Latest news with #BrianTyler
Business Wire
2 days ago
- Business
- Business Wire
McKesson to Host Investor Day on September 23, 2025
IRVING, Texas--(BUSINESS WIRE)--McKesson Corporation (NYSE: MCK) announced it will host an Investor Day on Tuesday, September 23, 2025, in New York City. The event will feature presentations by McKesson's leadership team followed by a Q&A session with chief executive officer Brian Tyler and chief financial officer Britt Vitalone. Management will provide an update on the company's strategic priorities, growth strategies, and business outlook. A live webcast of the event and replay, along with the company's slide presentation will be available on McKesson's Investor Relations website at where you can find a complete listing of upcoming events, including details and updates. About McKesson Corporation McKesson Corporation is a diversified healthcare services leader dedicated to advancing health outcomes for patients everywhere. Our teams partner with biopharma companies, care providers, pharmacies, manufacturers, governments, and others to deliver insights, products and services to help make quality care more accessible and affordable. Learn more about how McKesson is impacting virtually every aspect of healthcare at and read Our Stories.
Yahoo
3 days ago
- Business
- Yahoo
MCK Q1 Earnings Call: Product Mix Shifts, Portfolio Moves, and Strategic Acquisitions Highlight Quarter
Healthcare distributor and services company McKesson (NYSE:MCK) missed Wall Street's revenue expectations in Q1 CY2025, but sales rose 18.9% year on year to $90.82 billion. Its non-GAAP profit of $10.12 per share was 3% above analysts' consensus estimates. Is now the time to buy MCK? Find out in our full research report (it's free). Revenue: $90.82 billion vs analyst estimates of $94.74 billion (18.9% year-on-year growth, 4.1% miss) Adjusted EPS: $10.12 vs analyst estimates of $9.83 (3% beat) Adjusted EBITDA: $1.65 billion vs analyst estimates of $1.64 billion (1.8% margin, 0.7% beat) Adjusted EPS guidance for the upcoming financial year 2026 is $37.15 at the midpoint, beating analyst estimates by 0.9% Operating Margin: 1.8%, in line with the same quarter last year Market Capitalization: $88.61 billion McKesson's latest quarter was influenced by ongoing execution in its U.S. pharmaceutical distribution and specialty businesses, alongside targeted cost reductions and portfolio adjustments. Management emphasized the importance of onboarding new strategic customers and highlighted double-digit growth in volumes from retail national accounts and specialty products, particularly within oncology. CEO Brian Tyler noted, 'We saw broad-based strength across the segment and stable market fundamentals, including solid pharmaceutical utilization trends.' The company's prescription technology segment also delivered a strong showing, with increased demand for access and affordability solutions, supported by technology-driven operational efficiencies. Looking ahead, management expects continued momentum to be driven by expansion in oncology and biopharma services, as well as contributions from recent acquisitions like PRISM Vision and the pending Core Ventures deal. The company's guidance reflects confidence in its ability to sustain growth, with CFO Britt Vitalone stating, 'We anticipate continued momentum in our core pharmaceutical distribution business, powered by the growth of specialty products, including continued growth in the distribution of specialty products to community providers.' Management also acknowledged external risks, such as potential policy changes and tariffs, but believes its diversified sourcing and operational flexibility position McKesson to manage these uncertainties. Management attributed the quarter's performance to strong execution in specialty distribution, targeted acquisitions, and operational efficiencies, while noting the effects of recent divestitures and shifting product mix. Specialty and Oncology Expansion: Growth in specialty distribution, especially oncology, was fueled by onboarding new practices and integrating upcoming acquisitions, such as PRISM Vision and Core Ventures. Management highlighted that the U.S. Oncology Network now serves over 2,700 providers and expects this platform to be expanded further. Prescription Technology Solutions Momentum: The prescription technology segment delivered double-digit operating profit growth, driven by strong demand for access and affordability solutions. The company's CoverMyMeds virtual assistant automated more than 20% of patient support center chats, maintaining customer satisfaction while improving efficiency. Medical Surgical Segment Realignment: The segment saw operational improvements from cost optimization initiatives, resulting in approximately $100 million in savings during the second half of the year. Management announced plans to separate the