文章核心观点 1. 沃尔格林正面临激烈的竞争,其唯一真正增长的业务领域 - 医疗保健业务 - 正受到竞争对手CVS Health的挑战 [4][6][7][8] 2. 沃尔格林长期以来一直未能有效利用资本,其投资回报率和资产回报率均呈下降趋势,表明其门店投资已不再具有吸引力 [9][10] 3. 沃尔格林管理层的转型计划缺乏明确细节,未来发展方向不确定,投资者难以判断公司前景 [11][12][13][14] 行业概况 1. 沃尔格林正试图进入快速增长的初级医疗保健市场,通过其VillageMD子公司提供基本医疗服务 [4][5] 2. 该医疗保健业务是沃尔格林增长最快的业务领域,但面临来自CVS Health的激烈竞争 [5][6][7] 3. CVS Health在现金流、盈利能力和规模上均优于沃尔格林,正在同样尝试进入初级医疗保健领域 [7][8] 公司经营状况 1. 沃尔格林的资本投资效率长期下降,投资回报率和资产回报率均为负值,表明其门店投资已不再具有吸引力 [9][10] 2. 公司计划在未来几年内关闭大量门店,但可能无法完全收回之前的投资成本 [10] 3. 公司管理层的转型计划缺乏明确细节,未来发展方向不确定,投资者难以判断公司前景 [11][12][13][14]

文章核心观点 - 沃尔格林-布茨联盟公司(Walgreens Boots Alliance, Inc.)被指在2023年10月12日至2024年6月26日期间做出虚假和/或误导性陈述,并未披露公司的药品部门无法应对行业持续挑战,需要进行重大重组以创造可持续模型 [5][6] - 2024年6月27日,沃尔格林公布2024财年第三季度业绩低于预期,并下调全年预测,公司CEO表示公司仍面临艰难的经营环境,包括美国消费者持续承压以及最近市场动态导致的药房利润率下降 [6] 根据相关目录分别进行总结 案件背景 - 沃尔格林-布茨联盟公司是一家提供零售、药房和医疗保健服务的全球公司 [4] - 投资者可在2024年9月10日之前申请担任沃尔格林集体诉讼案的首席原告 [1][2][3][7] 案件指控 - 公司在课程期间做出虚假和/或误导性陈述,营造了公司拥有可靠的收入和增长预测信息,同时也最小化了季节性和宏观经济波动带来的风险 [5] - 公司的药品部门无法应对行业持续挑战,需要进行重大重组以创造可持续模型 [5] 股价下跌 - 2024年6月27日,公司公布低于预期的第三季度业绩并下调全年预测,股价下跌超过22% [6] 关于原告律师事务所 - 罗宾斯盖勒律师事务所是世界领先的复杂集体诉讼事务所之一,在过去10年中曾6次被评为证券集体诉讼服务领域排名第一的律所,在过去4年内为投资者收回了66亿美元的损失 [8]

NEW YORK, July 12, 2024 (GLOBE NEWSWIRE) -- The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of Walgreens Boots Alliance, Inc. (“Walgreens” or the “Company”) (NASDAQ: WBA) between October 12, 2023 and June 26, 2024, both dates inclusive. You are hereby notified that the class action lawsuit Rizwan Bhaila v. Walgreens Boots Alliance, Inc., et al. (Case No. 1:24-cv-05907) has been commenced in the United States Distri ...

Is the stock a bargain, or just a value trap?Buying a stock on weakness can be a dangerous idea. Imagine a stock that you think may be a decent buy falls to a new 52-week low. Then a few weeks later, it hits a new low. Then another. And after a while of this tailspin, it's at a multiyear low. That's what many investors have been experiencing with Walgreens Boots Alliance (WBA -0.28%).Shares of the pharmacy retailer are not just near their 52-week lows but they recently even hit 27-year lows. This kind of an ...

