美国最大连锁药店运营商之一沃尔格林-联合博姿(WBA.US)股价周二大涨近16%,引发市场广泛关注。主要原因如下:
首先,沃尔格林计划在未来三年内关闭约1200家门店,其中500家预计于2025年关闭。此举旨在削减营运成本,对于提高公司利润率将带来积极影响。关于门店关闭计划的信息可参考新闻ID为2475987900的报道。
其次,该公司2025财年业绩指引符合分析师预期。具体来说,调整后每股收益将在1.40-1.80美元区间,平均1.73美元与分析师预期基本一致;第四财季每股收益0.39美元也超出0.36美元的预期。业绩超预期体现了该公司过去一年成本削减举措的成效。相关数据可见新闻ID为2475958571的分析报告。
从长期来看,沃尔格林计划从传统零售领域向利润更高的医疗保健领域转型,例如投资初级保健提供商VillageMD等,这也获得市场认可。总体而言,削减成本的计划以及向利润更高的业务转型方向,助力了该股近期大涨。
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