Analyst Corner: Has the Downfall of US Drugstores Begun?—with Madhav Pitaliya

What's Inside

Welcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise.

This week, Madhav Pitaliya, Analyst, discusses concerning developments from major drugstore and pharmacy retailers, and dives into the various issues that they are grappling with, including regulatory pressures, low reimbursement rates, and competition from the direct-to-consumer (DTC) model.

We also highlight our key research from the past week and reports to look out for in the coming week, so you don’t miss out.

Companies mentioned in this report include: CVS Health, Eli Lilly, Pfizer, Rite Aid, Walgreens Boots Alliance, Walmart

Other relevant research:

• US Drugstores and Pharmacies: Real Estate Insights—Closures Lead to 8 Million Square Feet of Shuttered Retail Space in 2024
• Digital Services and Omnichannel Strategies: Global Learnings in Drugstore and Pharmacy Retailing
• All Coresight Research coverage of drugstore retailing
• The Market Sizes Databank offers an overview of key retail market or sector sizes, including Coresight Research projections for future years.
• Read previous Analyst Corner reports, including last week’s report, which discusses US consumers’ spending expectations for shopping events in the fourth quarter of 2024, based on proprietary survey analysis.