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Walgreen Co. Message Board

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  • pharmer82 pharmer82 Jan 26, 1999 11:17 PM Flag

    DUMP (Pardon me, I mean DEMP)

    Neater shelves has nothing to do with fundamental
    values. Neater shelves sometimes means you don't have any
    customers to mess them up. If "neater shelves" was all you
    got out of my message, then I failed to make my
    point. When I mentioned "in-stock condition", I was
    referring to whether or not they had huge, gaping, empty
    spots on their shelves. This could indicate a
    replenishment problem such as poor ordering, warehouse outs, or
    vendors that are leary of giving credit for fear that
    their invoices won't get paid. Does the merchandise
    match the shelf tags, or do they have an abundance of
    one single item "dummied" across an entire shelf
    where many different items should be? When I said
    "organization vs. clutter", I meant the store in general. Do
    you trip over cardboard displays of bunny shoes in
    the middle of the aisles? Do you have to guess what
    the prices of their merchandise are? Are the
    endstands effectively merchandised or just thrown together
    with a box of this and a box of that with no
    promotional signage? In response to the rest of your
    post---You say "DEMP has more potential for rapid price
    growth than WAG"----Based on What????? "DEMP's
    management is aware that improvement is needed and they are
    on top of it". Were they on top of it last year? How
    about the year before that? For that matter, what about
    the last decade???? How long have they been on top of
    it???? "DEMP will soon be coming out with the Best drug
    store internet site around" Says Who? and So What? What
    make you think that a company can run a drug store
    internet site any better than they can run a drug store? I
    tell you what---Why don't we both post again a year
    from now and compare WAG's performance with the "best
    value in the retail drug industry".

 
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