For decades, CVS seemed like the perfect business. It was convenient, sold a mix of products people wanted, and everyone was forced to go there (or to one of its rivals) when they needed to pick up a prescription.
Now, however, the company has been fighting a war on many fronts. Consumers can order much of what made the chain convenient for delivery, and various online services, including Amazon, now fill prescriptions.
"At the rear of the store, business at pharmacy counters is being squeezed by stingier drug reimbursement rates and pharmacist wages. In the aisles, sales of everything from greeting cards to cosmetics are feeling the effects of cut-price competition," according to the Financial Times.
It's an evolving situation that has caused CVS rival Rite Aid to shut down all its stores, while CVS and Walgreens have closed thousands of locations between them.
"The whole drugstore four-wall economic model is collapsing on itself, in my opinion," said Josh ****** s, a portfolio manager at Janus Henderson Investors, told the Financial Times.

#business #amazon #walgreens

Investors know that most dividend stocks dish out their payments on a quarterly basis. That's not a regulatory requirement, though. These companies can pay this money out at any cadence they like, including a monthly one. Some of them do so, in fact, including real estate investment trust Realty Income (NYSE: O).
To this end, how much monthly income would a $30,000 holding in Realty Income generate right now?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
If you're not familiar with it, like all other real estate investment trusts -- or REITs -- this one owns revenue-bearing real estate. However, even by REIT standards, Realty Income is unique. It specializes in serving as a landlord to the brick-and-mortar retailing industry. Its top tenants include Dollar General, Walgreens, and 7-Eleven.
The industry focus clearly works, too. Not only has the company paid a monthly dividend like clockwork for decades, but it has also raised its per-share payment for 31 consecutive years. Indeed, it's raised its dividend every quarter for almost 29 years.

#realty #signal #like #estate

On June 23, S&P Dow Jones Indices announced that Alphabet would be replacing Verizon Communications in the Dow Jones Industrial Average.
Since 2020, seven of the Dow's 30 components have changed, including the additions of Honeywell International, Salesforce, Amgen, Amazon, Nvidia, Sherwin-Williams, and now Alphabet, and the deletions of RTX, ExxonMobil, Pfizer, Walgreens Boots Alliance, Intel, Dow, and Verizon.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Space Exploration Technologies (NASDAQ: SPCX) -- otherwise known as **** eX -- has only been public for a couple of weeks. But the company has a strong case for joining the Dow one day. Here are three reasons **** eX could eventually join the Dow, and whether the growth stock is a buy now.
With just 30 components, each Dow stock represents certain industries and a stock market sector. The strongest case for **** eX joining the Dow is that it is the undisputed leader in the commercial **** e launch industry -- conducting 82% of U.S. **** e launches.

Atotium News - Business Aggregate - 2025-05-30

Unlike CVS, Walgreens Interested In Rite Aid Patient Files, Not Stores