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SUPPLY CHAINS TO ADMIRE | 2025
Drug Retail For the past six years, there have been 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 2015 to 2024, we find that the operating margins are flat while inventory turns declined by 12%.
Table 11. Drug Retail Sector Averages for the Period of 2015-2024
INDUSTRY: Retail-Drug
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
MARKET CAPITALIZIATION PER EMPLOYEE
PRICE TO BOOK
RETURN ON CAPITAL EMPLOYED
GROWTH (Year Over Year Revenue)
SUPPLY CHAIN FUNDAMENTAL SCORE
INVENTORY TURNS
OPERATING MARGIN
SUPPLY CHAIN INDEX
2024 REVENUE
NAME
2015 - 2024
CVS Pharmacy
$ 372,809
5
1
10.6%
12.53
4.9%
8.9%
1.73 338,207
PetMed Express
$ 281
3
6
2.1%
7.76
10.6%
27.0%
3.96 2,308,064
Raia Drogasil
$ 7,244
3
3
9.7%
3.58
5.7%
16.9%
7.54 243,617
Sundrug Company Ltd
$ 5,210
5
3
1.8%
6.51
5.9%
20.1%
2.09 422,108
Ulta Beauty Inc
$ 11,207
4
2
16.3%
3.58
13.2%
33.8%
9.64 446,103
Walgreens Boots Alliance
$ 147,658
4
3
7.3%
11.45
2.0%
4.7%
2.05 148,929
MEAN WITH OUTLIERS
$ 90,735
4
8.0%
7.57
7.1%
18.6%
4.50 651,172
MEAN WITHOUT OUTLIERS
8.0%
7.57
7.1%
18.6%
4.50 319,793
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