全球援助仪式分析报告-培训课件外文版2024.5

COMPANIES

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PRODUCTSRiteAidCHAPTER

01MarketoverviewRevenueofthepharmaciesanddrugstoresindustryintheUnitedStatesfrom2009to2022(inbillionU.S.dollars)Revenueofthepharmacies&drugstoresindustryintheU.S.2009-2022400350351.6338.2318.86312.61303.45296.96289.8230025020015010050283.92272.88266.14261.1259.67261.4258.240200920102011201220132014201520162017201820192020202120223Description:TherevenueoftheU.S.pharmaciesanddrugstoresindustrywasestimatedtovalueabout318.86billionU.S.dollarsin2020.Theindustrywasprojectedtoreachavalueof351.6billionU.S.dollarsby2022.

ReadmoreNote(s):UnitedStates;2022Source(s):IBISWorldAverageannualexpenditureonprescriptiondrugsperconsumerunitintheUnitedStatesfrom2007to2022(inU.S.dollars)U.S.householdexpenditureonprescriptiondrugs2007-2022400366.4361.72359.32355.73350.07344.56341.3835030025020015010050329.67321.55296.04285.67

284.69269.85267.69263.18259.19020072008200920102011201220132014201520162017201820192020202120224Description:ThisstatisticshowstheaverageannualexpenditureonprescriptiondrugsperconsumerunitintheUnitedStatesfrom2007to2022.In2022,thecountry'saverageexpenditureonprescriptiondrugsamountedtosome341U.S.dollarsperconsumerunit,anincreaseofmorethan70dollarscomparedtothepreviousyear.ReadmoreNote(s):UnitedStatesSource(s):BureauofLaborStatisticsPharmacyanddrugstoresalesintheUnitedStatesfrom1992to2021(inbillionU.S.dollars)PharmacyanddrugstoresalesintheU.S.1992-2021350300250200150100501992

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2021Year5Description:ThistimelinedepictspharmacyanddrugstoresalesintheUnitedStatesfrom1992to2021.In2021,U.S.pharmacyanddrugstoresalesamountedtoabout324.6billionU.S.dollars.

ReadmoreNote(s):UnitedStates;1992to2021Source(s):USCensusBureauAverageannualexpenditureonnonprescriptiondrugsperconsumerunitintheUnitedStatesfrom2007to2022(inU.S.dollars)U.S.householdexpenditureonnonprescriptiondrugs2007-2022155145135142.43133.7125.4412511510595120.9120.02115.74111.6799.6699.5797.49201296.26201392.57201189.56201086.62200881.7420098575.4756520072014201520162017201820192020202120226Description:ThisstatisticshowstheaverageannualexpenditureonnonprescriptiondrugsperconsumerunitintheUnitedStatesfrom2007to2022.In2022,thecountry'saverageexpenditureonnonprescriptiondrugsamountedtoover140U.S.dollarsperconsumerunit.ReadmoreNote(s):UnitedStates;2007to2022Source(s):BureauofLaborStatisticsConsumerpriceindexforprescriptionandnonprescriptiondrugsintheU.S.from1960to2022U.S.consumerpriceindex:prescriptionandnonprescriptiondrugs1960-2022PrescriptiondrugsNonprescriptiondrugs*469.8600537.9534.9525.4

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20227/statistics/187253/us-consumer-price-index-for-prescription-drugs-from-1960AsofDecember2022,theCPIforprescriptiondrugswasat535comparedtotheperiodfrom1982to1984(=100).ThisstatisticshowstheconsumerpriceindexforprescriptionandnonprescriptiondrugsintheUnitedStatesfrom1960to2022.

