Core Insights - CVS Health's Pharmacy and Consumer Wellness segment has experienced an 11.1% year-over-year revenue growth in Q1 2025, driven by high vaccine demand and an extended flu season, raising questions about sustaining this momentum throughout fiscal 2025 [1][9] Group 1: Business Performance - The favorable pharmacy drug mix, particularly the rising demand for high-cost branded GLP-1 medications, is expected to benefit CVS [2] - CVS Pharmacy's inclusion in Novo Nordisk's NovoCare pharmacy network allows for expanded access to Wegovy at over 9,000 community health locations [2] - The implementation of the CostVantage pharmacy reimbursement model is anticipated to enhance future results by reducing market cross-subsidization [2] Group 2: Sales and Market Trends - Rising same-store sales and prescription volumes are projected to boost adjusted operating income for CVS Health's PCW business [3] - Retail pharmacy remains crucial, supported by demographic trends and increasing prescription drug usage [3] Group 3: Strategic Developments - CVS completed a three-year plan to close 900 stores, achieving a retail pharmacy script share of 27.6% in Q1 2025, an increase of nearly 70 basis points year over year [4] - The company's consistent execution and commitment to pharmacy access are expected to maintain its market position despite a smaller footprint [4] Group 4: Competitive Landscape - Walmart reported strong health and wellness sales growth in fiscal 2026, with a 91% year-over-year increase in deliveries under three hours [6] - Walgreens Boots Alliance achieved 7.8% year-over-year sales growth in its U.S. Retail Pharmacy segment, focusing on a retail-pharmacy-led turnaround strategy [7] Group 5: Financial Metrics - CVS shares have increased by 18.9% over the past year, outperforming the industry's 14.6% decline [8] - The stock is trading at a forward 12-month earnings multiple of 10.18X, lower than the industry average of 14.07X, and carries a Value Score of A [10]

Walgreens Boots Alliance (WBA) is one of the largest pharmacy retailers in the United States. Over the past several years, the company has made a number of poor investment decisions. As management looks to turn the business around, Walgreens has become a special situation stock.There are very important implications to consider before you buy the shares today. Here are three things you need to know if you are considering buying Walgreens stock today.1. Walgreens is a special situations stockThe term "special ...

Market Overview - U.S. stock markets experienced a successful June, with the Dow, S&P 500, and Nasdaq Composite increasing by 4%, 5.7%, and 5.7% respectively, closing at record-high levels for the first half of 2025 [1] - Despite this success, the first half of 2025 marked the weakest performance for the indexes since 2022, with potential catalysts for the second half including a U.S.-China trade deal, anticipated interest rate cuts by the Fed, and reduced recession fears [2] Imaginary Portfolio - An imaginary diversified portfolio was created, consisting of five stocks that each gained over 50% in the first half of 2025, with further upside potential indicated by favorable Zacks Ranks [3][4] Company Highlights Jabil Inc. (JBL) - Jabil is benefiting from strong momentum in capital equipment, AI-powered data center infrastructure, and digital commerce, with a focus on product diversification [7] - Expected revenue and earnings growth rates for Jabil are 5.9% and 18.5% respectively for the next year, with a 9% improvement in the Zacks Consensus Estimate for next-year earnings over the last 30 days [9] Howmet Aerospace Inc. (HWM) - Howmet Aerospace is experiencing growth in the commercial aerospace market, supported by robust build rates and recovery in wide-body aircraft, along with strength in its defense aerospace business [10] - Expected revenue and earnings growth rates for Howmet are 8.5% and 29% respectively for the current year, with a 0.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last seven days [11] CVS Health Corp. (CVS) - CVS Health is investing in technology to reduce costs and enhance customer experience, with improved Medicare Advantage star ratings aiding its position [12] - Expected revenue and earnings growth rates for CVS are 3.5% and 12.6% respectively for the current year, with a 2.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [14] Carvana Co. (CVNA) - Carvana's acquisition of ADESA's U.S. operations has strengthened its logistics and auction capabilities, with expectations for year-over-year growth in retail unit sales [15][16] - Expected revenue and earnings growth rates for Carvana are 32.1% and over 100% respectively for the current year, with a 7.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [17] NRG Energy Inc. (NRG) - NRG Energy operates in the energy and home services sector, producing electricity from various sources and expanding operations through both organic and inorganic initiatives [18][19] - Expected revenue and earnings growth rates for NRG are 2.6% and 17% respectively for the current year, with a 2.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [20]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Walgreens Boots Alliance (WBA) reported $38.99 billion in revenue for the quarter ended May 2025, representing a year-over-year increase of 7.3%. EPS of $0.38 for the same period compares to $0.63 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $36.61 billion, representing a surprise of +6.49%. The company delivered an EPS surprise of +11.76%, with the consensus EPS estimate being $0.34.While investors scrutinize revenue and earnings changes year-over-year and how they compare wi ...

