Sebastian Mueller
Veterinary & Pet Care Analyst
Sebastian Mueller discovered pet care investing through his family's veterinary practice in Munich, where he grew up surrounded by animal care before studying Business at WHU Otto Beisheim School of Management. After earning his MBA from INSEAD, Sebastian joined a consumer-focused investment firm and carved out a niche covering the pet care industry—a sector often overlooked despite its resilience and growth. He combines understanding of veterinary medicine with retail and consumer product analysis. Sebastian tracks the premiumization trend in pet food, the corporatization of veterinary practices, and emerging categories like pet insurance and telehealth. He understands pet owner psychology—the humanization of pets driving spending on premium products and advanced medical care. Sebastian excels at analyzing pet specialty retailers, food manufacturers, and veterinary consolidators. He was early to recognize that pet ownership surges during the pandemic would create lasting demand and identified attractive opportunities in pet insurance before it became mainstream. His analysis examines everything from nutritional trends in pet food to the economics of consolidating fragmented vet practices. Based in London, Sebastian brings European perspective to a global industry experiencing steady growth across developed markets as pets increasingly become family members.
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