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To: 2ndDivisionVet

CVS built up too much, too fast. Such bubble expansions court disaster, both because you do not see overexpansion, and it is extra hard to go into a stability mode.

When I go into a CVS what I notice are that its prices for everything are a third to a half higher than for Walgreens.

Importantly, cigarettes are both low volume and high margin for retailers, despite the greedy federal and state taxes, so I imagine that CVS is going to take a hit to the bottom line, and get nothing out of the deal.

In as precarious as their economic circumstances, that may be like waving a needle around their bubble.


43 posted on 02/09/2014 5:53:21 AM PST by yefragetuwrabrumuy (WoT News: Rantburg.com)
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To: yefragetuwrabrumuy
Importantly, cigarettes are both low volume and high margin for retailers, despite the greedy federal and state taxes, so I imagine that CVS is going to take a hit to the bottom line, and get nothing out of the deal.

You may be right, but I'd bet when you factor in all the costs (there are many) associated with selling tobacco, it's a break even for CVS...

Retailers just don't cut out profits for altruistic reasons...

67 posted on 02/09/2014 7:33:23 AM PST by Popman ("Resistance to Tyrants is Obedience to God" - Thomas Jefferson)
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