Photographer: Justin Sullivan

Good morning! This is Fly Charts, the daily charts-only newsletter from Gadfly; sign up here. From a new pharmacy player to Qualcomm’s turnaround, here are four charts that tell you what you need to know in business today.


Apple’s tendency to grade itself on a constantly evolving curve of its own design makes it exceedingly difficult to judge the company’s performance.

  • Watch unit shipments
  • iPhone unit sales

Source: IDC (for Apple Watch) and Bloomberg (for iPhone)

Note: The analysis counted four full quarters and one partial quarter in the first year of iPhone sales.

Back to the Future

Buying Rite Aid throws Albertsons into the thick of a competitive pharmacy market. But it is still dwarfed by the biggest players.

  • U.S. pharmacies
  • Clinics

Source: Company filings/presentations

As of most recent SEC filing. Rite Aid/Albertsons numbers are estimates from the deal presentation. Walgreens store count…