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March 28, 2024
財經

Walgreens上季業績超預期 下調盈利前景上限

大型連鎖藥局沃爾格林 Walgreens 週四公佈第二季度財報,營收超出華爾街預期,但公司下調了全年調整後盈利前景的上限,部分原因是全國零售環境「充滿挑戰」。

Walgreens 第二季度財報顯示,營收按年增長約 6% 達 370.5 億元,高於預期的 358.6 億元。本季淨虧損 59.1 億元,即每股 6.85 元,主要由於公司對初級保健提供者 VillageMD 的投資價值下降,並產生了近 60 億元的巨額費用。調整後每股盈餘 1.20 元,高於預期的 82 美分。

公司去年面臨新冠病毒產品需求疲軟、藥房報銷率低、醫療保健業務不穩定,以及充滿挑戰的宏觀經濟環境,股價因而下跌 30%。新任執行長溫特沃斯( Tim Wentworth)致力於削減成本並帶領公司擺脫困境。

Walgreens 表示,有信心透過持續的成本削減計劃,包括裁員、關閉無利可圖的門店,及利用人工智能提高供應鏈效率等措施,以實現本財年節省 10 億元的目標。

Walgreens 同時將本財年調整後獲利指引縮小至每股 3.20 元至 3.35 元,此前的上限為每股 3.50 元,但仍符合分析師預期的 3.24 元。

公司表示,新的指引同時反映了全國零售商面臨的障礙,以及公司銷售回租計劃的提前結束。

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