Walgreens Boots Alliance (NASDAQ: WBA ) is significantly undervalued. According to the recently reported 10-K , the company's adjusted diluted EPS (non-GAAP measure) was $2.88. Based on this adjusted EPS and sell-side analyst consensus for 2025, the company is currently trading atAnalyst’s Disclosure: I/we have a beneficial long position in the shares of WBA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compen ...

文章核心观点 - 沃尔格林-布茨联盟(Walgreens Boots Alliance)股价下跌,因TD Cowen下调了其目标价格 [1] - Cowen分析师预计,沃尔格林2025财年的调整后每股收益将下降至1.54美元,低于此前预期的1.71美元,主要是由于计划关闭门店的财务影响 [1] - 尽管市场最初对沃尔格林的扭转策略做出积极反应,但Cowen更为谨慎的前景引发了人们对门店关闭影响的质疑 [1][2] 公司层面 - 沃尔格林计划在未来3年内关闭约1,200家表现不佳的门店,其中2025财年将关闭约500家 [2] - 公司表示,首轮门店关闭将立即提高调整后每股收益和自由现金流 [2] - 沃尔格林股价在10月15日公布这一战略后曾大涨15%以上,因当天的财报也好于预期 [2] - 但Cowen的目标价下调和盈利预测下调,引发了人们对沃尔格林通过关店提高盈利能力的质疑 [2] 行业层面 - 2024年以来,沃尔格林股价下跌63%,反映了公司面临的艰难经营环境 [3][4]

The Dream Vault will provide free, high-quality produce to more than 175 local households per week CHICAGO, Oct. 22, 2024 /PRNewswire/ -- To improve health equity and food security in the Chicago market, Walgreens is joining forces with non-profit Dion's Chicago Dream to host a Dream Vault smart locker at the company's Gage Park location at 55th and Kedzie (5435 S. Kedzie Avenue Chicago, IL). The Dream Vault is part of a collaboration between Dion's Chicago Dream and Walgreens to provide free, high-quality ...

Walgreens Boots Alliance TodayWBAWalgreens Boots Alliance$10.45 -0.34 (-3.15%) 52-Week Range$8.22▼$27.05Dividend Yield9.57%Price Target$13.38Add to WatchlistWalgreens Boots Alliance Inc. NASDAQ: WBA is a leading global retail pharmacy and healthcare company. The stock is trading down 60% from its 52-week high and with a stock performance down 58.5% year-to-date (YTD). The market has punished this stock and its (remaining) top competitor, CVS Health Co. NYSE: CVS, in the retail/wholesale sector. Competition ...

Income investors, beware.Walgreens Boots Alliance (WBA -3.15%) did something last week it hasn't done in quite a while: It made shareholders happy.The big pharmacy retailer and wholesaler announced in its fiscal 2024 fourth-quarter update that it plans to close around 1,200 stores over the next three years. The news caused Walgreens' shares to deliver the biggest gain so far in 2024. Despite Walgreens' recent bounce, the company still faces considerable uncertainty. Income investors especially have reason t ...

文章核心观点 - 自7月以来,沃尔格林布特联盟(Walgreens Boots Alliance)股价下跌21% [1] - 这是预期的,因为公司当时的基本面疲弱 [1] 行业总结 - 沃尔格林布特联盟是一家连锁药店公司 [1] - 公司在投资管理、证券经纪和投资银行等行业有20多年的宏观经济学经验 [2] - 公司还运营一个关注绿色经济机遇的投资组合"Long Term Tips" [2]

The company's earnings provided some hope for a turnaround -- but there's a long way to go.Shares of Walgreens Boots Alliance (WBA) rallied 15.1% this week through Friday at 11:09 a.m. ET, according to data from S&P Global Market Intelligence.Walgreens reported earnings this week, and while the reported results don't look great in and of themselves, they beat analyst expectations. Furthermore, the company gave better-than-feared guidance for 2025. But does this week's positivity make the stock a buy?A turna ...

文章核心观点 - 沃尔格林公司(Walgreens)2022财年第四季度业绩超预期,但全年仍下跌约60% [2] - 公司计划关闭1,200家门店,其中500家将在2025财年关闭 [4] - 关店有助于提高公司盈利能力,但药品报销压力仍是最大挑战 [5][6] - 公司股价目前估值较低,有望实现反弹 [7][8] 财务业绩总结 - 2022财年第四季度收入同比增长6%至375.5亿美元 [2] - 调整后每股收益同比下降40%至0.39美元,受药品报销压力影响 [2] - 美国零售药房销售同比增长6.5%,同店销售增长8.3% [2] - 国际业务销售同比增长3.7%,Boots UK同店销售增长6.2% [3] - 美国医疗保健业务收入同比增长7.2%,VillageMD收入增长7%,Shields收入增长24% [3] - 毛利率下降至16.7%,美国零售药房业务毛利率下降至16% [3] - 公司在本季度产生11亿美元自由现金流,全年为2.3亿美元 [4] 战略举措总结 - 公司已超额完成10亿美元成本削减目标 [4] - 正与药品福利管理公司(PBM)探讨替代性报销模式 [4] - 计划关闭1,200家门店,其中500家将在2025财年关闭 [4] - 计划出售VillageMD业务,以偿还债务 [5]

Boston, MA - October 15: Walgreens has announced that about 1,200 stores will be closing in the ... [+] United States. (Photo by Pat Greenhouse/The Boston Globe via Getty Images)Boston Globe via Getty ImagesWalgreens recently reported its Q4’24 results (fiscal ends in August), with revenue and earnings exceeding our expectations. The company reported revenue of $37.5 billion and adjusted earnings of $0.39 per share, compared to our estimates of $34.9 billion, and $0.38, respectively. Not only did Walgreens ...

文章核心观点 - 公司在过去两个月内的股价表现超出预期,短期内已达到分析师的目标价位 [1] - 分析师专注于研究美国大型上市公司,关注1-2年的投资时间窗口 [1] 公司概况 - 公司名称为Walgreens Boots Alliance (NASDAQ: WBA),为一家美国大型上市公司 [1] 分析师背景 - 分析师为一名资深研究分析师,拥有10年投资银行从业经验,专注于行业和公司研究 [1] - 分析师目前为一名大学二年级学生,主修经济学和会计,正在为未来的证券分析师职业发展做准备 [1]