Wall Street expects a year-over-year decline in earnings on higher revenues when Walgreens Boots Alliance (WBA) reports results for the quarter ended August 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on O ...

文章核心观点 1. 沃尔格林联盟(Walgreens Boots Alliance)和西联汇款(Western Union)这两家公司的股价在过去一年内大幅下跌,目前股息收益率较高,值得关注 [1][2][5] 2. 沃尔格林联盟面临的主要挑战包括: - 药品福利管理公司(PBM)垄断市场,沃尔格林联盟没有自己的PBM业务,难以获得稳定利润 [3][4] - 向主要医疗服务提供商转型的尝试失败,录得巨额减值 [3][4] 3. 西联汇款面临的主要挑战包括: - 新兴汇款服务提供商如Remitly和Wise快速抢占市场份额,价格竞争加剧 [5][6][7] - 公司难以维持或提高股息支付 [6] 沃尔格林联盟 - 公司在过去几年中营业利润率从正转负,主要原因是缺乏自己的PBM业务,难以从规模优势中获益 [2][3] - 公司向主要医疗服务提供商转型的尝试失败,录得巨额减值 [3][4] - 公司目前股价仅为预期未来收益的4.6倍,但由于缺乏应对PBM垄断的明确计划,收益和股息可能继续下降 [4] 西联汇款 - 公司收入在2022年上半年同比下降4%,主要是为了应对新兴竞争对手的价格竞争而不得不提高汇率优惠 [5][6] - 新兴汇款服务提供商如Remitly和Wise正快速抢占市场份额,西联汇款的利润空间受到挤压 [6] - 公司自2021年以来未曾提高季度股息,未来很难增加股息支付 [6] - 公司目前股价仅为预期未来收益的6.7倍,但面临新竞争对手的压力可能会进一步加大 [7]

文章核心观点 1. 公司预计第四季度收入将同比增长1.1%至358亿美元,但净利润将同比下降46.3%至0.36美元/股 [1][2] 2. 公司在过去四个季度中有两次未达预期,但整体平均超预期10.9% [3][4] 3. 公司面临宏观经济压力、劳动力短缺、供应链中断等挑战,非报销药品费用持续拖累业绩 [6] 4. 零售业务受通胀和家庭储蓄下降影响,销售额预计将下降0.6% [6] 5. 药品定价压力和处方市场复苏缓慢也对利润产生负面影响 [7] 6. 但医疗保健业务和国际业务有望表现良好,成本管控措施也将带来一定收益 [8][9] 7. 公司股价在过去一年下跌60.9%,明显低于同行和大盘 [10][11] 8. 公司正在进行战略调整,包括优化门店网络、调整产品组合、探索出售部分业务等 [13][14][15] 根据目录分类总结 财务表现 - 第四季度收入预计同比增长1.1%至358亿美元 [2] - 第四季度净利润预计同比下降46.3%至0.36美元/股 [2] - 过去四个季度有两次未达预期,但整体平均超预期10.9% [3][4] 业务表现 - 零售业务受通胀和家庭储蓄下降影响,销售额预计将下降0.6% [6] - 药品定价压力和处方市场复苏缓慢也对利润产生负面影响 [7] - 医疗保健业务和国际业务有望表现良好 [8] - 成本管控措施将带来一定收益 [9] 战略调整 - 正在优化门店网络,关闭约25%的美国零售药房 [13] - 调整产品组合,与国内供应商合作 [13] - 评估出售VillageMD等医疗保健业务 [14] - 聚焦健康、美妆等领域,提升数字化和全渠道服务 [15]

文章核心观点 - 作者对Walgreens Boots Alliance (NASDAQ: WBA)持看跌态度,预计其即将公布的2024年第四季度财报将令人失望 [1] - 作者是一名资深研究分析师,擅长解读新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 作者采取广泛的行业和公司研究方法,关注任何有潜在超额收益的领域 [1] 公司相关 - Walgreens Boots Alliance (NASDAQ: WBA)即将于2024年10月15日公布2024财年第四季度财报 [1] 行业相关 无相关内容

文章核心观点 - 沃尔格林(Walgreens)是道琼斯工业平均指数成分股中拥有最高股息收益率的公司之一 [1] - 作为一家零售药店连锁企业,沃尔格林在过去一年中表现出色,成为道指中的"明星" [1] 行业总结 - 沃尔格林是一家零售药店连锁企业,主要经营药品、个人护理产品和其他商品的零售业务 [1] - 作为行业内的领军企业,沃尔格林在过去一年中表现出色,成为道指中的"明星" [1] 公司总结 - 沃尔格林是一家上市公司,股票代码为NASDAQ: WBA [1] - 公司在过去一年中表现出色,成为道指中拥有最高股息收益率的成分股之一 [1]

The stock for this pharmacy chain has struggled mightily this year.With its stock trading at multiyear lows that have led to a nearly 12% dividend yield, Walgreens Boots Alliance (WBA 3.27%) has likely popped up on the radar of some value investors. As a result, some of them may be considering investing in the stock at these levels.Before making any decision on Walgreens, investors might want to look at five things regarding this company that could affect their choice.1. The stock is trading down 85% over t ...

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Walgreens Boots Alliance presently has a stellar rank, in the top 10% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.Start slideshow: 10 Oversold Dividend ...

This eye-popping dividend yield may give you more headaches than passive income.It's tempting to gravitate toward dividend stocks that pay huge dividends. Take Walgreens Boots Alliance (WBA -0.35%) for example. The pharmacy chain's dividend yields over 11% at its current share price. In other words, investors get double-digit investment returns before factoring in any potential share price movement.However, there is never a free lunch in the stock market. It's rarely so easy.Peek behind the curtains and you ...

Last week, investors strongly contemplated that the easing of inflation, followed by the Fed’s long-awaited aggressive 50-bps rate cut on Sept.18, will provide a respite from the prolonged drab scenario within the retail pharmacy sector. While they were not wrong with respect to other industry players, Walgreens Boots’ (WBA) share price plunge, even amid the speculation of another half a percentage point cut in the rest of 2024, depicts a different story, denting investors’ enthusiasm.Since the rate cut, th ...

Walgreens stock has been a falling knife this year, but the company has levers it can pull on to strengthen its operations.Walgreens Boots Alliance (WBA -0.33%) is a highly risky stock to own right now. The pharmacy retailer has struggled with profitability, growing sales hasn't been easy, and its future is a big question mark at this point.This isn't going to be a suitable investment for most, given the risk involved. But if you're looking for a possible contrarian investment, below, I'll list the reasons ...