Walgreens Boots Alliance Inc (WBA)

[big-yank]

Walgreens hard-copy annual report was just released and has a few addenda that were not in the 10-K. There is a brief recap in Friday's "Crain's Chicago Business" which details their first-ever decline in Rx Market Share, thanks to the pigheaded stand-off with Express Scripts... and a few, other goodies.

WAG's PR "juggernaut" seems to have had some of the wind luffed out of its sails, lately. Some of the analysts like over at Barclay's are starting to note the lack of detail, specificity or even content, such as the lame prediction of "One billion dollars in integration savings with Alliance Boots" that sounds remarkably similar to the "Rewiring" PR extravaganza that supposedly succeeded, but the metrics never quite seemed to be visibly accounted for in reported SGA numbers.

GLTA,

Yank