Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Equity earnings (loss) in AmerisourceBergen

Impairment of goodwill

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Walgreens

Duane Reade is a subsidiary of Walgreens Boots Alliance, is a chain of pharmacy and convenience stores, primarily located in New York City, known for its high volume small store layouts in densely populated Manhattan locations.

Duane Reade

Boots UK is a pharmacy chain in the United Kingdom, Ireland, Norway, Thailand and other territories. Boots became a subsidiary of the new company, Walgreens Boots Alliance, on 31 December 2014.

Boots UK

Alliance Healthcare was formerly Alliance UniChem, wholesales, distributes, and retails pharmaceutical, surgical, medical, and healthcare products throughout Europe. The company supplies more than 110,000 pharmacies, doctors, health centres and hospitals from over 288 distribution centres in 11 countries. The company is a wholly owned subsidiary of Walgreens Boots Alliance, which was formed by the merger of Walgreens with its former parent Alliance Boots in 2014. Alliance Boots had itself been formed in 2006 by the merger of Boots Group and Alliance UniChem on 31 July 2006. Alliance UniChem was rebranded Alliance Healthcare in 2009.

Alliance Healthcare

Walgreens Boots Alliance, Inc. engages in the provision of healthcare and retail pharmacy services. It operates through the following segments: United States Retail Pharmacy, International, and United States Healthcare. The US Retail Pharmacy segment includes the operation of retail drugstores, health and wellness services, specialty and home delivery pharmacy services, and equity method investment. The International segment offers pharmacy-led health and beauty retail businesses outside the US and the pharmaceutical wholesaling and distribution business in Germany. The US Healthcare segment delivers improved health outcomes and lower costs for payors and providers through owned and partnered assets. The company was founded by Charles R. Walgreen and John Boot in 1909 and is headquartered in Deerfield, IL.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Walgreens reports Q1 earnings decline, eyes growth opportunities ahead

Walgreens faces challenges from COVID impacts and investments but is on track to achieve full-year guidance.
Strategic acquisitions and scaling U.S. Healthcare present opportunities for growth and profitability.
Despite first-half declines, the company anticipates improvements in margins and performance in the second half.
Efforts to optimize cash flow and investments position Walgreens for future growth and success.

Walgreens reports 4.5% sales growth in Q2 2023 earnings

Walgreens remains cautiously optimistic about managing potential changes in health plans and anticipates a strong second half of the year. The company is targeting debt reduction and small tuck-on acquisitions in healthcare as capital allocation priorities.

Walgreens (WBA) reports mixed Q3 performance, focuses on profitability

Walgreens (WBA) Q3 2023 earnings call highlights mixed performance with a focus on profitability enhancement.
Strategic partnerships, cost management programs, and capital allocation priorities support long-term value creation.
Challenges in margin pressures, script growth, and operational issues require immediate actions for profitability.
Opportunities lie in unlocking profitability, market developments, and demand for risk-based health care services.

Walgreens appoints new CEO to drive cost savings and script growth opportunities

Walgreens is strategically positioning itself for operational efficiency and cost savings in fiscal year 2024. The company's new CEO, Tim Wentworth, is expected to drive healthcare expertise and cost-effective outcomes. Despite challenges like lower contributions and segment declines, Walgreens is leveraging opportunities for script growth and financial improvement.

Walgreens Q1 Earnings: Navigating Challenges, Focused on Value Creation

Walgreens is navigating challenges in the pharmacy sector while focusing on strategic initiatives to drive value creation and sustainable growth. The company's emphasis on partnerships, cost-saving actions, and a shift towards value-based reimbursement models positions them for future success in the evolving healthcare landscape.

Walgreens reports solid Q2 results, focuses on growth strategies

Walgreens navigates retail challenges with strong operational performance. Focus on cost discipline, portfolio optimization, and cash flow improvement. Strategic decisions to drive growth and unlock value in healthcare areas.

Walgreens Q3 Earnings Miss Expectations Amid Challenges

Walgreens' Q3 2024 earnings call highlighted a challenging quarter with missed expectations, driven by pressures in the retail pharmacy sector and adverse market conditions. CEO Tim Wentworth emphasized ongoing strategic reviews and cost management initiatives as key to navigating these challenges. The company remains committed to transforming its business model to better serve customers and improve operational efficiency.

Walgreens (WBA) reports Q4 earnings, focuses on growth strategies

Walgreens (WBA) focused on financial stability, cost efficiency, and strategic growth initiatives in Q4 2024 earnings call.
The company aims to address challenges like disruptions, inflation, and underperforming stores while leveraging strengths in cash flow and cost-cutting.
Opportunities in store optimization, digital enhancement, and asset monetization are key areas for future growth.
Overall, Walgreens is navigating challenges, leveraging strengths, and pursuing opportunities to enhance financial performance and resilience.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Walgreens Boots Alliance faces significant challenges in its retail pharmacy model and profitability trajectory in the healthcare segment. Walgreens has experienced a significant selloff, reaching levels last seen in early 2009. I assessed that buyers have attempted to stem its massive capitulation last week. But it's too early to ascertain robust buying sentiments after the damage.

Walgreens: Don't Be Fooled - It's Cheap For A Reason

Intel

Verizon

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DEERFIELD, Ill.--(BUSINESS WIRE)--WBA will release its fourth quarter and fiscal 2023 results at 7 a.m. ET on Thursday, Oct. 12, 2023.

Walgreens Boots Alliance Schedules Fourth Quarter and Fiscal 2023 Earnings Announcement for October 12, 2023

Roz Brewer joined Walgreens Boots Alliance (NASDAQ: WBA ) as its chief executive officer (CEO) with great fanfare in January 2021. “The Board conducted an extensive search to identify an exceptional leader who will build on WBA's track record of success and take advantage of the many growth opportunities in many markets across the company.

