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家附近的药店,正在消失
虎嗅APP·2025-03-14 13:35

Core Viewpoint - The retail pharmacy industry, once thriving and profitable, is experiencing a significant decline, with an estimated 39,000 stores expected to close in 2024, marking a closure rate of 5.7%, up from 3.8% in 2023 [5][12]. Industry Overview - The rapid growth of retail pharmacies in urban areas has transformed them into a prominent feature of city life, with high-margin prescription drugs contributing to wealth creation [1]. - The once lucrative business model, characterized by a 40% profit margin and stable income from insurance reimbursements, is now under threat [7][9]. Current Challenges - Increased market competition, particularly from online pharmacies offering lower prices and faster delivery, has severely impacted traditional brick-and-mortar stores [9][10]. - The saturation of the market, with numerous pharmacies opening in close proximity, has further compressed profit margins, leading to an average sales decline of 10.6% in the first half of 2024 [12]. Financial Performance - Many listed pharmacy chains are forecasting significant profit declines, with some expecting net profits to drop by as much as 72.7% [12]. - The tightening of healthcare insurance policies has exacerbated the situation, as many pharmacies rely heavily on insurance reimbursements, which have become increasingly scrutinized [13]. Conclusion - The once prosperous era for retail pharmacies is rapidly coming to an end, with closures accelerating and the industry facing unprecedented challenges [14].