Walgreens

part of Walgreens Boots Alliance

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Oct 12, 2021 by Karina Belizzi · said 10 times in 3 episodes since 2021 · across every show →

Mentions by year

brought up most by Michael Appel (4), Taft Love (3), Karina Belizzi (3)

tap a year for its mentions
004182202120222023episodesmentions
012202120222023episodes it came up in
002142202120222023episodesmentions per episode
2023 7 mentions in 2 episodes 4 per episode
2021 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Walgreens, oldest first

Oct 12, 2021 positive
Insight
Retail pitches require guaranteed promotional commitments and paid off-shelf placement
“So one of the things that I often did when I was presenting to chains like GNC or Vitamin Shoppe or Whole Foods or Walgreens was develop what I call like the partnership pitch. You know, what you were willing to do and what you wanted to ensure was part of you…”
Karina Belizzi Oct 12, 2021 ▶ 32:04 She Aimed Past the Target and 100x'd a Company in 10 Years
Aug 1, 2023 neutral
Assertion Not checkable as stated
Love: Fraud ring wholesaled stolen goods back to Walgreens and CVS
“They also had a ring of people who would go to hundreds of other stores, Walgreens, CVS, stuff like that, Steal things. And they had a giant warehouse of stuff, more millions of dollars where they're reselling stuff from other stores. They actually started a w…”
Taft Love Aug 1, 2023 ▶ 12:59 CIA Took His Case Mid-Investigation and Never Told Him Why
Nov 14, 2023 bearish
Prediction Held up
Appel: Rite Aid Cannot Survive Against CVS and Walgreens
“I just don't see them, I don't see them survive, because they're like the third wheel, and you've got two strong, nationwide, well-run competitors.”
Michael Appel Nov 14, 2023 ▶ 34:00 Every PE Investor Says the Same Thing When Asked Their Biggest Regret
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