Meredith Adler

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  biz.yahoo.com/ap/070713/sector_snap_grocery_stores.html - [Cached Version]
  Published on: 7/13/2007    Last Visited: 7/13/2007  

  Lehman Brothers analyst Meredith Adler upgraded her rating on Safeway shares to "Equal Weight" from "Underweight" and upped her price target by $2 to $34.
  
  Adler said in a note to investors the change was mainly due to the company's short-term prospects, as it attempts to drive its sales higher with remodeled stores.
  
  Adler said to keep sales strong, Safeway has been "less aggressive on its prices" despite the competition becoming more challenging, particularly as Wal-Mart Stores Inc. becomes a bigger factor in low-income Western markets.
  
  She added that the store may also be applying more pressure on vendors to offer promotions.
  
  "Both actions help results in the short run but can be harmful in later periods," Adler said.

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  www.columbustelegram.com/articles/2008/06/24/ap/busines - [Cached Version]
  Published on: 6/1/2008    Last Visited: 6/24/2008  

  Lehman Brothers analyst Meredith Adler said in a recent note that Kroger's strategy of investing in lower prices in many markets and identifying non-price factors to satisfy customers has been beneficial.
  
  "We are confident that Kroger will be the success story in the supermarket industry, and we see it driving strong earnings growth for many years into the future," Adler wrote.

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  www.loque.com/Soma_Side_Effects_Soma_Side_Effects_59684 - [Cached Version]
  Published on: 3/21/2007    Last Visited: 3/21/2007  

  "Our research shows that each generic drug garners at least $5 more in gross profit dollars than the branded equivalent," Lehman Bros. analyst Meredith Adler commented in a July 28 report on the retail drug sector.In general, if a retailer's gross profit margin is between 10 percent and 15 percent on a branded drug, that number jumps to between 50 percent and 70 percent for a generic drug.
  
  And for the bigger pharmacy chains, the incremental lift could be even higher as added scale translates to "lower generic acquisition cost," she added.
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  "The impact to the generics market would be considerable if doctors got patients to switch to the generic version of Zocor from other statins or began prescribing generic Zocor first before prescribing the stronger and more expensive Lipitor, in a form of step therapy," remarked Adler.
  
  In addition to the sheer number of branded drugs facing generic competition, also driving the growth in generics is the fact that more of the big PBMs are increasing generic ultilization--interesting, considering that many had been charged with using manufacturer rebates and secret payments to keep higher-priced branded drugs at the top of their formularies even if cheaper generic alternatives were available.But changes in PBM rebate programs have made generics a simple matter of good business for the big mail order houses, as well.
  
  "Over the past 12 to 18 months, we have seen a significant increase in the generic utilization rates of the big-three PBMs--Medco, Caremark and Express Scripts-within their mail order facilities," Adler noted.

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  www.projo.com/business/content/BZ_cvsearns01_08-01-08_0 - [Cached Version]
  Published on: 8/1/2008    Last Visited: 8/1/2008  

  The unit posted gross profit of $849.9 million, trailing the $891-million estimate of Meredith Adler, an analyst at Lehman Brothers Holdings Inc. in New York, and lower than a year ago.
  
  "I think people were impatient for growth at the pharmacy-benefits division, purchased last year," she said yesterday."The retail was really good in this environment," said Adler, who rates the shares "overweight."
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  Investors may be comparing the pharmacy-benefit division's performance to Express Scripts Inc., the third-largest U.S. manager of drug benefits, and Medco Health Solutions Inc., the largest, Lehman's Adler said.In the past week, both have reported profits exceeding analysts' estimates and raised their forecasts.A customer-loyalty card will help CVS weather slowing consumer spending, Adler said.

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  www.brandweek.com/bw/content_display/special-reports/fe - [Cached Version]
  Published on: 7/27/2008    Last Visited: 7/28/2008  

  Meredith Adler, a stock and equity analyst with Lehman Brothers, New York, lauded Safeway's distribution ambitions with its private label brands."It's breaking new ground," she said.

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  www2.tbo.com/content/2008/jul/17/bz-prescription-growth - [Cached Version]
  Published on: 7/17/2008    Last Visited: 7/17/2008  

  "I don't think you would have seen it this bad ever" for a quarter for prescription data, said Meredith Adler, drug retailing analyst at Lehman Bros.

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  www.signonsandiego.com/news/business/20080104-1423-nv-r - [Cached Version]
  Published on: 1/4/2008    Last Visited: 1/5/2008  

  "I never think it's wrong to get out of a market if you're not successful, especially if you added 1,800 stores that positions you very nicely in the Northeast," said Lehman Brothers analyst Meredith Adler."It's a no-brainer."

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  www.stores.org/Current_Issue/2008/07/Edit1/index.asp - [Cached Version]
  Published on: 7/1/2008    Last Visited: 7/1/2008  

  "There's no question that food is a traffic generator at Family Dollar because their customers, who are extremely price-sensitive and price-savvy, know they're getting good value," says Meredith Adler, an equity analyst at New York-based Lehman Bros. "I continue to believe that there are opportunities in the dollar store space; the market is not saturated.

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  www.chicoer.com/business/ci_9682240 - [Cached Version]
  Published on: 6/24/2008    Last Visited: 6/24/2008  

  Lehman Brothers analyst Meredith Adler said in a recent note that Kroger's strategy of investing in lower prices in many markets and identifying non-price factors to satisfy customers has been beneficial.
  
  "We are confident that Kroger will be the success story in the supermarket industry, and we see it driving strong earnings growth for many years into the future," Adler wrote.

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  www.projo.com/business/content/BZ_JEANCOUTU_STOCK_06-11 - [Cached Version]
  Published on: 6/11/2008    Last Visited: 6/11/2008  

  "We believe Rite Aid has made significant progress over the past several years to strengthen its competitive position," wrote Lehman Brothers analyst Meredith Adler in a report last Thursday.
  
  Referring to the Brooks-Eckerd purchase, Adler said: "We believe this transaction should create significant value for Rite Aid shareholders … over time we still believe the potential reward should more than compensate investors for the risk, though the road has been rockier than we expected."

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