As we discussed in the previous part of this series, Walgreens Boots Alliance (WBA) has failed to please investors in 2017. The stock is down 12% YTD (year-to-date) and is trading at $72.86.
Walgreens Boots Alliance’s (WBA) earnings are projected to rise 14.5% YoY (year-over-year), according to Wall Street, during the first quarter of 2018.
The United States Census Bureau’s latest retail (XRT) sales report was released on December 14, 2017. It reported that retail sales for November have risen 0.8%.
Revenue and earnings Realty Income (O), a retail REIT engaged in US real estate investment, recorded 8% revenue growth in 2016, compared with 10% growth in 2015. The growth was driven by rentals and tenant reimbursements. Its operating costs and other expenses (including interest expenses) rose 6% in 2016 and 8% in 2015. Its gains on asset […]
The story behind Kohl’s rising yield Department store retailer Kohl’s (KSS) saw its sales fall 3% in 2016, driven by lower comparable sales, after recording growth in 2015. Like Macy’s, it was impacted by online competition, store closures, discounts, and advertisements. Its operating income fell 8% in 2015 and 24% in 2016, while its operating […]
On June 16, 2017, Amazon, the world’s largest diversified online retailer, announced its intention to acquire Whole Foods Market for $13.7 billion in an all-cash transaction.
As competition increased, premium grocer Whole Foods Market (WFM) failed to compete with the low-priced products on the shelves of Kroger (KR) and Walmart (WMT).
Amazon (AMZN) announced on Friday, June 16, 2017, that it has entered into a definitive agreement to acquire Whole Foods Market (WFM) for $13.7 billion in an all-cash transaction.
Walmart’s (WMT) Sam’s Club reported better-than-expected comps growth in fiscal 1Q18 thanks to the company’s strategic efforts to drive traffic and strong e-commerce sales.
Target (TGT) has been witnessing sluggish sales. The company marked its fifth consecutive quarter of falling sales in 1Q17 as its store traffic fell, hurting its comps growth.
Dollar General (DG) has been trading on the New York Stock Exchange since 2009. The company had traded on the stock exchange for around 40 years until it was acquired by Kohlberg Kravis Roberts’ (KKR).
Dollar General’s (DG) business strategy revolves around driving profitable topline growth while enhancing its low-cost operator position and capturing new growth opportunities.
In this article, we’ll discuss Whole Foods’ financial performance to better understand what prompted Jana to consider strategic alternatives for the company.
WBA’s Retail Pharmacy International segment’s sales fell 14.5% YoY to $3.1 billion, primarily due to currency headwinds and weakness in UK pharmacy sales.
Of the 32 analysts covering Costco (COST), 69.0% have rated the stock as a “buy” as of April 5. The stock has been rated as a “hold” by 31% of these analysts.
For fiscal 2018, Kroger (KR) guided an EPS range of $2.21–$2.25. At the midpoint, this implies an increment of ~5.2% over the previous year’s earnings.
While Kroger (KR) successfully maintained strong top line growth during the first nine months of 2017, persistent deflation and rising competition started eating at its bottom line.
Kroger expects its fiscal 2017 adjusted EPS to be in the $2.10–$2.15 range, as compared to the previous guidance of $2.10–$2.20 and $2.19–$2.28 before that.
Walgreens Boots Alliance (WBA) is looking to divest 650 stores in order to win the Federal Trade Commission’s (FTC) approval for its pending Rite Aid (RAD) acquisition.
Target (TGT) is currently trading at a one-year forward PE (price-to-earnings) multiple of 13x. The company is cheaper to Walmart and Costco, which are trading at 16x and 24x next 12-month earnings.
Whole Foods Market (WFM) doesn’t seem to please Wall Street, as it has a “sell” recommendation by 19% of analysts, a “hold” recommendation by 58% of analysts, and a “buy” recommendation by 23% of analysts.
Foot Locker is primarily a mall-based athletic goods specialty retailer. The company operates several store formats, depending on the product, customer demographic, and geography.
Walmart (WMT) hopes to leverage its Yihaodian e-commerce business in China, which could drive higher sales for its clubs and superstores. So far, the company lacks broad-based retail penetration in China.
Costco also reported better-than-average growth in e-commerce sales. Costco’s online sales grew by 14% year-over-year on a reported basis and by 13% on a comparable basis.
The Staples-Office Depot deal was always a long shot. The spread was always wide. The Obama administration is getting tougher on antitrust enforcement.
Whole Foods Market (WFM) has delivered below-average stock market performance this year. WFM’s stock price has come down by 10.6% year-to-date as of April 26, 2016, after losing 33% of its value in 2015.
Despite fading financial performance, Whole Foods Market (WFM) continues to display higher margins than its supermarket and mass-merchandising competitors.
Lululemon Athletica’s (LULU) revenue grew by 14.7% year-over-year to $2.1 billion, a new milestone for the company. In fiscal 4Q16, Lululemon’s sales grew 16.8% to $704 million.
Walgreens Boots Alliance’s (WBA) sales rose 48.5% YoY (year-over-year) to $29 billion in 1Q16. The increase was largely driven by the consolidation of Alliance Boots’ operations.
The Refrigeration and Food Equipment segment contributed 26.4%, 24.8%, and 24.9% of total Dover Corporation (DOV) sales in 2013, 2014, and 2015, respectively.
The Dover Refrigeration & Food Equipment unit is a major provider of refrigerated display cases and kitchen equipment such as cookers, mixers, braising pans, and packaging and processing solutions for the meat and poultry business.
Target’s adjusted earnings per share came in at $4.69 in fiscal 2016, up by 11.3% YoY. That was higher than the retailer’s earlier guidance, which envisioned a range of $4.45–$4.65 in fiscal 2016.
Costco has seen traffic growth averaging 4.3% per year in the period between fiscal 2009 and fiscal 2015. In fiscal 1Q16, club traffic rose by 3.5% YoY.
Walmart announced that it would close 269 underperforming stores in the United States and overseas. This number represents about 2.3% of Walmart’s global store count.
Going omni-channel makes natural sense for both Lowe’s and Home Depot. Both retailers have a massive store network in the US, which can double as strategic fulfillment centers.
Coach incurred charges of $12.6 million related to its transformation plan in 1Q16. To date, the total spent on the plan comes to ~$290 million out of an estimated $325 million in total.
Walgreens Boots Alliance’s (WBA) Pharmaceutical Wholesale division consists of the legacy Alliance Boots pharmaceutical wholesaling and distribution businesses.
Costco’s suppliers include companies like PepsiCo (PEP), Procter & Gamble (PG), and the Kraft Heinz Company (KHC). No single supplier accounts for over 5% of revenue.
SWOT analysis (continued) In this part, we’ll continue our SWOT (strengths, weakness, opportunities, and threats) analysis of Whole Foods Market (WFM) from the previous part, shifting our focus to at Whole Foods’ weaknesses. Major weaknesses of Whole Foods that could prevent or reduce the firm’s growth are as follows: Whole paycheck image Whole Foods Market has […]
Whole Foods’ sales for fiscal 2015 earned $15.3 billion—a 8.4% rise over the previous fiscal year, and a 9.6% average rise over the past three fiscal years.