ReadmoreNote(s):UnitedStatesSource(s):BureauofLaborStatistics;USDepartmentofLaborCHAPTER

02MainplayersLeadingpharmaciesintheUnitedStatesin2022,basedonprescriptionrevenue(inbillionU.S.dollars)LeadingpharmaciesintheU.S.2022,basedonprescriptionrevenueRevenueinbillionU.S.dollars020406080100120140160CVSHealthCorporation*WalgreensBootsAllianceCigna(Evernorth/ExpressScripts)UnitedHealthGroup(OptumRx)WalmartStores,Inc.**TheKrogerCompanyRiteAidCorporation140.185.261.337.824.116.812.9Humana(CenterWell)AlbertsonsCompaniesPublix9.76.46.1CostcoWholesaleCorporationBrightSpringHealthServicesCentene(EnvolveHealth)AholdDelhaize32.82.72.72.4CarepathRx9Description:ThisstatisticshowstheleadingpharmaciesintheUnitedStatesin2022,basedonprescriptionrevenue.Inthatyear,CVSHealthCorporation'sprescriptionrevenueintheUnitedStatesamountedtoanestimated140billionU.S.dollars.

ReadmoreNote(s):UnitedStates;*Retailpharmacyprescriptionrevenue81.1billionU.S.dollars;Pharmacyservicesrevenue59billionU.S.dollars.**IncludesWalmartandSam'sClubstores.

ReadmoreSource(s):DrugChannelsInstituteTopU.S.pharmaciesrankedbyprescriptiondrugsmarketsharein2022U.S.pharmaciesrankedbyprescriptiondrugsmarketshare2022Marketshare0%5%10%15%20%25%30%CVShealthCorporation*WalgreensBootsAlliance(RetailPharmacyUSA)Cigna(Evernorth/ExpressScripts,Inc.)**UnitedHealthGroup(OptumRx)WalmartStores,Inc.25.6%15.5%11.2%6.9%4.4%TheKrogerCompanyRiteAidCorporationHumana(CenterWell)AlbertsonsCompanies3.1%2.3%1.8%1.2%1.1%0.6%PublixCostcoWholesaleCorporationBrightSpringHealthServicesCentene(EnvolveHealth)AholdDelhaize0.5%0.5%0.5%0.4%CarepathRx10Description:ThetopU.S.pharmacyin2022bymarketsharebasedonprescriptiondrugrevenuewasCVSHealthCorporation,followedbyWalgreensBootsAlliance.CVSHealthheldover25percentoftheprescriptiondrugmarketrevenueatthattime.AsignificantincreaseinmarketsharewasreportedforCignaachievedthroughtheacquisitionofpharmacybenefitmanagerExpressScriptsinAugust2018.Beforethat,Cignawasmainlyactiveintheinsurancebusinessandrelatedproductsand[...]

ReadmoreNote(s):UnitedStatesSource(s):DrugChannelsInstituteLeadingdrugstoresintheUnitedStatesin2022,basedonretailsales(inbillionU.S.dollars)LeadingdrugstoresintheU.S.2022,basedonretailsalesRetailsalesinbillionU.S.dollars40

6002080100120140WalgreensBootAllianceCVSHealthCorporationRiteAid116.1106.5917.57Hy-Vee12.44HealthMartSystems11.911Description:ThisrankingshowstheleadingdrugstoresintheUnitedStates,basedonworldwideretailsalesintheyearof2022.Inthatyear,WalgreensBootAlliancewastheleadingdrugstoreintheUnitedStateswithretailsalesaddinguptoabout116billionU.S.dollars.ReadmoreNote(s):UnitedStates;2023Source(s):Kantar;NationalRetailFederationNumberofstoresoftheleadingdrugstoresintheUnitedStatesin2022NumberofstoresoftheleadingdrugstoresintheU.S.202212,0009,72810,0008,0006,0004,0002,00008,7855,3264,7342,8562,3502,309574371329CVSHealthWalgreensBootsAllianceWalmartHealthMart

TheKrogerCo.Good

NeighborSystem

PharmacyCompanyRiteAidCostcoWakefern/ShopRiteHy-Vee12Description:ThisstatisticshowsthenumberofstoresoftheleadingdrugstoresintheUnitedStatesin2022,byformat.Inthatyear,RiteAidhadatotalof2,309storesintheUnitedStates.ReadmoreNote(s):UnitedStates;2022Source(s):NationalRetailFederationLeadingonlinepharmaciesrankedbybrandawarenessintheUnitedStatesin2022Mostwell-knownonlinepharmaciesintheUnitedStates2022Shareofrespondents40%

