Walgreens Boots Alliance

Walgreens Boots Alliance Inc – это компания, возглавляемая аптекой, занимающейся вопросами здоровья и благополучия. Он управляет розничной сетью аптек в США. Фирма продает и продает свою продукцию под такими брендами, как Walgreens, Duane Reade, Boots и Alliance Healthcare.

Operations[edit]

Retail Pharmacy USA[edit]

Walgreens and Duane Reade operate within the Retail Pharmacy USA division of Walgreens Boots Alliance. Both businesses sell prescription and non-prescription drugs, and a range of household items, including personal care and beauty products. Walgreens provides access to consumer goods and services, plus pharmacy, photo department, health and wellness services in the United States through its retail drugstores. The division has 9,021 drugstores as of August 31, 2020.[10] Walgreens runs, or ran, several online stores, such as: Beauty.com, Drugstore.com, VisionDirect.com, and Walgreens.com.

Walgreens has stores in all 50 US states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

On October 27, 2015, Walgreens announced the purchase of competitor Rite Aid for $17.2 billion.[11] However, that deal was later scrapped due to antitrust concerns in favor of a $5.18 billion deal, in which Walgreens only acquired half of Rite Aid locations.[12]

On September 19, 2017, the Federal Trade Commission (FTC) approved a fourth deal agreement to purchase 1,932 Rite Aid stores for $4.38 billion total, a transaction which was completed in January 2018. [13]

Retail Pharmacy International[edit]

Boots forms the main part of the Retail Pharmacy International division of the company. The Boots brand has a history stretching back over 170 years[14] in the United Kingdom (UK) and is a familiar sight on Britain’s high streets.[15] Stores are located in prominent high street and city center locations as well as in local communities. Most branches include a pharmacy and focus on healthcare, personal care, and cosmetic products, with most stores selling over-the-counter medicines. Larger stores typically offer a variety of healthcare services in addition to dispensing prescriptions, and chlamydia testing and treatment (private service). Optician services are also offered in many larger stores, with Boots Opticians providing eye tests along with the sale of spectacles and contact lenses. Many stores also feature traditional photo processing and/or a HP picture kiosk where users of digital cameras and camera phones can create prints via Bluetooth, USB, or CD. Larger stores usually offer a range of electrical equipment such as hairdryers, curlers, and foot massagers, while selected stores offer a range of sandwiches, baguettes, wraps, salads, and beverages.

Since 1936, there have been Boots stores outside the UK. Stores in countries as widely spread as New Zealand, Canada (see Pharma Plus), and France were all closed in the 1980s. As of 2021 there are Boots-branded stores outside the UK in Lithuania, The Netherlands, Norway, Republic of Ireland, Thailand and Indonesia.[16]

The remainder of the division is made up of the pharmacies Benavides in Mexico and Farmacias Ahumada (FASA) in Chile.[16]

Pharmaceutical Wholesale[edit]

Alliance Healthcare forms the main part of Walgreens Boots Alliance’s Pharmaceutical Wholesale division. It operates twice daily deliveries to more than 16,500 delivery points in the UK alone.[17] Internationally, the Pharmaceutical Wholesale Division, which mainly operates under the Alliance Healthcare brand, supplies medicines, other healthcare products and related services to more than 115,000 pharmacies, doctors, health centers and hospitals each year from 306 distribution centers in 11 countries.[18] The division’s Alphega Pharmacy network provides a range of services for independent pharmacies, including branding, professional training and patient care, retail support services and supply benefits together with pharmacy and IT support.[19]

Структура бизнеса

Деятельность компании разделена на три подразделения.

Аптечная сеть в США. Самое доходное направление, состоящее из более чем 9 тысяч аптек, которые присутствуют в 50 штатах, округе Колумбия, Пуэрто-Рико и на Виргинских островах США. Основные бренды: Walgreens и Duane Reade.

Международная аптечная сеть. Кроме Северной Америки Walgreens Boots Alliance работает на всех континентах Земли, за исключением Австралии и Антарктиды. В собственности компании в этих регионах более 4400 аптек. Основные бренды: Boots, Benavides и Ahumada.

Фармацевтическая оптовая торговля. Работает только в 10 европейских странах и Египте под брендом Alliance Healthcare. Основная деятельность — это продажа лекарств и других медицинских товаров аптекам, врачам и больницам из 306 распределительных центров. В третьем квартале 2021 года данное подразделение перешло к дочернему предприятию AmerisourceBergen.

Walgreens Boots Alliance работает в 25 странах, а ее сеть аптек с 2014 года выросла на 62% — до 13 449 магазинов.

Структура выручки по сегментам, млрд долларов

Выручка Доля в общих результатах
Аптечная сеть в США 107,701 77,1%
Международная аптечная сеть 10,004 7,2%
Фармацевтическая оптовая торговля 23,958 17,2%
Списания −2,126 −1,5%

Аптечная сеть в США

107,701

Международная аптечная сеть

10,004

Фармацевтическая оптовая торговля

23,958

Аптечная сеть в США

77,1%

Международная аптечная сеть

7,2%

Фармацевтическая оптовая торговля

17,2%

Структура выручки по регионам, млрд долларов

Выручка Доля в общих результатах
США 107,701 77,1%
Великобритания 12,099 8,7%
Европа без Великобритании 17,270 12,4%
Остальные страны 2,467 1,8%

Европа без Великобритании

17,270

Европа без Великобритании

12,4%

Источник: Walgreens Boots Alliance, стр. 124

Акции WBA онлайн

Walgreens Boots Alliance, Inc. котировки акций в реальном времени, WBA курс акций онлайн, WBA график. Акции WBA онлайн

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Дивиденды и байбэк

Walgreens Boots Alliance — дивидендный аристократ США, компания на протяжении более 45 лет подряд увеличивала свои дивидендные выплаты.

Совет директоров Walgreens Boots Alliance, наблюдая падение котировок, начал проводить довольно агрессивную программу байбэка: за последние 5 лет компания выкупила около 20% своих акций. При этом в краткосрочной перспективе менеджмент принял решение отказаться от обратного выкупа бумаг с рынка для увеличения финансовой устойчивости и сокращения долговой нагрузки.

Результаты

Walgreens Boots Alliance не показывает бурного роста, финансовые результаты компании стабильны, за исключением 2020 года, когда ретейлеру пришлось провести ряд списаний. Из-за чего чистая прибыль уменьшилась до 0,456 млрд долларов — против средних годовых значений в 4—5 млрд долларов.

В 1 квартале 2021 года компания зафиксировала операционный убыток на уровне 1,4 млрд долларов из-за инвестиций в дочернее предприятие AmerisourceBergen.

Основные цели Walgreens Boots Alliance на 2021 год:

  1. Завершить продажу Alliance Healthcare.
  2. Обеспечить ежегодную экономию около 2 млрд долларов.
  3. Показать рост скорректированной EPS около 10%.

Финансовые результаты за последние 5 лет, млрд долларов

Выручка EBITDA Чистая прибыль Чистый долг
2016 117,351 7,719 4,173 9,221
2017 118,214 7,211 4,078 9,634
2018 131,537 8,184 5,024 13,612
2019 136,866 7,036 3,982 15,813
2020 139,537 3,239 0,456 15,225
9м2021 103,116 2,981 1,915 14,35

Источник: Walgreens Boots Alliance

Доходы Walgreens Boots Alliance, Inc.

Walgreens Boots Alliance, Inc. отчёт о финансовых результатах, Walgreens Boots Alliance, Inc. годовой доход за 2021 год. Доходы Walgreens Boots Alliance, Inc.

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References[edit]

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  • Official website Edit this at Wikidata
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