Walgreen Boots Alliance (NASDAQ: WBA) Archives - Market Mad House

Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Grocery Wars Market Insanity

daniel November 14, 2017 Aetna (NYSE: AET), Amazon (NASDAQ: AMZN), Can CVS make Money in Drugstores?, CVS Aetna, CVS Health’s (NYSE: CVS), Is Aetna Making Money?, Is Single Payer Driving CVS’s Effort to Buy Aetna, It is not Amazon that CVS Health is Afraid of, Kroger (NYSE: KR), Rite Aid (NYSE: RAD), The Medicaid market is potentially very lucrative, the primary cause of CVS Health’s (NYSE: CVS) decision to buy the insurance company Aetna (NYSE: AET), The Real Reason why CVS wants Aetna, The Real Reason why CVS wants Aetna: Vertical Integration, There is no guarantee a CVS-Aetna combination would pay a $1 dividend, vertically integrated combination drugstore and health-insurance solution, Walgreen Boots Alliance (NASDAQ: WBA), Walmart (NYSE: WMT), What would CVS-Aetna be Worth?

It is not Amazon that CVS Health is Afraid of

The real reason why CVS Health wants Aetna is to expand its vertically-integrated business model. Vertical integration means that one company controls as much of the production, financing, marketing, and distribution of a product or service as possible.

CVS Health is already partially vertically-integrated because it operates both drugstores and prescription-management plans. CVS operates clinics in some of its stores for the exact same reason. Buying a health insurance company would give CVS, even more, control over the process.

daniel October 30, 2017 Aetna (NYSE: AET), Amazon (NASDAQ: AMZN), CHIP, CVS Health (NYSE: CVS), CVS’s Aetna acquisition, How Congress Threatens Walgreen’s Future, How Much Cash does Walgreens Have?, Is Walgreens a Value Investment?, It is Not Amazon CVS is afraid of its Single Payer, Kroger (NYSE: KR), large numbers of Walgreen and CVS locations will shut down, Medicaid gets defunded, Medicare, Medicare for All, Obamacare subsidies for insurance, Rite Aid (NYSE: RAD), Single Payer Health Insurance, t single-payer healthcare is coming to America, Walgreen Boots Alliance (NASDAQ: WBA), Walmart (NYSE: WMT), Why Drugstores cannot make Money, Would Single Payer be Good for Walgreens (and CVS)

Walgreen Boots Alliance Struggles to Survive

Medicare for All would be a boon for Walgreens by financing millions of new pharmacy customers and creating hundreds of thousands of new customers for its in-store clinics. That alone makes WBA a really good value investment to add to portfolios for the future but is it a value investment for the present.

Therefore a good wa

daniel May 16, 2017 Aldi, Amazon (NASDAQ: AMZN), Berkshire Hathaway (NYSE: BRK.A), Berkshire Hathaway (NYSE: BRK.B), Cerberus Capital Management, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Fred’s (NASDAQ: FRED), Kroger (NYSE: KR), Lidl, Rite Aid (NYSE: RAD), Rite Aid is in the Death Spiral, Rite Aid needs Walgreen simply to survive, Some potential purchasers for Rite Aid, Stefano Pessina, The problem at Rite Aid is that its revenues are not growing fast enough to cover expenses, Walgreen Boots Alliance (NASDAQ: WBA), Who else would Buy Rite Aid?, Why Rite Aid Needs Walgreens, Why Walgreens Needs Rite Aid, Will Rite Aid Survive without Walgreens?

Will Rite Aid Survive without Walgreens?

Between February 2016 and February 2017, Rite Aid’s revenues increased by $2.11 billion. The revenues rose from $30.74 billion in 2016 to $32.85 billion in 2017. There’s a lot of cash flowing through Rite Aid that might make somebody a lot of money if he can figure out how to capture it.

The Death Spiral

daniel March 20, 2017March 20, 2017 2, 306 Stores Slated for Closure, Abercrombie & Fitch, Family Christian Stores, HH Gregg, How Many Stores are Really Closing?, JC Penney (NYSE: JCP), Kmart, Kroger (NYSE: KR), Radio Shack, Retail Apocalypse, Retail Apocalypse Scorecard, Sears Holdings (NASDAQ: SHLD), Walgreen Boots Alliance (NASDAQ: WBA), Walmart (NYSE: WMT), we’re closing next week, Wet Seal, what a catastrophe the retail apocalypse really is

Retail Apocalypse Scorecard: How Many Stores are Really Closing?

