2025 April - Walgreens is in Trouble… But Value Investors Are Getting Interested

What Does the Name Walgreens Boots Alliance (WBA) Mean?

Walgreens Boots Alliance is a combination of two major retail pharmacy brands: Walgreens in the U.S. and Boots in the U.K. The word “Alliance” reflects the merger that brought these two companies together back in 2014. Today, WBA operates thousands of retail pharmacy locations around the world.

Stock Chart Snapshot

Value investing often begins when prices are low — not high. It’s when a company falls out of favor that opportunities can quietly begin to emerge. That’s why charts can be useful. Here’s a look at WBA's current chart to help you understand the recent movement.

How Does WBA Compare to Similar Stocks?

Compared to rivals like CVS Health and Rite Aid, Walgreens has a wider international presence but is also under more pressure. CVS has diversified into healthcare services and insurance, giving it a broader base. Rite Aid, on the other hand, is much smaller and has struggled with its own financial issues. Walgreens sits somewhere in between — large, but needing reinvention.

What’s Going On with WBA Right Now?

Walgreens has had a tough year. There have been leadership changes, cost-cutting efforts, and store closures in an attempt to turn things around. Their traditional retail model is being challenged by online pharmacies, changing consumer behavior, and tighter margins. These struggles are reflected in the company's performance and investor sentiment.

Does the Company Still Have Potential?

Despite the challenges, Walgreens still has an extensive network of physical stores, a trusted brand, and access to millions of customers. If it can successfully pivot — perhaps by expanding its healthcare services, optimizing store operations, or leveraging digital platforms — it may still hold long-term potential. The road may not be easy, but that’s exactly when value investors start paying attention.

Final Thoughts

Walgreens might look like a mess right now. But that’s also when the seeds of a turnaround could be planted. For long-term investors focused on value, WBA is worth watching. It’s not about catching the bottom — it’s about finding a business that still has the potential to create value over time.

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