Seeking Alpha November 26, 2021
Summary
- Walgreens estimates savings of $3.3B from its Transformational Cost Management program by 2024.
- Though Walgreens is late to the whole-person healthcare game, the company is one step ahead of CVS by using Micro-Fulfillment Centers.
- We discuss whether investors should add Walgreens stock now.
Investment Thesis
Walgreens Boots Alliance, Inc. (WBA) offers specialty pharmacy and retail services in the US and globally. The US segment sells prescription drugs and beauty/personal care products at its drugstores while also offering mail services for online sales. As for the international segment, the company has optical practices on top of its existing pharmacy and retail services under the Boots branding. Furthermore, the company also has a wholesale...
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