Opinions Bruce Murray
Walgreen Boots AllianceWBACOMMENTSep 20, 2017
$78.84
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
The movement into pharmacies is great, as the baby boomers need more pills. He understands that once a pharmacy gets a prescription coming into the store, those customers stay. This is a great global play. It’s the largest pharmacy in the US and has one of the largest in the UK. The stock has not worked, because there are just too many moving parts, but it does make sense in a longer-term basis.