Also from Herb Sorensen, Ph.D....
TNS Global Retail & Shopper Practice
Thinking About Merchandising
Whitepaper (PDF)
January 3, 2012
FROM RETAILWIRE:
After a long negotiation battle, Walgreens Co. allowed its contract with Express Scripts Inc. to end on News Years Day. Beyond the loss of billions in direct pharmacy sales, Walgreens stands to lose the pharmacy-related traffic generated by Express Scripts network customers. What is your take on the decision by Walgreens to let its contract with Express Scripts expire?
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It's not an area of special expertise for me, but I do see this as continuing warfare over efficiency, and who is going to reap the benefit of the efficiency. This would tend to give Walgreens the upper hand.