Today’s news that Celesio has removed its CEO, citing “different opinions of the management of the company”, coupled with a market capitalisation of €2.6bn (a snip!), represents a final opportunity for Hutchison Whampoa to bolt a global wholesale network onto its A.S. Watson/Superdrug retail arm and attempt to catch up and become a second global H&B player to Alliance Boots.
By the same token, given the abruptness of the move, and the inevitable temporary destabilising effect on Celesio, Alliance Boots have also been presented with an opportunity to race ahead in their quest for comprehensive global coverage and ultimate re-flotation…
Either way, H&B suppliers would benefit from a couple of ‘what if’ analyses (ideally with global colleagues) to explore the implications and their options ref global trade strategies....
By the same token, given the abruptness of the move, and the inevitable temporary destabilising effect on Celesio, Alliance Boots have also been presented with an opportunity to race ahead in their quest for comprehensive global coverage and ultimate re-flotation…
Either way, H&B suppliers would benefit from a couple of ‘what if’ analyses (ideally with global colleagues) to explore the implications and their options ref global trade strategies....
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