The Next Walgreens CEO? My Top 3 Picks to Replace Roz Brewer.

Walgreens (WBA) will reach more communities quickly and provide comprehensive, cost-effective care with the new collaboration.

Walgreens (WBA) Expands Primary Care Research With New Pact

CVS Health

The US Food and Drug Administration (FDA) has issued warning letters to eight companies including Walgreens Boots Alliance Inc (NASDAQ:WBA) and CVS Health Corp (NYSE:CVS) for manufacturing or marketing unapproved ophthalmic drug products in violation of federal law. The eye products addressed in the eight warning letters are illegally marketed to treat conditions such as conjunctivitis (pink eye), cataracts, glaucoma and others, The FDA said in a news release.

Walgreens and CVS among companies warned by FDA against marketing unapproved eye products

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DEERFIELD, Ill.--(BUSINESS WIRE)--WBA to participate in TD Cowen's 8th Annual FutureHealth Conference. John Driscoll will discuss the Company's healthcare strategy.

Walgreens Boots Alliance to Participate in TD Cowen's 8th Annual FutureHealth Conference

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Walgreens Boots Alliance (WBA) is teaming with health technology firm Pearl Health to expand its reach into primary care services.

Walgreens Expands Reach Into Primary Care Through Partnership With Pearl Health

The U.S. Food and Drug Administration (FDA) announced Tuesday that it has sent warning letters to eight companies the agency said are violating federal by manufacturing or marketing unapproved eye treatment products.

CVS, Walgreens Get FDA Warning for Selling Unapproved Eye Drops

The U.S. Food and Drug Administration this week warned CVS Health Corp. CVS, +2.78%, Walgreens Boots Alliance Inc. WBA, +3.17% and several smaller consumer products companies about marketing unapproved eye products. “The FDA is particularly concerned that these illegally marketed, unapproved ophthalmic drug products pose a heightened risk of harm to users because drugs applied to the eyes bypass some of the body's natural defenses,” the FDA said in a release Tuesday.

FDA warns CVS, Walgreens about marketing of unapproved eye products

The U.S. Food and Drug Administration on Tuesday said it has issued warning letters to eight companies, including pharmacy giants CVS Health Corp and Walgreens Boots Alliance , for manufacturing or marketing unapproved ophthalmic drug products.

FDA issues warning letter to CVS, Walgreens and others for selling unapproved eye products

DEERFIELD, Ill. & NEW YORK--(BUSINESS WIRE)--Walgreens and Pearl Health announce a partnership to accelerate the expansion of value-based care delivery.

Walgreens and Pearl Health Announce Strategic Partnership to Advance Value-Based Care Delivery

Walgreens has partnered with the technology company Pearl Health to assist primary care doctors with software and services they need in the shift to value-based care.

Walgreens In Deal With Tech Firm Pearl Health To Enhance Work With Primary Care Doctors

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Walgreens Boots Alliance continues to face multiple challenges. Goldman Sachs' CEO has come under heavy fire.

Is It Time to Buy the Dow Jones' 3 Worst-Performing August Stocks?

Walgreens has an impressive record of increasing its dividend for decades. But it hasn't announced a dividend boost yet this year, which is unusual.

Is This a Sign Walgreens Boots Alliance's Dividend Is in Danger?

Walgreens has experienced a 68% collapse in its stock price since mid-2015 and is currently down 54% from its early 2021 highs. The company's fundamentals have deteriorated, leading to concerns about its dividend safety, which has a 47-year growth streak and no cuts for 91 years. The yield is at an all-time high, but in this case, that's a warning. The management shakeup creates a 5.3% risk of a dividend cut.

Don't Be Fooled By Walgreens' 8.2% Yield

Walgreens Boots Alliance (NASDAQ: WBA) has had an outstanding crash in the past few years, making it the worst-performing Dow Jones company. While the Dow Jones and S&P 500 indices have risen by double digits this year, WBA is languishing at the lowest level since July 2012.

Walgreens (WBA) stock: Is the worst Dow Jones constituent a buy?

Walgreens stock is on a clearance sale now down 44.7% from 52-week highs after the CEO resigned last week. As of the latest quarter, management was guiding to 2023 adjusted EPS of $4.03 at the mid-point which implies a forward earnings yield of 17.2% or P/E of 5.8x. Despite negative net income in the TTM period due to legal charges and impairments, Walgreens has a profitable and growing business with good cash flow.

Walgreens On Clearance Sale After CEO Exit

"The Dow [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation is also a consideration." - Dow Jones & Co. The highest-yield 10 stocks are September's Dogs of the Dow: JNJ, KO, AMGN, GS, CVX, IBM, DOW, MMM, VZ, and WBA averaged a 4.73% annual yield. Thirty Dow stocks represent nine of eleven sectors. Dow Jones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated September net gains ranged from 17.91%-45.47%, topped by WBA 9/1/23.

September Dogs Of The Dow: Walgreens Now Tops All By Yield

The next chief executive officer of Walgreens Boots Alliance needs to have "deep healthcare experience," the drugstore giant's board says.

For Next Walgreens CEO, ‘Deep Healthcare Experience' A Must

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Many view the 30 stocks that comprise the Dow Jones Industrial Average as safe, solid “blue-chip” stocks that will never drop a great deal. For example, the business news company Kiplinger wrote: “The Dow Jones Industrial Average comprises 30 blue-chip stocks that are tops in their industries.

News for Walgreens Stock (WBA)