沃尔格林联合博姿(WBA)

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Walgreens' (WBA) AllianceRx Pharmacy Will Distribute VIVJOA
Zacks Investment Research· 2024-03-21 02:25
AllianceRx Walgreens Pharmacy与Mycovia Pharmaceuticals合作 - AllianceRx Walgreens Pharmacy被选为Mycovia Pharmaceuticals的VIVJOA的独家分销商[1] - VIVJOA是首个获得FDA批准的药物,用于减少RVVC的发生[2] AllianceRx Walgreens Pharmacy提供其他限制分销药物 - AllianceRx Walgreens Pharmacy和某些社区专科药房还提供其他几种限制分销药物,如用于治疗NSCLC的口服处方药Augtyro[3]
Walgreens Consolidating Distribution In Latest Restructuring Move
Forbes· 2024-03-19 01:47
Walgreens confirmed it was closing distribution centers in Florida and Connecticut that employ more ... [+] than 600 combined at the two facilities, the company said March 18, 2024. In this photo, a worker makes deliveries as a truck sits parked outside a Walgreens Boots Alliance Inc. store in Los Angeles, California, U.S., on Friday, Oct. 20, 2017. Photographer: Christopher Lee/Bloomberg© 2017 Bloomberg Finance LPWalgreens Boots Alliance chief executive officer Tim Wentworth is continuing his effort to tur ...
Walgreens Q2, Dow Exit, And Bet Against Wall Street
Seeking Alpha· 2024-03-16 00:15
WBA的情绪和市盈率 - Walgreens Boots Alliance (WBA)的情绪已经达到了负面极端[1] - WBA的市盈率目前极度压缩,但根据预测,公司有望实现健康增长[10] WBA的退出和盈利能力 - WBA将退出道琼斯指数,被亚马逊取代[4] - WBA的盈利能力受到多方面压力,预计未来增长率较低[9]
Walgreens Boots Alliance, Inc. (WBA) Is a Trending Stock: Facts to Know Before Betting on It
Zacks Investment Research· 2024-03-14 22:06
Walgreens Boots Alliance (WBA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this largest U.S. drugstore chain have returned -2.3% over the past month versus the Zacks S&P 500 composite's +4.4% change. The Zacks Retail - Pharmacies and Drug Stores industry, to which Walgreens belongs, has lost 2% over this period. Now the key question is: Where could th ...
Walgreens Boots Alliance (WBA) Stock Drops Despite Market Gains: Important Facts to Note
Zacks Investment Research· 2024-03-13 06:56
The latest trading session saw Walgreens Boots Alliance (WBA) ending at $21.28, denoting a -1.21% adjustment from its last day's close. The stock's change was less than the S&P 500's daily gain of 1.12%. At the same time, the Dow added 0.61%, and the tech-heavy Nasdaq gained 1.54%.The largest U.S. drugstore chain's stock has dropped by 4.82% in the past month, falling short of the Retail-Wholesale sector's gain of 1.42% and the S&P 500's gain of 2.06%.Market participants will be closely following the financ ...
Walgreens Teams With Claire's as Pharmacies Aim to Be Consumers' One-Stop Shop
PYMNTS· 2024-03-13 04:05
药店零售商品拓展 - Walgreens将Claire's产品引入其门店,以扩大在消费者日常生活中的影响力[1] - Walgreens与Claire's合作,旨在吸引Alpha世代和Z世代消费者及其父母,以满足现代消费者日常需求[3] - 药店零售商不断扩大商品种类,以满足现代消费者日常需求,提升便利性[5] 消费者需求变化 - 消费者对便利性的需求增长,药店零售商通过扩大商品种类来满足消费者一站式购物需求[7] - 研究显示,68%的美国消费者认为便利性是影响其最近零售购买决策的关键因素[8] 一站式购物体验 - 随着消费者对集成购物体验的需求增加,Walgreens与Claire's等合作是药店零售商努力将其店铺打造成消费者一站式购物目的地的体现[10]
Here's Why You Should Retain Walgreens Boots (WBA) For Now
Zacks Investment Research· 2024-03-08 02:31
Walgreens Boots Alliance, Inc. (WBA) is well poised to grow in the coming quarters, backed by its continued partnership growth and a strong focus on strategic execution. The company’s long-term growth model looks encouraging. However, weak margins and stiff rivalry do not bode well.In the past year, the Zacks Rank #3 (Hold) stock has declined 1.6% compared with a 12.3% rise of the industry and a 12.4% rise of the S&P 500.The renowned pharmacy-led health and beauty retail company has a market capitalization ...
