20% EBIT CAGR With A Walmart Twist – TYO: 3349 Cosmos Pharmaceuticals

Thinking Points Cosmos Pharmaceuticals (TYO: 3349) operates drug stores with a Walmart and 7-Eleven-like strategy, delivering industry leading growth (20% 10 year EBIT CAGR) over the past decade. The company’s

Drug Stores Inconveniencing 7-Eleven

Thinking Points Drug stores are entering convenience territory, offering goods typically available at convenience stores. Convenience chains are fighting back by slowly working into the more regulated OTC drug market,