文章核心观点 - 沃尔格林-布茨联盟公司(Walgreens Boots Alliance, Inc.)在2024年第三季度的业绩表现不佳,公司将全年盈利指引从3.20美元至3.35美元下调至2.80美元至2.95美元之间[2] - 公司将关闭部分亏损门店,并减少一些利润率较低的产品[2] - 公司股价在该消息公布后下跌超过22%[2] 公司信息 - 沃尔格林-布茨联盟公司是一家连锁药店和零售保健公司[1] - 公司股票代码为NASDAQ: WBA[1] 调查情况 - 律师事务所Bronstein, Gewirtz & Grossman, LLC正在代表购买公司证券的投资者进行调查[1][3] - 投资者可以访问律师事务所网站了解更多信息并提供协助[3] - 该调查是在无需投资者承担任何费用的情况下进行的[4] - 该律师事务所此前在证券欺诈集体诉讼和股东衍生诉讼中为投资者收回了数亿美元[5]

The beaten-down retail pharmacy yields 9%, despite already cutting its dividend this year.To get ideas for new investments, investors can either look at recent outperformers to capture growth momentum, or recent underperformers in hopes of catching a turnaround.Looking at the latter type, the worst-performing stock of the S&P 500 in the first half of 2024 is, literally, a household name.This stock declined 54% through the first half. After that terrible performance, this company's dividend yield has grown t ...

peshkov And the hits just keep on comin’. Walgreens (NASDAQ:WBA) opened the year trading for $26 and change. But before earnings debuted last week, the stock was trading for a bit below $16 a share. Fast-forward a couple of days, and WBA now trades for less than $12, and has now plummeted 56% in 2024. If there is a bright side to this story, it is that the quarterly dividend now yields 8%-plus. Veteran investors may wonder if that represents a sucker yield or an opportunity to lock in a hefty source of ...

文章核心观点 - 沃尔格林布兰特联盟(WBA)是一家零售药店连锁企业,销售处方药和非处方药[1] - 分析师对公司前景持悲观态度,公司被评为Zacks排名第5(强烁售)[2] - 公司所在的零售-药房和药店行业目前在所有Zacks行业中排名靠后1%[2] 公司概况 - WBA股价年初至今下跌超过50%,大幅低于市场表现[3] - 最近一季度业绩疲弱,EPS未达预期但销售额略有超出[3] - 公司下调了业绩指引,CEO承认面临经营环境困难,包括美国消费者持续承压和最近市场动态导致药房利润率下降[4] - 公司利润率压力进一步体现在过去12个月的数据中[4] - 股息收益率目前达8.3%,但投资者应谨慎观望,直到公司业绩和战略举措有明确改善[4] 总结 - 利润率压力和下调指引显示公司短期内面临挑战[5] - 分析师对公司盈利前景持悲观态度,将其评为Zacks排名第5(强烁售)[6] - 投资者可关注Zacks排名第1(强烈买入)或第2(买入)的股票,这些股票盈利前景更佳,有望在短期内获得显著涨幅[7]

Walgreens Boots Alliance is looking to reduce its investment in the doctor-staffed clinic operator ... [+] VillageMD after billions of dollars in losses and the need to focus on more profitable ventures to turn around the drugstore chain.VillageMDWalgreens Boots Alliance is looking to reduce its investment in the doctor-staffed clinic operator VillageMD after billions of dollars in losses and the need to focus on more profitable ventures to turn around the drugstore chain.Walgreens chief executive officer T ...

Walgreens Boots Alliance, Inc. (WBA) delivered adjusted earnings per share (EPS) of 63 cents in the third quarter of fiscal 2024, down 37% from the year-ago quarter’s figure (same at constant exchange rate or CER). The figure missed the Zacks Consensus Estimate by 5.97%.GAAP earnings for the third quarter of fiscal 2024 were 40 cents per share compared with the year-ago quarter’s earnings of 14 cents.Total SalesWalgreens Boots recorded total sales of $36.35 billion in the fiscal third quarter, up 2.6% year ...