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Walmart's Pharmacy Game-Changer | Fast Five Shorts · Omni Talk Retail

• 0:00
  Walmart
• 0:00
  is
• 0:01
  now
• 0:01
  delivering
• 0:02
  refrigerated
• 0:03
  and
• 0:03
  reconstituted
• 0:04
  prescriptions
• 0:05
  nationwide.
• 0:06
  According
• 0:06
  to
• 0:06
  a
• 0:07
  Walmart
• 0:07
  press
• 0:07
  release,
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  this
• 0:08
  new
• 0:08
  service
• 0:08
  includes
• 0:09
  medications
• 0:10
  such
• 0:10
  as
• 0:10
  insulin,
• 0:11
  GLP1s
• 0:12
  and
• 0:12
  pediatric
• 0:13
  amoxicillin
• 0:13
  and
• 0:14
  is
• 0:14
  available
• 0:14
  across
• 0:15
  the
• 0:15
  United
• 0:16
  States.
• 0:16
  The
• 0:17
  move
• 0:17
  comes
• 0:17
  one
• 0:17
  year
• 0:18
  after
• 0:18
  piloting
• 0:19
  pharmacy
• 0:19
  delivery
• 0:19
  and
• 0:20
  less
• 0:20
  than
• 0:20
  eight
• 0:20
  months
• 0:21
  after
• 0:21
  expanding
• 0:21
  it
• 0:22
  chain
• 0:22
  wide.
• 0:23
  With
• 0:23
  this
• 0:23
  move,
• 0:23
  Walmart
• 0:24
  becomes
• 0:24
  the
• 0:24
  first
• 0:25
  retailer
• 0:25
  to
• 0:25
  deliver
• 0:26
  refrigerated
• 0:26
  and
• 0:27
  reconstituted
• 0:27
  prescriptions
• 0:28
  alongside
• 0:29
  groceries
• 0:29
  and
• 0:29
  everyday
• 0:30
  essentials
• 0:30
  and
• 0:31
  in
• 0:31
  one
• 0:32
  single
• 0:32
  convenient
• 0:33
  online
• 0:33
  order.
• 0:34
  Joanna,
• 0:34
  we're
• 0:35
  going
• 0:35
  to
• 0:35
  you
• 0:35
  first
• 0:35
  on
• 0:35
  this
• 0:36
  one.
• 0:36
  On
• 0:36
  a
• 0:36
  scale
• 0:36
  of
• 0:37
  1
• 0:37
  to
• 0:37
  10,
• 0:37
  how
• 0:38
  significant
• 0:39
  do
• 0:39
  you
• 0:39
  think
• 0:39
  the
• 0:39
  same
• 0:40
  day
• 0:40
  RX
• 0:40
  move
• 0:41
  is
• 0:41
  from
• 0:41
  Walmart?
• 0:43
  Okay,
• 0:44
  so
• 0:44
  I
• 0:45
  broke
• 0:45
  it
• 0:45
  down.
• 0:45
  I've
• 0:46
  got
• 0:46
  a
• 0:46
  couple
• 0:46
  different
• 0:46
  scores
• 0:47
  here,
• 0:47
  but
• 0:48
  just
• 0:48
  wanted
• 0:48
  to
• 0:48
  kind
• 0:48
  of.
• 0:49
  I
• 0:50
  know,
• 0:50
  I
• 0:50
  know,
• 0:50
  but
• 0:51
  they're
• 0:51
  all
• 0:51
  good.
• 0:51
  Spoiler.
• 0:52
  So
• 0:53
  a
• 0:53
  couple
• 0:54
  different
• 0:54
  stats
• 0:55
  just
• 0:55
  to
• 0:55
  kind
• 0:55
  of
• 0:55
  ground
• 0:55
  us,
• 0:56
  right?
• 0:56
  So
• 0:57
  health
• 0:57
  care
• 0:57
  in
• 0:58
  the
• 0:58
  US
• 0:58
  for
• 0:59
  and
• 0:59
  a
• 0:59
  half
• 0:59
  trillion
• 0:59
  dollar
• 1:00
  industry,
• 1:01
  Walmart
• 1:01
  has
• 1:02
  continuously
• 1:02
  been
• 1:02
  pushing
• 1:03
  deeper
• 1:04
  into
• 1:04
  the
• 1:04
  space.
• 1:05
  60%
• 1:06
  of
• 1:06
  US
• 1:06
  adults
• 1:07
  are
• 1:07
  on
• 1:07
  prescription
• 1:08
  drugs,
• 1:09
  25%
• 1:10
  of
• 1:10
  them
• 1:10
  are
• 1:10
  taking
• 1:10
  four
• 1:11
  or
• 1:11
  more.
• 1:11
  So
• 1:11
  this
• 1:12
  is,
• 1:12
  this
• 1:12
  is
• 1:12
  definitely
• 1:13
  a
• 1:13
  ripe,
• 1:14
  a
• 1:14
  ripe
• 1:14
  market.
