In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
It looks as if there was little or no real planning to the Walgreen takeover of Rite Aid location. From my advantage it appeared that somebody at WBA headquarters forgot to tell the IT team.
Still it appears that Walgreen’s very professional staff is on top of the issues and more than capable of fixing them. Any problems that result will be temporary and get fixed, putting Walgreens in a much better position.
Read More
It is not supposed to be this way at Walgreens because gross profit, revenues, and operating income are growing at the company.
Read More
The real reason why CVS Health wants Aetna is to expand its vertically-integrated business model. Vertical integration means that one company controls as much of the production, financing, marketing, and distribution of a product or service as possible.
CVS Health is already partially vertically-integrated because it operates both drugstores and prescription-management plans. CVS operates clinics in some of its stores for the exact same reason. Buying a health insurance company would give CVS, even more, control over the process.
Read More
Medicare for All would be a boon for Walgreens by financing millions of new pharmacy customers and creating hundreds of thousands of new customers for its in-store clinics. That alone makes WBA a really good value investment to add to portfolios for the future but is it a value investment for the present.
Therefore a good wa
Read More
2017 has become the worst year for store closings in the United States possibly since the Great Depression. There is a strong possibility that the actual number of store closings might exceed 10,000. Such a number is possible because analysts like Credit Suisse may not be counting franchisees and mom and pop stores that will also be going under.
Read More
Expect to see a mass die-off of sick retailers in January and February of 2018 as the dust from the 2017 holiday season settles. If it is anything like last year’s numerous retailers are likely to report losses and more than a few will shut down.
Read More
Walmart is actually testing the use of Supplemental Nutritional Assistance Program (SNAP) benefits to pay for online grocery orders at a few stores, CNBC reported. SNAP is popularly known as food stamps but recipients usually pay with a card through electronic benefits transfer (EBT).
Read More
Amazon has some value-investment characteristics including a lot of cash and the ability to generate vast amounts of cash on a regular basis. The problem is that unlike companies such as Microsoft, Oracle, Alphabet, and Apple, it cannot keep that cash around.
Read More
The question we need to ask is: “what companies will Amazon acquire next?” Some probable candidates for Amazon acquisition include:
Read More
Kroger (NYSE: KR) and Walmart (NYSE: WMT) are winning the grocery wars. Whole Foods Market (NASDAQ: WFM) has given up
Read More