Earnings GuidanceConcerns have mounted due to McKesson's repeated reductions in earnings guidance, creating uncertainty about its financial outlook.
Segment PerformanceMcKesson's operational performance has disappointed, particularly with negative variances in US Pharma, Med-Surg, and Prescription Tech segments.
Transparency And CommunicationInvestors are frustrated with McKesson's lack of transparency and clumsy communication, which has exacerbated concerns about long-term growth targets.