50%0%10%20%30%60%70%80%90%100%WalgreensCVSpharmacy88%86%RiteAid77%HealthWAllegroMedicalNorthWestPCanadaPInstaflex20%18%16%16%15%CanadaPharmacyOnlineLloydsPharmacy15%15%15%CanadianPharmacyWorldMEDICALMEGA14%14%13Description:With88%brandawarenessisWalgreensthemostpopularonlinepharmacyintheU.S.SecondonthislistisCVSpharmacywhichisrecognizedby84%ofinternetrespondentsintheUnitedStates,followedbyanother77%consumerswhoareawareofRiteAid.Hcomesinfourthonthislist,followedbyAllegroMedicalandNorthWestP.ReadmoreNote(s):UnitedStates;JunetoJuly2022;1244respondents;18to64yearsSource(s):ConsumerInsightsLeadingbeautyandhealthonlineshopsrankedbybrandawarenessintheUnitedStatesin2022Mostwell-knownbeautyandhealthonlineshopsintheUnitedStates2022Shareofrespondents0%10%20%30%40%50%60%70%80%90%100%WalgreensCVS89%89%Bath&BodyWorksRiteAid85%76%Sephora71%ULTA67%MacCosmeticsTheBodyShopIPSY48%47%43%42%42%BirchboxAmwayMorpheFragranceNet32%31%14Description:With89%each,WalgreensandCVSaretwoofthemostwell-knownbeautyandhealthonlineshopsintheU.S.AnotherAmericanbrand,Bath&BodyWorks,comesthirdinthislistasitisrecognizedby85%ofinternetrespondents.RiteAidclaimsthefourthspotfollowedbySephoraandULTA.ReadmoreNote(s):UnitedStates;JunetoJuly2022;1247respondents;18to64yearsSource(s):ConsumerInsightsCHAPTER

03KeyfiguresofRiteAidTotalrevenueofRiteAidCorporationintheUnitedStatesfrom2012to2023(inbillionU.S.dollars)RevenueoftheRiteAidCorporationintheU.S.2012-20233026.5326.1225.3925.5324.5724.0424.0925201510522.9321.9321.5321.6420.77020122013201420152016*2017*2018*2019*202020212022202316Description:ThisstatisticshowsthetotalrevenueoftheRiteAidCorporationintheUnitedStatesfrom2012to2023.In2023,RiteAidgeneratedabout24.09billionU.S.dollarsintotalrevenue.ReadmoreNote(s):UnitedStates;2012to2023;*Revenuesforthefiscalyearsended.February27,2021,February29,2020,March2,2019,March3,2018,March4,2017andFebruary27,2016exclude$200,326,$232,964and$153,664,respectively,of[...]

ReadmoreSource(s):RiteAidTotalrevenueofRiteAidCorporationintheUnitedStatesfromfiscalyear2017to2023,bysegment(inbillionU.S.dollars)U.S.revenueofRiteAidfrom2017to2023bysegmentRetailpharmacyPharmacyservicesIntersegmenteliminations*302520151057.3217.56.527.976.395.96.096.617.7916.7716.3615.8315.7615.620-0.232017-0.2-0.212019-0.252020-0.292021-0.252022-0.222023-5201817/statistics/1004217/revenue-of-rite-aid-by-segmentThisstatisticshowsthetotalrevenueofRiteAidCorporationintheUnitedStatesfrom2017to2023,brokendownbysegment.Inthefiscalyear2023,theretailpharmacysegmentofRiteAidgeneratednearly17.8billionU.S.dollarsintheUnitedStates.ReadmoreNote(s):UnitedStates;2017to2023;*IntersegmenteliminationsincludeintersegmentrevenuesandcorrespondingcostofrevenuesthatoccurwhenPharmacyServicessegmentcustomersuseRetailPharmacysegmentstorestopurchase[...]

