24
2022 // SUPPLY CHAINS TO ADMIRE
Drug Retail
By 2022, 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. The Operating Margin fell 20%, while Inventory turns improved slightly.
Table 11. Drug Retail Sector Averages for the Period of 2012-2021
INDUSTRY: Retail Drug
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
GROWTH (Year Over Year Revenue)
2021 REVENUE
SUPPLY CHAIN INDEX
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAPITALIZATION
NAME
2012 - 2021
CVS Pharmacy
$292,111
2
10.8%
10.47
5.6%
7.0%
2.01
92,644
PetMed Express
$309
1
3.0%
6.99
13.5%
25.4%
4.69
474
Raia Drogasil
$3,932
2
10.0%
3.84
4.7%
10.2%
4.76
4,333
Rite-Aid Pharmacy
$24,043
2
-0.1%
7.81
1.5%
4.9%
3.69
3,578
Sundrug Company Ltd
$5,984
6
4.0%
6.55
6.1%
15.2%
1.81
2,527
Ulta Beauty Inc
$6,152
7
16.2%
3.70
11.9%
26.3%
8.61
12,947
Walgreens Boots Alliance
$132,509
5
6.8%
9.77
4.0%
8.9%
2.51
61,089
MEAN WITH OUTLIERS
$66,434
7.3%
7.02
6.8%
14.0%
4.01
25,370
MEAN WITHOUT OUTLIERS
7.3%
7.02
6.8%
14.0%
4.01
25,370
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