• 1:15
  And
• 1:15
  then
• 1:15
  Walmart
• 1:16
  did
• 1:16
  say
• 1:16
  in
• 1:16
  their
• 1:16
  release
• 1:17
  that
• 1:17
  these
• 1:17
  refrigerated
• 1:18
  medications
• 1:19
  are
• 1:19
  about
• 1:20
  30%
• 1:20
  of
• 1:20
  their,
• 1:21
  their
• 1:21
  pharmacy
• 1:22
  sales
• 1:22
  annually,
• 1:23
  which
• 1:23
  is,
• 1:23
  you
• 1:24
  know,
• 1:24
  something
• 1:24
  to
• 1:24
  the
• 1:24
  tune
• 1:25
  of
• 1:25
  500
• 1:26
  million
• 1:26
  prescriptions
• 1:27
  a
• 1:27
  year
• 1:28
  that
• 1:28
  they're,
• 1:28
  that
• 1:29
  they're
• 1:29
  filling
• 1:30
  on
• 1:30
  a
• 1:30
  whole.
• 1:31
  And
• 1:31
  so
• 1:31
  the
• 1:31
  basket
• 1:32
  is,
• 1:32
  is
• 1:33
  large.
• 1:33
  Now
• 1:33
  I
• 1:34
  think
• 1:35
  I'm
• 1:35
  gonna
• 1:35
  start
• 1:35
  with.
• 1:36
  I'll
• 1:36
  give
• 1:36
  it
• 1:36
  an
• 1:36
  8.
• 1:37
  I
• 1:37
  don't
• 1:37
  know
• 1:37
  if
• 1:37
  you
• 1:37
  can
• 1:38
  see.
• 1:38
  Oh
• 1:38
  my
• 1:38
  gosh,
• 1:39
  someone's
• 1:39
  been
• 1:39
  watching
• 1:40
  Dancing.
• 1:40
  Yeah,
• 1:41
  somebody's
• 1:41
  been
• 1:41
  watching
• 1:42
  Dancing
• 1:42
  with
• 1:42
  the
• 1:42
  Stars.
• 1:43
  I
• 1:43
  know
• 1:43
  I
• 1:43
  need
• 1:44
  my
• 1:44
  inner
• 1:44
  Karaninaba,
• 1:45
  but
• 1:45
  I
• 1:46
  give
• 1:46
  it
• 1:46
  an
• 1:46
  8
• 1:47
  for
• 1:47
  convenience
• 1:48
  and
• 1:48
  consumer
• 1:50
  stickiness.
• 1:51
  I
• 1:51
  think
• 1:51
  that
• 1:52
  this
• 1:53
  really
• 1:53
  is,
• 1:54
  you
• 1:54
  know,
• 1:54
  around
• 1:55
  getting
• 1:55
  some
• 1:55
  additional
• 1:56
  consumers
• 1:56
  and
• 1:57
  also
• 1:57
  the
• 1:57
  convenience
• 1:58
  place.
• 1:58
  So
• 1:59
  Walmart
• 1:59
  knows
• 2:00
  and
• 2:00
  has
• 2:00
  recognized
• 2:01
  that
• 2:02
  they
• 2:02
  have
• 2:03
  customers
• 2:03
  that
• 2:04
  may
• 2:04
  not
• 2:04
  be
• 2:04
  willing
• 2:05
  to
• 2:05
  shop
• 2:06
  their
• 2:06
  physical
• 2:06
  stores,
• 2:07
  but
• 2:07
  will
• 2:07
  shop
• 2:07
  them
• 2:08
  online.
• 2:09
  And
• 2:09
  so
• 2:10
  this
• 2:10
  is
• 2:10
  an
• 2:11
  opportunity
• 2:11
  for
• 2:12
  them
• 2:12
  to
• 2:12
  deliver
• 2:13
  a
• 2:13
  full
• 2:14
  basket
• 2:14
  now
• 2:15
  and
• 2:15
  really
• 2:16
  go
• 2:16
  after
• 2:16
  getting
• 2:17
  that,
• 2:18
  that
• 2:18
  entire
• 2:18
  basket.
• 2:19
  And
• 2:19
  we
• 2:20
  know
• 2:20
  that
• 2:20
  they've
• 2:20
  been
• 2:20
  focused
• 2:21
  on
• 2:21
  that,
• 2:22
  getting
• 2:22
  the
• 2:22
  entire
• 2:22
  basket
• 2:23
  through
• 2:23
  rapid
• 2:24
  delivery
• 2:24
  for
• 2:24
  a
• 2:24
  while
• 2:25
  now.
• 2:25
  So
• 2:25
  this
• 2:25
  is
• 2:25
  another
• 2:26
  play
• 2:26
  in
• 2:26
  that
• 2:26
  direction.
• 2:28
  And
• 2:28
  the
• 2:28
  convenience
• 2:29
  element
• 2:29
  can't
• 2:30
  be
• 2:30
  overlooked
• 2:30
  given
• 2:31
  that
• 2:31
  Walmart
• 2:32
  does
• 2:32
  continue
• 2:32
  to
• 2:33
  signal
• 2:34
  that
• 2:35
  time
• 2:35
  is
• 2:35
  an
• 2:36
  important
• 2:36
  currency
• 2:37
  that,
• 2:37
  that
• 2:37
  they
• 2:38
  must
• 2:38
  win.
• 2:39
  And
• 2:39
  so
• 2:40
  the
• 2:40
  convenience
• 2:40
  of
• 2:40
  I
• 2:41
  can
• 2:41
  put
• 2:41
  this
• 2:41
  in
• 2:41
  my
• 2:41
  basket,
• 2:42
  I
• 2:42
  can
• 2:42
  schedule
• 2:42
  the
• 2:43
  delivery
• 2:43
  time
• 2:44
  of
• 2:44
  it.
