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Ahold (AH) Beats Expectations

Ahold reported healthy net sales growth of 4.3% in the fourth quarter (excluding fuel, at constant rates adjusted for an extra week) and growth of 3.8% for the fiscal year through December 31, 2015, beating expectations.

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CVS Pharmacy Analyst Day Takeaways

CVS Health held an Analyst Day in New York today. In attendance from the company were President and CEO Larry Merlo, EVP and CFO Dave Denton, President of CVS/caremark Jon Roberts, EVP of CVS/Specialty Pharmacy Alan Lotvin, President of CVS/pharmacy Helena Foulkes and President of Omnicare Rocky Kraft.

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Walmart Plays Catch-Up in Investing in the Business

Walmart held its annual investor day today in New York. The presentation focused on Walmart stores in the US and e-commerce. Overall, the company is working to improve its in-store experience and developing a seamless offering through the expansion of its e-commerce/m-commerce capabilities. These efforts, though a long time coming and necessary, could ultimately take time to bear fruit, and the next several years could prove to be a period of transition.

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