ReadmoreSource(s):RiteAidTotalrevenuegrowthofRiteAidCorporationintheUnitedStatesfrom2014to2023(inbillionU.S.dollars)RevenuegrowthoftheRiteAidCorporationintheU.S.2014-202330%25.4%25%20%15%10.4%9.6%10%3.9%20155%0%2.2%20221.3%20200.5%20140.5%2019-1.9%2023-5%-6.1%2018-10%20162017202118Description:ThisstatisticshowsthetotalrevenuegrowthoftheRiteAidCorporationintheUnitedStatesfrom2014to2023.Inthefinancialyear2023whichendedonMarch4,2023,thecompany'srevenuedeclinedby1.9percent.

ReadmoreNote(s):UnitedStates;2014to2023Source(s):RiteAidTotalrevenueofRiteAidCorporationintheUnitedStatesin2023,byquarter(inbillionU.S.dollars)U.S.revenueofRiteAid2023,byquarter76.086.096.015.96543210Q1Q2Q3Q419Description:ThisstatisticshowsthetotalrevenueofRiteAidCorporationintheUnitedStatesforthefiscalyear2023,byquarter.RiteAidgeneratedabout6.09billionU.S.dollarsinthefourthquarterof2023.ReadmoreNote(s):UnitedStates;2023Source(s):RiteAidGrossprofitofRiteAidCorporationintheUnitedStatesfrom2018to2023(inmillionU.S.dollars)GrossprofitoftheRiteAidCorporationintheU.S.2018-20236,0005,106.55,0004,0003,0002,0001,00004,780.14,726.764,803.944,676.354,704.3220182019202020212022202320Description:TheRiteAidCorporation'sgrossprofitintheUnitedStateswasabout4.8billionU.S.dollarsforthefiscalyearendedMarch4,2023.Thatyear,RiteAidgeneratedabout24.09billionU.S.dollarsintotalrevenue.

ReadmoreNote(s):UnitedStates;2018to2023Source(s):RiteAidSalesshareofRiteAidintheUnitedStatesin2023,byproductclassSalesshareofRiteAidintheU.S.2023,byproductclassHealthandbeautyaids4.3%Over-the-countermedicationsandpersonalcare10.9%Generalmerchandiseandother13.6%Prescriptiondrugs71.2%21Description:ThestatisticdepictsthesalesshareofRiteAidintheUnitedStatesinthefiscalyearendingMarch4,2023,byproductclass.Inthatyear,healthandbeautyaidproductsgeneratedoverfourpercentofRiteAid'ssales.

ReadmoreNote(s):UnitedStates;2023Source(s):RiteAidTotalnumberofstoresofRiteAidintheUnitedStatesfrom2012to2023TotalnumberofstoresofRiteAidintheU.S.2012-20235,0004,6674,6234,5874,5704,5614,5364,5004,0003,5003,0002,5002,0001,5001,0005002,5502,5102,4692,4612,4502,3090201220132014201520162017201820192020202120222023Year22Description:ThestatisticdepictsthetotalnumberofstoresofRiteAidintheUnitedStatesfrom2012to2023.In2023,RiteAidoperated2,309storesthroughouttheUnitedStates,downfrom4,623adecadeagoin2013.

