The company's new CEO and CFO, reflecting on the quarter ending February 29, revised the fiscal 2024 adjusted earnings per share (EPS) guidance, explained analysts. They added that the revision involved reducing the top end of the guidance range while maintaining the bottom, effectively lowering the midpoint. The initial guidance had been considered optimistic, including various adjustments and gains from sale-leaseback transactions, as well as equity earnings from Cencora stock. Furthermore, the corporate bond research firm highlighted the significant $12.4 billion goodwill impairment charge that was added back to the VillageMD unit's results, which is part of the U.S. Healthcare segment and has only just achieved a positive EBITDA after excluding charges and stock compensation.