CVS

Many_Easy

There isn’t really. However, there is still the possibility that future will limit intoxicating hemp availability. I’ve often thought about medical cannabis also being made available at pharmacies like CVS and Walgreens in the future. Because of the uncertainty, I’m playing almost all sides - LPs, MSOs, intoxicating hemp, CBD, regulated flower, beverages, domestic, international, etc Also, pharma, alcohol, and tobacco companies. So many combinations and permutations and other potential variables in this industry. No one knows what happen.

Swiftnice

I didn't have any problems until Riteaid closed down now CVS is fucking me again and there are no independent pharmacies near me.

VolSurfer18

Trump has a history of disagreements with Larry Merlo, former CEO of CVS Health and board of directors at Kenvue. Go have a look 😉

easye_was_murdered

It's not "no news". I believe the catalyst for the recent stock price collapse was coming from CI earnings, where they said they are basically giving up on a lot of PBM margins to avoid political scrutiny. CVS and UNH tanked too given that have PBMs. Further, earnings were confirmed to be shitty too. Decreases in margins, unclear outlook for 2026, etc. Management said that EPS growth might not resume double digit growth un 2027. I gave up and walked away with a 10% gain.

GoldenPresidio

There is a bifurcation of consumer brands right now in CPG and foods. People want to either go upmarket (perceived higher end brands) or go downmarket (generics/store brands) The mainstream brands in the middle are getting squeezed. You call them “solid brands” but I mostly see them as brands that don’t have much differentiation from generics going forward. For example I don’t need Tylenol, I can get the CVS brand of the same shit. But there some brands in there that people really prefer- like Huggies vs pampers vs generic

coolelel

Well, to be fair, I never said it's bad technology, just that it's not really as unique as people think and I also stated their strong suits. The consulting side strength is something they have a hand over every other company, especially because their software isn't plug and play, it's custom tailored. When you contract them, they literally fly over engineers to build and tailor what you need. They don't just spin up a stack and leave you to fend for yourself. Besides, building off of open source tools is NOT a bad thing. It's often better than completely building proprietary software from scratch. Every single software out there has open source tooling to some degree. . AWS and Azure partner with EVERYONE. It's literally called AWS marketplace for a reason. I'm just speaking from my background as someone who has directed a lot of stack migrations for some of the companies you've listed. And again, the government connections is their strong suite. Almost all of the companies you listed partnered with Palantir due to their DoD certifications and connections. Even if someone does the exact same thing, due to regulations, you can't just accept any company. Not CVS and Ferrari, but I assume they're more customers using data foundry than partners.

Anteater_Able

Guess we should trust these two random redditors over companies and entities that partnered with Palantir such as... *checks notes* Amazon Web Services. Nvidia. Microsoft Azure. Oracle. Databricks. Snowflake. Booz Allen Hamilton. GDIT. Northrop Grumman. NHS England. BMW. Airbus. CVS. Ferrari. Oh, and Department of Defense Impact Level 6 (IL6) Provisional Authorization (PA). If only they'd all listened to boboshoes and coolelel they could've avoided the smoke and mirrors and been much better off, folks!

obeseoprah

While your anecdote rings true for certain products, the numbers disagree. KVUE’s ROICs have averaged anywhere from 13-15% over the past decade, while their cost of capital averages 7.3%. This puts them well above truly commoditized product makers. They own a product that shares the origin story of the ‘Kleenex effect’ with Band Aid. The name is synonymous with the product. The private labels who compete in Kenvue’s space have no meaningful market share (Great Value, CVS, Walgreens brands) in most products that Kenvue focuses on. Not only do these brands win out on a volume basis, but Kenvue’s brand value allows them to charge a premium for an otherwise commoditized product. I personally don’t own any of the stock, as too much of their traffic comes from the dying drugstores of the US. But if someone likes a 5%+ yield and undervalued company driven down by a deranged crackpot making up conspiracy theories, I’d understand why.

Low_Plastic363

Up $10K on CVS puts.

HimmarsheeStreetLive

Oh, snap\~! Thought you typed $80C 11/21. Booked some $80c 11/21 late on 10/28, and CVS rocketed at open on 10/29!!! Booked it. Bought it. Banked it!