medical surgical business into an independent company to enhance strategic focus and value. Operational Efficiencies and Divestitures: Cost reductions were also achieved through recent divestitures, such as the sale of Rexall and in Canada, which contributed to lower operating expenses. These actions were part of a broader portfolio management strategy to focus resources on higher-growth areas. Stable Market Fundamentals: Management reported solid pharmaceutical utilization trends and customer demand in core markets, particularly within the U.S. segment, while acknowledging that illness season severity levels and primary care volumes in the medical surgical segment varied compared to prior years. Management's outlook for the coming quarters centers on specialty product growth, digital platform expansion, and strategic portfolio moves, amid an evolving policy and macroeconomic landscape. Oncology and Biopharma Growth: The addition of new providers to the U.S. Oncology Network and the integration of PRISM Vision and Core Ventures acquisitions are expected to drive specialty volume growth and enhance McKesson's platform in high-value therapeutic areas. These moves are anticipated to contribute 6%-7% to operating profit growth in the U.S. pharmaceutical segment. Prescription Technology Investments: Continued investment in digital access solutions and automation—such as enhanced prior authorization capabilities—aims to support expanding demand from biopharma manufacturers and payers. Management highlighted that GLP-1 medications and new brands will sustain growth in prescription technology, but noted that third-party logistics volumes may grow at a slower rate than in the prior year. Policy, Tariff, and Regulatory Uncertainties: Executives flagged potential changes in drug pricing policy (such as Medicare Part B reforms) and tariffs as risk factors. However, management believes diversified sourcing strategies and flexibility in pricing should limit the negative impact under current assumptions. In the coming quarters, the StockStory team will monitor (1) the successful integration and performance of PRISM Vision and Core Ventures within the specialty and oncology networks, (2) updates on the planned separation of the medical surgical segment and its impact on strategic focus, and (3) sustained growth in prescription technology solutions, particularly as GLP-1 medication dynamics and payer policies evolve. Execution on digital platform investments and response to potential regulatory shifts will also be closely watched. McKesson currently trades at a forward P/E ratio of 19.2×. At this valuation, is it a buy or sell post earnings? See for yourself in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-05-2025
- Business
- Yahoo
Why McKesson Stock Bumped Modestly Higher Today
The company posted double-digit-percentage improvements in its latest set of quarterly results. This meant a mixed quarter, however, as pundits were anticipating a higher top-line figure. 10 stocks we like better than McKesson › Storied healthcare supplies company McKesson (NYSE: MCK) was a slight outperformer on the stock exchange Friday, as investors considered its results for its fourth quarter of fiscal 2025. They liked, if not loved, what they saw, sending the shares to a 0.5% gain on that day. That was good enough to beat the S&P 500 index, which closed ever so slightly down by less than 0.1%. After market hours Thursday, McKesson divulged that it earned revenue of $90.8 billion for the period, a meaty 19% improvement over the same quarter the previous year. It also managed to grow its non-GAAP (adjusted) net profit in the teen percentages, with the line item rising 15% to nearly $1.3 billion ($10.12 in per-share terms). Despite the strong growth numbers this meant a mixed quarter for McKesson, since the consensus analyst estimate for revenue was $93.5 billion, and that for adjusted profitability was only $9.81 per share. In its earnings release, McKesson CEO Brian Tyler said, "The strength of our core pharmaceutical distribution business, expansion of our oncology platform, and continued growth of our differentiated biopharma solutions businesses led to strong results." Within the document, McKesson announced that it intends to hive off its medical-surgical solutions unit into a new, independent company that is yet to be named. McKesson also provided guidance for adjusted net income for the entirety of fiscal 2026. It believes this figure will be $36.75 to $37.55 per share, well above the previous frame's $33.05. The consensus analyst estimate lies at $36.83. In any situation where a company is dividing itself, the future's usually somewhat fuzzy. I'd imagine both the new business and what's left of McKesson will continue to thrive in a continuously aging U.S. market that requires more healthcare; in my view, this stock is a reliable healthcare title. Before you buy stock in McKesson, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and McKesson wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $617,181!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $719,371!* Now, it's worth noting Stock Advisor's total average return is 909% — a market-crushing outperformance compared to 163% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 5, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool recommends McKesson. The Motley Fool has a disclosure policy. Why McKesson Stock Bumped Modestly Higher Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-01-2025
