Building on improved sourcing - scale economies - across the group, the Boots influence on Walgreens is being demonstrated via convenience, pharmacy modernisation and customer care. In the US, this merely represents the harvesting of low hanging fruit…
However, a key contribution will be Boots global vision applied to wholesale consolidation, with M&A a vital route to WBA global purchasing power. In the process, it is unlikely that the group will pass up many opportunities to expand its retail footprint via acquisition.
In other words, we are beginning to see the emergence of a fully global group aimed at selling any H&B goods and services that can be legally sold to consumers and retailers, with buying muscle to match…
It is vital that suppliers gear up to this new global reality, in terms of time, money and people.
When it comes to globalisation, McKesson-Celesio has the potential to go global, but is way behind Boots WBA vision.
The major grocery multiples are currently focused on protecting their national/UK interests, and are no longer acting globally.
This leaves WBA as the only global player in H&B.
The group is being driven by the Boots culture in retailing, and Alliance Boots in wholesaling, implementing a global vision that has not missed a beat so far…
A diminishing window to get things right?
Suppliers need to prepare for the inevitability of full global coverage, and ensure that their prices and terms are fully synchronised, before WBA gets really serious about scale economising…
However, a key contribution will be Boots global vision applied to wholesale consolidation, with M&A a vital route to WBA global purchasing power. In the process, it is unlikely that the group will pass up many opportunities to expand its retail footprint via acquisition.
In other words, we are beginning to see the emergence of a fully global group aimed at selling any H&B goods and services that can be legally sold to consumers and retailers, with buying muscle to match…
It is vital that suppliers gear up to this new global reality, in terms of time, money and people.
When it comes to globalisation, McKesson-Celesio has the potential to go global, but is way behind Boots WBA vision.
The major grocery multiples are currently focused on protecting their national/UK interests, and are no longer acting globally.
This leaves WBA as the only global player in H&B.
The group is being driven by the Boots culture in retailing, and Alliance Boots in wholesaling, implementing a global vision that has not missed a beat so far…
A diminishing window to get things right?
Suppliers need to prepare for the inevitability of full global coverage, and ensure that their prices and terms are fully synchronised, before WBA gets really serious about scale economising…
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