Patterson Dental and Amazon Partnership

Henry Schein about to kick the can?

Patterson Companies, Inc. (NASDAQ:PDCO), Amazon.com, Inc. (NASDAQ:AMZN) - Patterson Companies: Something Sizeable This Way Comes

Shares of Patterson Companies, Inc. (NASDAQ: PDCO) plunged more than 23 percent to a new 52-week low of $36.46 as the company didn't announce an expected distribution deal...

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Save yourself and get out of dental. The good days were gone in early 2000's. So many better jobs out there these days.

If you're a sales rep at Patterson, update your resume as the dental subsidiary is a mess. Former CEO steps down after making questionable business decisions that caused them to consistently not meet their numbers but he's compensated $3.1 million during his last year nonetheless. Constant turnover in field management which is not a good sign. Do you think Patterson or any full-service dealer for that matter can continue to pay double digit commissions to their sales reps and remain competitive with internet-based dealers? I don't think so. In my opinion, it's only a matter of time before major changes are made to try and keep the dental business competitive and profitable at the same time.

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Interesting anecdotal survey from this dentist:

Is Amazon still making waves in the market with dental supplies? If so, has this affected the bigger dental companies like Patterson and Dentsply, and even smaller online players like Net32?

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Another company will if Patterson doesn't.

Interesting anecdotal survey from this dentist:

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55% of the Patterson's dental business is consumables. Amazon could shut Patterson down within 6 month if they wanted to. There's no protection from Amazon's reach. What exactly is the incentive for Amazon to purchase Patterson? Patterson needs a lifeline like Amazon.

Another company will if Patterson doesn't.

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Walchirk would give his left nut for Amazon to buy Patterson.

55% of the Patterson's dental business is consumables. Amazon could shut Patterson down within 6 month if they wanted to. There's no protection from Amazon's reach. What exactly is the incentive for Amazon to purchase Patterson? Patterson needs a lifeline like Amazon.

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Net revenues were off 3% in the quarter. Walchirk will do anything to make a deal happen. Amazon or whoever.

Walchirk would give his left nut for Amazon to buy Patterson.

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Walchirk big time dodged the question on the earnings call about Amazon.

Net revenues were off 3% in the quarter. Walchirk will do anything to make a deal happen. Amazon or whoever.

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Walchirk big time dodged the question on the earnings call about Amazon.

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Maybe getting sued by the feds for not selling to small dental practices has to do with the success Amazon is having. If a company won't sell to you, wouldn't you buy product at the only place you could get it with an affordable price?

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I hope you know that you can find plenty of Patterson products on Amazon already. Even if there is no purchase by Amazon, the days of big dental sales organizations are over.

true and it really sucks because I love this industry.

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Here's to hoping dental is too small a market for them to care about. Insurance is much bigger and probably more profitable for them.

Save yourself and get out of dental. The good days were gone in early 2000's. So many better jobs out there these days.

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You can already find dental products and some medical devices on Amazon. There is reason to worry, however, the big plans Amazon has were just announced and they are going to focus on insurance and the PBM's. Huge news.

Here's to hoping dental is too small a market for them to care about. Insurance is much bigger and probably more profitable for them.

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I hope you know that you can find plenty of Patterson products on Amazon already. Even if there is no purchase by Amazon, the days of big dental sales organizations are over.

You can already find dental products and some medical devices on Amazon. There is reason to worry, however, the big plans Amazon has were just announced and they are going to focus on insurance and the PBM's. Huge news.

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The Patterson Companies rumors are swirling again this week with Amazon representatives in San Francisco. They have already been spotted at the Cardinal Health breakout and will be in attendance tomorrow at the Dentsply and Patterson presentations.

I hope you know that you can find plenty of Patterson products on Amazon already. Even if there is no purchase by Amazon, the days of big dental sales organizations are over.

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The Patterson Companies rumors are swirling again this week with Amazon representatives in San Francisco. They have already been spotted at the Cardinal Health breakout and will be in attendance tomorrow at the Dentsply and Patterson presentations.

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