Walgreens Boots Alliance (WBA) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +11.76%. A quarter ago, it was expected that this largest U.S. drugstore chain would post earnings of $0.53 per share when it actually produced earnings of $0.63, delivering a surprise of +18.87%.Over the l ...

载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和 完整性承担法律责任。 ? 会议召开方式：上证路演中心视频直播和网络互动 证券代码：603883 证券简称：老百姓 公告编号：2025-030 老百姓大药房连锁股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 重要内容提示： ? 会议召开时间：2025 年 6 月 30 日(星期一)上午 10:00-11:30 ? 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） ? 投资者可于 2025 年 6 月 23 日(星期一)至 6 月 27 日(星期五)16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@lbxdrugs.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 老百姓大药房连锁股份有限公司（以下简称"公司"）已于 2025 年 4 月 30 日发布公司 2024 年年度报告及 2025 年第一季度报告，为便于广大 ...

Group 1 - Cracker Barrel Old Country Store (CBRL) is currently ranked 1 (Strong Buy) in the Zacks Rank system, indicating a positive earnings outlook [3] - The Zacks Consensus Estimate for CBRL's full-year earnings has increased by 8.5% over the past three months, reflecting stronger analyst sentiment [4] - CBRL has returned 14.2% year-to-date, significantly outperforming the average return of 3.2% for the Retail-Wholesale sector [4] Group 2 - Cracker Barrel belongs to the Retail - Restaurants industry, which is currently ranked 158 in the Zacks Industry Rank, with stocks in this group having lost about 0.9% year-to-date [6] - In comparison, Walgreens Boots Alliance (WBA), another outperforming stock in the Retail-Wholesale sector, has returned 22.1% year-to-date and has a Zacks Rank of 2 (Buy) [5][7] - The Retail - Pharmacies and Drug Stores industry, where WBA is categorized, has seen a year-to-date increase of 21.8% [7]

Company Performance - Walgreens Boots Alliance (WBA) stock closed at $11.20, reflecting a -0.44% change compared to the previous day, underperforming the S&P 500 which gained 0.41% [1] - Over the past month, WBA shares appreciated by 2.46%, lagging behind the Retail-Wholesale sector's gain of 5.64% and the S&P 500's gain of 6.13% [1] Earnings Report Expectations - The upcoming earnings report for WBA is projected to show earnings of $0.34 per share, indicating a year-over-year decline of 46.03% [2] - Revenue is anticipated to be $36.66 billion, representing a 0.85% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are estimated at $1.66 per share, reflecting a -42.36% change from the previous year, while revenue is projected at $151.49 billion, showing a +2.59% change [3] Analyst Estimates and Stock Performance - Recent changes to analyst estimates for WBA suggest evolving short-term business trends, with positive revisions indicating optimism about the company's outlook [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks WBA at 3 (Hold) [5] Valuation Metrics - WBA has a Forward P/E ratio of 6.77, which is a premium compared to its industry's Forward P/E of 5.43 [6] - The PEG ratio for WBA stands at 1.35, while the average PEG ratio for Retail - Pharmacies and Drug Stores stocks is 0.79 [7] Industry Context - The Retail - Pharmacies and Drug Stores industry is part of the Retail-Wholesale sector and holds a Zacks Industry Rank of 3, placing it in the top 2% of over 250 industries [8]

Company Performance - Allbirds, Inc. (BIRD) has returned approximately 4.6% since the beginning of the calendar year, outperforming the Retail-Wholesale sector, which has returned an average of 1.9% year-to-date [4] - The Zacks Consensus Estimate for BIRD's full-year earnings has increased by 8.6% over the past three months, indicating improved analyst sentiment and earnings outlook [3] Industry Comparison - Allbirds, Inc. is part of the Retail - Apparel and Shoes industry, which includes 40 companies and currently ranks 135 in the Zacks Industry Rank. This industry has seen an average loss of 9% this year, highlighting BIRD's relative outperformance [5] - In contrast, Herbalife Ltd (HLF), another Retail-Wholesale stock, has outperformed the sector with a year-to-date return of 14.2% and has a consensus EPS estimate that has increased by 9.8% over the past three months [4][5] Sector Ranking - The Retail-Wholesale group, which includes 207 companies, currently ranks 9 in the Zacks Sector Rank, indicating a competitive position within the broader market [2] - Allbirds, Inc. holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to other stocks in the sector [3]