetis\u00a0also just\u00a0reported 1Q26 results with livestock posting a growth rate of +12% (adjusted for currency and divestitures) while its companion animal segment declined. This,\u00a0even though\u00a0in January 2026, the size of the U.S. cattle herd hit a 75-year low of 86 million head. A report from Piper Sandler mentioned that in 2025, the number of beef cows dropped to the lowest levels since 1961. The 2025 calf numbers declined 2% and cattle on feed dropped 3%,\u00a0indicating\u00a0that an expansion in the cattle herd\u00a0isn\u2019t\u00a0likely before 2028 if at all. Where is the growth coming from with these declining numbers? Well, it must be coming from producers seeing the value in\u00a0utilizing\u00a0preventative treatments such as vaccines, medical feed\u00a0additives\u00a0and premium<\/p>\n<div class=\"view-full-post\"><a href=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-may-8-2026\/\" 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-36574","post","type-post","status-publish","format-standard","hentry","category-viewpoints"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - 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-may-8-2026\/\" \/>\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=\"In\u00a0the last\u00a0several\u00a0decades,\u00a0the financial performance of the major animal health companies\u00a0has\u00a0been driven by the companion animal market segment. Will we join Marty McFly and go\u00a0Back to the\u00a0Future\u00a0where the livestock segment is the driver of performance?\u00a0It seems that this\u00a0is the case for 1Q26 as Merck, Elanco and Zoetis all posted strong livestock growth rates. In 2025, for the first time in many years, the livestock segment grew faster than the companion animal segments in the largest animal health companies. Merck and Elanco both reported that in 1Q26, their livestock segments grew +8% and +13% respectively (adjusted for currency), double the rates of growth for their companion animal businesses. Zoetis\u00a0also just\u00a0reported 1Q26 results with livestock posting a growth rate of +12% (adjusted for currency and divestitures) while its companion animal segment declined. This,\u00a0even though\u00a0in January 2026, the size of the U.S. cattle herd hit a 75-year low of 86 million head. A report from Piper Sandler mentioned that in 2025, the number of beef cows dropped to the lowest levels since 1961. The 2025 calf numbers declined 2% and cattle on feed dropped 3%,\u00a0indicating\u00a0that an expansion in the cattle herd\u00a0isn\u2019t\u00a0likely before 2028 if at all. Where is the growth coming from with these declining numbers? Well, it must be coming from producers seeing the value in\u00a0utilizing\u00a0preventative treatments such as vaccines, medical feed\u00a0additives\u00a0and premiumView Full Post;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-may-8-2026\/\" \/>\n<meta property=\"og:site_name\" content=\"Brakke Consulting Website\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-08T16:46:29+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-may-8-2026\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/brakkeconsulting.com\\\/brakke-viewpoint-may-8-2026\\\/\"},\"author\":{\"name\":\"Amanda McDavid\",\"@id\":\"https:\\\/\\\/brakkeconsulting.com\\\/#\\\/schema\\\/person\\\/cbd3330707aa1f20925a2f9d78722615\"},\"headline\":\"Brakke Viewpoint May 8, 2026\",\"datePublished\":\"2026-05-08T16:46:29+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/brakkeconsulting.com\\\/brakke-viewpoint-may-8-2026\\\/\"},\"wordCount\":327,\"articleSection\":[\"Viewpoints\"],\"inLanguage\":\"pt-PT\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/brakkeconsulting.com\\\/brakke-viewpoint-may-8-2026\\\/\",\"url\":\"https:\\\/\\\/brakkeconsulting.com\\\/brakke-viewpoint-may-8-2026\\\/\",\"name\":\"News from Brakke Consulting\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/brakkeconsulting.com\\\/#website\"},\"datePublished\":\"2026-05-08T16:46:29+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/brakkeconsulting.com\\\/#\\\/schema\\\/person\\\/cbd3330707aa1f20925a2f9d78722615\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/brakkeconsulting.com\\\/brakke-viewpoint-may-8-2026\\\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/brakkeconsulting.com\\\/brakke-viewpoint-may-8-2026\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/brakkeconsulting.com\\\/brakke-viewpoint-may-8-2026\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/brakkeconsulting.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Brakke Viewpoint May 8, 2026\"}]},{\"@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-may-8-2026\/","og_locale":"pt_PT","og_type":"article","og_title":"News from Brakke Consulting","og_description":"In\u00a0the last\u00a0several\u00a0decades,\u00a0the financial performance of the major animal health companies\u00a0has\u00a0been driven by the companion animal market segment. Will we join Marty McFly and go\u00a0Back to the\u00a0Future\u00a0where the livestock segment is the driver of performance?\u00a0It seems that this\u00a0is the case for 1Q26 as Merck, Elanco and Zoetis all posted strong livestock growth rates. In 2025, for the first time in many years, the livestock segment grew faster than the companion animal segments in the largest animal health companies. Merck and Elanco both reported that in 1Q26, their livestock segments grew +8% and +13% respectively (adjusted for currency), double the rates of growth for their companion animal businesses. Zoetis\u00a0also just\u00a0reported 1Q26 results with livestock posting a growth rate of +12% (adjusted for currency and divestitures) while its companion animal segment declined. This,\u00a0even though\u00a0in January 2026, the size of the U.S. cattle herd hit a 75-year low of 86 million head. A report from Piper Sandler mentioned that in 2025, the number of beef cows dropped to the lowest levels since 1961. The 2025 calf numbers declined 2% and cattle on feed dropped 3%,\u00a0indicating\u00a0that an expansion in the cattle herd\u00a0isn\u2019t\u00a0likely before 2028 if at all. Where is the growth coming from with these declining numbers? Well, it must be coming from producers seeing the value in\u00a0utilizing\u00a0preventative treatments such as vaccines, medical feed\u00a0additives\u00a0and premiumView Full Post;","og_url":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-may-8-2026\/","og_site_name":"Brakke Consulting Website","article_published_time":"2026-05-08T16:46:29+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-may-8-2026\/#article","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-may-8-2026\/"},"author":{"name":"Amanda McDavid","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"headline":"Brakke Viewpoint May 8, 2026","datePublished":"2026-05-08T16:46:29+00:00","mainEntityOfPage":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-may-8-2026\/"},"wordCount":327,"articleSection":["Viewpoints"],"inLanguage":"pt-PT"},{"@type":"WebPage","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-may-8-2026\/","url":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-may-8-2026\/","name":"Not\u00edcias da Brakke Consulting","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/#website"},"datePublished":"2026-05-08T16:46:29+00:00","author":{"@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"breadcrumb":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-may-8-2026\/#breadcrumb"},"inLanguage":"pt-PT","potentialAction":[{"@type":"ReadAction","target":["https:\/\/brakkeconsulting.com\/brakke-viewpoint-may-8-2026\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-may-8-2026\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/brakkeconsulting.com\/"},{"@type":"ListItem","position":2,"name":"Brakke Viewpoint May 8, 2026"}]},{"@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\/36574","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=36574"}],"version-history":[{"count":1,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/36574\/revisions"}],"predecessor-version":[{"id":36575,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/36574\/revisions\/36575"}],"wp:attachment":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/media?parent=36574"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/categories?post=36574"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/tags?post=36574"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}