Zoetis CEO Kristin Peck and CFO Wetteny Joseph participated in a fireside chat at the Stifel 2026 Jaws & Paws Conference on May 28, 2026 at 3:00 PM EDT – their first investors’ meet post announcement of Quarterly Results on 7th of May 2026.
The full transcript of the discussion is now available on Seeking Alpha (published 6:34 PM ET yesterday). Here are the most significant disclosures: Pet Age
Future guidance — why does and actually will H2 get better?
Analyst John Block opened with: “Top line organic operational growth was 0 in the quarter — in Q1. The updated full year guidance calls for 2% to 5%. Other than comps, why do things get better for the balance of the year?” CEO Peck and CFO Joseph cited easier year-over-year comparisons in the back half, recovery in international livestock (which grew 14% in Q1), and the upcoming pipeline launches as the primary H2 drivers. Americanpetproducts
On Librela — the most critical product question
CEO Kristin Peck said that consensus Street estimates for Librela in the US — approximately $210M–$215M — are “not unreasonable.” Ms. Peck noted Zoetis had not previously given US Librela estimates but confirmed the company believes it could be a $1 billion peak-sales franchise. Swinehealth
From the Q1 earnings transcript context: Librela reported $64 million in international sales in Q1, down 7%. The company noted positive benefit/risk findings have helped strengthen medical education efforts around Librela and “we have seen a meaningful improvement in our conversations with veterinarians.” PetfoodIndustry
On next-generation Cytopoint branding
Analyst Block pushed on branding of next-gen Cytopoint: “Is this a concerted effort by Zoetis to say, let’s reset the stage here and intentionally brand the next-gen pain something other than Librela?” CFO Joseph responded: “It’s a unique antibody. It still binds to the nerve growth factor but it’s a unique antibody itself.” The Freedonia Group
On international livestock — the one undisputed bright spot
International livestock contributed $495 million in Q1 with growth of 14%, with broad-based growth across all core species. Growth in cattle, swine, and poultry was driven by disease outbreaks, commercial wins especially in vaccines, and improved supply. PetfoodIndustry
Next Zoetis investor event: Zoetis will next also participate in the William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026 at 1:20 PM CT.
