COR · 10-Q · 2026Q2 · Full report

Customer Dynamics

Cencora, Inc. · 2026-08-05 · Importance 17 · Surprise 24

The company reported lost sales from an oncology customer and a grocery customer during the nine-month period, as well as lower sales to a large mail-order customer following brand conversions. Customer consolidation and changes in manufacturer distribution policies remain important industry factors affecting demand and channel economics. No key customer contracts are scheduled to expire over the next twelve months, reducing near-term renewal risk.

Key facts

• Volatility in financial markets and higher borrowing costs may also negatively impact our customers’ ability to obtain credit to finance their businesses on acceptable terms. source