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Walmart Launches Same-Day Pharmacy Delivery, Upping Competition For CVS, Walgreens

Walmart Launches Same-Day Pharmacy Delivery, Upping Competition For CVS, Walgreens

沃爾瑪推出當天藥店送貨服務,加劇了與CVS、Walgreens之間的競爭
Benzinga ·  10/22 23:02

Walmart Inc. (NYSE:WMT) announced on Tuesday that it will begin offering Pharmacy Delivery services for both new prescriptions and medication refills, intensifying competition in the pharmacy retail space.

沃爾瑪公司(紐交所:WMT)週二宣佈,將開始提供藥店配送服務,包括新處方和藥品補充,加劇了藥店零售領域的競爭。

The Details: Walmart is rolling out Pharmacy Delivery in six states and expects the new service to expand to 49 states by the end of January 2025. Walmart+ members will receive free delivery on Pharmacy Delivery, and non-Walmart+ members will pay the standard delivery charge of $9.95.

詳情:沃爾瑪在六個州推出藥店配送服務,並預計到2025年1月底,這項新服務將擴展到49個州。沃爾瑪+會員將可享受藥店配送的免費配送,非沃爾瑪+會員將支付標準的9.95美元運費。

"Our extensive footprint across the nation combined with our deep expertise in pharmacy uniquely positions us to make a profound impact in the communities we serve," said Kevin Host, senior vice president of Pharmacy at Walmart U.S.

"我們在全國範圍內的廣泛業務範圍,以及在藥店領域的深厚專業知識,使我們能夠在所服務的社區產生深遠影響,"沃爾瑪美國藥店高級副總裁凱文·霍斯特(Kevin Host)表示。

Why It Matters: Walmart's Pharmacy Delivery is another blow to struggling pharmacy retailers CVS Health Corp. (NYSE:CVS) and Walgreens Boots Alliance, Inc. (NASDAQ:WBA) who offer comparable delivery services. The retail giant's move into prescription delivery could lead to market share losses for CVS and Walgreens who already compete with Amazon.com, Inc.'s (NASDAQ:AMZN) same-day prescription delivery in some areas. Amazon has plans to expand its pharmacy delivery to 20 more U.S. cities by 2025.

重要性:沃爾瑪的藥店配送對於處境困難的藥店零售商CVS健康公司(紐交所:CVS)和沃爾格林斯聯盟公司(納斯達克:WBA)是又一次打擊,它們提供類似的配送服務。這家零售業巨頭進軍處方藥配送可能導致CVS和沃爾格林斯失去市場份額,因爲它們已經與亞馬遜公司(納斯達克:AMZN)在一些地區提供當日處方藥配送服務。亞馬遜計劃到2025年將其藥店配送擴展到美國20個城市。

CVS and Walgreens have said they are struggling with falling reimbursement rates for prescription drugs. Both retail chains have shuttered store locations and announced cost-cutting measures as part of corporate turnaround strategies.

CVS和沃爾格林斯表示,它們正面臨處方藥報銷率下降的困境。這兩家零售連鎖店已經關閉了一些店鋪,並宣佈採取削減成本措施作爲企業轉型戰略的一部分。

The stores may face increased pressure on profit margins and staffing needs due to increased competition from Walmart. Both retailers have already reduced pharmacy hours in response to staffing challenges, which have been partly driven by the need to support delivery services.

由於來自沃爾瑪的增加競爭壓力,這些藥店可能面臨利潤率和人員需求上升的壓力。這兩家零售商爲應對人員挑戰,已經縮短了藥店的營業時間,其中部分是因爲需要支持配送服務。

WMT, CVS, WBA, AMZN Price Action: According to Benzinga Pro, Walmart shares are up 0.67% at $81.35, CVS shares are down 1.74% at $57.16, Walgreens shares are down 4.64% at $9.96 and Amazon shares are up 0.42% at $189.87 at the time of publication Tuesday.

沃爾瑪、CVS、WBA、AMZN 價格走勢:根據Benzinga Pro,沃爾瑪股價漲0.67%,報81.35美元,CVS股價跌1.74%,報57.16美元,沃爾格林斯股價跌4.64%,報9.96美元,亞馬遜股價漲0.42%,報189.87美元。發佈當時爲週二。

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Photo: Jeff Bukowski/Shutterstock.com

圖片:Jeff Bukowski / shutterstock.com

譯文內容由第三人軟體翻譯。


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