Investing.com -- Zoetis Inc remains a standout in the struggling animal health sector, benefiting from its pricing power and portfolio of irreplaceable therapeutics, according to a Piper Sandler survey.
While macroeconomic challenges persist, which includes stagnant veterinary visits and hiring difficulties, Zoetis (NYSE:ZTS) is gaining market share and is well-positioned to meet its growth target.
“We think we're coming close to an inflection point where less negative visits will turn positive, but we don't yet have confidence we're six months away,” Piper analyst said.
Products such as Librela, despite regulatory scrutiny, continue to see strong veterinary support.
Piper Sandler highlighted ongoing headwinds for the broader sector, with market volume growth potentially delayed until late 2025 or early 2026. Labor shortages and limited consumer tolerance for price increases are further dampening growth prospects.
Zoetis is Piper Sandler’s only overweight-rated stock in the sector. “We believe it has a number of therapeutics that cannot be replaced and can see price increases but even they will have challenges in the current macro environment”
Related Articles
Zoetis stands out in weak animal health sector, Piper survey shows
Trump's influence felt at Davos as EU and UK economic concerns grow - Navellier
Target ending DEI initiatives amid Trump's order on diversity programs
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。