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ドラッグストア マツキヨHD、首位陥落 1位はウエルシア 3位はサンドラッグ

   

1.名前:
投稿日:NGNG?PLT(16930).net


マツモトキヨシホールディングス(HD)が売上高でドラッグストア業界トップの座をウエルシアホールディングスに明け渡した。
首位交代は22年ぶり。M&A(合併・買収)や新規出店に積極的なウエルシアと、合理化を優先するマツキヨHDと戦略の差が出た。

11日出そろった大手5社の2016年度連結決算では、5社のうちマツキヨHDだけが減収だった。「売上高よりも骨太な体質作りに注力した結果」。
マツキヨHDの松本清雄社長は、17年3月期をこう振り返った。前期に不採算の87店舗を閉鎖し、既存店の採算底上げも進めている。
純利益は13%増だった。

一方、拡大路線を進めたのがウエルシアだ。15年9月に完全子会社にした同業中堅、CFSコーポレーションの業績が通年で寄与。
株式時価総額が最も大きなサンドラッグは計画の約90店には届かなかったものの、65店舗を新たに出した。純利益は8%増の223億円と5社で最も高い。

http://www.nikkei.com/article/DGKKASDZ11I6W_R10C17A5TI1000/
http://www.nikkei.com/content/pic/20170512/9695999993819688E3E39BE4858DE3E3E2E7E0E2E3E5869BE3E2E2E2-DSKKZO1627097011052017TI1000-PB1-1.jpg

2.名前: sage
投稿日:2017/05/12(金) 10:52:07.64ID:t4PT7/Rq0.net

ダイコクドラッグがない

3.名前:
投稿日:2017/05/12(金) 10:54:23.86ID:iSKS00E70.net

マツキヨもウェルシアといい
安くないDSが首位を独占

4.名前: sage
投稿日:2017/05/12(金) 10:55:54.76ID:vj75uFxt0.net

ウエルシアって何の店を運営してるの?

5.名前: sage
投稿日:2017/05/12(金) 10:58:09.30ID:83hoOm0Y0.net

マツキヨは地価の高いところに多く出店してるイメージあるから
今のスーパーと同じ道たどる可能性はありそう

6.名前: sage
投稿日:2017/05/12(金) 11:00:02.17ID:sYS9mJAw0.net

マツモトヒトシもウエルシアも近くにねぇよ

7.名前:
投稿日:2017/05/12(金) 11:03:57.12ID:EyWQeGLQ0.net

九州ではドラッグストアコスモス一強

8.名前: sage
投稿日:2017/05/12(金) 11:05:54.51ID:J81kC/SW0.net

>>4
ウエルシア

9.名前: sage
投稿日:2017/05/12(金) 11:05:55.09ID:ou+d/1nm0.net

サンドラッグの圧勝じゃないか

10.名前: sage
投稿日:2017/05/12(金) 11:06:27.55ID:aTyGBUaI0.net

高田薬局のやつ捕まったよな

11.名前:
投稿日:2017/05/12(金) 11:07:39.08ID:Glyik6LJ0.net

サンドラックは1ポイントから使える店と500ポイント貯めないと使えない店があるのがな

スポンサーリンク

12.名前: sage
投稿日:2017/05/12(金) 11:08:32.54ID:7sOvcJYZ0.net

地元に有るコスモスってところ嫌いだ
陳列棚をフロアの端から端まで繋げて途中で隣レーンに行けないよう封鎖してるから
色んな物を買う時に歩かされる歩かされるクソがっ!1km歩くか? そんで店内放送で
「万引きは犯罪」って類の放送をずっと流してるし客をなんだと思ってやがるんだ!!

