The three quarterly reports of the four major pharmacies announced: the industry has entered the era of ten thousand stores

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On the evening of October 28, the four major pharmacy listed companies released their third-quarter reports, with many bright spots. The most worth mentioning is that in addition to the steady growth of revenue and profit of each of them, the total number of stores of each of them has approached 10,000. Among them, the number of stores for ordinary people has exceeded 10,000.

The following is a summary of the three quarterly reports of the four major pharmacy listed companies:

In the first three quarters of ordinary people, the company achieved a revenue of 13.776 billion yuan, a year-on-year increase of 22.13%, and a net profit attributable to the parent of 610 million yuan, a year-on-year increase of 14.46%. In the third quarter, the company achieved operating income of 4.785 billion yuan, a year-on-year increase of 25.28%; net profit attributable to the parent was 153 million yuan, a year-on-year increase of 20.79%; non-returned net profit to the parent was 147 million yuan, a year-on-year increase of 29.34%, a record 5 years. new highs. In terms of the number of stores, at the end of the third quarter, the marketing network of People’s Pharmacy (excluding alliances) covered 20 provincial markets and more than 140 cities above the prefecture level, with a total of 10,327 stores.

In the third quarter of Yifeng Pharmacy, the operating income was 4.598 billion yuan, a year-on-year increase of 28.01%; the net profit attributable to shareholders of the listed company was 247 million yuan, a year-on-year increase of 29.27%. In the first three quarters of 2022, the total revenue of Yifeng Pharmacy was 13.348 billion yuan, a year-on-year increase of 22.03%; the net profit belonging to shareholders of listed companies was 824 million yuan, a year-on-year increase of 18.34%. In terms of the number of stores, from January to September 2022, Yifeng Pharmacy has added 2,116 new stores, including 817 newly opened stores, 478 M&A stores, 821 new franchise stores, and 144 closed stores. At the end of the period, the company had a total of 9,781 stores (including 1,753 franchise stores).

In the first three quarters of 2022, the company achieved revenue of 14.818 billion yuan, a year-on-year increase of 19.93%, and realized a net profit of 923 million yuan attributable to shareholders of listed companies, a year-on-year increase of 12.82%. The net profit of sexual gains and losses was 917 million yuan, a year-on-year increase of 20.70%. In terms of the number of stores, as of September 30, 2022, the company has 9,578 stores (including 1,727 franchise stores).

Yixintang achieved revenue of 12.025 billion yuan in the first three quarters of 2022, a year-on-year increase of 14.55%, and realized a net profit attributable to the parent of 677 million yuan, a year-on-year decrease of 11.33%; Net profit attributable to the parent was 259 million yuan, a year-on-year increase of 7.95%. As of the end of the third quarter of 2022, the company had 9,164 directly-operated stores, including 3,944 stores outside Yunnan Province, accounting for 43.04%.

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