In this episode, Scott discusses 4 quick points on Walgreens Boots Alliance.

  1. Walgreens core business remains retail pharmacy and its revenues rose to $27.6 billion in the quarter. It’s same store sales also rose well. Nearly 5.6%.
  2. Walgreens also has completed major doctor driven acquisitions in the last couple years totalling nearly $15 billion to become less reliant on retail pharmacy. e.g. Village MD, CareCentrix and Summit Health.
  3. The stock is down nearly 8.5% YTD.
  4. Walgreens remains significantly smaller than CVS Health.

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