Amazon's Next Stop May Be Brazil Drugstores, Morgan Stanley Says

  • E-commerce giant’s entry not a question of ‘if,’ but ‘when’
  • Investors should start considering such a disruption

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Morgan Stanley says it’s not too early to start talking about Amazon.com Inc.’s entry into Brazil’s drug store market.

The e-commerce giant is already a step closer to the U.S. drug retail market after the June acquisition of online pharmacy PillPack, analyst Javier Martinez points out. If that takes place, it’s just a matter of time before the company replicates the model in Brazil.