Chris on for Steve Scala's questions to Zoetis Inc (ZTS) leadership • Q2 2025
Question
Chris, on behalf of Steve Scala, asked if the animal health sector has been granted an exemption from recently announced EU pharmaceutical tariffs and whether the broader tariff environment is impacting consumer spending on animal health.
Answer
CEO Kristin Peck stated that it is not yet clear if animal health will be excluded from potential tariffs but emphasized Zoetis's resilience due to its diversified portfolio and significant U.S.-based manufacturing. She noted the company has embedded known tariffs into its raised guidance and is confident in its ability to manage the impact without seeing a direct effect on consumer spending.