Chengmou: Pharmacy's first three quarters results "ice and fire two days"

Medicine Network December 11th, 2020 National Pharmaceutical Economic Information Conference and Mi Room Annual Meeting, "commodity strategy under the normal outbreak" parallel forum held at the same time. ChengMou, vice president of
Punctuation Information and president of the Miner Institute, pointed out at the forum that the outbreak has reshaped the competitive structure of pharmacies, with the first three quarters showing an average growth rate of 201.31 percent for 1.49 percent of pharmacies and an average decline of 62.48 percent for 1.01 percent of pharmacies.
face of new market changes, pharmacies need to re-adjust the commodity structure according to the positioning, while practicing the "system-wide specialization" of internal work, with a prudent and inclusive attitude to expand the opening up.
the first three quarters of the overall growth of only 2.89% during the outbreak, retail pharmacies as the closest to the public terminal, the role, value has been widely recognized by the market, but also exacerbated the retail pharmacies from incremental to quality improvement process of the survival of the fittest.
trend is clearly reflected in the internal network data of the united States.
of nearly 10,000 retail pharmacies continued to show that the overall first quarter of this year's results were basically flat, the second quarter of the results resumed growth, the third quarter of the decline in performance growth, January-September consecutive sample of the overall performance growth of only 2.89 percent.
is worth noting that the outbreak is a shuffle for more than 20 percent of pharmacies.
, the purchase of convenient community store performance growth ratio is higher, before the outbreak of large traffic business circle stores and other store-type performance decline proportion is large.
Chengmou pointed out that, as far as the observed situation is, the first three quarters of the performance growth is particularly obvious, growth in more than 200% of pharmacies, during the outbreak have assisted the surrounding communities to carry out killing, epidemic prevention materials distribution and other work.
seizes the opportunity to win customers' trust, which is why these pharmacies continue to grow.
" Cheng stressed that sales masks and other affected sales growth of the beneficiary categories, although can drive short-term performance, but the long-term performance of pharmacies still depends on trust and other customer assets.
analysis, changes in sales growth in major major categories of pharmacies during the outbreak period can be found that most categories have returned to pre-epidemic levels.
With the exception of devices that surged in sales during the outbreak: from the outbreak in the early part of the outbreak in January, affected by a steady month-on-month shortage in February, a significant increase in supply relief in March, a decline in April-July, a steady recovery in August-October but still high year-on-year, and is expected to last longer and not return to pre-epidemic levels.
Chengmou analysis pointed out that, among them, masks, thermometers, disinfectants and other protective varieties after the first quarter of the sales explosion period, although the second quarter levelled off, but still at a high level, is expected to become a stable, low gross margin performance contribution source for a long time to come.
as for the smaller impact on overall sales of chemicals, it has resumed in March-October.
However, by segment, respiratory drugs in addition to allergies, asthma to maintain sales growth, cold, cough, anti-fever drug control and wear mask habits brought about by the decline in morbidity of almost all such varieties sales fell sharply, until May-June did not resume month-on-month growth, a sharp recovery in the third quarter, some varieties returned to pre-epidemic levels.
In contrast, sales of cardiovascular and sugar-lowering drugs have generally maintained steady growth, but the impact of collection and negotiation of price reductions is clear, and prescription drugs for chronic diseases are expected to be a long-term stable increase for pharmacies with slow disease management.
And during the outbreak of unique, comprehensive prevention and control effect has been recognized of Chinese medicine, and the epidemic prevention and control directly related to the part of the traditional medicine and Chinese medicine beverage varieties sales have achieved a substantial increase, even flower plague, double yellow company, anti-viral oral liquid, plate blue root sales growth in the first half of the year, the third quarter decreased month-on-month, but still high.
and compound cold spirit particles and other cold cough varieties limited sales and incidence reduced impact, sales fell in the first half of the year, the third quarter recovered.
Chengmou specifically reminded that because of the impact of overlaying medical insurance on the collection of chemical drugs at the same price, limiting the use of antibiotics and anti-fever cough medicine, Chinese medicine will become a major concern for pharmacies in the future.
the challenge of competing for customers is still the main task, how can pharmacies cope? In Chengmou's view, the future retail pharmacy slow disease management and health care are the two major directions.
From this, it is dedulsed that the commodity structure of pharmacies must include the category of chronic disease management, in which the smoking category of hypertension, diabetes medication, contributing profits of old slow support, asthma and other chronic respiratory drugs;
addition, DTP pharmacies, hospital side shops and the future of the three types of pharmacies of the commodity tissue should also include oncology drugs, insulin, human haemoglobin, rheumatoid immunoantibodies drugs.
As for the current retail drug regulations more colds, coughs, fever, indigestion and other common diseases, multi-incidence categories should be appropriately reduced, health food in addition to shops, should also be greatly reduced.
Chengmou in the analysis of current industry trends, pointed out that operating pressure, capital dynamics, industry laws are jointly promoting the industry trend towards further concentration, the winner-take-all is standardized, replicable, no significant core differences in the industry is the only way.
, more drug retailers will use capital to buy time with their rivals, the root cause of which is that the input-output ratio of "scale empowerment" is still much higher than that of "fine management".
, from the nature of the market, the most important job before the pattern stabilizes is still to compete for customers.
", while practicing the professional work of the whole system, pharmacies should also expand the opening to the outside world with a prudent and inclusive attitude.
" Chengmou reminds, including with peers, docking O2O/B2C platform diversion, gathering upstream industrial power, embracing various types of empowerment institutions, with the help of capital strength, as well as social responsibility to increase reputation and customer viscosity, so that pharmacies become part of the retail ecosystem.
。