Walgreens Boots Alliance, Inc.

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  • Apr. 9, 2015, 7:30 AM
    • Walgreens Boots Alliance (NASDAQ:WBA) reports comparable-store sales rose 2.5% in FQ2.
    • Pharmacy sales were up 10.1% on a  4.8% gain in prescription count for the quarter.
    • Gross profit margin -292 bps to 25.90%.
    • SG&A expenses +22.70% to $5.606B.
    • Adjusted operating margin rate declined 26 bps to 6.92%.
    • FY2015 Guidance: Adjusted EPS: $3.45 to $3.65; Ineterest expense: $140M to $150M; Tax rate: ~29%.
    • FY2016 Guidance: Adjusted EPS: $4.25 to $4.60.
    • WBA +1.15% premarket.
    | Apr. 9, 2015, 7:30 AM | 2 Comments
  • Apr. 9, 2015, 7:02 AM
    • Walgreens Boots (NASDAQ:WBA): FQ2 EPS of $1.18 beats by $0.23.
    • Revenue of $26.57B (+35.5% Y/Y) misses by $1.2B.
    • Shares +0.65% PM.
    | Apr. 9, 2015, 7:02 AM
  • Apr. 8, 2015, 5:30 PM
  • Apr. 8, 2015, 12:51 PM
    • Walgreens Boots (NASDAQ:WBA) declares $0.3375/share quarterly dividend, in line with previous.
    • Forward yield 1.53%
    • Payable June 12; for shareholders of record May 21; ex-div May 19.
    | Apr. 8, 2015, 12:51 PM | 3 Comments
  • Mar. 24, 2015, 10:25 AM
    • A merger between Walgreens Boots Alliance (WBA -0.3%) and Rite Aid (RAD +1.3%) would lead to cost savings of between $400M and $650M, according to analysis from Credit Suisse.
    • The investment firm also forecasts the merged drugstore operator would have to shed 3% of its stores to appease the FTC.
    • RetailWire notes the new company would face some challenges with unions and higher borrowing costs.
    • Rite Aid is up over 13% over the last month due in part to merger speculation.
    • Previously: Walgreen Boots Alliance eyes U.S. drugstore acquisition (Mar. 12 2015)
    • Previously: No quit in Walgreens-Rite Aid merger talk (Mar. 19 2015)
    | Mar. 24, 2015, 10:25 AM | 36 Comments
  • Mar. 19, 2015, 10:06 AM
    • Shares of Rite Aid (RAD +3.8%) are higher again to extend on a rally fueled by Walgreens takeover rumors.
    • Volume on Rite Aid over the last few sessions has been very elevated.
    • Walgreen Boots Alliance (NASDAQ:WBA) is up over 6.6% for the week as investors don't scare off from the prospect of the company taking on the Rite Aid debt load.
    • A big bet on Rite Aid is seen as a smarter play than buying up mom-and-pop chains.
    | Mar. 19, 2015, 10:06 AM | 23 Comments
  • Mar. 12, 2015, 2:33 PM
    • Walgreen Boots Alliance (WBA +1.5%) is on the hunt for an acquisition in the U.S., according to the company's acting CEO
    • "The next big one will probably be in the U.S. because it is such a big market," said Stefano Pessina at a retail conference.
    • Shares of WBA are +9.8% since the Alliance Boots-Walgreen merger.
    | Mar. 12, 2015, 2:33 PM | 18 Comments
  • Mar. 6, 2015, 8:03 AM
    • A light bulb has gone off with some large retail chains such as Wal-Mart (NYSE:WMT) and TJX Companies (NYSE:TJX) which have hiked low-level wages in order to improve employee retention rates.
    • The math as compiled by Bloomberg is pretty compelling: The average retail sales worker makes $21,140 a year, while it costs $3,400 in training costs to replace them. At a high turnover rate it becomes more economical to lift wages.
    • The development is interesting to economists pondering the future impact of Wal-Mart's (10% of all retail sales in the U.S.) new wage structure on U.S. unemployment rates.
    • Related stocks: YUM, MCD, KR, TGT, SHLD, HD, WBA, LOW, GPS, JCP, BLMN.
    | Mar. 6, 2015, 8:03 AM | 61 Comments
  • Feb. 27, 2015, 11:31 AM
    • Factset has compiled a list of the most popular holdings of hedge funds at the end of Q4 and which stocks fell in or out of favor within the group.
    • Overall, hedge funds increased their positions in the top 50 holdings during the quarter by 1%.
    • Top 50 hedge fund consumer staples/discretionary stocks showing an increase: Family Dollar (NYSE:FDO) +1.3%, PepsiCo (NYSE:PEP) +20.3%, Priceline Group (NASDAQ:PCLN) +24.2%, Delta Air Lines (NYSE:DAL) +15.3%.
