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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产品与营收

产品营收占比

营收构成 ($139.1B)

静态数据（加载实时财务…）

US Retail Pharmacy (73%)

International (17%)

US Healthcare (10%)

业务板块构成与主要客户

产品详情

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

供应链关系

主要客户

Pfizer Inc.

Prescription drug dispensing

影响: High — major pharma supplier

AbbVie Inc.

Specialty pharmacy distribution

影响: High — major pharma supplier

Procter & Gamble Company

Front-of-store consumer products

影响: Medium — HBC product supplier

宏观与市场背景

필수소비재行业新闻

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%

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 Walgreens Boots Alliance 的 AI 供应链分析。

企业信息

总部

Deerfield, Illinois, USA

成立时间

1901

员工人数

312,000+

官网

walgreensbootsalliance.com

行业概况 — 필수소비재

行业新闻