"The Twinkie Effect", LOLOLOLOL
Has been posted at the SEC.gov web site, Walgreens DEFA 14A is now available for Stockholders and Investors to see.
B/Y you provided a excellent view of the directional landscape that Walgreens has been pursuing that several other Corporations
engaged in before the debt load overtook earnings.
Out of Date Sushi has no salvage value, and The quick go-to convenience format in overstoring locations making its service just another commodity.
WalMart understood this go-to concept and has strategically executed on its plan to build mini marts with pharmacies with-in a short distance to Walgreens happy & expensive locations.
This will be a problem going forward as Walmart basket size & shopping visits at a Mini Mart is much greater than Walgreens numbers.
On the Rx issue, price will dictate contracting as the PBM have gained much more control in Patient compliance issues and outcome cost data..
The lower cost of automated distribution from Mail-order for maintenance meds v B/M fills is a important legacy cost issue.
that Walgreens does not address now, but will in the future..
As Hostess went from a regional bakery to a national supplier its eggs were all in the same basket as directional winds shifted.
Management believed its branding could overcome operational costs
and failed to deal with a sales slow down.
It Sounded familiar?????????
Walgreens Branding is built around Pharmacy and Heath, not big Flats, Sushi or any of the other Scams put forth..
Vision centers is not a bad idea that A/B engaged in, to bad Walgreens dropped this for Nail Salons and Sushi Bars.
What the next plan, Doggie salons with walk-in clinics...
As you posted, this group does not Know what it wants to be when it grows up..
GLTA!!!
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