Walgreens logo is seen on a truck semitrailer in Florida Keys, United States on May 7, 2024. (Photo ... [+] by Jakub Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesWalgreens (NASDAQ: WBA) is scheduled to report its fiscal Q3 2024 results on Thursday, June 27 (Walgreens’ fiscal ends in August). We expect WBA stock to trade higher post the Q3 announcement, with its revenue and earnings expected to be above the street estimates. The company will likely benefit from its cost reduction actions, but ...

In its upcoming report, Walgreens Boots Alliance (WBA) is predicted by Wall Street analysts to post quarterly earnings of $0.68 per share, reflecting a decline of 32% compared to the same period last year. Revenues are forecasted to be $35.96 billion, representing a year-over-year increase of 1.6%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projecti ...

The market expects Walgreens Boots Alliance (WBA) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended May 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on June 27, 2024, might help the stock move higher if these key numbe ...

The most recent trading session ended with Walgreens Boots Alliance (WBA) standing at $15.55, reflecting a +0.65% shift from the previouse trading day's closing. This change outpaced the S&P 500's 0.04% loss on the day. Elsewhere, the Dow lost 0.15%, while the tech-heavy Nasdaq added 0.12%.The largest U.S. drugstore chain's stock has dropped by 15.76% in the past month, falling short of the Retail-Wholesale sector's gain of 0.37% and the S&P 500's gain of 4.15%.Analysts and investors alike will be keeping a ...

Walgreens stock can't seem to get out of its tailspin.Sometimes it can seem like a stock is a falling knife, where trying to slow its fall is just going to cut you. That's what Walgreens Boots Alliance (WBA -2.45%) investors may be feeling right now. The stock has dropped to levels it hasn't traded at since the 1990s, and it keeps falling lower. The price drop suggests that the market knows that Walgreens faces a tough road ahead.Walgreens is working to regain the market's confidence. With a new CEO, there' ...

In the latest trading session, Walgreens Boots Alliance (WBA) closed at $15.94, marking a +0.63% move from the previous day. The stock's change was more than the S&P 500's daily gain of 0.26%. Meanwhile, the Dow gained 0.18%, and the Nasdaq, a tech-heavy index, added 0.35%.Shares of the largest U.S. drugstore chain witnessed a loss of 7.85% over the previous month, trailing the performance of the Retail-Wholesale sector with its loss of 0.54% and the S&P 500's gain of 3.25%.The investment community will be ...

文章核心观点 Walgreens支持的CityMD将支付1204万美元解决美国司法部提出的新冠欺诈指控 [1] 事件详情 - 2020年2月至2022年4月 该紧急护理提供商涉嫌通过向专门为未参保患者设立的新冠项目提交虚假索赔 骗取政府新冠检测报销款 即便患者有医疗保险 [1] - 新泽西州联邦检察官办公室根据《虚假索赔法》提出指控 该法律通过向举报人提供政府胜诉所得的一部分 鼓励他们对潜在欺诈行为提起诉讼 [1] 举报人情况 - 2020年 CityMD患者Stephen Kitzinger最初指控该欺诈行为 作为将此案告知政府的奖励 他将从和解金中获得超200万美元 [2] 公司应对措施 - CityMD在纽约和新泽西运营着超100家无需预约的紧急护理诊所 该公司配合了政府调查 并聘请第三方公司协助政府确定因涉嫌欺诈造成的损失金额 [2] 官方表态 - 美国检察官Philip R. Sellinger表示 不能也不会容忍对紧急资金项目资金的滥用 [2] 相关方回应 - Walgreens未立即回应非工作时间发出的置评请求 [2]

