Best-of-class and unique operating propositions dominate the food/drug/mass value segment — even as No. 1 Kroger is the very definition of the exception that proves the rule (which, in this case, is that traditional supermarkets are a dying breed).
Walgreen has been energized by its Duane Reade division at a time when its national drug chain rivals are struggling. Rite Aid is still trying to find solid footing, and CVS Caremark is fending off union-fueled opposition and critics of its takeover of pharmacy benefits manager Caremark Rx.