营收情况 - 沃尔格林联盟（WBA）2023年11月季度营收达367.1亿美元，同比增长10%[1] - 公布的营收比Zacks共识估计的349.2亿美元高出5.10%[2] 盈利情况 - 每股收益为0.66美元，较去年同期的1.16美元有所下降[1] - 每股收益的+4.76%也超过了共识估计的0.63美元[2] 业务表现 - 美国零售药店-药房的可比销售增长为13.1%，远高于分析师平均估计的0.4%[5] - 美国医疗保健部门的营收为19.3亿美元，低于分析师平均估计的20.3亿美元[5] - 国际业务的营收为58.3亿美元，高于分析师平均估计的53.8亿美元[5]

Walgreens May Have Sped Its Exit From Dow Industrials With Dividend Cut ...

财务表现 - 公司在2024财年第一季度交付了每股调整后的盈利为66美分，较去年同期的数字下降了43.1%（在恒定汇率下下降了43.7%）[1] - 公司的总销售额为367.1亿美元，同比增长9.9%，超出了Zacks Consensus Estimate 5.1%[3] - 美国零售药店部门的销售额达到289亿美元，同比增长6.4%[5] - 国际部门的收入同比增长12.4%，达到58亿美元[9] - U.S. Healthcare报告的第一季度收入为19亿美元，同比增长12%[12] - 公司第一季度的毛利下降了2.6%，毛利率收缩了239个基点[15] - 调整后的运营亏损为8100万美元，而去年同期为62.1亿美元[17] - 公司第一季度末的现金及现金等价物为7.84亿美元，总债务为92.6亿美元[18] - 公司预计2024财年的调整后每股盈利在3.20-3.50美元范围内[22]

股息削减与股东回报 - 公司宣布季度股息从每股48美分大幅削减至25美分 降幅达48% [1] - 股息调整后公司可能被剔除出标普500股息贵族指数 该指数要求成分股连续25年增加股息 [1] - 管理层解释削减股息是为释放资本 投入药房和医疗保健业务的可持续增长计划 [3] 财务表现与成本控制 - 第一财季调整后每股收益66美分 超出华尔街普遍预期的62美分 [5] - 季度营收达367亿美元 超过分析师预期 [5] - 本财年预计实现10亿美元成本节约 资本支出减少6亿美元 营运资本优化带来5亿美元效益 [4] 股价长期表现 - 过去20年总回报率(股价+股息)不足1% 落后标普500同期表现约10个百分点 [5] - 近1年/3年/5年/10年期间总回报率均为负值 股价持续下跌抵消股息增长收益 [6] - 公司表示正评估所有战略选项 重点通过成本优化和现金流改善提升股东价值 [5] 分析师观点 - CFRA分析师维持持有评级 肯定公司成本削减与资本支出优化举措 [4] - 道琼斯指数30只成分股中 公司当前分析师评级处于最低梯队 [3]

Shares of Walgreens Boots Alliance (WBA -7.04%) were sinking 6.5% lower at 11:10 a.m. ET on Thursday and had been down as much as 11.7% earlier in the morning. The decline came after the pharmacy retailer and wholesaler announced its fiscal 2024 first-quarter results and reduced its dividend payout by 48%.Walgreens' fiscal Q1 revenue of $36.7 billion was better than the consensus Wall Street estimate of nearly $34.9 billion. Its adjusted earnings per share of $0.66 also topped the average analysts' estimate ...

Key TakeawaysWalgreens shares sank as the U.S. pharmacy chain cuts its dividend nearly in half.CEO Tim Wentworth said reducing the dividend will help boost cash flow and free up funds for strategic investments.First quarter earnings and revenue exceeded estimates, although retail sales declined.Walgreens Boots Alliance (WBA) shares tumbled over 6% in early trading Thursday as the biggest U.S. pharmacy chain slashed its dividend nearly in half, and said it would use the money for other purposes as it faced a ...

Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Q1 2024 Earnings Conference Call January 4, 2024 8:30 AM ET Company Participants Tiffany Kanaga - Vice President, Global Investor Relations Tim Wentworth - Chief Executive Officer Manmohan Mahajan - Interim Global Chief Financial Officer John Driscoll - President of US Healthcare Rick Gates - Senior Vice President and Chief Pharmacy Officer Conference Call Participants Lisa Gill - JPMorgan George Hill - Deutsche Bank Charles Rhyee - TD Cowen Eric Percher - Nephron ...

Key PointsWalgreens Boots Alliance had a solid quarter, but trading is mixed following the report.A dividend cut intended to shore up cash flow and balance sheet shook the market. Analysts are Holding but may tip the scales now that guidance is in; Walgreens reiterated above consensus. 5 stocks we like better than Walgreens Boots AllianceWalgreens Boots Alliance NYSE: WBA is the ugliest dog of them all. This Dow stock fell 31% for the year, making it the worst-performing member of the index. The move put th ...

Walgreens Boots Alliance (WBA) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $1.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.76%. A quarter ago, it was expected that this largest U.S. drugstore chain would post earnings of $0.68 per share when it actually produced earnings of $0.67, delivering a surprise of -1.47%.Over the last ...

U.S. pharmacy chain Walgreens Boots Alliance on Thursday nearly halved its dividend to save more money, even as the company's cost-cut measures helped it report better-than-expected quarterly profit. Higher drug prices also boosted the pharmacy operations of the company, which has been grappling with fierce competition, sharply lower sales from COVID vaccines and testing, and decreased discretionary spending by inflation-weary consumers.The company was forced to close unprofitable stores and cut jobs to red ...