• 2:45
  This
• 2:45
  really
• 2:45
  goes
• 2:46
  beyond
• 2:48
  everyday
• 2:48
  Life
• 2:49
  and
• 2:49
  really
• 2:49
  extends
• 2:49
  into
• 2:50
  people
• 2:50
  who
• 2:50
  may
• 2:51
  work
• 2:51
  odd
• 2:51
  hours
• 2:51
  and
• 2:52
  can't
• 2:52
  make
• 2:52
  it
• 2:52
  to
• 2:53
  a
• 2:53
  traditional
• 2:54
  pharmacy
• 2:55
  for
• 2:55
  pickup
• 2:56
  or
• 2:56
  to
• 2:56
  people
• 2:56
  who
• 2:57
  don't
• 2:57
  have
• 2:57
  reliable
• 2:58
  transportation
• 2:58
  or
• 2:59
  the
• 2:59
  elderly
• 2:59
  who
• 2:59
  may
• 2:59
  not
• 3:00
  be
• 3:00
  able
• 3:00
  to
• 3:00
  drive
• 3:00
  and
• 3:00
  get
• 3:01
  it.
• 3:01
  And
• 3:01
  so
• 3:01
  it
• 3:01
  does
• 3:02
  create
• 3:02
  more
• 3:02
  access
• 3:03
  for
• 3:04
  their
• 3:04
  medications
• 3:05
  to
• 3:05
  be
• 3:05
  received
• 3:06
  on
• 3:06
  time.
• 3:07
  And
• 3:07
  if
• 3:07
  you've
• 3:08
  got
• 3:08
  the
• 3:08
  means
• 3:08
  for
• 3:09
  the
• 3:09
  Walmart
• 3:09
  plus
• 3:09
  membership
• 3:10
  to
• 3:10
  get
• 3:10
  this
• 3:11
  than
• 3:11
  free
• 3:12
  of
• 3:12
  any
• 3:13
  delivery
• 3:13
  charges.
• 3:14
  That's
• 3:14
  just,
• 3:14
  even,
• 3:15
  just
• 3:15
  even
• 3:16
  better.
• 3:16
  But
• 3:16
  I
• 3:17
  will
• 3:17
  say
• 3:17
  that
• 3:17
  I
• 3:17
  did
• 3:18
  think
• 3:18
  about
• 3:18
  it
• 3:18
  and
• 3:18
  give
• 3:18
  it
• 3:19
  one
• 3:19
  other
• 3:19
  quick
• 3:19
  score
• 3:20
  which
• 3:20
  was
• 3:20
  a
• 3:21
  nine
• 3:21
  and
• 3:21
  a
• 3:21
  half.
• 3:22
  Oh,
• 3:22
  nine
• 3:23
  and
• 3:23
  a
• 3:23
  half.
• 3:23
  Signaling.
• 3:24
  Because.
• 3:25
  Signaling.
• 3:26
  That's
• 3:26
  great.
• 3:26
  I
• 3:27
  do,
• 3:27
  I
• 3:27
  do
• 3:28
  really
• 3:28
  think
• 3:28
  that
• 3:29
  this
• 3:29
  is
• 3:29
  a
• 3:30
  firm
• 3:30
  statement
• 3:31
  by
• 3:31
  Walmart
• 3:31
  saying,
• 3:32
  you
• 3:32
  know,
• 3:32
  healthcare
• 3:33
  is,
• 3:33
  is
• 3:33
  very
• 3:34
  much
• 3:34
  a
• 3:34
  part
• 3:34
  of
• 3:34
  retail
• 3:35
  and
• 3:35
  we're,
• 3:35
  and
• 3:35
  we,
• 3:36
  you
• 3:36
  know,
• 3:36
  are
• 3:36
  here
• 3:37
  and
• 3:37
  intend
• 3:37
  to
• 3:37
  own
• 3:38
  that.
• 3:38
  And
• 3:38
  I
• 3:39
  think
• 3:39
  we'll
• 3:39
  see
• 3:39
  what,
• 3:40
  what
• 3:40
  that
• 3:40
  does
• 3:40
  to
• 3:41
  raise
• 3:41
  the
• 3:41
  bar
• 3:41
  for
• 3:41
  CVS
• 3:42
  or
• 3:42
  Walgreens
• 3:43
  if
• 3:43
  they
• 3:44
  pull
• 3:44
  this
• 3:44
  off.
• 3:44
  Well,
• 3:46
  well,
• 3:46
  brilliant
• 3:47
  scoring
• 3:47
  by
• 3:48
  Joanna
• 3:49
  on
• 3:49
  this
• 3:49
  one,
• 3:51
  I
• 3:51
  think.
