The company really needs to elaborate on the specific aspects of the current supply agreement that are in dispute. I suspect they won't now that this is a legal matter. Alternatively, maybe one could extrapolate backwards from a 10m EBIT impact and work out to what portion this is in the context of CW's total contributing revenue.
There's an element of this that could just be a bit of granstanding to get ahead of the curve come negotiations in a couple years. Which by that time leads into my next point, which is Amazon.
CW might just want to be wary of Amazon, or they could receive a taste of their own medicine (no pun intended). Not referring to medicines/prescriptions as such...moreso all the other ancillary rubbish they sell. Just look at the front page of their website...cosmetics and fragrances a couple of standouts that are ripe to be massively undercut.
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