About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

CVS Health Inc. (NYSE:CVS) outlined its future growth plans at its investor day on Tuesday.CVS Health stock is charging ahead with explosive momentum. Why is CVS stock surging?Raising Fiscal 2025 OutlookCVS projected 2025 revenue of at least $400 billion versus the consensus of $394.59 billion, with operating income of $4.37 billion to $4.54 billion. The drug retailer raised its sales guidance from at least $397.3 billion.The healthcare giant raised its fiscal 2025 adjusted earnings guidance from $6.55-$6.6 ...

Let's get to a mad dash for this Tuesday. Uh, nice to have everybody back here at the table. What do you want to uh do.CBS, I guess, is the name. >> Yeah. As opposed to CBS, >> correct.Which is owned by which is owned by Paramount. >> I want to say that David Joiner understands all the weaknesses of what he inherited and the strengths and he's playing it to to health insurance and he's playing it to wellness. And what I think the people at home should know, he ain't planted to the front of the store, which ...

西维斯健康(CVS.US)涨近5%，报80.3美元。消息面上，西维斯健康提高全年盈利预期，目前预计每股 收益将在6.6至6.7美元之间。该公司强调2026年利润有望在监管等多重压力之下持续扩张，预计调整后 每股收益最高将达到7.2美元，高于分析师平均预期的7.17 美元。(格隆汇) ...

Group 1 - The article discusses the positive transformation of Walgreens under the leadership of David Joiner, highlighting his understanding of the company's strengths and weaknesses [2][3] - Joiner has shifted the narrative from concerns about shoplifting and competition with Amazon to focusing on Walgreens as a leading healthcare company [3][4] - The company's valuation is expected to increase as Joiner has effectively addressed previous issues, particularly those related to the checkout experience [4][6] Group 2 - The involvement of activist investors, such as Lar Robbins from Glenview, has contributed positively to the company's direction and governance [5] - Joiner's predecessor faced significant challenges, but Joiner's approach has moved away from those concerns, indicating a more optimistic outlook for the company [6]

CVS Health 2025 Investor Day Summary Company Overview - **Company**: CVS Health (NYSE: CVS) - **Event**: 2025 Investor Day held on December 09, 2025 - **Key Focus**: Reimagining healthcare and enhancing consumer engagement through technology and integrated services Core Industry Insights - **Healthcare Landscape**: The healthcare industry is undergoing significant changes, including new regulatory requirements and the emergence of breakthrough therapies. CVS Health aims to adapt to these changes and lead in consumer engagement and trust [6][7][20]. Key Themes and Strategies 1. **Vision and Purpose**: - CVS Health aims to become the most trusted healthcare company in America, focusing on eliminating barriers to healthier living for approximately 185 million people [4][18]. - The company emphasizes the importance of trust in healthcare, which is currently low among consumers and providers [19][20]. 2. **Business Performance**: - CVS Health has delivered four consecutive quarters of growth, with a notable recovery in the Aetna business, generating $2.5 billion in operating income [12][13]. - The company has shifted its retail business from a decline to growth, indicating successful adaptation to market changes [13]. 3. **Technological Investment**: - A commitment of $20 billion over the next 10 years in technology to enhance operational efficiency and consumer engagement [15][16]. - Technology is viewed as a key enabler for growth, with a focus on integrating services across pharmacy, medical, and digital health platforms [30]. 4. **Consumer Engagement**: - CVS Health is focused on transforming consumer experiences by simplifying healthcare processes and enhancing accessibility [24][25]. - The company aims to create a frictionless experience for consumers and providers, addressing administrative burdens and improving transparency [61][62]. 5. **Provider Partnerships**: - CVS Health recognizes the need to improve relationships with healthcare providers, addressing issues like prior authorization and administrative complexities [25][26]. - The company is committed to being a preferred partner for providers, enhancing collaboration and care coordination [64]. Financial Outlook - CVS Health projects a mid-teens compound annual growth rate (CAGR) through 2028, with all business segments contributing to this growth [30][31]. - The company emphasizes responsible target setting and the potential for outperformance based on diversified business performance [31]. Additional Insights - **Aetna's Role**: Aetna is positioned as a critical component of CVS Health's strategy, focusing on Medicare, Medicaid, and commercial business segments [43][48]. - **Innovative Solutions**: CVS Health is developing new care models, particularly in areas like autism care, to address rising healthcare costs and improve outcomes [56][57]. - **Cultural Commitment**: The company has revitalized its culture to enhance employee engagement and align with its strategic goals [40][41]. Conclusion - CVS Health is strategically positioned to lead in the evolving healthcare landscape by focusing on trust, technology, consumer engagement, and provider partnerships. The company's commitment to innovation and operational excellence is expected to drive significant growth in the coming years [33][34].