ReadmoreNote(s):UnitedStates;2012to2023Source(s):RiteAidTotalnumberofstoresofRiteAidintheUnitedStatesin2023,bystateNumberofstoresofRiteAidintheU.S.2023,bystateNumberofstores050100150200250300350400450500550PennsylvaniaCaliforniaNewYorkMichigan487477271249Ohio195191WashingtonNewJerseyOregon112686458VirginiaNewHampshireMarylandDelawareConnecticut40373023Description:ThestatisticdepictsthetotalnumberofstoresofRiteAidintheUnitedStatesasofMarch4,2023,bystate.Inthatyear,RiteAidoperated64storesinVirginia.ReadmoreNote(s):UnitedStates;2023Source(s):RiteAidRiteAidbrandawareness,usage,popularity,loyalty,andbuzzamongbeautyandhealthonlineshopusersintheUnitedStatesin2022RiteAidbrandprofileintheUnitedStates202278%80%70%60%50%40%30%20%10%0%22%19%16%15%RiteAidawarenessRiteAidpopularityRiteAidusageRiteAidloyaltyRiteAidbuzz24Description:HowhighisthebrandawarenessofRiteAidintheUnitedStates?ReadmoreNote(s):UnitedStates;15June2022to23June2022;1039respondents;18-64years;respondentswhousebeauty&healthSource(s):ConsumerInsightsRiteAidbrandawareness,usage,popularity,loyalty,andbuzzamongonlinepharmacyusersintheUnitedStatesin2022RiteAidbrandprofileintheUnitedStates202280%80%70%60%50%40%30%20%10%0%36%27%23%21%RiteAidawarenessRiteAidpopularityRiteAidusageRiteAidloyaltyRiteAidbuzz25Description:HowhighisthebrandawarenessofRiteAidintheUnitedStates?ReadmoreNote(s):UnitedStates;15June2022to26July2022;885respondents;18-64years;respondentswhouseonlinepharmaciesSource(s):ConsumerInsightsCHAPTER

04CompetitorsCVSHealth'snetincomefrom2006to2022(inmillionU.S.dollars)CVSHealth'snetincome2006-20229,0008,0007,8987,1926,6236,6317,0006,0005,0004,0003,0002,0001,00005,3195,2374,5924,6444,1653,8643,6903,4243,4623,1982,6231,3552006-1,000-2,000-596200720082009201020112012201320142015201620172018201920202021202227Description:TheCVSHealthCorporationisaU.S.drugretailingcompany,withthreemajorsegments:CVS/pharmacy,CaremarkPharmacyServicesandMinuteClinic.CVSHealthisheadquarteredinWoonsocket,RhodeIsland.In2022,thecompany'snetincomewasrecordedatapproximately4.16billionU.S.dollars.In2014,thecompanychangeditsnamefromCVSCaremarktoCVSHealth.ReadmoreNote(s):UnitedStates;2006to2022Source(s):CVSHealthCVSHealth'srevenuefrom2005to2022(inmillionU.S.dollars)CVSHealth'srevenue2005-2022350,000300,000250,000200,000150,000100,00050,000020052006200720082009201020112012201320142015201620172018201920202021202228Description:Intheyear2022,theCVSHealthCorporationgeneratedapproximately322.5billionU.S.dollarsofrevenueintotal,anincreasecomparedtothepreviousyears.Thisvalueisthehighesteverregisteredintheconsideredtimeframe.

ReadmoreNote(s):UnitedStates;2005to2022Source(s):CVSHealthSalesofWalgreensBootsAllianceworldwidefrom2018to2023,bygeographicalregion(inmillionU.S.dollars)WalgreensBootsAlliancesalesworldwide2018-2023,bygeographicalregionUnitedStatesUnitedKingdomGermany**Other140,000120,000100,00080,00060,00040,00020,000020182019202020212022202329Description:WalgreensBootsAllianceisaUnitedStates-basedpharmacyretailandwholesalecompany,operatingpharmaciesanddrugstores.ThecompanygeneratesagreateramountofitstotalsalesfromtheUnitedStates,withsalesreachingmorethan116billionU.S.dollarsinthisregionin2023.InGermany,thevalueofWalgreens'ssaleswasrecordedasapproximately11.2billionU.S.dollarsin2023.ReadmoreNote(s):Worldwide;2018to2023Source(s):WalgreensRetailpharmacysalesofWalgreensintheUnitedStatesfrom2018to2023,bydivision(inmillionU.S.dollars)WalgreenspharmacyretailsalesintheU.S.2018-2023,bydivisionPharmacyRetail84,89290,00082,11880,48180,43477,19280,00070,00060,00050,00040,00030,00020,00010,000071,05528,64328,19527,33727,34027,22027,11320182019202020212022202330Description:Salesfromitspharmacysegme