• 3:52
  Joanna,
• 3:52
  the
• 3:52
  other
• 3:52
  thing
• 3:53
  too,
• 3:53
  I'm
• 3:54
  not
• 3:54
  going
• 3:54
  to
• 3:54
  go
• 3:54
  as
• 3:55
  wide
• 3:55
  into
• 3:55
  the
• 3:56
  types
• 3:56
  of
• 3:56
  prescription
• 3:57
  drugs
• 3:57
  as
• 3:57
  you
• 3:58
  did
• 3:58
  with
• 3:58
  your
• 3:58
  stats,
• 3:59
  but
• 3:59
  I
• 3:59
  did
• 4:00
  pull
• 4:00
  out
• 4:00
  one
• 4:00
  stat
• 4:00
  that
• 4:01
  I
• 4:01
  think
• 4:01
  is
• 4:01
  very
• 4:01
  important,
• 4:01
  especially
• 4:02
  with
• 4:02
  the
• 4:02
  increase
• 4:03
  that
• 4:03
  we're
• 4:03
  seeing
• 4:03
  in
• 4:03
  GLP1s.
• 4:06
  Drugs
• 4:06
  like
• 4:06
  Ozempic
• 4:07
  and
• 4:07
  WeGovy
• 4:07
  do
• 4:08
  have
• 4:08
  to
• 4:08
  be
• 4:08
  refrigerated.
• 4:09
  And
• 4:09
  as
• 4:09
  of
• 4:10
  May
• 4:10
  2025,
• 4:11
  between
• 4:12
  11
• 4:12
  and
• 4:12
  13%
• 4:13
  of
• 4:13
  Americans
• 4:14
  are
• 4:14
  using
• 4:14
  those
• 4:15
  drugs
• 4:15
  alone.
• 4:16
  They're
• 4:16
  looking
• 4:16
  for
• 4:16
  the
• 4:17
  lowest
• 4:17
  price
• 4:17
  point.
• 4:17
  So
• 4:18
  I
• 4:18
  think,
• 4:18
  Joanna.
• 4:18
  Right,
• 4:19
  spot
• 4:19
  on
• 4:19
  to
• 4:20
  your
• 4:20
  point.
• 4:21
  They're
• 4:21
  going
• 4:21
  to
• 4:21
  look
• 4:21
  for
• 4:22
  the
• 4:22
  most
• 4:22
  convenient
• 4:23
  way
• 4:23
  to
• 4:23
  get
• 4:23
  these
• 4:23
  drugs
• 4:24
  and
• 4:24
  the
• 4:25
  most
• 4:25
  affordable
• 4:25
  way
• 4:26
  to
• 4:26
  get
• 4:26
  these
• 4:26
  drugs
• 4:26
  alongside
• 4:27
  the
• 4:27
  convenience
• 4:28
  of
• 4:28
  getting
• 4:28
  anything
• 4:29
  else
• 4:29
  they
• 4:29
  need
• 4:29
  in
• 4:29
  drug
• 4:30
  and
• 4:30
  grocery
• 4:30
  in
• 4:30
  that
• 4:31
  same
• 4:31
  order.
• 4:31
  And
• 4:31
  this
• 4:32
  puts
• 4:32
  Walmart,
• 4:33
  I
• 4:33
  think,
• 4:33
  in
• 4:33
  a
• 4:33
  really
• 4:33
  strategic
• 4:34
  position
• 4:35
  as
• 4:35
  you
• 4:35
  highlighted.
• 4:36
  So
• 4:36
  well
• 4:37
  done,
• 4:37
  Joanna
• 4:37
  Mohit,
• 4:38
  I
• 4:38
  feel
• 4:38
  like
• 4:38
  we
• 4:38
  need
• 4:39
  to
• 4:39
  go
• 4:39
  to
• 4:39
  you.
• 4:39
  Where
• 4:39
  are
• 4:39
  your
• 4:39
  props?
• 4:40
  What,
• 4:40
  what
• 4:40
  are
• 4:41
  your
• 4:41
  scores
• 4:41
  here?
• 4:41
  One
• 4:41
  to
• 4:42
  ten.
• 4:42
  I
• 4:42
  mean,
• 4:42
  listen,
• 4:43
  I
• 4:43
  was
• 4:43
  not
• 4:43
  watching
• 4:43
  Dancing
• 4:44
  with
• 4:44
  the
• 4:44
  Stars,
• 4:45
  so
• 4:45
  I
• 4:45
  don't
• 4:45
  have,
• 4:47
  I
• 4:47
  can
• 4:47
  make
• 4:47
  up
• 4:48
  for
• 4:48
  it
• 4:48
  in
• 4:48
  other
• 4:48
  ways.
• 4:50
  I
• 4:50
  think.
• 4:50
  Listen,
• 4:51
  this
• 4:51
  is
• 4:51
  a
• 4:51
  very
• 4:51
  significant
• 4:52
  move.
• 4:52
  Right.
• 4:52
  I'll,
• 4:52
  I'll
• 4:53
  probably
• 4:53
  put
• 4:53
  it
• 4:53
  as
• 4:53
  a
• 4:54
  11.
• 4:55
  Wow.
• 4:55
  Right?
• 4:56
  I
• 4:56
  mean,
• 4:56
  if
• 4:56
  you
• 4:57
  kind
• 4:57
  of
• 4:57
  think
• 4:57
  about
• 4:57
  it,
• 4:58
  there's
• 4:59
  probably
• 4:59
  three
• 5:00
  tentacles
• 5:01
  to
• 5:01
  this.
