迪舍姆药房有限公司（Pharmacies Ltd.）表示，对GLP-1药物激增的需求正在推动其配药业务营收实现两位数增长，因为南非人越来越倾向于使用这些用于治疗糖尿病和肥胖症的昂贵药物。
Pharmacies Ltd. said surging demand for GLP-1 medicines is helping drive double-digit growth in its dispensary revenue as South Africans increasingly turn to the expensive drugs used to treat diabetes and obesity.
首席执行官鲁伊·莫赖斯（Rui Morais）周四在公司发布财报后对记者表示，在截至8月的六个月中，配药营收增长了10%，约为5.1%的市场价值增长率的两倍。
Dispensary revenue rose 10% in the six months through August, about double the rate of market-value growth of 5.1%, Chief Executive Officer Rui Morais told reporters Thursday after the company released earnings.
GLP-1药物的持续普及是取得这一业绩的原因之一，该公司旨在为客户提供店内其他商品折扣的“更好奖励”（Better Rewards）激励措施也是原因之一。
The continued penetration of GLP-1 medicines was one contributor to that performance, alongside the company’s Better Rewards incentive that gives customers discounts on other purchases in its stores.
由于GLP-1药物每张处方售价约为3000兰特（折合约180美元），其迅速普及正在成比例地提升迪舍姆药房的销售额。莫赖斯说：“你卖出了更多非常昂贵的产品。”
With GLP-1 medicines costing about 3,000 rand ($180) per prescription, their rapid uptake is disproportionately lifting the value of Dis-Chem’s pharmacy sales. “You’re selling a lot more very expensive products,” Morais said.
该公司未披露GLP-1的营收，但莫赖斯表示，在过去大约12到18个月里，销售额以“数百个百分点”的复合速度增长，并继续显示出显著的环比增长。
The company doesn’t disclose GLP-1 revenue, but Morais said sales have compounded at “hundreds of percent” over roughly the past 12 to 18 months and continue to show significant month-on-month growth.
更便宜的仿制药即将进入南非，这可能会扩大获取渠道，尽管较低的价格会减弱它们对配药营收增长的贡献。
Cheaper generic medicines are poised to enter South Africa, potentially widening access even as lower prices temper their contribution to dispensary revenue growth.
v与此同时，迪舍姆正在投资于以数据为主导的促销活动，旨在鼓励客户更频繁地购物并购买更多商品。其奖励计划拥有820万活跃会员，占销售额的86.1%，自2025年10月推出以来，已向客户回馈了15亿兰特的价值。
Dis-Chem is meanwhile investing in data-led promotions designed to encourage customers to shop more frequently and buy more. Its rewards program has 8.2 million active members, who account for 86.1% of sales, and has returned 1.5 billion rand in value to customers since its October 2025 launch.
客户可以通过使用迪舍姆的药房服务或使用Capitec有限公司银行卡付款等行动来“叠加”折扣。在现有活跃客户中，购物频次增加了两次，而平均客单价上升了3.5%。
Customers can “stack” discounts through actions such as using Dis-Chem’s pharmacy services or paying with a Capitec Ltd. bank card. Among existing active customers, shopping frequency increased by two visits while average basket value rose 3.5%.
下一步是利用该计划生成的用户数据，日益实现个性化折扣。迪舍姆表示，未来的促销投资将由其X, bigly labs创新单元开发的预测性和适应性优惠来推动。
The next step is to use the customer data generated by the program to increasingly personalize discounts. Dis-Chem said future promotional investment will be driven by predictive and adaptive offers developed through its X, bigly labs innovation unit.