Zoetis Trading Volume Drops 381% to $302 Million Ranking 303rd Despite Strong Q1 Earnings

On June 27, 2025, Zoetis (ZTS) closed with a trading volume of $302 million, down 38.1% from the previous day, ranking 303rd in the day's stock market. The stock price increased by 0.21%.

Zoetis reported first-quarter revenue and adjusted earnings per share (EPS) that exceeded Wall Street expectations, driven by strong organic growth across its diverse portfolio. The company's international performance was particularly robust, with franchises such as Simparica, dermatology, and osteoarthritis pain contributing significantly to this momentum. CEO Kristin Peck noted that the innovative companion animal portfolio grew by 9% operationally, fueled by sustained demand for its market-leading franchises. Despite macroeconomic and regulatory uncertainties, Zoetis attributed its steady demand to its global footprint and balanced product mix.

During the earnings call, analysts posed insightful questions that highlighted various aspects of the company's performance and future outlook. Erin Wright from Morgan Stanley inquired about the impact of tariffs on guidance and mitigation plans. CFO Wetteny Joseph explained that only currently enacted tariffs are included in the guidance and emphasized the company's geographic manufacturing diversity as a buffer against further disruptions. Michael Ryskin from Bank of America questioned the competitive landscape in parasiticides and dermatology. CEO Kristin Peck stressed Zoetis' first-mover status and strong market share, while Joseph noted that double-digit growth is still expected for key franchises despite new entrants. Jon Block from Stifel asked for clarity on the drivers of the full-year EPS guidance increase and the near-term growth outlook for Librela. Joseph attributed the EPS raise primarily to favorable foreign exchange and lower share count, with limited tariff headwinds, and Peck reiterated ongoing investment in medical education to support Librela’s adoption. David Westenberg from Piper Sandler inquired about the effect of Amazon’s entry into pet medication sales and FDA staffing levels. Peck and Joseph noted that alternative channels are expanding but remain neutral to positive for economics, and reported no slowdown in FDA review timelines affecting the pipeline. Brandon Vazquez from William Blair questioned consumer compliance trends and pricing mix expectations. Peck acknowledged more measured consumer behavior for chronic therapies, while Joseph indicated that the mix of price and volume growth should remain consistent through the year.