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Walgreens Boots Alliance Q1 2025 Earnings Highlights:
🔹 Adj EPS: $0.51 (Est. $0.38) 🟢
🔹 Revenue: $39.46B (Est. $37.34B) 🟢; UP +7.5% YoY
🔹 International Sales: $6.43B (Est. $5.9B) 🟢; UP +10.2% YoY
🔹 U.S. Retail Pharmacy Sales: $30.87B (Est. $29.16B) 🟢; UP +6.6% YoY
Guidance
🔹 FY 2025 Adjusted EPS: $1.40-$1.80 (Est. $1.53)🟢
Q1 Segment Performance
U.S. Retail Pharmacy
🔹 Sales: $30.87B; UP +6.6% YoY
🔹 Comparable Sales: UP +8.5% YoY
🔹 Pharmacy Sales: UP +10.4% YoY
🔹 Comparable Retail Sales: DOWN -4.6% YoY
International
🔹 Sales: $6.43B; UP +10.2% YoY (UP +6.5% on a constant currency basis)
🔹 Boots UK Comparable Pharmacy Sales: UP +10.9% YoY
🔹 Boots UK Comparable Retail Sales: UP +8.1% YoY
🔹 Boots. com Sales: UP +30% YoY
U.S. Healthcare
🔹 Sales: $2.17B; UP +12.5% YoY
🔹 Adjusted Operating Income: $25M (vs. Loss of $96M YoY) 🟢
🔹 Adjusted EBITDA: $70M (Improved from -$39M YoY) 🟢
Other Metrics:
🔹 Comparable Pharmacy Sales: UP +12.7% YoY
🔹 Adjusted Operating Income: $593M; DOWN -13.7% YoY
CEO Tim Wentworth's Commentary
🔸 “Our Q1 results reflect disciplined execution and progress on our strategic priorities, including stabilizing retail pharmacy and improving cash flow. While the turnaround will take time, early progress reaffirms our confidence in a sustainable, pharmacy-led operating model.”
Quo vadis healthcare sector?
My development in this area has been very mixed. After I sold in December $WBA (-1,37%) after a risky purchase - to lower the buy in - with +/- 0, my investment in $AFX (-0,37%) was abruptly terminated, leaving me with a hefty loss, and shortly afterwards I unfortunately also lost my shares in $UNH (-0,13%) but still with a profit of 8%. Today I decided to recoup my losses and sold my $BMY (-0,26%) sold. It was a nice trade, plus the €245 dividend plus the payment on February 3rd. The uncertainty in the sector has become too great for me and I want to watch from the sidelines what the new US government will do. Marty Makary as the planned head of the FDA will certainly not strike as brutally as some fear, but there could be changes and difficulties in the area of approval procedures. This would also affect Bristol, which should and must bring a few good products from its pipeline onto the market in the next few years. The acquisition of Karuma together with the approval of KarXT has provided a brief boost, but is not enough to compensate for the expiry of patent protection for Revlimid, Opdivo and especially Eliquis in the next few years. They account for over USD 12 billion of sales and patent protection expires in the EU in 2026 and in the US in 2028. This does not mean that Eliquis will no longer be sold, but a not insignificant proportion is likely to be lost to generics. In addition, CMS has already negotiated price reductions of 56% for 2026. Coupled with the political uncertainties, I have taken the money with me for the time being and will wait and see. I still have to deal with $NOVO B (+0,9%) ...., which is currently the biggest loss-maker in my portfolio with a drop of almost 17%.
Please let me know your assessment of the market in this sector.
Hi guys, I am looking for a high dividend payer for my portfolio that pays out monthly, preferably with a stable price and not a sinking ship like $WBA (-1,37%) do you have some ideas 💡 for me?
The dividend should be at least 8%. Lg
WALGREENS $WBA (-1,37%) IN TALKS TO GO PRIVATE WITH SYCAMORE PARTNERS – WSJ
Walgreens $WBA is reportedly in advanced talks to sell itself to private equity firm Sycamore Partners in a deal that could close early next year.
Once valued at over $100B in 2015, Walgreens now has a market cap of just $7.5B after pressures on its pharmacy and retail businesses sent shares down ~70% YTD.
Sycamore, known for retail investments, may sell parts of Walgreens or bring in partners post-acquisition. This follows Walgreens' struggles with thin pharmacy margins, retail competition, and the fallout from its 2015 Boots acquisition.
The deal would mark a major shakeup for the 120-year-old company with 12,000+ stores across the U.S., Latin America, and Europe.
