Cencora Inc

COR: XNYS (USA)

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Cencora Enjoys Strong Momentum From GLP-1s, Healthy Utilization Trends, and Growing Specialty Assets

Keonhee Kim

May 7, 2025

Business Strategy and Outlook

Cencora is one of three leading domestic wholesalers of branded, generic, and specialty pharmaceutical products. With over $250 billion in annual US healthcare distribution sales, the firm supplies about a third of the domestic drug distribution market. Its two close competitors are Cardinal Health and McKesson. Together, the three operate as a pharmaceutical wholesale and distribution oligopoly, supplying over 90% of the US market.

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Cencora Inc

Cencora Enjoys Strong Momentum From GLP-1s, Healthy Utilization Trends, and Growing Specialty Assets

Business Strategy and Outlook

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