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SUPPLY CHAINS TO ADMIRE | 2023
Drug Retail
In 2023, there are no drug retail supply chains to Admire Winners. Prior award winners included CVS and Sun Drug. Companies subconsciously traded margin for cash. Over the last decade, the overall industry performance declined. When we compare 2013 to 2022, we find that the operating margins are flat while inventory turns declined by 20%.
Table 11. Drug Retail Sector Averages for the Period of 2013-2022
INDUSTRY: Retail Broadline
IMPROVE- MENT
COMPANY INFORMATION
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
2022 REVENUE (MS)
SUPPLY CHAIN INDEX
GROWTH (Year Over Year Revenue)
FUNDAMENTAL AVERAGE SCORE
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAP
NAME
2013 - 2022
CVS Pharmacy
322,467
1
10.4%
10.96
5.5%
6.5%
9
2.03
98,937
PetMed Express
273
3
1.6%
6.99
13.0%
25.0%
8
4.60
489
Raia Drogasil
5,637
1
5.7%
3.76
5.1%
11.2%
8
5.55
5,071
Rite-Aid Pharmacy
24,568
5
-0.2%
8.18
1.4%
4.2%
NA
3.69
3,474
Sundrug Company Ltd
5,779
7
1.9%
6.65
6.1%
14.9%
9
1.99
2,812
Ulta Beauty Inc
8,631
4
18.0%
3.58
12.3%
29.5%
8
8.97
14,707
Walgreens Boots Alliance
132,703
5
6.9%
10.29
3.6%
9.0%
9
2.48
60,813
MEAN WITH OUTLIERS
71,437
6.3%
7.20
6.7%
14.3%
8.6
4.18
26,615
MEAN WITHOUT OUTLIERS
6.3%
7.20
6.7%
14.3%
8.5
4.18
26,615
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