• 5:01
  The
• 5:01
  first
• 5:01
  one
• 5:02
  is
• 5:03
  depending
• 5:03
  on
• 5:03
  whatever
• 5:05
  data
• 5:05
  source
• 5:05
  you
• 5:06
  believe,
• 5:06
  there's
• 5:06
  anywhere
• 5:07
  between
• 5:07
  25
• 5:08
  to
• 5:08
  50
• 5:09
  million
• 5:09
  Walmart
• 5:10
  plus
• 5:10
  consumers
• 5:10
  in
• 5:10
  the
• 5:11
  US
• 5:11
  today.
• 5:11
  Right.
• 5:12
  And
• 5:12
  Walmart
• 5:13
  has
• 5:13
  not
• 5:13
  been
• 5:13
  shy
• 5:14
  around
• 5:16
  making
• 5:16
  sure
• 5:16
  that
• 5:17
  program
• 5:17
  grows
• 5:18
  at
• 5:18
  breakneck
• 5:18
  speed.
• 5:19
  So
• 5:19
  that
• 5:20
  is
• 5:20
  one
• 5:20
  element
• 5:20
  of
• 5:21
  it.
• 5:21
  The
• 5:21
  second
• 5:21
  element
• 5:22
  of
• 5:22
  it
• 5:22
  is
• 5:23
  they
• 5:23
  now
• 5:24
  control
• 5:25
  a
• 5:25
  little
• 5:25
  over
• 5:25
  5%
• 5:26
  of
• 5:26
  US
• 5:27
  prescription
• 5:28
  market
• 5:29
  and
• 5:30
  have
• 5:30
  been
• 5:30
  seeing
• 5:31
  double
• 5:31
  digit
• 5:32
  growth
• 5:32
  in
• 5:33
  recent
• 5:33
  years.
• 5:33
  Although
• 5:34
  they
• 5:34
  have
• 5:34
  been
• 5:34
  a
• 5:34
  little
• 5:34
  late
• 5:35
  to
• 5:35
  this
• 5:35
  game
• 5:36
  as
• 5:36
  compared
• 5:37
  to
• 5:37
  other
• 5:38
  drugstores.
• 5:39
  And
• 5:39
  especially
• 5:40
  with
• 5:40
  some
• 5:40
  of
• 5:40
  the
• 5:41
  other
• 5:41
  changes
• 5:41
  with
• 5:42
  Kroger
• 5:43
  and
• 5:43
  Albertson,
• 5:44
  they
• 5:44
  have
• 5:45
  really
• 5:45
  picked
• 5:45
  up
• 5:46
  pace
• 5:46
  in
• 5:46
  this
• 5:46
  space.
• 5:47
  So
• 5:47
  this
• 5:47
  is
• 5:47
  again
• 5:48
  a
• 5:48
  step
• 5:48
  in
• 5:49
  that
• 5:49
  direction.
• 5:50
  The
• 5:50
  third
• 5:50
  element
• 5:51
  is
• 5:52
  we
• 5:52
  all
• 5:52
  saw
• 5:53
  a
• 5:53
  fundamental
• 5:53
  shift
• 5:53
  in
• 5:54
  consumer
• 5:54
  behavior
• 5:55
  and
• 5:55
  accelerating
• 5:55
  of
• 5:56
  specific
• 5:56
  trends
• 5:56
  around
• 5:57
  convenience
• 5:57
  post
• 5:58
  Covid.
• 5:59
  And
• 5:59
  this
• 5:59
  just
• 5:59
  continues
• 6:00
  to
• 6:00
  kind
• 6:00
  of,
• 6:01
  you
• 6:01
  know,
• 6:01
  reinforce
• 6:02
  that.
• 6:02
  Consumer
• 6:02
  is
• 6:03
  the
• 6:03
  new
• 6:03
  channel.
• 6:03
  Right.
• 6:03
  And
• 6:04
  you
• 6:04
  gotta
• 6:04
  serve
• 6:05
  them
• 6:05
  in
• 6:05
  the
• 6:05
  way
• 6:05
  they
• 6:06
  are
• 6:06
  most
• 6:08
  used
• 6:09
  to
• 6:09
  and
• 6:09
  kind
• 6:09
  of,
• 6:09
  you
• 6:10
  know,
• 6:10
  where
• 6:10
  they
• 6:10
  kind
• 6:10
  of
• 6:11
  want
• 6:11
  to
• 6:11
  go
• 6:11
  in
• 6:12
  the
• 6:12
  future.
• 6:13
  So
• 6:14
  what
• 6:15
  I
• 6:15
  do
• 6:15
  expect
• 6:15
  to
• 6:16
  see
• 6:16
  is
• 6:18
  beyond
• 6:19
  this.
• 6:19
  Right.
• 6:19
  Like,
• 6:20
  what
• 6:20
  would
• 6:20
  be
• 6:20
  Amazon's
• 6:21
  response?
• 6:21
  You
• 6:21
  know,
• 6:22
  how
• 6:22
  do
• 6:22
  Walgreens
• 6:23
  and
• 6:23
  CVS
• 6:23
  kind
• 6:23
  of
• 6:24
  respond
• 6:24
  to
• 6:24
  it?
