Walgreens Boots Alliance Analysts Expect Strategic Plans Will Boost Investor Confidence In 2025
Walgreens Boots Alliance Analysts Expect Strategic Plans Will Boost Investor Confidence In 2025
Walgreens Boots Alliance Inc (NASDAQ: WBA) reported fourth-quarter fiscal year 2024 sales of $37.55 billion on Tuesday.
沃爾格林-聯合博姿（NASDAQ：WBA）週二公佈了2024財年第四季度銷售額爲375.5億美元。
That's up 6% year over year (+6.1% on constant currency). The numbers beat the consensus of $35.76 billion, reflecting sales growth across all segments.
同比增長6%（在恒定貨幣下增長6.1%）。這一數據超過了357.6億美元的共識，反映出各領域銷售增長。
Walgreens Boots Alliance announced a footprint optimization program targeting approximately 1,200 closures over the next three years. This includes approximately 500 closures in fiscal 2025, which will be immediately accretive to adjusted EPS and free cash flow.
沃爾格林-聯合博姿宣佈了一項旨在優化業務範圍的計劃，以在未來三年內關閉約1,200家門店。其中包括2025財年約500家門店的關閉，這將立即推動調整後的每股收益和自由現金流。
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巴克萊銀行分析師表示：西維斯健康定位於醫療保險邊際擴張和市場份額增長。
The company said it exceeded fiscal 2024 targets for $1 billion in cost savings, a $600 million reduction in capital expenditures, and $500 million in working capital initiatives.
公司表示，它超過了2024財年的節約成本目標100億美元，減少了6億美元的資本支出，以及5千萬美元的營運資本倡議。
Truist Securities noted that Walgreens Boots Alliance finished the fiscal year 2024 on a strong note, meeting management's expectations and exceeding projections for both revenue and earnings.
Truist Securities指出，沃爾格林-聯合博姿在2024財年以強勁的表現結束，達到了管理層的期望，並超過了營收和收益的預期。
The fiscal 2025 guidance reflects optimism, aligning with the higher end of Truist Securities' and consensus forecasts.
2025財年的指引顯示出樂觀情緒，與Truist Securities和共識預測的高端保持一致。
Both international and U.S. healthcare segments delivered solid performances despite ongoing challenges in consumer spending and pharmacy reimbursement pressures. However, the outlook on reimbursement was positive. Fourth-quarter cash flow surpassed expectations and remains a critical focus, while capital expenditures and working capital improvements are encouraging.
儘管消費支出和藥房報銷壓力持續存在，但國際和美國醫療保健板塊表現良好。然而，報銷前景樂觀。第四季度現金流超出預期，仍然是重點關注，而資本支出和營運資本改善也令人振奮。
Truist maintains the Hold rating, with a price target of $10.
Truist保持持有評級，目標股價爲10美元。
RBC Capital notes that Walgreens Boots Alliance has outlined its planned store closures through 2027, offering greater clarity and reducing the uncertainty around the higher end of potential closures.
RBC資本指出，沃爾格林-聯合博姿已經概述了其計劃到2027年的門店關閉情況，提供更清晰的信息，減少了圍繞潛在關閉總數的不確定性。
The analyst also highlights that Walgreens is investing in locations it anticipates will absorb prescriptions and foot traffic from the closing stores.
該分析師還強調，沃爾格林正在投資於它預計將吸收從關閉門店處處方和客流的地點。
Having already shuttered a few hundred locations in fiscal year 2024, the company has recent experience managing patient transitions and prescription volumes.
在2024財年已關閉了數百家門店後，該公司具有最近管理患者轉移和處方量的經驗。
Evercore ISI maintains Walgreens Boots Alliance with an In-Line rating and raises the price target from $7.5 to $10.
evercore ISI維持對沃爾格林-聯合博姿的一致評級，並將目標股價從7.5美元上調至10美元。
Price Action: WBA stock is up 4.32% at $10.87 at last check Wednesday.
股價走勢：WBA股票週三最後一次查詢時上漲4.32%，報10.87美元。
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。
