Core Insights - CVS Health Inc. outlined its future growth plans at its investor day, indicating strong momentum in its stock performance [1] Group 1: Fiscal Outlook - For fiscal 2025, CVS projected revenue of at least $400 billion, exceeding the consensus of $394.59 billion, with operating income between $4.37 billion and $4.54 billion [2] - The company raised its fiscal 2025 adjusted earnings guidance to $6.60-$6.70 per share, compared to the consensus of $6.38 [2] - For fiscal 2026, CVS anticipates revenue of at least $400 billion, below the consensus of $409.9 billion, with operating income projected between $13.26 billion and $13.60 billion [3] - CVS expects adjusted earnings for 2026 to be between $7.00 and $7.20 per share, slightly below the consensus of $7.18 [3] - The company aims for a mid-teens Adjusted EPS CAGR through 2028, driven by strong business performance [3] Group 2: Technology and Innovation - CVS unveiled a new suite of technology products and services focused on "Engagement as a Service," aimed at enhancing consumer engagement across its businesses and partners [4] - The company claims that improved engagement can lead to better health outcomes, reduced costs, lower hospital readmissions, and more personalized offerings [4] - CVS has saved over $1 billion to invest in new growth and artificial intelligence initiatives [5] Group 3: Operational Efficiency - In its Aetna unit, CVS has achieved significant operational efficiencies, saving 90 minutes per nurse daily through consolidated clinical documentation and reducing call center volume by 30% [7] - CVS Caremark can now process over 300 claims per second during peak periods with a 99% first call resolution rate [7]