As Americans increasingly source GLP-1 prescriptions direct-to-consumer instead of through pharma channels, WMT and COST become de facto weight-loss infrastructure plays. The margin profile on that business is fundamentally different than traditional pharmacy: and both have the logistics to own it. Structural shift, not a fad. 13F Pro scores: $WMT 63.2/100 quality (#694 of 6,000+): Revenue Scale: 100.0, Capital Efficiency (ROIC): 82.2. Weakest: FCF Margin: 36.9 | COST 67.0/100 quality (#489 of 6,000+): Revenue Scale: 99.6, Capital Efficiency (ROIC): 87.7. Weakest: FCF Margin: 45.8
13F ProShare
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