Low_Plastic363

CVS was 82 pre-earnings. Went to 87 pre-market, 85 at open, 80.66 now. Make my 80p 11/21 PAAAAHMP

DoubleVisual5996

CVS 🚀 🚀 🚀

TheMallard1

CVS earnings report is 3 miles long

cryptohorn

Why CVS dumping

NOMERCYDLKH

!banbet CVS 5% 12h

Low_Plastic363

CVS $80P 11/21. Book it!

cryptohorn

CVS -20% in the AM please and thank you

GetCashQuitJob

!banbet CVS $76 21d

After-Question3165

May just throw $200 at CVS 10/31 90c the reward is too good to pass up even considering I’d lose like half to IV crush 😅

False-Ebb-7746

CVS 86 2d BKNG 5600 3d

False-Ebb-7746

Plays for tonight: Calls: CVS, BKNG Puts: BA, VZ, ETSY

GetCashQuitJob

I couldn't sell myself on CVS moving enough either way.

CycleApprehensive539

But a couple of CVS calls or all in on GOOG?

hemmingwayshotgun

Who cares. As long as public trust in this company begins to wither, and a general malaise begins to develop in the community, where we actually stop and think about the shit we put in our bodies just because it’s sold at fucking CVS, is a win in my book.

Largeshmarge

Someone was telling me to go full port KVUE. Then someone else said I should smoke rock behind the CVS.

emerging6050

CVS??

DonBonleone

Probs CVS. That thing is a piece of shit. I bought shares in my real brokerage almost 2 years ago and it’s the only thing red in my chart

gamers542

Target does serve a purpose. For my family, the CVS Caremark is my employer's preferred pharmacy. Personally, I find checking out at Target to be easier than Walmart.

Same-Brilliant2014

Bro, CVS is up 80% YTD, hold 55%. You should have bought CVS 😂

Same-Brilliant2014

CVS up 84% and you all ignored it lol 🤑🤑

nivek_123k

as someone who has fought major losses with huge risk, sometimes it's better to just walk away. the real question is; how much capital, and has your fundamental bias and understanding on this single asset changed? I have had this happen over the years with dozens of firms losing massive amount of shareholder wealth... CVS, ENPH, AAP, TSLA, BA, oil, gold, and more than I can count... most anything over a long enough time period has and will experience massive price changes. this is the game we play. honestly, if you just don't know what the firm is worth - it's best to just walk away. when I mean walk away, I mean reallocate that capital to something that can return value to you over time... such as a high quality broad market ETF.

Dmoan

If it had mooned he could have been set to life buying electrolyte drinks and protein bars from CVS with his hsa card..

Internal_Field5970

Doesn’t CVS own Aetna Seems retarded to bet against healthcare 

iliektohiek

Puts on CVS they can’t fill any of my prescriptions. Gyna says no addy and heartburn for Anerica

joepierson123

Diageo, Constellation Brands, Kraft Heinz, Disney, Campbell soup, Brown Forman Honorable mentions near 10 years lows CVS,  nestlé, General Mills, Coors, Dollar General etc

joepierson123

Diageo, Brown Foreman, Nike, Constellation Brands, Kraft Heinz, Disney, Campbell soup, CVS,  nestlé, General Mills 

SarriPleaseHurry

Do you genuinely think OpenAIs makes most of its revenue from random laymans paying $20 a month? There's companies who have built their entire backbone off off the API OpenAIs provides that tens of not hundreds of thousands a month. Your $20 is the same as thinking CVS gets most of its revenue from the random chapstick you buy every other week.

borat_he_like_you

*Hey baby do me a favor and cancel my Viagra subscription from CVS* #I'M GUNNA BUY DEM BONER PILLS OFF TrumpRX. YEE HAW!! 🤠

Pelon7900

I was fixing to ask if any discount applies if I swing by the Walgreens or CVS?

Tntn13

Surely this is a ploy to monopolize RX eventually then slowly jack up prices for record profits for all right? Either way. It’s probably long term a good thing assuming the country recovers and someone can then take that infrastructure and make it a low cost meds for all thing. Idk seems like a direct attack on CVS and Walgreens though. 🤷‍♂️

fomoandyoloandnogrow

wtf is this, I thought the government was supposed to stop giving healthcare, why is he getting a online CVS named after him?