• 6:26
  You
• 6:26
  know,
• 6:26
  if
• 6:26
  you
• 6:26
  have
• 6:27
  to
• 6:27
  look
• 6:27
  at
• 6:27
  both
• 6:27
  CVS
• 6:28
  and
• 6:28
  Walgreens,
• 6:28
  they
• 6:28
  have
• 6:29
  really
• 6:31
  thought
• 6:31
  about
• 6:32
  partnership
• 6:33
  as
• 6:33
  an
• 6:34
  approach
• 6:34
  to
• 6:35
  deliver
• 6:35
  these
• 6:35
  capabilities
• 6:36
  versus
• 6:36
  building
• 6:37
  it
• 6:37
  in
• 6:37
  house.
• 6:37
  Amazon
• 6:38
  is
• 6:38
  going
• 6:38
  to
• 6:38
  be
• 6:38
  different.
• 6:39
  So,
• 6:39
  you
• 6:39
  know,
• 6:40
  in
• 6:41
  the
• 6:41
  end
• 6:41
  it's
• 6:41
  going
• 6:41
  to
• 6:41
  be
• 6:42
  a
• 6:42
  big,
• 6:42
  big
• 6:42
  win
• 6:42
  for
• 6:43
  the
• 6:43
  consumer
• 6:43
  is
• 6:43
  how
• 6:44
  I
• 6:44
  see
• 6:44
  this.
• 6:45
  Yeah,
• 6:45
  absolutely.
• 6:46
  Chris,
• 6:48
  we've
• 6:48
  got,
• 6:48
  We've
• 6:48
  got
• 6:48
  an
• 6:49
  8.5,
• 6:50
  a
• 6:50
  9.5
• 6:51
  and
• 6:51
  an
• 6:52
  11.
• 6:53
  What
• 6:53
  is
• 6:53
  your
• 6:53
  score?
• 6:53
  I
• 6:54
  feel
• 6:54
  like
• 6:54
  we
• 6:54
  just
• 6:54
  need
• 6:54
  to
• 6:54
  throw
• 6:55
  away
• 6:55
  the
• 6:55
  format
• 6:55
  and
• 6:55
  we're
• 6:56
  just
• 6:56
  going
• 6:56
  with
• 6:56
  Dancing
• 6:57
  with
• 6:57
  the
• 6:57
  Stars
• 6:57
  at
• 6:57
  this
• 6:57
  point.
• 6:58
  Oh,
• 6:58
  yeah,
• 6:58
  right.
• 6:59
  What's
• 7:00
  your
• 7:00
  grade?
• 7:00
  What's
• 7:01
  my
• 7:01
  grade?
• 7:02
  I'm
• 7:02
  gonna
• 7:02
  give
• 7:02
  it
• 7:02
  a
• 7:03
  7
• 7:03
  and
• 7:03
  5.
• 7:03
  8.
• 7:04
  Yeah,
• 7:05
  so
• 7:05
  I'm
• 7:05
  gonna
• 7:05
  go
• 7:05
  a
• 7:05
  little
• 7:05
  bit
• 7:06
  lower
• 7:06
  here.
• 7:07
  Okay.
• 7:07
  And
• 7:08
  there's
• 7:08
  a
• 7:08
  couple
• 7:09
  reasons
• 7:09
  for
• 7:09
  that,
• 7:09
  I
• 7:10
  think.
• 7:10
  You
• 7:10
  know,
• 7:11
  one
• 7:11
  is,
• 7:11
  one
• 7:12
  is
• 7:12
  the
• 7:12
  consumer.
• 7:12
  The
• 7:13
  consumer
• 7:13
  has
• 7:13
  to
• 7:13
  want
• 7:14
  to
• 7:14
  do
• 7:14
  this.
• 7:14
  So
• 7:14
  if
• 7:15
  I
• 7:15
  assume
• 7:15
  the
• 7:15
  consumer
• 7:16
  wants
• 7:16
  to
• 7:16
  do
• 7:16
  this,
• 7:16
  then
• 7:17
  I
• 7:17
  think
• 7:17
  it
• 7:17
  is
• 7:17
  on
• 7:17
  the
• 7:18
  pretty
• 7:18
  significant
• 7:18
  scale.
• 7:19
  And
• 7:19
  7
• 7:19
  and
• 7:19
  5,
• 7:19
  8,
• 7:20
  it's
• 7:20
  still
• 7:20
  a
• 7:20
  pretty
• 7:20
  strong
• 7:20
  score,
• 7:21
  don't
• 7:21
  get
• 7:21
  me
• 7:21
  wrong.
• 7:22
  Especially
• 7:22
  for
• 7:22
  me.
• 7:23
  And
• 7:23
  the
• 7:23
  Walmart
• 7:24
  plus
• 7:24
  thing,
• 7:24
  which
• 7:24
  has
• 7:24
  been
• 7:25
  said
• 7:25
  is
• 7:25
  huge.
• 7:26
  I'm
• 7:26
  a
• 7:26
  convert
• 7:26
  on
• 7:27
  that
• 7:27
  as
• 7:27
  you
• 7:27
  are
• 7:27
  now.
• 7:28
  Like
• 7:28
  I
• 7:28
  go
• 7:28
  to
• 7:28
  Walmart
• 7:29
  plus
• 7:29
  first
• 7:30
  every
• 7:30
  time
• 7:30
  I
• 7:30
  want
• 7:30
  to
• 7:30
  order
• 7:31
  something
• 7:31
  over
• 7:31
  Amazon.
