Walgreens Stock Falls Over 3% In Premarket As Wall Street Veterans Debate Private Equity Deal Value Amid Sycamore Takeover Talks
Walgreens Stock Falls Over 3% In Premarket As Wall Street Veterans Debate Private Equity Deal Value Amid Sycamore Takeover Talks
$WBA +20% to $10.70 on reports that private equity firm Sycamore Partners is in talks to take Walgreens private. My back-of-the-envelope math suggests a $15/share ($13B total) bid could be on the table, which assumes a paltry 6x EV/EBITDA deal price (equates to 16.6% pretax cash...Walgreens Boots Alliance Inc. (NASDAQ:WBA) retreated 3.26% to $10.08 in Wednesday's pre-market trading, following Tuesday's 20% surge, as prominent market voices weighed in on the potential private takeover by Sycamore Partners.
沃尔格林联合公司（纳斯达克：WBA）在周三的美股盘前交易中下跌3.26%，至10.08美元，此前在周二上涨了20%，因为市场上的重要声音对Sycamore Partners可能的私有化收购发表了看法。
What Happened: Gary Black, Managing Partner at The Future Fund LLC, outlined a detailed valuation case for a possible $15 per share offer.
发生了什么：The Future Fund LLC的管理合伙人加里·布莱克为可能的每股15美元的报价概述了详细的估值案例。
Walgreens management guided for the fiscal year 2025, expecting adjusted earnings per share to range between $1.40 and $1.80 during their most recent earnings call. At the current stock price of $10.70, this places WBA's price-to-earnings ratio at 6.7 times the fiscal year 2025 EPS, Black wrote on X, noting that the stock currently offers a 9.3% dividend yield.
沃尔格林管理层预计2025财年的调整后每股收益将在最近的业绩会上指导为1.40美元到1.80美元区间。在当前股价10.70美元的情况下，这使得WBA的市盈率为2025财年每股收益的6.7倍，布莱克在X上写道，并指出该股票目前提供9.3%的股息收益率。
$WBA +20% to $10.70 on reports that private equity firm Sycamore Partners is in talks to take Walgreens private. My back-of-the-envelope math suggests a $15/share ($13B total) bid could be on the table, which assumes a paltry 6x EV/EBITDA deal price (equates to 16.6% pretax cash...
— Gary Black (@garyblack00) December 10, 2024
$WBA在有报道称股权投资公司Sycamore Partners正在与沃尔格林进行私有化谈判后上涨20%至10.70美元。我的粗略计算显示，可能会提出每股15美元（总计130亿）的买盘，这假设了一个微薄的6倍企业价值/税息折旧及摊销前利润的交易价格（相当于16.6%的税前现金...
— Gary Black (@garyblack00) 2024年12月10日
CNBC's Jim Cramer struck a more cautious tone, warning investors about the deal's complexity. "Wow, Walgreen's too tough to turn even for the great Wentworth whom I revere. Don't overpay for this one..." Cramer posted on X.
CNBC的吉姆·克莱默采取了更为谨慎的语气，警告投资者关于此交易的复杂性。"哇，沃尔格林太难以收购了，即便是我崇敬的伟大温特沃斯。不要为这个价格支付过高..."克莱默在X上发布了这一消息。
Wow, Walgreen's too tough to turn even for the great Wentworth whom i revere. Don't overpay for this one...
— Jim Cramer (@jimcramer) December 10, 2024
哇，沃尔格林太难以收购了，即便是我崇敬的伟大温特沃斯。不要为这个价格支付过高...
— 吉姆·克莱默 (@jimcramer) 2024年12月10日
What Happened: The commentary comes amid Walgreens' stark decline from its December 2015 peak of $85 per share, when it commanded a $100 billion market value. The pharmacy chain, now valued at roughly $9 billion, has lost 82% of its value since 2020 as it faces growing competition from online pharmacies and Amazon.com Inc.
事件背景：这一评论是在沃尔格林从2015年12月每股85美元的高峰期急剧下滑的背景下发布的，当时其市值达到1000亿美元。现在该药房连锁的估值约为90亿，自2020年以来，其价值已下降了82%，面临来自在线药房和亚马逊公司的日益竞争。
The Wall Street Journal reported that Sycamore Partners, which previously acquired Staples for $7 billion in 2017, might seek partners or divest certain assets if a deal materializes. This approach differs from KKR's failed 2019 bid of approximately $70 billion, which Walgreens' board rejected as insufficient.
《华尔街日报》报道称，曾在2017年以70亿收购Staples的Sycamore Partners，可能会寻求合作伙伴或剥离某些资产，以便如果交易成行。这种方法与KKR在2019年提出的大约700亿的买盘不同，后者被沃尔格林董事会拒绝，认为金额不够。
Walgreens' recent struggles are evident in its latest quarterly results, where adjusted earnings dropped 41% despite revenue growth, leading to plans for closing 1,200 stores over three years.
沃尔格林最近的困境在其最新的季度财报中显而易见，尽管营业收入有所增长，调整后的每股收益却下降了41%，导致计划在三年内关闭1200家门店。
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