E545 Stud Wars April 2026 — The Empire Strikes Back

About this episode

The episode discusses the impact of genomic evaluations and market dynamics in the dairy genetics industry as of April 2026.

STgen owns 90 of the top 100 genomic Net Merit young bulls in April 2026 — and that ranking concentration buys them single-digit U.S. semen market share. Why? The April 2026 evaluation reshuffled the entire dairy genetics map. Holstein USA's TPI formula change knocked Garza −125, Captain −72, Sheepster −92 with zero new daughters. The DOJ is "nearing a decision" on the Select Sires + STgenetics merger. Zoetis just bought Neogen GeneSeek for $160M. The Bullvine Podcast counts who actually wins — and who only looks like they're winning. What You'll Learn • Why a 90% ranking share equals less than 10% of straws sold • How the 24P/14F formula change costs your mating program 75–125 TPI points overnight • The 4,000-bull selling universe behind every "elite top 100" headline • Why Zoetis + Neogen is a bigger consolidation story than any bull merger • How United Sires captured 15% of the genomic top 200 in 18 months from a standing start • The $300/head profitability gap nobody publishes for beef-on-dairy genetics If the DOJ approves the merger, a single combined entity controls 56.5% of the elite Holstein sire universe — 466 unique NAAB-verified sires across every Holstein USA and CDCB…

People in this episode

Host: The Bullvine

Topics covered

• dairy genetics
• bull rankings
• mergers and acquisitions
• genomic evaluation
• market share
• profitability in genetics

Keywords

• genomic Net Merit
• TPI formula
• bull market share
• dairy genetics
• merger implications
• profitability gap

Mentioned in this episode

Organizations: STgen, Holstein USA, DOJ, Select Sires, STgenetics, Zoetis, Neogen GeneSeek, United Sires

Places: U.S.

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