13.名前:
投稿日:2017/05/12(金) 11:09:25.29ID:iSoBvzP60.net

ツルハドラッグで菓子かってる

14.名前: sage
投稿日:2017/05/12(金) 11:09:40.57ID:D4zX89qw0.net

ツルハドラッグって何処にあるん?
見たことないや

15.名前:
投稿日:2017/05/12(金) 11:09:47.12ID:Vc/kwgtQ0.net

ツルハは大手ではなかったのか

16.名前: sage
投稿日:2017/05/12(金) 11:14:12.35ID:ehX7ifIn0.net

>>14
北海道東北でよく見る

17.名前: sage
投稿日:2017/05/12(金) 11:16:14.44ID:D4zX89qw0.net

>>16
そうなのか
近所にツルハドラッグ出来たって聞いたけど何処なのか未だに謎w

18.名前:
投稿日:2017/05/12(金) 11:16:23.49ID:x+zWLYGe0.net

ウエルシアはTポイント使うなら最強だからな
24H営業だし

19.名前: sage
投稿日:2017/05/12(金) 11:16:43.97ID:sHCJZZJo0.net

ウエルシアはTポイントが1.5倍で使用できるのありがたい。

20.名前:
投稿日:2017/05/12(金) 11:16:55.07ID:G+8Shm45O.net

ウエルシアはイオン系じゃないの?

21.名前:
投稿日:2017/05/12(金) 11:18:31.11ID:84f++5dl0.net

バレンタインの時にウェルシアのお姉ちゃんからチョコを貰った
もちろんサービスで

22.名前:
投稿日:2017/05/12(金) 11:18:50.22ID:/KER3geL0.net

俺の周りではクリエイトSDの圧勝

23.名前: sage
投稿日:2017/05/12(金) 11:19:30.87ID:J81kC/SW0.net

>>15
ツルハやコスモスは5月決算だから

24.名前:
投稿日:2017/05/12(金) 11:19:44.34ID:iSoBvzP60.net

レディ薬局、ウェルネス、くすりの福太郎、ウォンツ

これツルハグループな

25.名前: sage
投稿日:2017/05/12(金) 11:21:01.07ID:ULJVBN6h0.net

昔、マツモトキヨシに行ってたSEが松本さゆだった

26.名前: sage
投稿日:2017/05/12(金) 11:21:07.75ID:YfEszzxj0.net

てらしま薬局だろ

27.名前: sage
投稿日:2017/05/12(金) 11:21:51.51ID:nMPXyvwq0.net

セイムスは?
結構見掛けるから大手なのかと思ってたが、名前がないな。

28.名前: sage
投稿日:2017/05/12(金) 11:21:59.75ID:75b0HhK30.net

カワチ派

29.名前: sage
投稿日:2017/05/12(金) 11:22:13.97ID:tHLSvQgT0.net

ウェルシアは子供出来てから嫁が良く使うようになったな
オシメとか一番安いみたい

30.名前:
投稿日:2017/05/12(金) 11:22:40.80ID:+DguoU8X0.net

杏林堂

31.名前: sage
投稿日:2017/05/12(金) 11:23:32.45ID:fO50NMxp0.net

ココからの方が割安

32.名前: sage
投稿日:2017/05/12(金) 11:23:57.20ID:FK7nuFMB0.net

>>12
監視カメラもすごい数だよな
大半がダミーだとは思うけどね

33.名前: sage
投稿日:2017/05/12(金) 11:24:02.08ID:PRdHly/c0.net

福太郎…

34.名前: sage
投稿日:2017/05/12(金) 11:30:58.73ID:ZXzWfiCG0.net

近所のウエルシア入り浸りや
バナナが安い

35.名前:
投稿日:2017/05/12(金) 11:37:41.43ID:STkZwq/uO.net

おっかしいな
周りがスギ薬局だらけなんだが
入ってない

36.名前: sage
投稿日:2017/05/12(金) 11:39:51.10ID:MFioYHcR0.net

サンドラッグはお菓子が安い印象。

37.名前:
投稿日:2017/05/12(金) 11:39:56.59ID:81kIBUD+0.net

ヤックスドラッグ

38.名前:
投稿日:2017/05/12(金) 11:40:10.63ID:4esG3wCg0.net

ドラッグストアはハックドラッグ行ってるわ

39.名前: sage
投稿日:2017/05/12(金) 11:42:04.66ID:Ov3j5hVi0.net

ZAG ZAGはどうした?

