Walgreens Faces Strategic Challenges, Analysts Are Cautiously Optimistic
Walgreens Faces Strategic Challenges, Analysts Are Cautiously Optimistic
The analyst maintains an Outperform rating with a price target of $15.Walgreens Boots Alliance Inc. (NASDAQ:WBA) will report its fiscal year 2025 first quarter results on Friday, January 10.
沃尔格林靴子联盟公司（纳斯达克股票代码：WBA）将于1月10日星期五公布其2025财年第一季度业绩。
Analysts expect the company to report adjusted earnings of 38 cents per share on revenue of $37.29 billion, according to estimates from Benzinga Pro.
根据Benzinga Pro的估计，分析师预计，该公司调整后的每股收益为38美分，收入为372.9亿美元。
JP Morgan analyst Lisa Gill writes that the focus will be on the retail pharmacy segment's performance and management comments on strategic initiatives.
摩根大通分析师丽莎·吉尔写道，重点将放在零售药房板块的业绩和管理层对战略举措的评论上。
The analyst maintains an Outperform rating with a price target of $15.
该分析师维持跑赢大盘的评级，目标股价为15美元。
Recent stock volatility stemmed from a WSJ report last month that Walgreens Boots Alliance was in talks to be acquired by a private equity firm, Sycamore Partners.
最近的股票波动源于《华尔街日报》上个月的一份报道，该报道称，沃尔格林靴子联盟正在谈判被私募股权公司Sycamore Partners收购。
JP Morgan analysts write the chances of a leveraged buyout (LBO) for Walgreens Boots Alliance are low due to the complexity of involving multiple stakeholders, including the potential separation of Boots and the sale of VillageMD.
摩根大通分析师写道，由于涉及多个利益相关者的复杂性，包括Boots可能分离和出售VillageMD，Walgreens Boots Alliance进行杠杆收购（LBO）的可能性很低。
While the idea of operating Walgreens as a private company has its merits, taking the company private is not JP Morgan's primary expectation.
尽管将沃尔格林作为私营公司运营的想法有其优点，但将公司私有化并不是摩根大通的主要期望。
Reports suggest that such a deal would likely require divesting Boots and selling VillageMD, both of which have been on the market but haven't found buyers yet.
报告显示，这样的交易可能需要剥离Boots并出售VillageMD，两者都已上市，但尚未找到买家。
Although Walgreens might now be more motivated to finalize these sales, past difficulties in securing buyers make it challenging to include both in an LBO.
尽管沃尔格林现在可能更有动力完成这些销售，但过去在吸引买家方面的困难使得将两者都纳入LBO变得困难。
If WBA were to go private without Boots or VillageMD, it could speed up planned store closures and cost-cutting measures.
如果WBA在没有Boots或VillageMD的情况下实现私有化，则可以加快计划中的门店关闭和削减成本的措施。
In the fourth quarter of 2024, Walgreens announced a footprint optimization program that will target approximately 1,200 closures over the next three years.
在2024年第四季度，沃尔格林宣布了一项占地面积优化计划，目标是在未来三年内关闭约1,200个。
JP Morgan expects the first quarter of 2025 to mirror challenges seen in fiscal 2024, including impacts from sale-leasebacks, reduced equity income, and weaker profit margins due to a sluggish economy.
摩根大通预计，2025年第一季度将反映2024财年面临的挑战，包括销售回租、股票收入减少以及经济疲软导致的利润率疲软的影响。
Analysts also highlight key retail trends, shifts in consumer behavior, progress in the Healthcare segment, and updates on the planned closure of around 500 stores in 2025 as important areas to watch.
分析师还强调了关键的零售趋势、消费者行为的转变、医疗保健领域的进展以及计划于2025年关闭约500家门店的最新情况，这些都是值得关注的重要领域。
For the long term, they emphasize the need for clarity on strategic plans for assets like VillageMD and Boots, as well as the company's approach to managing debt.
从长远来看，他们强调需要明确VillageMD和Boots等资产的战略计划，以及公司的债务管理方法。
Price Action: WBA stock is up 2.16% at $9.71 at the last check on Monday.
价格走势：在周一的最后一次支票中，WBA股价上涨2.16％，至9.71美元。
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