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Finanzas: Walgreens: Winning On Execution

Finanzas: Walgreens: Winning On Execution

Enero 10, 2017

Autor/Fuente: http://seekingalpha.com 👤Periodista: Dayana Vazquez 🕔10.Ene 2017

 

Walgreens Boots Alliance is reducing costs, through synergies with partners and acquisitions.

It is a well run company, that has consistently grown earnings over time.

The share price valuation is small, given the potential for future growth.

The one potential problem with buying the stock is that their pending acquisition of Rite Aid is still under FTC scrutiny.

One of my core holdings is Walgreens Boots Alliance (NASDAQ:WBA). The company has grown earnings consistently over the years. The primary reason is that it is a well managed company, that is able to keep margins up, by keeping costs down. I look for stocks that have a competitive advantage, that are modestly priced and have the potential for future growth. Walgreens Boots Alliance fits the bill.

LEA TAMBIÉN: Finanzas: J&J, Actelion approach Swiss takeover board

The Drug Store Industry

The drug store industry in the United States Is controlled by two companies. Walgreens and CVS (NYSE:CVS). They control 50 to 75% of the market share in each of the countries 14 largest metro areas

The third largest company in the market, Rite Aid (NYSE:RAD), is being acquired by Walgreens pending FTC approval.

These retail drug stores negotiate partnerships with pharmacy benefits managers (PBMs) and suppliers. The relationship with suppliers and PBMs is very important to drug stores.

Similar to the drug stores, there is a small concentration of large companies in the PBM industry. When dealing with retail drug stores, they rely on their large customer base, to negotiate cost savings for their customers. The drug stores like to negotiate deals with the PBMs because it gives them access to their customers. CVS owns its own PBM, CVS Caremark.

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