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Rite Aid Corporation Message Board

  • ace_trackers ace_trackers Jan 14, 2013 11:20 AM Flag

    RAD's PROBLEM * ALWAYS RUNNING OUT OF INVENTORY

    Just as the FLU Shots. WAG had them and CVS & RAD didnt.

    Customers get upset quick and wont return................ace

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    • Eckerd now Rite Aid was notorious for issuing rain checks. Less Bulk in Distribution Centers means less taxes.

      Sentiment: Strong Sell

    • You are FOS...Customers are not going to switch their pharmacies because they ran out of free flu shots

      don't be a dope

    • RAD is almost out of time. BK is unavoidable.

      Sentiment: Strong Sell

    • **********Just as the FLU Shots. WAG had them and CVS & RAD didnt.

      Customers get upset quick and wont return................ace************

      Taken directly from WAG's 10K

      "When we exit a pharmacy provider network and later resume network participation, there can be no assurance that we will achieve any particular level of business on any particular pace. In addition, in such circumstances we may incur increased marketing and other costs in connection with initiatives to regain former patients and attract new patients covered by in-network plans. When we exit a pharmacy provider network and later resume network participation, there also can be no assurance that all clients of the PBM sponsor of the network will choose to include us again in their pharmacy network initially or at all. For example, after we reached our agreement with Express Scripts, the United States Department of Defense TRICARE program, an Express Scripts client, announced that Walgreens would continue to be designated as a non-network pharmacy provider for TRICARE beneficiaries."

      Good point Ace, you dolt.

      Sentiment: Strong Buy

    • RAD aside, you could not be more off about WAG... They are a disaster... You are a disaster... Oh, now I get it.

      Seriously. it's amazing that you consider yourself somehow savvy.

      WAG = LAG

      Flu shot revenue tracked slightly higher for RAD than WAG in December.

      Continued loss in script count whereas RAD had yet another gain...

      WAG continues to lose customers based on express script debacle BECAUSE a number of health insurance companies are denying claims - they are not covered under new express script deal.

      Sushi will not save the day. If anything, it'll make it worse.

      Duane Reade's across NYC continue to underperform since 1billion dollar aquisition by wag - who also took on all their debt.

      December sales down 6pct for WAG...

      Yeah, no wonder they won't run out of flu shots... there's no traffic.

      Ace, your quest into stupidity deepens.

      Sentiment: Strong Buy

      • 1 Reply to dirtywill88
      • dirty, while I share your low opinion of ace, I think you have badly mischaracterized WAG. I own RAD,CVS and WAG. Yes, I like retail pharmacy right now. WAG is certainly not a disaster. They are generally considered to have bungled the ESRX situation. I don't think so. For openers, anyone who is a RAD long, probably owes a debt of gratitude to WAG. The negotiations with ESRX were largely about protecting generic margins. Retail pharmacy in general and RAD in particular is up the creek, and without wide generic margins, without a paddle. RAD just had their first profitable quarter in ages and it was almost exclusively due to a slew of new generics providing improved margins. WAG helped out RAD, regional chains and independents when they defended ESRX's infringement on generic margins. RAD's financial weakness left them vulnerable to the ESRX bully and WAG was the white knight. Anyway, that's my take. Looking ahead, beginning this month WAG has easy yoy comparisons, since most of the lost ESRX revenues occured right away last year. Sushi is irrelevant to any argument. It's just one of 101 directions WAG is experimenting with. That's one of the advantages of low debt and strong cash flow. Some of the experiments will lead to new avenues of revenue and profit. RAD may have improved over last years flu shot numbers, but when you are comparing to weakness, improvement is not hard to come by. WAG is the number one provider of immunizations and vaccinations in the country. WAG's joint venture with Jakks Boots Alliance has huge potential. The two pharmaceutical retailers in the world with the resources to go global have joined up to do just that. It's not without risk, but the potential easily justifies that risk.

        As for RAD, I just hope their newfound profitability will allow them to pay down some debt before interest rates begin to rise. It's my hope they can hold on to most of the customers they picked up from WAG. It's complicated, but as always time will tell.

        Sentiment: Buy

 
RAD
6.69-0.36(-5.11%)Jul 28 4:00 PMEDT

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