The most disturbing aspect of the retail apocalypse afflicting America is that nobody knows how many stores are really closing.

daniel February 4, 2017 Android Pay, Apple Pay, Apple Pay has failed to penetrate the online retail market, Apple Pay has not penetrated the app economy, Apple Pay is a tough sell even online., Apple Pay is even a tough sell at the Apple Stor, How Long will take Apple Pay to go Mainstream?, The affluent are slightly more likely to use Apple Pay, TXN, Walgreen Boots Alliance (NASDAQ: WBA), Where Apple Pay is used, Whole Foods Market (NASDAQ: WFM), Whole Paycheck, Why Walmart and Kroger are Saying No to Apple Pay

Whole Foods, Walgreens subsidiary biggest beneficiaries from Apple Pay

The numbers show us that Apple Pay is far from the mainstream. Unless some sort of radical paradigm shift occurs; it will be well over a decade before average Americans even consider this solution.

daniel October 15, 2016October 15, 2016 Amazon Imitates Walmart, ClickList, drive-in grocery pickups, How Kroger also threatens Amazon, Jet.com, Kroger (NYSE: KR), Kroger can offer customers many products Amazon cannot, Rite Aid (NYSE: RAD), The Pickup Wars, Walgreen Boots Alliance (NASDAQ: WBA), Walmart (NYSE: WMT)

Amazon Imitates Walmart

Amazon (NASDAQ: AMZN) has found itself in the rather interesting position of playing catch up to Walmart (NYSE: WMT).

daniel October 4, 2016 CVS Health (NYSE: CVS), How long will the Walgreens-Rite Aid Deal Take?, Is Rite Aid Really Worth $9.4 Billion?, Kroger (NYSE: KR), RAD, Rite Aid (NYSE: RAD), Rite Aid locations., Walgreen Boots Alliance, Walgreen Boots Alliance (NASDAQ: WBA), Walgreens-Rite Aid deal, WBA, Why Rite Aid Might be a Good Investment for Walgreen

Is Right Aid Really a good Investment for Walgreen?

Rite Aid’s appeal to Walgreen Boots Alliance can be summed up in just word: revenue. Walgreen gets an extra $32.64 billion in potential revenue; for an investment of just $9.14 billion, which sounds like a pretty good deal to me.

Good Stocks Stocks

daniel December 10, 2015June 10, 2016 How many Walgreen stores are there, number of Walgreen stores, Rite Aid (RAD), The most impressive thing about Walgreens is its assets, This would make Walgreen the largest drugstore chain and the second largest pure retailer in the United States., Walgreen Boots Alliance (NASDAQ: WBA), Walgreen Boots Alliance Quick & Dirty SWOT Analysis, Walgreen in Mexico?, Walgreen: Is There Value in Drugstores?, Walgreens’ Impressive Revenue

Walgreen: Is There Value in Drugstores?

Even if Walgreen is forced to sell or close up to 1,000 Rite Aid locations to comply with U.S. antitrust laws, it would still operate around 16,355 stores worldwide and 11,773 locations in the USA. Note that some analysts think that Walgreen might end up closing as many as 3,000 stores, according to Fortune.

Good Stocks Stocks

daniel November 23, 2015April 12, 2016 A New Retail Giant, A Very Promising Future, Rite Aid (NYSE: RAD), The merger could make Walgreen number three in revenue, the Rite Aid deal will give Walgreen a massive retail footprint in the United States, Walgreen Boots Alliance (NASDAQ: WBA), Walgreen would be bigger than Costco, Walgreen: a Revenue and Retail Giant, Why did Walgreen buy Rite Aid?, Why Walgreen bought Rite Aid

Walgreen: a Revenue and Retail Giant

Walgreen Boots Alliance (NASDAQ: WBA) has made a very brilliant move that could make it the third-largest retailer in terms of revenue. That move is the acquisition of Rite Aid (NYSE: RAD) for $17.2 billion.

The Death Spiral

daniel November 3, 2015May 1, 2016 A New Retail Giant, America’s ongoing retail apocalypse, Costco and Kroger, Did a Major U.S. Retailer Just Collapse and Nobody Noticed It?, Did Rite Aid Collapse?, Retail Apocalypse, Retail Apocalypse Gets Worse, retail apocalypse has come to Rite Aid and drugstores, revenue is also growing fast, Rite Aid (NYSE: RAD), Rite Aid might have been out of money, Walgreen Boots Alliance (NASDAQ: WBA), Walgreen is definitely getting a bargain, Walgreens Rite Aid Merger, Walmart, Why Rite Aid May Have Collapsed

Did a Major U.S. Retailer Just Collapse and Nobody Noticed It?

Rite Aid, which operates around 4,600 drugstores in 31 states and the District of Columbia, is about to be taken over by Walgreen Boots Alliance (NASDAQ: WBA). The press is treating the deal as just another corporate buyout, but to me, it sounds as if a very desperate Rite Aid effectively sold itself to Walgreens to avoid the humiliation of bankruptcy or the death spiral