ZTS · 8-K · 20260806PR000038

Competition and Pricing Pressure

Zoetis Inc. · 2026-08-06 · Importance 30 · Surprise 40

Zoetis said lower clinic visits and pet-owner price sensitivity heightened competitive pressure across parts of its Companion Animal portfolio. In the U.S., the dermatology franchise and Simparica Trio faced persistent price sensitivity and increased competition. Generic competition also reduced sales of Cerenia and Convenia. These pressures contributed to an 11% decline in U.S. Companion Animal sales and a 6% organic decline in total Companion Animal revenue.

Key facts

• Zoetis cites the impact of generic competition on the Cerenia® and Convenia® brands contributing to the U.S. decline. source