美国最大连锁药店沃尔格林近日宣布,为扭转其陷入困境的美国业务,明年将关闭约500家门店,到2027年关闭约1200家门店。这一计划引发了市场广泛关注。
实际上,无论国内国外,医药零售业都面临着严峻挑战。我国医药零售业也进入了一轮"闭店潮",今年上半年就有超1.5万家药店关门。
导致医药零售门店关店潮的主要原因包括: 1. 医保政策调整,如门诊统筹、"双通道"管理等,导致患者分流; 2. 医药电商平台发展,分流了线下药店销售; 3. 消费力下降,患者购药趋于谨慎; 4. 合规经营问题,部分药店涉嫌骗取医保基金被立案调查等; 5. 扩张过快,导致前期费用高企影响盈利。
业内分析称,各大连锁药店未来将放缓扩张步伐,同时大批门店将被迫关闭。转型升级则成为必由之路,包括数字化升级、夯实现有服务能力、调整商品结构,以及严格合规经营等。未来药店数量也可能回归合理水平。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.