    • Top 50 hedge fund consumer staples/discretionary stocks showing a decrease: Mastercard (NYSE:MA) -4.2%, Walgreen Boots Alliance (NASDAQ:WBA) -1.3%, Dollar General (NYSE:DG) -11.6%, Mondelez International (NASDAQ:MDLZ) -0.9%.
    • Another way to look at the list is to examine which stocks are missing. Coca-Cola (NYSE:KO), Wal-Mart (NYSE:WMT), and Procter & Gamble (NYSE:PG) are in that club.
    • Factset's hedge fund ownership report (.pdf)
    | Feb. 27, 2015, 11:31 AM | 16 Comments
  • Feb. 12, 2015, 9:43 AM
    | Feb. 12, 2015, 9:43 AM | 3 Comments
  • Jan. 20, 2015, 4:48 PM
    • Walgreens Boots Alliance (WBA) discloses it sold a majority stake in Walgreens Infusion Services to Madison Dearborn Partners.
    • The infusion company will operate independently of Walgreen following the closing.
    • Financial terms of the deal weren't disclosed.
    | Jan. 20, 2015, 4:48 PM
  • Jan. 20, 2015, 10:56 AM
    • The Supreme Court passes on hearing a case over the level of swipe fees charged by banks to retailers.
    • The cap on swipe fees will stand at $0.21-$0.24 following the high court decision.
    • Intense lobbying from the financial services industry prompted the Fed to move off its original recommendation for a $0.12 cap.
    • The National Retail Federation and other consumer groups have vowed to keep the fight going.
    • Related stocks: V, MA, WMT, TGT, BBY, CVS, WBA, COST, HD, LOW, GPS, M.
    | Jan. 20, 2015, 10:56 AM | 10 Comments
  • Jan. 15, 2015, 5:17 PM
    • Walgreens Boots Alliance (NASDAQ:WBA) declares $0.3375/share quarterly dividend, in line with previous.
    • Forward yield 1.81%
    • Payable March 12; for shareholders of record Feb. 18; ex-div Feb. 13.
    | Jan. 15, 2015, 5:17 PM
  • Jan. 11, 2015, 10:44 AM
    • The better-than-expected round of reports on holiday sales in the retail sector has improved the outlook on the profitability of chain stores, according to RetailDive.
    • Teen Retailers: Out with dark lighting and logo-centric marketing and in with fast-fashion and online fulfillment. American Eagle Outfitters (NYSE:AEO), Aeropostale (NYSE:ARO), and Abercrombie & Fitch (NYSE:ANF) are finally pulling the right levers, according to analysts. Deb's Shops, Delia's, and possibly Wet Seal (NASDAQ:WTSL) won't be around to make the transition. It's Hail Mary time at American Apparel (NYSEMKT:APP).
    • Department stores/specialty apparel: Smaller store counts and restructuring initiatives could be the theme in 2015 as mall traffic stays weak. RetailDive doesn't discount turnarounds at Sears Holdings (NASDAQ:SHLD) and J.C. Penney (NYSE:JCP). Gap (NYSE:GPS), Macy's (NYSE:M), and Urban Outfitters (NASDAQ:URBN) are viewed as ahead of the curve in setting their new agenda in place. Soft early comp compares and lower cotton prices could help lift Zumiez (NASDAQ:ZUMZ), Ann (NYSE:ANN), L Brands (NYSE:LB), Pacific Sunwear (NASDAQ:PSUN), and Express (NYSE:EXPR).
    • Drugstores 2.0: Significant changes in the sector have given Walgreen Boots Alliance (NASDAQ:WBA), CVS Health (NYSE:CVS), and Rite Aid (NYSE:RAD) the room to grab more market share in healthcare and grocery. A much worse flu season in the U.S. than a year ago has helped the group get off to a good start.
    • Previously: Holiday retail sales something of a revelation (Jan. 8)
    | Jan. 11, 2015, 10:44 AM | 10 Comments
  • Jan. 9, 2015, 8:35 AM
    | Jan. 9, 2015, 8:35 AM | 111 Comments
  • Jan. 6, 2015, 8:38 AM
    • Walgreens Boots Alliance (NASDAQ:WBA) announces December sales rose 10.2% to $7.92 for the Walgreen brand.
    • Front-end sales +3.5% Y/Y on a +2.6% comp.
    • Comp traffic rose 0.3%, while the average basket size was 2.3% higher.
    • Flu shots season-to-date +13.4% to 7.6M.
    • WBA +2.2% premarket.
    | Jan. 6, 2015, 8:38 AM
Company Description
Walgreens Boots Alliance Inc operates drug-stores chain in the United States. It provides consumer goods and services, pharmacy, and health and wellness services through drug-stores, as well as mail, and by telephone and online.
Sector: Services
Industry: Drug Stores
Country: United States