2022_bored_panda

Family member works for an independent pharmacy, this may put them out of business. Pharmacies operate on a very thin margin, and reimbursement rates are set by the PBM. They already lose money on many meds because PBMs set reimbursement rates lower than the medication cost. You can't refuse to fill them or you can get dropped from the contract. Im not convinced the PBMs will change the reimbursement rate enough to cover the cost difference. Basically the cost is now doubling and there is no ability to change how much they get paid.  I bought puts on CVS, we will see what happens.

Yan__Hui

Comcast calls for dividend play Monday Tesla puts two weeks out because he’s 80-90% a confirmed Pedo now CVS and PayPal Bullspreads (puts and calls, monthly and LEAPS) SNAP June 2026 13Cs (insane open interest… possible someone’s expected AR glasses to hype stock. Crazy play: Snap gets bought by Palantir to have visual data from people everywhere?

Designer-Arrival2743

short CVS, open, sofi 

Historical_Low4458

Wal-Mart, Ford, Visa, Mastercard, Google, T-Mobile, Kimberly-Clark, Coca Cola, Pepsi, $EWY, Johnson & Johnson, Unilever, Linde, Wells Fargo, Bank of America, Protecter & Gamble. Maybe a little Target, CVS, Tyson and Kroger thrown in too.

TheHorsesWhisper

CVS been on a roll

Quiet-Pause-1575

Branch of CVS filing for bankruptcy. Im transitioning.

Pink_Squadron_Medic

If Decarlos Brown gets convicted guilty WMT, TGT, M, WBA, NKE, CVS getting looted 

Hot_Land4560

I never thought about CVS. I got my first Rx delivered today with Walmart+. It is worth the membership for this alone. Stuck, at home sick or with a sick family member, knowing Rx and OTC will come shortly, is a comfort.

the_cardfather

First of all a lot of Boomers have their wealth tied up in houses that they can't sell because younger people can't afford them and they can't downsize profitably. Secondly they don't just pull this money and it evaporates. They pull it and they spend it. So it moves from whatever long-term investment they've been keeping it in like Chevron or Coca-Cola into another company's revenue line. Walmart Kroger CVS and Healthcare companies. While not all of them have enough liquid assets to stick to 4-5% the market growth would actually outpace those withdrawals in that scenario.

MrLeaps

Someone bought $100k worth of these at the ask on Thursday I was just following that trade. Look at the massive green candle if you switch the “today” selector to “sept 4” on the top right of the chart https://financhle.com/company/CVS/options/O:CVS250912P00072000

wrongrobertpatrick

They keep it locked up at CVS

Teralek77

My prep is just building up a cash position. I have had CVS but sold it of recently. Otherwise I am absolutely convinced that my positions are not overvalued and I can keep cool on a market collapse. If that happens I will just buy more of what I am invested in. I am specially bullish on AMZ and TSM so if there is a retraction I will buy more of those. There is no preparation of portfolio. Either you believe on those companies long term or you don't. If you don't then sell, independently of what the market in general does. If you do believe in them, hold them and do not sell, even if there is a total market meltdown.

Whatever801

Glad I use CVS acetaminophen

GoZukkYourself

The woman at CVS gave me a weird look when I bought 78 boxes of Sudafed tonight. It must be nice not to have to deal with allergies 🙄

No_Cow_8702

Made the easy IPO money, sold it and bought CVS shares..... One of the better plays this year, along with $CRCL IPO.

iNeedBoost

CVS sells alcohol but no nicotine or vape products. Nic is seen as a much worse product than alcohol that is generally accepted

ookas_pookas

+2 C on CVS a couple weeks ago. Wish I bought way more.

