indiana university fall 2002 who? what? when? where? why?
TRANSCRIPT
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INDIANA UNIVERSITY
FALL 2002
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• WHO?
• WHAT?
• WHEN?
• WHERE?
• WHY?
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WHO...
• LISA EHLERS - DISTRICT MANAGER
• BRIAN GARISH - STORE MANAGER
• DAWN HARLOW - STORE MANAGER
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WHAT...
• WE’RE HERE TO TALK ABOUT...
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WHY...
• WE WANT TO SELL YOU ON RETAILING, MORE SPECIFICALLY…
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CHAIN DRUG INDUSTRY
• 3 BILLION PRESCRIPTIONS FILLED IN THE UNITED STATES IN 2001
• TOP 4 CHAINS DO 82 BILLION IN ANNUAL SALES
• 14,000 STORES…
• 46% INCREASE IN PRESCRIPTIONS IN NEXT 4 YEARS
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The Boomer Wave is Rolling to Shore…
0
10
20
30
40
50
Under 25 25-34 45-54 65+
Population in Millions, by AgePopulation in Millions, by Age RangeRangePopulation in Millions, by AgePopulation in Millions, by Age RangeRange
35-44 55-64
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Customer Count Is UP!
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Slow Down Growth? You’ve Got to Be Kidding!
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Slow Down Growth? You’ve Got to Be Kidding!
Net Store Growth, Last 2 YearsNet Store Growth, Last 2 YearsNet Store Growth, Last 2 YearsNet Store Growth, Last 2 Years
0
Top 5 Drug Chains
365365200
400
600
800
-200
-400
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Slow Down Growth?Slow Down Growth? You’ve Got to Be Kidding! You’ve Got to Be Kidding!
Net Store Growth, Last 2 YearsNet Store Growth, Last 2 Years
0
Walgreens
699699
-334
-334
200
400
600
800
-200
-400Next 4 Drug Chains
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27 Consecutive Record Years…Sales (in Billions)Sales (in Billions)Sales (in Billions)Sales (in Billions)
75 80 85 90 95 010
5
10
25
20
15
0
200
400
1,000
800
600
Recession Years
Earnings (in Millions)Earnings (in Millions)Earnings (in Millions)Earnings (in Millions)
FY01 Sales Up 16.1%FY01 Sales Up 16.1%FY01 Earnings Up 15.3%FY01 Earnings Up 15.3%
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WHERE DOES WALGREENS RANK
• RANKED #1 IN THE FOOD DRUG INDUSTRY IN FORTUNE’S MOST ADMIRED COMPANIES IN AMERICA
• RANKED #2 IN THE USE OF CORPORATE ASSETS
• RANKED #3 IN EMPLOYEE TALENT• RANKED #2 IN QUALITY IN MANAGEMENT
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WHERE DOES WALGREENS RANK
• 28.7 BILLION IN SALES• 3,883 TOTAL STORES• 12% PHARMACY MARKET SHARE IN US• 78TH ON FORTUNE 500 RANKING• NATION’S LARGEST DRUG STORE CHAIN &
11TH LARGEST RETAILER• SERVE 3 MILLION CUSTOMERS PER DAY
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Pharmacy Sales…
Daily Average Per StoreDaily Average Per StoreDaily Average Per StoreDaily Average Per Store
WalgreensRite-Aid Eckerd CVS
$7,400$7,400$9,500$9,500 $8,900$8,900
$13,500
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Front-End Sales…
Daily Average Per StoreDaily Average Per StoreDaily Average Per StoreDaily Average Per Store
WalgreensRite-Aid Eckerd CVS
$4,500$4,500 $5,000$5,000 $5,100$5,100
$9,100
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Performance Snapshot…
97 98 99 00 01
SalesSales 97 98 99 00 01
EarningsEarnings
97 98 99 00 01
Shareholders EquityShareholders Equity
97 98 99 00 01
Stock PriceStock Price
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27 Consecutive Record Years…
Sales (in Billions)Sales (in Billions)Sales (in Billions)Sales (in Billions)
75 80 85 90 95 010
5
10
25
20
15
0
200
400
1,000
800
600
Earnings (in MillionsEarnings (in Millions)Earnings (in MillionsEarnings (in Millions)
FY01 Sales Up 16.1%FY01 Sales Up 16.1%FY01 Sales Up 16.1%FY01 Sales Up 16.1%
FY01 Earnings Up 15.3%FY01 Earnings Up 15.3%FY01 Earnings Up 15.3%FY01 Earnings Up 15.3%
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WHEN & WHERE...
• WEDNESDAY OCTOBER 23RD
• KELLEY SCHOOL OF BUSINESS
• 2 INTERVIEW SCHEDULES
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