• 7:32
  I've
• 7:32
  just
• 7:32
  gotten
• 7:32
  in
• 7:33
  that
• 7:33
  habit
• 7:33
  now.
• 7:33
  It's
• 7:33
  what
• 7:33
  I
• 7:34
  do
• 7:34
  because
• 7:34
  the
• 7:34
  service
• 7:35
  is
• 7:35
  actually
• 7:35
  really
• 7:36
  good.
• 7:36
  They
• 7:36
  keep
• 7:36
  you
• 7:36
  informed
• 7:37
  of
• 7:37
  where
• 7:37
  things
• 7:37
  are.
• 7:37
  The
• 7:38
  delivery
• 7:38
  seems
• 7:38
  to
• 7:38
  be
• 7:39
  faster
• 7:39
  as
• 7:39
  well.
• 7:40
  Yeah.
• 7:40
  And,
• 7:41
  and
• 7:41
  so
• 7:41
  like
• 7:42
  now
• 7:42
  they're
• 7:42
  adding
• 7:42
  RX
• 7:43
  to
• 7:43
  it
• 7:43
  and
• 7:43
  so
• 7:44
  it
• 7:44
  compels
• 7:44
  me
• 7:44
  to
• 7:44
  try
• 7:45
  that
• 7:45
  at
• 7:45
  some
• 7:45
  point.
• 7:46
  And
• 7:46
  so
• 7:46
  net
• 7:47
  net
• 7:47
  at
• 7:47
  the
• 7:47
  end
• 7:47
  of
• 7:47
  the
• 7:47
  day
• 7:48
  it
• 7:48
  means
• 7:48
  incremental
• 7:49
  revenue
• 7:50
  and
• 7:50
  share
• 7:51
  in
• 7:51
  what
• 7:51
  is
• 7:52
  a
• 7:52
  large,
• 7:53
  almost
• 7:53
  essentially
• 7:54
  new
• 7:54
  business
• 7:54
  for
• 7:55
  Walmart
• 7:55
  in
• 7:56
  a
• 7:56
  lot
• 7:56
  of
• 7:56
  ways
• 7:56
  in
• 7:57
  terms
• 7:57
  of
• 7:57
  getting
• 7:57
  this
• 7:58
  delivered
• 7:58
  online
• 7:58
  and
• 7:59
  with
• 7:59
  the
• 7:59
  new
• 7:59
  demographic
• 8:00
  too,
• 8:00
  as
• 8:00
  Walmart
• 8:01
  plus
• 8:01
  is
• 8:01
  showing,
• 8:01
  you
• 8:02
  know,
• 8:02
  gets
• 8:02
  you
• 8:02
  into
• 8:02
  the
• 8:02
  higher
• 8:02
  paid
• 8:03
  demographic.
• 8:03
  The
• 8:04
  caveat
• 8:04
  I
• 8:04
  have
• 8:05
  with
• 8:05
  it
• 8:05
  though
• 8:05
  is
• 8:05
  and
• 8:06
  Moet,
• 8:06
  I
• 8:06
  didn't
• 8:06
  think
• 8:07
  about
• 8:07
  it
• 8:07
  until
• 8:07
  you
• 8:07
  said
• 8:08
  this
• 8:09
  and
• 8:09
  Annie
• 8:09
  kind
• 8:09
  of
• 8:09
  bridged
• 8:09
  off
• 8:10
  what
• 8:10
  you
• 8:10
  said
• 8:10
  too
• 8:10
  is
• 8:10
  will
• 8:11
  the
• 8:11
  consumer
• 8:12
  actually
• 8:12
  want
• 8:12
  to
• 8:13
  do
• 8:13
  this?
• 8:13
  Like,
• 8:13
  you
• 8:14
  know,
• 8:14
  is
• 8:14
  getting
• 8:14
  a
• 8:14
  refrigerated
• 8:15
  prescription,
• 8:16
  does
• 8:16
  that
• 8:16
  create
• 8:16
  more
• 8:17
  friction
• 8:17
  or
• 8:17
  less
• 8:18
  friction
• 8:18
  for
• 8:18
  me
• 8:18
  if
• 8:19
  I
• 8:19
  get
• 8:19
  that
• 8:19
  delivered
• 8:19
  to
• 8:20
  my
• 8:20
  house
• 8:20
  versus
• 8:21
  just
• 8:21
  going
• 8:21
  and
• 8:21
  picking
• 8:21
  it
• 8:22
  up
• 8:22
  because
• 8:22
  then
• 8:22
  I
• 8:22
  gotta
• 8:23
  be
• 8:23
  there
• 8:23
  at
• 8:23
  a
• 8:23
  certain
• 8:23
  time
• 8:23
  that
• 8:24
  delivery
• 8:24
  has
• 8:24
  to
• 8:25
  arrive.
• 8:26
  So
• 8:26
  I
• 8:26
  do
• 8:26
  worry
• 8:26
  a
• 8:26
  little
• 8:26
  bit
• 8:27
  that,
• 8:27
  you
• 8:27
  know,
• 8:27
  Walmart's
• 8:28
  been
• 8:28
  doing
• 8:28
  a
• 8:28
  lot
• 8:28
  of
• 8:29
  great
• 8:29
  things
• 8:29
  but
• 8:29
  you
• 8:29
  know,
• 8:29
  you
• 8:30
  can't
• 8:30
  go
• 8:30
  too
• 8:30
  fast
• 8:30
  on
• 8:31
  some
• 8:31
  of
• 8:31
  this
• 8:31
  stuff
• 8:31
  too.
