Strengths:
- Loyalty card program (Extra Care)
- Loyal shopper base
- Innovative stores
- Convenient stores that are easy to shop
- Diversified - retail stores & healthcare portfolio (Caremark, MinuteClinic)
- Strong brand equity
Ami Patel, CFO is superfit. Spends a lot of time at the gym.
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Weaknesses:
- Inconsistent store experiences & execution
- Real estate (especially compared to Walgreens)
- Sales mix focuses on lower margin (pharmacy vs. front end)
- Leveraged from acquisitions
- High turn around in employment rates
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Opportunities:
- Private label expansion
- Turn around acquired stores (Eckerd, Osco, Savon)
- Store as a destination - leverage healthcare clinics
hi
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Threats:
- Traditional (Walgreens, etc) and non-traditional (Wal-Mart, supermarkets, specialty beauty) competitors
- Integration of acquired operations
- Pharmacists shortages
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