{"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\/zh\/brakke-viewpoint-august-2-2024\/","title":{"rendered":"\u5e03\u62c9\u514b\u89c2\u70b9 2024 \u5e74 8 \u6708 2 \u65e5"},"content":{"rendered":"<p>\u4f60\u4eec\u5927\u591a\u6570\u4eba\u90fd\u77e5\u9053\uff0c\u73b0\u5728\u662f\u5b63\u5ea6\u6536\u76ca\u62a5\u544a\u65f6\u95f4\u3002\u6211\u627f\u8ba4\uff0c\u672c\u5468\u65e9\u4e9b\u65f6\u5019\uff0c\u5728\u9605\u8bfb\u4e86 <em>\u534e\u5c14\u8857\u65e5\u62a5<\/em> 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1% (CC)\uff0c\u4f46\u7ef4\u514b\u516c\u5e03\u4e0a\u534a\u5e74\u589e\u957f 11.3% (CC)\u3002\u4e0a\u5468\uff0c\u96c0\u5de2\u516c\u5e03\u5176\u96c0\u5de2\u666e\u745e\u7eb3\u5ba0\u7269\u62a4\u7406\u4e1a\u52a1\u7684\u6709\u673a\u589e\u957f\u4e3a 3.8%\u3002\u672c\u5468\uff0c\u9ed8\u514b\u62a5\u544a\u79f0\uff0c\u5176\u52a8\u7269\u4fdd\u5065\u4e1a\u52a1\u5728\u7b2c\u4e8c\u5b63\u5ea6\u589e\u957f\u4e86 6% (CC)\uff08\u9ad8\u4e8e\u7b2c\u4e00\u5b63\u5ea6\u7684 4%\uff09\uff0c\u5176\u4e2d\u755c\u7267\u4e1a\u52a1\u672c\u5b63\u5ea6\u589e\u957f\u4e86 11%\uff0c\u4f34\u4fa3\u52a8\u7269\u4e1a\u52a1\u589e\u957f\u4e86 1%\u3002\u6b64\u5916\uff0cCencora \u7684 MWI \u52a8\u7269\u4fdd\u5065\u4e1a\u52a1\u62a5\u544a\u663e\u793a\uff0c\u8fc7\u53bb\u4e09\u4e2a\u5b63\u5ea6\u5176\u589e\u957f\u4e86 6.7%\uff0c\u4f46\u4e0a\u4e00\u5b63\u5ea6\u4ec5\u4e3a 4%\u3002\u6700\u540e\uff0c\u9ad8\u9732\u6d01\u68d5\u6984\u65d7\u4e0b\u7684 Hills Pet Nutrition \u62a5\u544a\u79f0\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u6709\u673a\u589e\u957f 6.1%\uff0c\u4e0a\u534a\u5e74\u589e\u957f 5.2%\u3002\u7231\u5fb7\u58eb (IDEXX) \u548c\u7855\u817e (Zoetis) \u5c06\u4e8e\u4e0b\u5468\u516c\u5e03\u8d22\u62a5\uff0c\u793c\u6765 (Elanco) \u5219\u5c06\u4e8e\u4e0b\u5468\u516c\u5e03\u8d22\u62a5\uff0c\u56e0\u6b64\u6211\u4eec\u5f88\u5feb\u5c31\u80fd\u66f4\u597d\u5730\u4e86\u89e3\u4eca\u5e74\u7684\u884c\u4e1a\u589e\u957f\u60c5\u51b5\u3002\u663e\u800c\u6613\u89c1\u7684\u662f\uff0c\u4f34\u4fa3\u52a8\u7269\u6740\u5bc4\u751f\u866b\u5242\u5e02\u573a\u8868\u73b0\u75b2\u8f6f\uff0c\u6211\u4eec\u5c06\u5728\u66f4\u591a\u516c\u53f8\u516c\u5e03\u8d22\u62a5\u540e\u8fdb\u884c\u8bc4\u8bba\u3002\u5373\u4f7f\u5982\u6b64\u75b2\u8f6f\uff0c\u52a8\u7269\u4fdd\u5065\u884c\u4e1a\u770b\u8d77\u6765\u4ecd\u7136<\/p>\n<div class=\"view-full-post\"><a href=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-august-2-2024\/\" class=\"view-full-post-btn\">\u67e5\u770b\u5b8c\u6574\u6587\u7ae0<\/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\/zh\/brakke-viewpoint-august-2-2024\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\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%. 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