Financial Performance and Outlook - CVS Health aims for mid-teens adjusted EPS CAGR through 2028, driven by diversified businesses[14, 15, 162] - The company expects at least $400 billion in total revenues for 2026[152] - The adjusted operating income for 2026 is projected to be between $1507 billion and $1541 billion[152] - Adjusted earnings per share are guided to be between $700 and $720 for 2026[152] - CVS Health anticipates at least $10 billion in cash flow from operations in 2026[152] Business Segment Performance - Health Care Benefits expects at least $137 billion in revenue for 2026, with a year-over-year decline of (35)%, and adjusted operating income between $358 billion and $392 billion[148] - Health Services projects at least $1966 billion in revenue for 2026, with a year-over-year growth of +3%, and adjusted operating income of at least $725 billion[149] - Pharmacy and Consumer Wellness anticipates at least $1365 billion in revenue for 2026, with a year-over-year decline of (15)%, and adjusted operating income of at least $609 billion[150, 151] Strategic Initiatives - CVS Health is launching "Engagement as a Service" built around the Open Consumer Engagement Platform, with an open platform launch goal in 2026[133] - The company projects cumulative deployable cash of $55 to $60 billion from 2026 to 2028, allocating approximately 60% to shareholder dividends and 40% to flexible deployment[161]

Group 1 - The core revenue guidance for 2026 from CVS Health is below Wall Street's average expectations, primarily due to a turbulent retail environment and stricter government scrutiny in the healthcare sector [1] - CVS Health expects total revenue for the next fiscal year (2026) to reach at least $400 billion, which is lower than the average analyst estimate of $418.3 billion [1] - The company raised its full-year profit forecast and indicated that profits in 2026 are expected to continue expanding despite regulatory pressures, which is seen as a positive sign [1] Group 2 - CVS Health's stock has performed well this year, with a cumulative increase of over 70% as of the last close, largely driven by a strong performance in the healthcare sector [2] - Despite the lower revenue outlook for 2026, the profit outlook for 2025 has been revised upward, and the 2026 profit forecast exceeds Wall Street expectations, leading to a pre-market stock increase of over 3% [2] - The healthcare sector is currently benefiting from a global shift towards value stocks, with CVS Health being a significant winner in this trend [2] Group 3 - The S&P 500 Health Care Index has risen by 15%, outperforming other sectors within the S&P 500 [3] - CVS Health has adjusted its 2025 earnings per share forecast upward by $0.05, now expecting earnings between $6.60 and $6.70 per share [3] - The company has consistently raised its annual profit expectations throughout the year, with the initial bottom-line earnings per share forecast in February being only $5.75 [3]

Core Insights - CVS Health has raised its full-year outlook, indicating a positive shift in its financial expectations for the year ahead [1] - The company has also guided for profit growth in the upcoming year, suggesting confidence in its operational performance and market conditions [1] Financial Performance - The adjustment in the full-year outlook reflects improved revenue projections and operational efficiencies [1] - Profit growth guidance indicates a strategic focus on enhancing profitability through various initiatives [1]

The healthcare company says it expects to post a narrower per-share loss in 2025. ...