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Валгрин Ко. Message Board

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  • robbsbeach robbsbeach May 3, 2010 1:13 AM Flag

    CFO speaks at conference

    "Agent of Change" said the banker, I
    hope that was not a investment banker,
    Sorry thats another message board.

    What I heard

    1. 7,500 corners in need of a loyalty program and a rounding up of the corporate store and field labor cost that are 25% of indirect spend.

    2. Consumers view: a convenience store with a pharmacy.

    3. A maturation of the shopping experience with beer & wine a up lift.

    4. A twilight understanding of healthcare services with lots of behavioral modifications.

    5. Opportunities abound with a New Director on the Board.

    6.And a lot of De-facto Sticky stuff.