文章核心观点 - 尽管CVS在营收增长、盈利能力和财务状况方面表现更好，但考虑到估值因素，认为未来三年Walgreens股票是比CVS更好的选择 [1][9][10] 分组1：股价表现 - 自2021年初至2024年，WBA股价从40美元跌至15美元，跌幅60%，CVS股价从70美元跌至60美元，跌幅15%，同期标普500指数上涨约40% [2] - 2021 - 2023年，WBA股票回报率分别为31%、 - 28%、 - 30%，CVS为51%、 - 10%、 - 15%，标普500为27%、 - 19%、24%，WBA在2022和2023年、CVS在2023年跑输标普500 [2] - 预计未来三年两只股票价格都会上涨，且WBA可能跑赢CVS [3] 分组2：营收增长 - 2020 - 2023年，CVS营收从2688亿美元增至3578亿美元，年均增长率10%，Walgreens从1220亿美元增至1391亿美元，年均增长率4.5% [4] - 2021 - 2022年Walgreens受益于新冠疫苗和检测需求增加，2023财年收购及处方量增加和药品价格通胀推动其销售增长 [4] - CVS疫情初期营收增长也受新冠检测和疫苗需求推动，2020 - 2023年其医疗福利部门营收增长40%，预计未来因美国人口老龄化这一趋势将持续 [5] - 预计未来三年两家公司营收将以中个位数的年均增长率增长 [5] 分组3：盈利能力 - 2020 - 2023年，Walgreens营业利润率从0.8%降至 - 5.1%，CVS从5.2%降至4.3%，过去十二个月CVS营业利润率3.6%，高于Walgreens的 - 1.4% [6][7] - 2023财年Walgreens营业利润率下降部分归因于55亿美元阿片类药物相关索赔和诉讼税后费用 [7] - 包括CVS在内的医疗保险公司因选择性手术增加导致医疗成本上升，影响了利润率，2023年CVS医疗福利比率同比飙升240个基点至86.2% [7] 分组4：财务状况 - Walgreens债务与股权比率为244%（总债务330亿美元，市值140亿美元），高于CVS的105%，CVS现金占资产比例为5.2%，高于Walgreens的1%，CVS债务状况更好且现金缓冲更多 [8] 分组5：估值与前景 - 考虑到市盈率和息税前利润波动较大，以市销率为基础，Walgreens当前市销率为0.1倍，低于过去五年平均的0.3倍，CVS当前市销率为0.2倍，低于过去五年平均的0.4倍，Walgreens估值更具吸引力 [9] - Walgreens可能出售英国Boots业务，这对其股价有利，但短期面临消费者需求疲软和利润率下降问题 [9] - CVS短期面临医疗成本上升问题，但医疗和药房服务业务的稳定增长、处方量增加和药品价格通胀将推动未来三年营收增长，且受益于去年的收购 [10]

文章核心观点 - 沃尔格林加入降价零售商行列，希望赢回因通胀改变购物习惯的消费者，其宣布降价后股价下跌超3% [1] 沃尔格林夏季促销活动 - 启动“夏日省钱季”，计划在全国范围内对超1300种产品降价，并开展多项促销活动，部分活动针对其奖励计划会员 [2] - 首席客户官称理解顾客财务紧张，自2023年10月起持续对超千种商品降价 [2] - 3月下旬财报显示，公司处于“具有挑战性的零售环境”，零售销售额同比下降4.5% [2] 零售行业降价趋势 - 近期美国大型零售商塔吉特和沃尔玛宣布部分商品降价，塔吉特夏季将对约5000种热门产品降价，沃尔玛在约7000种商品上回降价格并推出多数售价低于5美元的自有食品系列“bettergoods” [3] - 两家零售商称通胀影响顾客消费行为，支出集中在必需品而非非必需品上 [3] 沃尔格林股价表现 - 周三沃尔格林股价下跌3.2%，收于14.89美元，为1997年以来最低收盘价 [3]

文章核心观点 公司为应对通胀和竞争环境，通过降价和促销吸引消费者、提升销售并建立长期客户关系，行业分析师认为这更多反映竞争而非通胀改善 [1][2][3][4] 各公司举措 沃尔格林（Walgreens） - 周三宣布夏季降价并推出系列促销活动，降低超1300种全国和自有品牌产品价格，7月中旬重启myW Days专属会员促销活动以提升忠诚度计划 [1] - 全球首席财务官称仍处于挑战性零售环境，消费者寻求价值使非必需消费支出从药品渠道转移，本季度至少开业一年的零售店销售额下降4.3% [1] 沃尔玛（Walmart） - 美国首席执行官称公司有近7000项商品临时降价活动 [2] 塔吉特（Target） - 宣布对5000种热门产品降价，高管指出三分之一美国人刷爆信用卡，消费者仍感经济压力 [2] 阿尔迪（ALDI） - 本月初宣布到劳动节前削减超250种商品价格，让利于消费者1亿美元 [3] 亚马逊生鲜（Amazon Fresh） - 称美国消费者每天可在4000种每周轮换的杂货商品上节省30% [3] 行业分析 - 行业分析师认为这些降价不一定表明通胀危机好转，晨星研究服务公司消费股票分析师诺亚·罗尔称降价更多反映竞争格局而非通胀 [3] - 降价更多是零售商在艰难经济背景下争取和留住客户、建立长期客户关系的举措 [4]