**BETA FINCH PODCAST SCRIPT**
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ALEX: Welcome to Beta Finch, your AI-powered earnings breakdown where we decode the numbers that move markets. I'm Alex, and I'm here with my co-host Jordan to dive into Zoetis' Q4 2025 earnings call. Jordan, this was quite the earnings report from the animal health giant.
JORDAN: Absolutely, Alex. But before we jump into the numbers, I need to share an important disclaimer. This podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.
ALEX: Thanks for that, Jordan. Now, let's talk Zoetis. The company reported some solid numbers for 2025 - $9.5 billion in revenue with 6% organic operational growth, and adjusted net income growing 7% organically. They hit the high end of their November guidance range.
JORDAN: That's right, and what I found particularly interesting is how their international markets really carried the load here. International delivered 8% organic operational revenue growth while the U.S. was at 4%. It really shows the value of having that global diversification, especially when you're dealing with some headwinds in your home market.
ALEX: Speaking of headwinds, CEO Kristin Peck was pretty candid about what they're seeing in the U.S. veterinary market. She mentioned economic pressure on Gen Z and millennial pet owners, which has led to declining therapeutic visits. But here's the fascinating part - emergency and urgent care are still showing strength.
JORDAN: That's such an important distinction, Alex. It's not that pet owners love their animals any less or that underlying demand for care is declining. It's more about price sensitivity and tighter household budgets when it comes to routine care. Pet owners are still bringing their dogs in when they're sick, but they're being more selective about wellness visits.
ALEX: Exactly. And Peck mentioned that clinics are starting to react by taking a more measured approach to the overall cost of care. The company is responding with targeted actions - optimizing their channel mix, increasing outreach to veterinarians, and reinforcing their scientific leadership through expanded medical education.
JORDAN: Let's talk about their star performer - the Simparica franchise. This is really impressive stuff. The franchise grew 12% operationally for the year, with Simparica Trio hitting over $1 billion in U.S. sales alone. That makes it their first brand to cross that billion-dollar threshold in the U.S.
ALEX: And globally, Trio maintained its position as the number one selling canine brand. What I found interesting is their omnichannel strategy - they're seeing double-digit contributions from retail and home delivery channels, which is helping them navigate those headwinds in traditional veterinary clinics.
JORDAN: That's smart positioning. They're essentially meeting customers where they want to shop, whether that's at the vet, at retail, or having products delivered to their home. It's all about convenience and compliance for pet owners.
ALEX: Now, let's address the elephant in the room - their OA pain franchise. This declined 3% operationally, with Librela specifically down 6%. This has been a challenge for Zoetis, and there have been some safety concerns raised about these monoclonal antibody treatments.
JORDAN: Right, but Peck seemed confident about their multipronged strategy to turn this around. She mentioned they're seeing stabilizing monthly sales trends and that veterinarian and pet owner satisfaction remains high. Plus, they're introducing new products like Lanivia and Portela to expand their OA pain portfolio.
ALEX: The guidance for 2026 is what really caught my attention, Jordan. They're projecting 3% to 5% organic operational revenue growth and 3% to 6% adjusted net income growth. That's a bit more conservative than what we've see
This episode includes AI-generated content.
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2026/04/159 分