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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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($139.1B)

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US Retail Pharmacy (73%)
International (17%)
US Healthcare (10%)

Segment Breakdown & Key Customers

Product Details

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

Supply Chain Relationships

Key Customers

Pfizer Inc.

Prescription drug dispensing

Impact: High — major pharma supplier

AbbVie Inc.

Specialty pharmacy distribution

Impact: High — major pharma supplier

Procter & Gamble Company

Front-of-store consumer products

Impact: Medium — HBC product supplier

Macro & Market Context

필수소비재Sector News

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%

Upcoming Catalysts

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

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Walgreens Boots Alliance.

Company Info

Headquarters

Deerfield, Illinois, USA

Founded

1901

Employees

312,000+

Sector Overview — 필수소비재

Sector News

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%

Key Themes

  • •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
  • •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
  • •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대

Upcoming Catalysts

  • ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
  • ◆미국 3월 PCE 물가 발표