$WBA (-1,37%) | Walgreens Boots Alliance Q4'24 Earnings Highlights:
🔹 Adj EPS: $0.39 (Est. $0.36) 🟢; DOWN 41% YoY
🔹 Revenue: $37.55B (Est. $35.75B) 🟢; UP 6% YoY
🔹 Targeting ~1,200 Store Closures Over Next 3 Years
FY'25 Guidance:
🔹 Adjusted EPS: $1.40 - $1.80 (Est. $1.73)😕
🔹 Fiscal 2025 Revenue: $147B - $151B (Est. $146.9B) 🟢
🔹 Adjusted Operating Income: $1.6B - $2.0B
Q4 Segment Performance:
U.S. Retail Pharmacy:
🔸 Sales: $29.47B (Est. $27.48B) 🟢; UP 6.5% YoY
🔸 Comparable Pharmacy Sales: UP 11.7%
🔸 Comparable Retail Sales: DOWN 1.7%
🔸 Adjusted Operating Income: $220M; DOWN 60.4% YoY
International:
🔸 Sales: $5.97B (Est. $5.84B) 🟢; UP 3.2% YoY
🔸 Boots UK Comparable Pharmacy Sales: UP 10%
🔸 Boots UK Comparable Retail Sales: UP 6.2%
🔸 Adjusted Operating Income: $231M; DOWN 10.9% YoY
U.S. Healthcare:
🔸 Sales: $2.11B (Est. $2.15B) 🔴; UP 7.1% YoY
🔸 Adjusted Operating Income: $17M (improved from a loss of $83M YoY)
🔸 Adj EBITDA: $65M (improved by $94M YoY)
Strategic Actions:
🔸 Store Closures: Announced a footprint optimization program targeting approximately 1,200 store closures over the next three years, including about 500 closures in fiscal 2025. The closures are expected to be immediately accretive to adjusted EPS and free cash flow.
Other Q4 Metrics:
🔹 Adj Operating Income: $424M; DOWN 38% YoY
🔹 Adj Gross Margin: 16.9% (Est. 17.6%); DOWN from 18.6% YoY
Operational Highlights:
🔸 Cost Savings: Exceeded fiscal 2024 targets for $1B in cost savings, $600M reduction in capital expenditures, and $500M in working capital initiatives.
🔸 Free Cash Flow: $1.1B in Q4; increased by $537M YoY.
🔸 Net Debt Reduction: Fiscal 2024 net debt reduced by $1.9B; lease obligations reduced by $1.2B.
🔸 U.S. Healthcare Segment: Adjusted EBITDA improved to $65M, driven by cost discipline at VillageMD and growth from Shields.
US election campaign - major figures from the business world support Kamala Harris
In a letter to presidential candidate Kamala Harris, 88 personalities with immense experience in the management of billion-dollar companies have announced their support for her candidacy.
The reasons given are:
- Harris past performance as Vice President (strong record of promoting investment and global competitiveness of U.S. businesses)
- Harris' choice is the best way to support the continued strength, security and reliability of U.S. democracy and economy
- Harris would advance fair and predictable policies that support the rule of law, stability and a sound business environment
Among the endorsers are:
- A. Mulally (ex. CEO Ford $F (-1,46%) )
- V. Prabhu (ex. CFO & Vice-Chair of Visa $V (-0,13%) )
- I. Nooyi (ex. Chairman and CEO of PepsiCo $PEP (+0,08%) )
- J. Sinegal (Co-Founder & ex. CEO of Costco $COST (+0,01%) )
- C. Gifford (ex. Chairman of Bank of America $BAC (-0,22%) )
- K. Chenault (ex. Chairman & CEO of American Express $AXP (+0,1%) )
- B. Heyman (ex. Managing Director for "Private Wealth" at Goldman Sachs $GS (-0,28%) )
- T. James (CEO & Executive Vice Chairman of Blackstone $BX (+0,15%) )
- D. Schulman (ex. President & CEO of PayPal $PYPL (-1,17%) )
- R. Brewer (ex. CEO of Walgreens Boots Alliance $WBA (-1,37%) , ex. COO of Starbucks $SBUX (+0,66%) )
https://www.cnbc.com/2024/09/06/harris-endorsed-trump-murdoch-yelp-snap-ripple.html
Nasdaq has announced that Super Micro
$SMCI on Monday, July 22, before the market opens Walgreens $WBA (-1,37%) in the NASDAQ 100 before the market opens.
Walgreens ($WBA (-1,37%)) has announced that it plans to sell a significant portion of its approximately 8,600 stores stores.
The company is reviewing around 25 % of its unprofitable locations and could close a "significant portion" of them in the next few years - The Wall Street Journal.
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