- Business
- Yahoo
Fresh Blends® Introduces Enhanced Fresh Blends Cloud Platform with AI-Driven Analytics
A Revolutionary Data Tool for Food and Beverage Industry Leaders DELRAY BEACH, Fla., Jan. 30, 2025 /PRNewswire/ -- Fresh Blends® is proud to introduce the enhanced Fresh Blends Cloud platform, now featuring DataStudio and Dynamic Pivot powered by ProReports. These powerful tools provide Fresh Blends® customers with unparalleled access to real-time data, offering in-depth analysis of dispensed drinks across various dimensions, including store location, drink category, and specific time periods. Fresh Blends Cloud is set to revolutionize how businesses manage and optimize their iced and frozen beverage operations. The new Fresh Blends Cloud platform is designed to be one of the most robust and accessible data tools in the beverage industry. Leveraging the power of AI, Fresh Blends Cloud predicts trends and provides beverage benchmarking to define baseline satisfaction with current beverage programs, consistently striving to improve them. Additionally, AI-driven insights are used to create data-driven menus tailored to the preferences of our valued customers. With features like fast data aggregation, built-in intelligence to identify trends and outliers, and comparative analysis highlighting top and bottom performers, Fresh Blends Cloud empowers users to make data-driven decisions that drive growth and efficiency. The platform's real-time data access ensures that users are always up-to-date with the latest trends and performance metrics, providing a significant competitive advantage in today's fast-paced market. Marc Hildmann, Chief Data Officer at Fresh Blends®, emphasized the transformative impact of Fresh Blends Cloud, "It's not just a tool; it's a strategic asset that empowers our customers to stay ahead of market trends and optimize their operations. With real-time data and advanced analytics at their fingertips, our partners can make informed decisions that drive business growth. The integration of AI allows us to take these insights even further, enabling predictive analytics that can forecast trends." Brian Tyler, CEO of Fresh Blends®, also highlighted the importance of this innovation, "At Fresh Blends®, we are committed to providing our partners with the best tools and technology to ensure their success. The enhancements to Fresh Blends Cloud are a testament to our dedication to innovation and customer service. By offering such a comprehensive, AI-driven, and user-friendly analytics platform, we are helping our customers achieve their business goals and maintain their competitive edge." Fresh Blends Cloud's enhancements are part of Fresh Blends' broader strategy to maintain its leadership in the beverage technology space. The company's commitment to innovation is further reflected in its ongoing efforts to expand product offerings and improve manufacturing capabilities. With the introduction of new certified organic menus and aseptic processing, Fresh Blends® continues to set the industry's standard for quality and safety. For more information about Fresh Blends Cloud, visit find a Fresh Blender near you, please visit About Fresh Blends® With over 86 million drinks sold since 2019, Fresh Blends® is the world's leading smoothie robot, providing consumers with all-natural, delicious, chef-crafted, and convenient smoothies, shakes, frappes, refreshers, lemonades, and iced coffees—in seconds. Powered by Multiplex®, each FreshBlender® is designed to eliminate waste wait times and deliver a flawless experience with every order. This experience earned the Multiplex Fresh Blender® a 2018 Kitchen Innovations (KI) Award from the National Restaurant Association. With more than 3,800 FreshBlenders in locations across the U.S., Canada, Australia, the UK, and Europe, Fresh Blends® offers delicious beverages frozen or on the rocks with all-natural products and no artificial colors or sweeteners, HFCs, or preservatives. Fresh Blends® retail customers can track sales, flavor demand, inventory, and FreshBlender performance through Fresh Cloud, the brand's comprehensive data reporting dashboard. View original content to download multimedia: SOURCE Fresh Blends North America, Inc. Sign in to access your portfolio
