Zoetis
Logotype for Zoetis Inc

Zoetis (ZTS) investor relations material

Zoetis 46th Annual William Blair Growth Stock Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Zoetis Inc
46th Annual William Blair Growth Stock Conference summary2 Jun, 2026

Business overview and market trends

  • Focus on advancing animal care through innovation, global scaling, and customer-centric delivery, with over $9.5 billion in annual revenue and 75+ years of expertise.

  • Broad portfolio spans diagnostics, medicines, vaccines, biodevices, and genetic testing, serving eight core species; companion animals account for 70% of business, livestock 30%.

  • Innovation pipeline includes 18 current blockbusters and potential for 12 more, targeting unmet needs in renal, oncology, cardiology, obesity, and anxiety.

  • Capital allocation prioritizes R&D and manufacturing investment, business development, and consistent shareholder returns via dividends and buybacks.

Macro environment and competitive landscape

  • Animal health market has historically grown 4%-6% annually, but recent quarters show consumer weakness, with pet owners delaying clinic visits and extending dosage intervals.

  • Adverse macro conditions and increased competition, especially in dermatology and parasiticides, are impacting demand and pricing.

  • U.S. clinic visits for pruritic conditions declined about 2% in the quarter; parasiticide share remains stable with sequential improvement.

  • Secular tailwinds like the human-animal bond and rising pet care engagement remain strong, supporting long-term growth.

Financial performance and outlook

  • Q1 results were impacted by the combination of competitive launches and inventory adjustments by distributors and retailers.

  • No significant improvement expected in macro conditions or competition intensity for the remainder of the year; easier year-over-year comparisons anticipated in the second half.

  • OA pain product Librela showed stabilization and modest sequential growth; easier comps expected to support higher growth rates in the back half.

Specialist-first strategy for new drug launches
Macro headwinds vs competition in dermatology
Growth drivers for the poultry and fish segments
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next Zoetis earnings date

Logotype for Zoetis Inc
Q2 20264 Aug, 2026
Zoetis
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Zoetis earnings date

Logotype for Zoetis Inc
Q2 20264 Aug, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Explore our global coverage