No need to wait for Amazon some day in the future. DHL have been circling this space for a few years. These wholesalers are all so inefficient, living off the fat of CSO dollars that the whole space is ripe for transformation. Today, each wholesaler has distribution centres all around the country, all stocked with the same products. Multiple trucks all going to the same places, carrying the same stock. DHL are already going anywhere the stock needs to go and represent a massive leap in efficiency which will leave todays wholesalers for dead.
Pfizer have already moved their supply to DHL and away from the wholesalers, I think AZ have too. tick tock
Ann: Trading Update, page-19
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