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by dqdo 3149 days ago
I think that the Whole Foods acquisition now gives Amazon a physical footprint to compete with CVS, Rite-Aid, etc. Imagine ordering online and picking it up at a Whole Foods. After this step, they will find ways to fully by-pass the physical store and ship you medicine directly via Prime. There is a lot of money in the pharmacy business and a lot of opportunities for Amazon to enter this market and disrupt it. I don't think that any of the incumbents have the technological capabilities to compete with Amazon's supply chain. The question is not if they will enter. The question is how and how fast.
1 comments

To put it into context, Whole Foods has less than 500 stores, compared to 8200 and 9600 for Walgreens and CVS.
Whole Foods also doesn't currently have a pharmacy, unlike many other grocery chains.