Walgreens Boots Alliance

WBAcustomer

Walgreens Boots Alliance is the second-largest US pharmacy chain, operating Walgreens in the US and Boots in the UK while expanding into primary care through VillageMD.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($139.1B)

Data statis (memuat keuangan langsung…)

US Retail Pharmacy (73%)

International (17%)

US Healthcare (10%)

Komposisi segmen dan pelanggan utama

Detail produk

Walgreens US Pharmacy55%

Prescription dispensing and clinical services at ~8,600 US locations

Walgreens US Retail20%

Front-of-store retail including health, beauty, and convenience items

Boots UK/International15%

Leading UK health and beauty pharmacy chain

Healthcare Services10%

VillageMD, Shields Health, and CareCentrix primary/specialty care

Hubungan Rantai Pasok

Pelanggan Utama

Pfizer Inc.

Prescription drug dispensing

Dampak: High — major pharma supplier

AbbVie Inc.

Specialty pharmacy distribution

Dampak: High — major pharma supplier

Procter & Gamble Company

Front-of-store consumer products

Dampak: Medium — HBC product supplier

Konteks makro dan pasar

필수소비재Berita sektor

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Katalis mendatang

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

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Info Perusahaan

Kantor Pusat

Deerfield, Illinois, USA

Didirikan

1901

Karyawan

312,000+

Situs Web

walgreensbootsalliance.com

Gambaran umum sektor — 필수소비재

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