Observed Signal · Sep 28, 2026 · Earnings Report · Source: Retail-News · Impact: 2/5 · Sentiment: Positive
Redcare Pharmacy Raises 2026 Guidance on Strong Rx Business
Redcare Pharmacy, a German online pharmacy, has raised its full-year 2026 guidance for the second time, driven by strong growth in its prescription (Rx) business in Germany. The company now expects Rx revenue of €730-760 million, up from a previous forecast of €680-720 million, representing growth of 45-51% year-over-year. Group revenue growth is now projected at 16-18%, up from 15-17%. This follows a strong third quarter, with German Rx sales up 56% year-over-year and September alone up 51%. The non-Rx business is stabilizing after a weak July, with growth expected at 10-12%. The adjusted EBITDA margin forecast remains at 2.5-3.0%. Customer satisfaction remains high, with an e-Rx NPS of 80 points in August, six points above last year. Full Q3 results will be published on October 29, 2026.
This news is relevant to the AdTech/MarTech industry as it covers the financial performance of a major e-commerce player in the health sector, which could influence digital advertising strategies in the pharmacy retail segment. However, it is not directly about advertising technology, making it moderately important.
Track Real-Time E-Commerce / Retail Signals & Market Shifts
Polaris7 autonomous intelligence agents track regulatory filings, primary sources, executive changes, and deal flow 24/7. Create your free Explorer workspace to monitor these entities.
Key Takeaways & Evidence Grounding
- Redcare Pharmacy raises 2026 Rx revenue guidance to €730-760 million, up from €680-720 million.
- Group revenue growth forecast increased to 16-18% for 2026.
- German Rx sales grew 56% year-over-year in Q3 2026, with September up 51%.
- Non-Rx business growth expected at 10-12% for 2026.
- Adjusted EBITDA margin forecast remains at 2.5-3.0% for 2026.
- e-Rx NPS reached 80 points in August 2026, six points above prior year.
Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
DocMorris Raises 2026 Guidance After Strong Rx Growth
DocMorris reported improved revenue and operating results for the first half of 2026 and raised its full-year guidance following strong growth in prescription drugs (Rx) and digital services. External revenue rose 12.5% to CHF 627.8m, reported revenue increased 13.4% to CHF 599.2m. Adjusted EBITDA narrowed to a loss of CHF 10.9m (improved by CHF 17.9m), while unadjusted EBITDA was CHF -20.0m including CHF 7.6m of extraordinary charges related to an AI-first strategy and a site closure. Rx revenue grew ~38% year-to-date (45.8% in Q2) and DocMorris now expects ~40% Rx growth for 2026; Digital Services revenue jumped 71.4%. Management still targets an EBITDA breakeven in H2 2026 and expects free cash flow to reach breakeven in 2027.
Birkenstock posts double-digit growth, raises 2026 outlook
Birkenstock reported continued growth in its fiscal third quarter 2026 and has raised its full-year guidance. Revenue rose 13% year‑over‑year to €720 million (constant‑currency +15%). Adjusted EBITDA increased 11% to €242 million while the adjusted EBITDA margin fell slightly to 33.7%. Reported net income declined 15% to €110 million, while adjusted net income rose to €134 million and adjusted EPS improved to €0.74. Direct‑to‑consumer sales and own retail expansion were key drivers; the company opened 13 stores in the quarter and operated 124 owned locations at the end of June. Birkenstock also completed financing moves including a €900m bond issuance, repayment of €428.5m of existing debt, and a €230m accelerated share buyback.
Bertelsmann Raises 2026 Forecast After Strong H1 Growth
Bertelsmann reported H1 2026 revenue of €9.3 billion, adjusted operating EBITDA of €1.311 billion and consolidated net profit up 45% to €292 million. Organic revenue grew 5.1%, the strongest non‑COVID performance in 20 years, with contributions from Penguin Random House, BMG, Arvato and its education and investment businesses. RTL Group’s streaming turned profitable: paying subscribers rose ~21% to 8.7 million and streaming revenue increased ~27% to €299 million, with an expected ~€120 million contribution to adjusted operating EBITDA for 2026. On 1 June RTL Deutschland completed the Sky Deutschland DACH acquisition, bringing combined paid subscriptions to about 12.4 million. Management raised its 2026 outlook, reiterated a mid‑term €24 billion revenue target and continues investing under the Boost strategy; the BMG–Concord merger is near completion.
Track Real-Time Market Signals & Shifts
Set up custom watchlists to receive automated, evidence-grounded executive digests whenever material signals or shifts occur across your tracked landscape.