In short: Named as the source of Zoetis's share loss and simultaneously used to argue Zoetis's superiority: "competitors like Elanco are gaining market share through aggressive promotional pricing and a wave of new product launches" — but "Zoetis… has a ROIC above 20% while Elanco is still loss making." The implication is that the share gains are bought rather than earned, and are therefore not durable.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.