🔹 Adj EPS: $0.51 (Est. $0.38) 🟢
🔹 Revenue: $39.46B (Est. $37.34B) 🟢; UP +7.5% YoY
🔹 International Sales: $6.43B (Est. $5.9B) 🟢; UP +10.2% YoY
🔹 U.S. Retail Pharmacy Sales: $30.87B (Est. $29.16B) 🟢; UP +6.6% YoY
Guidance
🔹 FY 2025 Adjusted EPS: $1.40-$1.80 (Est. $1.53)🟢
Q1 Segment Performance
U.S. Retail Pharmacy
🔹 Sales: $30.87B; UP +6.6% YoY
🔹 Comparable Sales: UP +8.5% YoY
🔹 Pharmacy Sales: UP +10.4% YoY
🔹 Comparable Retail Sales: DOWN -4.6% YoY
International
🔹 Sales: $6.43B; UP +10.2% YoY (UP +6.5% on a constant currency basis)
🔹 Boots UK Comparable Pharmacy Sales: UP +10.9% YoY
🔹 Boots UK Comparable Retail Sales: UP +8.1% YoY
🔹 Boots. com Sales: UP +30% YoY
U.S. Healthcare
🔹 Sales: $2.17B; UP +12.5% YoY
🔹 Adjusted Operating Income: $25M (vs. Loss of $96M YoY) 🟢
🔹 Adjusted EBITDA: $70M (Improved from -$39M YoY) 🟢
Other Metrics:
🔹 Comparable Pharmacy Sales: UP +12.7% YoY
🔹 Adjusted Operating Income: $593M; DOWN -13.7% YoY
CEO Tim Wentworth's Commentary
🔸 “Our Q1 results reflect disciplined execution and progress on our strategic priorities, including stabilizing retail pharmacy and improving cash flow. While the turnaround will take time, early progress reaffirms our confidence in a sustainable, pharmacy-led operating model.”
