For people to pick on the models is inappropriate. |
We think the overall pressures on pharmacy sales at the drugstores may continue as Medicare Part D begins amidst challenging comparisons from a late cold/flu season last year. |
We think these are going to be 'convenient' stores rather than convenience stores in the traditional sense. It strikes us as a vote of no- confidence in the traditional U.S. supermarket format. |
We view any weakness in Target shares as similar to early November which saw weather-related slowness. |