Reasons to Read

Discover how the US drugstore and pharmacy sector is evolving as retailers shrink store footprints, expand healthcare services, respond to reimbursement pressure and compete with digital and mass-market rivals:

• What will drive growth in the US drugstore and pharmacy market through 2030, and how will prescription demand, specialty medicines and healthcare services shape the outlook?
• How are store rationalization, smaller pharmacy-centric formats and rising sales productivity reshaping the economics of leading drugstore chains?
• How will the Inflation Reduction Act, PBM reimbursement pressure and pharmaceutical tariffs affect pharmacy revenue, cash flow and profitability?
• How can drugstores capitalize on GLP-1 adoption, an aging population and expanding pharmacist-led services to deepen customer relationships and grow health and wellness sales?
• How are e-commerce, mass merchants, grocery retailers, Amazon Pharmacy and direct-to-patient platforms intensifying competition and changing how consumers access pharmacy care?

Companies mentioned in this report include: Ahold Delhaize; Albertsons; Amazon; CVS Health; Dollar General; Eli Lilly; Kroger; McKesson; Novo Nordisk; Pfizer; Publix; Rite Aid; Sycamore Partners; Walgreen Co.; Walmart.

• This report is a part of our 2026 series of Market Navigator reports, which provide deep dives on major retail sectors and on US retail overall. Click here to see more Market Navigators and check back as we publish more.