Topics covered: Resiliency To Discretionary Spending Trends, Improving Pet Acquisitions, Heightened Competition Among Medication Providers, Competition From Big-Box Retailers
Companies covered: Align Technology, Inc. (NASDAQ:ALGN), ABAXIS, Inc. (NASDAQ:ABAX), Dentsply Sirona (NASDAQ:XRAY), VCA Inc. (NASDAQ:WOOF), Walmart Inc. (NYSE:WMT), Sirona Dental Systems, Inc. (NASDAQ:SIRO), Patterson Companies, Inc. (NASDAQ:PDCO), Laboratory Corporation of America Holdings (NYSE:LH), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Heska Corporation (NASDAQ:HSKA), Henry Schein, Inc. (NASDAQ:HSIC), Quest Diagnostics Incorporated (NYSE:DGX), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Abbott Laboratories (NYSE:ABT), Target Corporation (NYSE:TGT), PetSmart, Inc (NASDAQ:PETM), Walt Disney Company (The) (NYSE:DIS)