Becker Private Equity & Business Podcast
Last Year’s Losers, Today’s Winners: Intel & Walgreens Rebound 2-18-25
Tue, 18 Feb 2025
In this episode, Scott Becker discusses the surprising turnaround of Intel and Walgreens.
Chapter 1: What is the main topic of this episode?
this is scott becker with the becker private equity and business podcast the podcast this week was ranked number one in the nation in terms of the apple business news rankings ahead of the wall street journal podcast so we're always thrilled to see that today's topic is last year's losers are today's winners intel and walgreens so so here's what's going on over the last year
Chapter 2: Why did Intel and Walgreens struggle last year?
Intel and Walgreens have largely taken to the chin time and time again. Each was down about 60% last year. Today is a different day. This is one of those days where you wake up, things have been going poorly, and today's a much better day. So that's what's going on with Intel and Walgreens, and both for different reasons.
Chapter 3: What recent news has impacted Walgreens' stock?
Chapter 4: What are the reasons for Intel's turnaround?
Walgreens is up 10 plus percent today on basically news that takeover rumors may come back. At one point, the deal with Sycamore, one of the private equity funds, was largely tabled. Now there's rumors that that may come back. On that news, Walgreens is up about 12 to 13 percent today. Now that could go back and forth depending on what all happens. Intel is a very similar story.
It was down about 60% last year, and now today it's up about 11%. There, it's on rumors that Intel may at some point have greater value being broken up than staying together. That's what's going on with Intel. But again, Intel rebounding this year versus what happened last year.
And so far, Walgreens is up 17% this year as opposed to last year, which was just an absolutely horrible year for Walgreens. Thank you for listening to the Becker Private Equity and Business Podcast. Again, Intel's up about 30% year-to-date, about 12% today. Walgreens is up about 17% year-to-date and up about 12% today. So both rebounded tremendously from last year.
Thank you for listening to the Becker Private Equity and Business Podcast. We like to learn something. We hope you're entertained. God bless you all, and thank you for listening.