In this episode of The Quarterly Briefing, we delve into the financial complexities and strategic shifts of Walgreens Boots Alliance, Inc. We analyze their 10K filing for fiscal year 2024 and the latest earnings call for fiscal year 2025. The discussion covers the company’s operating losses, the challenges facing their U.S. retail pharmacy and healthcare segments, along with their international operations. We explore Walgreens’ commitment to ESG principles, their financial strategies, workforce development, supply chain resilience, and R&D initiatives. The podcast also touches on evolving consumer behavior, brand strengthening, and how Walgreens is navigating intense industry competition. This episode provides a comprehensive overview of how Walgreens is adapting to a rapidly changing healthcare landscape.00:00 Introduction to The Quarterly Briefing01:19 Deep Dive into Walgreens Boots Alliance02:59 Walgreens' Financial Challenges and Strategic Shifts05:06 Understanding GAAP vs Non-GAAP Measures06:15 Walgreens' Strategic Focus on Retail Pharmacy10:17 Challenges in the U.S. Healthcare Segment12:22 International Operations and Governance Concerns13:35 Risks and Cybersecurity15:50 Enhancing Customer Experience17:35 Revolutionizing U.S. Healthcare19:21 Commitment to ESG21:43 Financial Performance and Challenges22:57 Workforce Development24:29 Supply Chain Resilience25:59 Research and Development Initiatives27:01 Financial Management and Transparency27:44 Supplier Relationships29:18 Pharmacy Margins and Technology30:39 Adapting to Consumer Behavior32:09 Brand Strengthening Efforts32:57 Facing Competition34:16 Conclusion and Future Outlook

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