Kenvue's Distribution Challenges Pose a Near-Term Threat, but Our Long-Term Outlook Is Favorable
Despite the large debt balance compared with its current level of cash, we expect healthy cash generation from Kenvue to meet all of its near-term financial obligations. Only $1.5 billion of debt is ...
McKesson’s Broad-Based Growth Is Fueled by GLP-1s, New Customers, and a Growing Specialty Portfolio
Direct-to-store model (delivering drugs directly to each retailer’s stores) of distributors are increasingly becoming more popular among retailers (represents 93% of sales in 2017, up from 74% in 2007 ...