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受英镑贬值的影响,Walgreens美国的总销售额仅增长了2.4%|出海美国电商岛群第46期

2020-02-23 22:19:11

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随着现在将Boots Alliance的数据包括在内,Walgreens美国的总销售额仅增长了2.4%,是一年来最慢的速度。

 

在此期间,美元的走强并没有对这种更为温和的升势有所帮助。美元的强势将按固定汇率计算的国际收入增长了3.4%,实际贬值了2.3%。

 

鉴于Walgreens通过其Boots业务在英国的业务敞口,由于英镑贬值,近期国际收入和国际收入可能会进一步承受压力。这将足以抵消以当地货币计算的任何销售收益。

 

话虽如此,Walgreens可能会希望从Rite Aid收购中获得更多收益,一旦法定反托拉斯等待期期满,该收购有望在日历年下半年结束。沃尔格林(Walgreens)利用暂停程序完成了60亿美元的公开募股,为Rite Aid的现金对价提供了一部分,并制定了整合计划。这笔交易将增加价值,这主要得益于预计可节省10亿美元的协同效应,以及Walgreens可以为Rite Aid的平淡无奇的商店带来生产力的提高。

 

沃尔格林美国公司(Walgreens US)在礼拜式援助(Rite Aid)中实行了周转,这得益于该集团在重塑自己的门店零售报价方面的进步。尽管不包括药房的零售业务可比销售额在本季度仅微不足道地增长了0.1%,但与上一季度的0.3%下降相比有所改善。

 

随着Walgreens推出增强型美容产品(包括展示自己的品牌(如7号化妆品),为购物者提供更多的店内体验以及专注于高档礼品),这种表现可能会进一步增强。凤凰城的试验已经在进行中,试验在篮子尺寸和购买频率方面都有了很大的提升。到本日历年末,将通过新产品更新约1800家商店,使具有新产品的商店总数达到2000家。

 

沃尔格林(Walgreens)将美国作为增长源的关注不足为奇,因为整个药店行业在零售方面都表现出其潜力。正如Ulta之类的美容专家的成长所表明,传统上对商店门面的忽视一直是错失的机会。但是,Walgreens现在正是利用这一点。

 

展望未来,Walgreens有望通过改善其电子商务运营来进一步推动其店面增强功能。中期来看,将两者结合起来,尤其是给沃尔格林一家方便的地理位置,将是一个成功的主张。


 


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Walgreens US growth stalls

With the inclusion of Boots Alliance’s figures now annualised, total sales at Walgreens US grew by just 2.4 per cent – the slowest pace in over a year.

 

This more subdued uplift was not helped by the strength of the dollar over the period, which translated a 3.4 per cent growth in international revenue on a constant currency basis, into a 2.3 per cent decline in actual terms.

 

Given Walgreens’ exposure to the UK via its Boots operation, near-term revenue and earnings from international are likely to come under further pressure thanks to the lower value of pound. This will more than offset any sales gains made in local currency terms.

 

That said, Walgreens can likely look forward to another fillip to revenue from the Rite Aid acquisition which is expected to close in the second half of the calendar year once statutory antitrust waiting periods have expired. Walgreens has used the pause in proceedings to complete a US$6 billion public offering to fund a portion of the cash consideration for Rite Aid, as well as to map out its integration plans. This deal will be value accretive, mostly thanks to the forecast $1 billion in synergy savings and to the productivity improvements Walgreens can bring to Rite Aid’s rather lacklustre stores.

 

Walgreens US has enacted a turnaround at Rite Aid, boosted by the group’s progress in reinventing its own front of store retail offer. Although comparable sales at the retail operation, which excludes pharmacy, increased by a meagre 0.1 per cent during the quarter, this was an improvement on the 0.3per cent decline posted last quarter.

 

This performance is likely to strengthen further as Walgreens rolls out an enhanced beauty offering – including showcasing its own brands like No 7 cosmetics, providing shoppers with more of an in-store experience, and focusing on premium gifting. This is already in progress with trials in Phoenix having delivered some strong uplifts in terms of basket size and frequency of purchase. Some 1800 more stores will be updated with the new offering by the calendar year end, bringing the total number of stores with the new offer to 2000.

 

Walgreens’ focus on the US as a source of growth is not surprising as the drugstore sector as a whole performs under its potential in terms of retail. As the growth of beauty specialists like Ulta shows, the neglect of front of store has traditionally been a lost opportunity. However, it is one that Walgreens is now capitalising on.

 

Looking further ahead, Walgreens can be expected to look to further drive its front-of-store enhancements with improvements to its eCommerce operations. The combination of the two, especially given Walgreens convenient locations, will likely be a winning proposition over the medium term.


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