Walgreens Boots Alliance (WBA) Stock Declines While Market Improves: Some Information for Investors
Zacks Investment Research· 2024-03-07 07:51
股价表现 - Walgreens Boots Alliance (WBA) 最近的股价为 $20.89,较前一天收盘价下跌了 -0.57% [1] - WBA 过去一个月的股价下跌了 9.09%,落后于零售批发行业的增长和标普500指数的涨幅 [2] 财报预测 - 分析师和投资者将密切关注 WBA 即将公布的财报,预计每股收益为 $0.84,同比下降了 27.59%,营收预计为 $36.48 亿美元,同比增长了 4.65% [3] - Zacks Consensus Estimates 预计 WBA 年度每股收益为 $3.25,营收为 $144.72 亿美元,分别较去年下降了 -18.34% 和增长了 +4.05% [4] 估值和评级 - 分析师对 WBA 的估值变化反映了短期业务模式的变化,正面的估值调整表明分析师对公司的业务和盈利能力持乐观态度 [5] - Zacks Rank 模型整合了估值变化并提供了一个评级系统,WBA 目前的 Zacks Rank 为 3 (Hold) [6] 行业比较 - WBA 目前的前瞻市盈率为 6.47,与行业平均值相近 [7] - WBA 的 PEG 比率为 1.29,略高于行业平均值,该行业的平均 PEG 比率为 1.19 [8] 行业排名 - 零售-药店和药品店行业属于零售批发行业,目前的 Zacks Industry Rank 为 235,排名在所有行业的倒数 7% [9] - Zacks Industry Rank 评估了特定行业群体的活力,研究显示排名前50%的行业胜过后50%的行业 [10]
Walgreens CEO: Shields Specialty Pharmacy Key To Growth And Won't Be Sold
Forbes· 2024-03-05 03:38
公司战略 - Walgreens Boots Alliance首席执行官Tim Wentworth表示公司不会出售其快速增长的Shields专业药房[1] - Shields是公司增长战略的关键部分,与医院和卫生系统合作设立和运营他们自己的现场专业药房[1] - 公司正在审视Shields,以确保通过拥有它为市场和公司自身获取最大价值[5] 专业药房重要性 - 专业药房在美国医疗系统中变得越来越重要,特别是考虑到市场上派生自生物技术的昂贵药物[2] - 专业药房支出占雇主处方药索赔的不到5%,但占公司总药品支出的50%至60%以上,因为专业药物价格更昂贵[4]
Walgreens Boots Alliance, Inc. (WBA) Presents at 44th Annual TD Cowen Healthcare Conference (Transcript)
2024-03-05 01:14
公司战略 - 公司目标在2024年实现10亿美元的成本节约、6亿美元的资本项目支出优化和年度工作资本的改善[21] - 公司计划简化财务报表,包括出售租赁权益和减少SKU[24] - 公司将进行战略审查,重点关注零售店的角色和当前资产评估[25] - 公司将重点关注30至50岁女性消费者,以提升店铺的独特性和吸引力[52] - 公司正在提供新的服务模式,如成本加服务费模式,以满足市场需求,并为PBMs或支付方提供新的价值[57] - 公司计划在未来12至24个月内进行战略转变,以更好地管理报酬方式,并持续增长各项服务[76] 市场趋势 - 后端店铺补偿压力正在改变,市场趋势表明后端店铺的报酬压力在逐渐减轻[54] - 品牌和零售商之间的交叉补贴关系已经持续了25年,但随着市场变化,这种模式已经不再可持续[55] - 公司认为消费者将继续面临挑战,因此需要通过提供优质服务来赢得消费者的信任[93] 业务发展 - 公司正在积极发展各种服务,包括药物试验招募等,这些服务在过去三年中已经成为公司收入的重要组成部分[66] - 公司将逐步提供更多关于美国医疗保健部门的信息,以展示调整后的EBITDA增长[87] - 公司预计2025年将面临一些挑战,如停止出售租赁和减少对Cencora的利益,但也看到了一些增长机会,如药房服务和数据分析平台[89] - 公司认为健康服务对未来的发展至关重要,公司有很大的发展空间可以回应市场对健康服务的需求[100] 零售业务 - 零售店是公司战略的核心,计划优化SKU、推动自有品牌增长和提升数字全渠道体验[46] - 公司认为健康服务对未来的发展至关重要,公司有很大的发展空间可以回应市场对健康服务的需求[100] - 零售药店作为一个具有良好前端的零售药店[101] - Walgreens药师介绍Cologuard,50%的人会完成,而健康计划要求的话只有大约10%[102] - Walgreens与数千万美国人建立了信任和参与点,有机会将其转化为为其他人创造价值的机会[104]