Opinions Bruce Murray
Walgreen Boots AllianceWBADON'T BUYAug 01, 2017
$81.13
Stock price when the opinion was issued
$12.05
As of Aug 27, 2025. Market Open.
specialty stores
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DON'T BUY
They report Tuesday. Very worried. Not sure if their buy of Summit Health can give their shares a boost. Have been a poor performer among retailers with decent balance sheets. He needs to hear them speak about theft. Buying stuff there is discouraging because it's under lock and key. It's easier to buy from Amazon.
specialty stores
DON'T BUY
Among the worst Dow performers in Q3 Down 17%. Pays a 6% yield. He expected more from them given the Covid booster shot business. Trades at 6.3x earnings. That tell him they gained little market share during the pandemic unlike CVS. They lack a strategy to compete with Amazon; people buy consumer staples from Amazon instead. Walgreen stores are short of staff, which effects service.
specialty stores
Not that familiar with this, but it is in the right industry of drug distribution and getting product to people in their homes. There are 2 different businesses. You have the US business where you have healthcare insurance companies controlling the price and distribution. In the UK, you have a national government system. Retail distribution systems are under pressure globally, and these companies are trying to move into other businesses. He wouldn’t want to take the risk of being there while they are doing this transition.