ZTS · 8-K · 20260806PR000038

Market Demand Trends

Zoetis Inc. · 2026-08-06 · Importance 42 · Surprise 40

Zoetis reported a more pressured U.S. Companion Animal market, with lower clinic visits and pet-owner price sensitivity reducing demand. U.S. Companion Animal sales declined 11%, including continued weakness in dermatology and Simparica Trio, while generic competition affected Cerenia and Convenia and Librela sales were lower. Livestock demand was stronger, with U.S. Livestock sales increasing 23%, supported by cattle producer economics, supply timing and higher poultry vaccine sales tied to disease outbreaks. International Companion Animal sales grew 5% organically, led by parasiticides, diagnostics and osteoarthritis pain products, while International Livestock sales increased 6% organically.

Key facts

• Zoetis states Companion Animal market in Q2 was more pressured with lower clinic visits, pet owner price sensitivity, reduced demand and heightened competition in key categories. source