Jim Cramer on CVS CEO: “Joyner’s Money”

Core Viewpoint - CVS Health Corporation has shown significant performance improvement, becoming the best performer in the healthcare sector under CEO David Joyner, with a notable stock increase of nearly 77% in the previous year [1][2]. Group 1: Company Performance - CVS Health's stock increased by nearly 77% as it recovered under the leadership of new CEO David Joyner [1]. - The company has laid out bullish long-term earnings targets, contributing to a 2% increase in stock price on the day of the report [2]. Group 2: Market Context - The healthcare sector finished up 12.5% in 2025, with CVS Health being the standout performer amidst concerns regarding regulatory changes under the leadership of RFK Jr. that ultimately did not materialize [1]. - Competitor Walgreens is shutting down many stores, which may provide CVS with a competitive advantage in the market [1].