Stefano Pessina’s Walgreens has put the famous chemist chain on the block after years of underinvestment. Who might rescue it?
Read the full article on The Times website (PayWall)
- NamNews regulars know this is a toss-up between PE, a grocery mult, or refloating…
- Priorities may differ depending on the ownership model.
- But the potential increase in NHS business has to be a key item on the Boots’ agenda, irrespective of ownership.
- Other agenda items?:
- Turnaround Boots UK and return it to profitable growth.
- Focus on cost efficiencies and invest in future.
- Building on private prescribing clinics.
- But, irrespective of ownership, the future of Boots is really about what Amazon could do in healthcare provision:
- Not Prime, not Marketplace, not Amazon Web Services, but Amazon Healthcare…
- (What ‘Amazon Prime Health’ could do in optimising healthcare/medical services needs…).
- Think Diagnosis, online consultation, prescription fulfilment and follow-up monitoring.
- Think wearables: health-app, purchasing history, lifestyle, etc.
- Either way, Boots is headed towards the biggest spotlight imaginable…
