Jialin Jin's questions to GoodRx Holdings Inc (GDRX) leadership • Q4 2024
Question
Jialin Jin of Morgan Stanley, on for Craig Hettenbach, asked for more detail on the near-term headwinds reflected in the 2025 guidance, particularly the impact of pharmacy store closures.
Answer
CEO Wendy Barnes explained that while it's too early to know the full impact of potential Rite Aid closures, scripts from any closed stores typically migrate to other pharmacies where GoodRx has partnerships. CFO Chris McGinnis confirmed the 2025 guidance accounts for some headwind on monthly active consumers from retail consolidation but expects overall prescription transaction revenue to grow due to a higher revenue-per-script mix.