John Blackledge - Cowen and Company

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Last quote by John Blackledge

We think Amazon could enter the pharmacy benefit manager business (PBM). A simple case one can make for Amazon to enter the PBM space is that it can serve as its own mail pharmacy, and capitalize on Prime 2-day delivery. From there, Amazon could build out its own retail network, and find itself working with other retail pharmacy chains to participate in its retail network.feedback
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NEW Nov 21 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which John Blackledge is associated, including Amazon and U.S.. Most recently, John Blackledge has been quoted saying: “Our Cowen proprietary survey data suggests 67 percent of Amazon Prime members would purchase prescription drugs through Amazon if they were available. Depending on the pace Amazon would seek to enter the market, an acquisition such as Rite Aid could accelerate the pace and be a relatively low-risk acquisition given that it currently trades at an enterprise value of only about $5 billion.” in the article Amazon should buy Rite Aid so it can start selling drugs, Cowen analyst suggests.
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John Blackledge quotes

Dec 05 2016

We are encouraged by Amazon's growing footprint in this category, which we see as ripe for potential disruption given younger demos increasingly purchasing food and beverage grocery items via digital channels.feedback

Nov 10 2016

The fundamentals of [Amazon] are very strong. We look at this as a buying opportunity. I mean right now, the stock's trading at 15 times next year's EBITDA. This is for a company that's seeing accelerated e-commerce growth doing a billion dollars in revenue at massive scale, with huge consumer demands as we head into the holidays and the next year or so. We remain super bullish on Amazon and think this is just a blip in the road.feedback

Nov 10 2016

We think there's about 11 million Echo devices in the U.S. sold and a ton more sold this holiday season. So I'm sure maybe they could outfit the White House with one.feedback

Nov 10 2016

I don't see any disruption in their business.feedback

Oct 11 2016 - Walmart

The U.S. food and beverage grocery market has reached a tipping point, in our view.feedback

Sep 26 2016

Prime has maintained healthy growth largely due to [its] increasing value proposition.feedback

Jul 12 2016 - Amazon

They're super valuable – they've arguably been driving the growth of Amazon the past couple of years.feedback

Apr 28 2016

There's definitely been a rotation in. No doubt investors are riding this horse, they had a great quarter. And if you look over the last three years, they've had the best earnings in internet, maybe all of tech.feedback

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