• 8:31
  And
• 8:32
  I
• 8:32
  imagine
• 8:32
  there's
• 8:32
  some
• 8:32
  pain
• 8:33
  points
• 8:33
  that
• 8:33
  are
• 8:33
  going
• 8:33
  to
• 8:33
  be
• 8:33
  uncovered
• 8:34
  along
• 8:35
  the
• 8:35
  way.
• 8:35
  So
• 8:35
  that's
• 8:35
  why
• 8:35
  I'm
• 8:36
  a
• 8:36
  little
• 8:36
  bit
• 8:36
  of
• 8:36
  them.
• 8:36
  Like
• 8:36
  I'm
• 8:37
  not
• 8:37
  quite
• 8:37
  a
• 8:37
  9,
• 8:38
  10
• 8:38
  range.
• 8:39
  Yeah,
• 8:39
  it'll
• 8:40
  be
• 8:40
  interesting.
• 8:40
  Since
• 8:40
  they
• 8:41
  rolled
• 8:41
  this
• 8:41
  out
• 8:41
  so
• 8:41
  quickly,
• 8:42
  I
• 8:42
  mean,
• 8:42
  eight
• 8:42
  months
• 8:43
  after
• 8:43
  they
• 8:43
  started
• 8:43
  piloting
• 8:44
  this,
• 8:44
  my
• 8:44
  guess
• 8:45
  is
• 8:45
  that
• 8:45
  they,
• 8:46
  they
• 8:46
  have
• 8:46
  a
• 8:46
  lot
• 8:47
  of
• 8:47
  those,
• 8:47
  they
• 8:47
  found
• 8:47
  out
• 8:48
  a
• 8:48
  lot
• 8:48
  of
• 8:48
  those
• 8:48
  kinks,
• 8:49
  you
• 8:49
  know,
• 8:50
  early
• 8:50
  on.
• 8:50
  But
• 8:51
  I
• 8:51
  think,
• 8:51
  you
• 8:51
  know,
• 8:52
  closing
• 8:52
  us
• 8:52
  out.
• 8:53
  Chris,
• 8:53
  I
• 8:53
  think
• 8:53
  I
• 8:54
  thought
• 8:54
  too
• 8:54
  about
• 8:54
  like
• 8:55
  the
• 8:55
  pediatric
• 8:55
  amoxicillin
• 8:56
  too.
• 8:56
  I
• 8:56
  mean,
• 8:57
  how
• 8:57
  great
• 8:57
  would
• 8:57
  it
• 8:57
  be
• 8:57
  to
• 8:58
  be
• 8:58
  leaving
• 8:58
  the
• 8:58
  doctor's
• 8:59
  office,
• 9:00
  have
• 9:00
  the,
• 9:00
  the
• 9:01
  refrigerated
• 9:02
  amoxicillin
• 9:03
  plus,
• 9:03
  you
• 9:03
  know,
• 9:03
  any
• 9:04
  other
• 9:04
  drug
• 9:05
  needs
• 9:05
  or
• 9:05
  vitamins
• 9:06
  or
• 9:06
  whatever
• 9:06
  you
• 9:06
  need
• 9:07
  to
• 9:07
  get
• 9:07
  your
• 9:07
  kid
• 9:07
  back
• 9:07
  and
• 9:08
  healthy
• 9:08
  and
• 9:08
  not
• 9:08
  have
• 9:08
  to
• 9:08
  bring
• 9:09
  them
• 9:09
  into
• 9:09
  a
• 9:09
  store.
• 9:09
  Like
• 9:10
  I
• 9:10
  think
• 9:10
  it's
• 9:11
  stuff
• 9:11
  like
• 9:11
  that,
• 9:11
  that
• 9:12
  if
• 9:12
  you're
• 9:12
  right,
• 9:12
  as
• 9:12
  long
• 9:13
  as
• 9:13
  they
• 9:13
  got
• 9:13
  the
• 9:13
  timing
• 9:14
  down
• 9:14
  and
• 9:14
  they
• 9:14
  can
• 9:14
  make
• 9:15
  sure
• 9:15
  that
• 9:15
  that
• 9:15
  product
• 9:16
  is
• 9:16
  still
• 9:16
  arriving
• 9:17
  in
• 9:17
  the
• 9:17
  condition
• 9:17
  it
• 9:17
  needs
• 9:18
  to
• 9:18
  be,
• 9:19
  it
• 9:19
  is
• 9:19
  offering
• 9:20
  that
• 9:20
  convenience
• 9:21
  that
• 9:21
  Joanna
• 9:21
  talked
• 9:22
  about
• 9:22
  at
• 9:22
  the
• 9:22
  start.
• 9:22
  So
• 9:23
  yeah,
• 9:24
  confidence
• 9:24
  interval
• 9:24
  has
• 9:25
  to
• 9:25
  be
• 9:25
  very
• 9:25
  wide
• 9:25
  to
• 9:26
  do
• 9:26
  this
• 9:26
  correctly.
• 9:26
  So.
• 9:27
  All
• 9:27
  right.