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...and who's down

Snacks / Monday, July 13, 2020

More turbulence ahead... United shares plunged on news it may have to furlough almost half its US workforce, despite the billions of federal funds it received. Airlines that took $25B in federal payroll support aren't allowed to furlough, lay off, or cut pay until Oct 1 — United's holding off until then. But it's now burning through $40M a day on high costs and near-zero sales (American and Delta feel the pain, too). October layoffs could be on the horizon.

Blame the $2 hand sanitizer... Walgreens lost $1.7B last quarter — bummer, since it made $1B during the same quarter last year. The shift to sales of less-profitable items (like TP vs. prescription meds) and higher labor costs (like extra sanitizing) contributed to the huge profit decline. Now Walgreens is cutting 4K jobs. But it's also making a $1B investment on a big bet: in-store doctors offices. Walgreens is splurging on a 30% stake in a medical startup to get you in for checkups (even when you're just trying to grab Doritos).

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