40.名前:
投稿日:2017/05/12(金) 11:48:11.11ID:CaFNNddX0.net

QUOカード使えるのがマツキヨだけだからマツキヨが便利ちゃん

41.名前: sage
投稿日:2017/05/12(金) 11:52:10.89ID:Q4P2Pmte0.net

>>39
岡山の田舎モンは黙っとけ

42.名前: sage
投稿日:2017/05/12(金) 11:52:24.66ID:XIWK7ImE0.net

うちの近所ではウエルシアとスギがしのぎを削っている
駅前のマツキヨは店を畳んだ

43.名前:
投稿日:2017/05/12(金) 11:52:54.76ID:wnSz1vfx0.net

Tポイント貯まるしウェルシア1択だわ

44.名前: sage
投稿日:2017/05/12(金) 11:53:33.34ID:i5hYWED+0.net

>>14
楽天にあったな
ベビーフードみてて
最安で同じ値段の店が、他に二軒同じ住所だったうような……

45.名前: sage
投稿日:2017/05/12(金) 11:55:22.30ID:KZZtUepx0.net

もっぱらセイムスだな
ツルハポイント貯まらんし

46.名前:
投稿日:2017/05/12(金) 11:58:30.47ID:ofmeD2tt0.net

マツキヨはお膝元の松戸でいろいろやってたの全部撤退しちゃったから売り上げは減るだろうな
その跡地に同規模のドラッグストア出すわけでもないし

47.名前:
投稿日:2017/05/12(金) 12:01:33.24ID:R5NVaJZn0.net

24時間営業
Tポイント

ウエルシア最強過ぎる

48.名前: sage
投稿日:2017/05/12(金) 12:03:19.15ID:9rixm5oU0.net

フィットケアデポってどこの会社なの?
近所そればかり

49.名前: sage
投稿日:2017/05/12(金) 12:06:13.23ID:3aIuFBL60.net

最終利益がしょぼいなウェルシア

50.名前: sage
投稿日:2017/05/12(金) 12:06:28.39ID:uIRioaqP0.net

品質で勝負するみたいな店もあるけどさ
どこも同じ品揃えで置いてあるだけっていう

51.名前: sage
投稿日:2017/05/12(金) 12:08:08.57ID:a1B7z5O70.net

ウエルシアはTポイント1.5倍が効いているんだろうけど、店舗の運営が
いかにもイオン系って感じで好きになれない
トップバリュも置いてあるし

52.名前:
投稿日:2017/05/12(金) 12:09:24.20ID:G+8Shm45O.net

日本製の女性用体温計を、現物を見て買おうと探したら
マツキヨにはあった

53.名前: sage
投稿日:2017/05/12(金) 12:13:42.09ID:rjlvn5PU0.net

ウエルシアはイオン系だから不買してる

54.名前: ::━◎
投稿日:2017/05/12(金) 12:14:28.61ID:L5IK+Efn0.net

[ ::━◎]ノ 大国.

55.名前: sage
投稿日:2017/05/12(金) 12:14:57.13ID:3aIuFBL60.net

22年前はどこが首位だったの?

56.名前: sage
投稿日:2017/05/12(金) 12:17:05.56ID:vj75uFxt0.net

>>8
見たことねーなー

57.名前: sage
投稿日:2017/05/12(金) 12:17:48.29ID:/GkRf+W00.net

○ックスドラック

58.名前: sage
投稿日:2017/05/12(金) 12:18:05.22ID:C4yL+3c/0.net

クスリのアオキ店内で流れてる凄い音痴な歌は誰が歌ってるだよ

59.名前:
投稿日:2017/05/12(金) 12:18:19.26ID:7G1Ic48M0.net

ウェルシアは半額シール乱舞に圧倒される
パン祭り景品複数ゲッツも楽

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