Quarterly market outlooks, transaction commentary, and structural perspective on the businesses shaping animal health and pet care. Direct from our advisory team.
Growth normalizes, structural drivers intact
Growth is normalizing across animal health and pet care, but structural drivers remain intact. Diagnostics, integrated platforms, and long-acting therapeutics are pulling ahead. The affordability gap — vet prices ~50% above 2019 — is catalyzing the next care delivery cycle.
The next quarterly drops this summer with FY26 first-quarter public company results, the Q2 transaction landscape, and a deep cut on diagnostics. Subscribe below to get it in your inbox the morning it's published.