Due-Sea4841

Sell PLTR for what? WMT, COST, CVS.......consumer stocks? lol

HelpSingle266

CVS Health It runs one of the largest pharmacy benefit managers (Caremark), owns a top-tier insurer (Aetna), and controls thousands of retail locations. This three-part ecosystem gives CVS a unique edge: they can lower costs, direct patients smarter, and collect insights no competitor can match. In Q2 2025, CVS reported nearly $99 billion in revenue—up 8% from last year—and earnings that smashed expectations. Management even raised profit guidance for the rest of the year. Investors responded: the stock is up more than 45% in 2025, easily beating rivals and the broader market. The change started when David Joyner took over as CEO in late 2024. Unlike the “growth at any cost” playbook of the past, Joyner is focused on discipline—cutting expenses, exiting volatile markets, and shoring up margins. The result? A steadier, stronger company built for long-term wins. Even after the rebound, CVS trades cheaply compared to peers, with a healthy dividend yield of around 3.8%. Analysts see upside into the $80–$90 range, making the stock one of the few “value plus growth” plays in healthcare. CVS has the scale, leadership, and results to turn its once-messy empire into a healthcare powerhouse. After years of underperformance, the company looks ready to live up to its potential—and that’s why CVS is destined for greatness.

kray1137

CVS never done me wrong

Various-Tangerine-88

He sent someone to get more Extra Strength Depends and they called and told him they can't afford them...the prices are insane at the DC CVS......

notreallydeep

They mean Walmart, McDonald‘s, CVS etc.

Ok-Butterscotch-2241

And this is why Costco and Walmart and CVS were all up today…AI is currently only relevant when you’re not sick, hungry, or in need of some cloths, toilet paper, etc.

judahrosenthal

The other day I went to CVS and they had a big sign begging people to take drugs. They were basically just handing out cash and Xanax at the same time.

Tojo6619

CVS gonna hit 72 

OptionSellingRegard

Caught a whiplash when they saw the whip pass They like “ok I see you” bitch how could you not? Drove to CVS and copped a Plan B and watched her swallow bitch I KID YOU NOT J Cole is so fucking good

GoZukkYourself

The bol and ber peace summit is taking place in the CVS parking lot in 10 minutes.

mayerp7776

CVS,Hum,CI next?

Creative-Cranberry47

you're right. should've certainly mentioned the bigger players, but even so you get the memo. CNC, CI, HUM, is all up. Also, CVS is a hybrid with Aetna

AmberLeafSmoke

Oscar, Clover and CVS are really poor comps for UNH.

Creative-Cranberry47

the entire health insurance market cratered. the entire health insurance sector is up today due to large players investing in the long term outlook. look at OSCR, CLOV, CVS, ELV, and many others. they are all up heavily. the other fields of insurance had a negative impact as well despite no correlation. despite, what you don't like to hear, they are moving pretty closely to one another

shortsermons

If CVS surpasses 70 I will bust

PalpitationFrosty242

Indirectly - CVS. Been making moves lately

GetCashQuitJob

No, because I want WBA to die a fiery and painful death. CVS can fuck right off too.

Machine_gator2233

My calls are getting cooked, I have a leap in BSX, HWM, CVS and NEM

jaygibby22

Express scripts, CVS Caremark, and OptumRx process nearly 80% of prescription claims.

dvdmovie1

> Is this a good time to get in at a great price, or is this a failing stock? It has certainly done worse (-93% since going public) than I would have thought given the value proposition, but what is the moat? I haven't looked at it in a while, appears they are now trying to go after HIMs (which sort of illustrates the lack of moat with that.) They lowered FY rev guidance because of store closures (RiteAid), which it seems like they could have been better at anticipating. You're looking at a future where there will be less pharmacies (how many stores are CVS/Walgreens closing?) so that is an issue. The Pharma manufacturer solutions side of the business is doing well. It does actually make money, unlike a fair amount of medtech speculative names. I guess I view it like this: Worst case scenario: zero. Seems doubtful but at $3.50 and down 93% it's not far from it - a couple more mixed/missed quarters and you might have negative momentum continue to carry it at least towards there. Best case scenario: It stops making errors/having setbacks, evolves a little further and focuses on faster growing segments and it could do well over time. I still think every time Amazon announces something this will be hit and I still question the moat, but if this actually can finally do a more convincing job at making a place for itself in healthcare then it's probably moderately undervalued. Again, I don't know that it has tons of growth potential (if it did, it wouldn't be down 93% in a few years in pretty much a straight line), but there is potential upside if they can finally work out what seems like persistent "one thing or another" issues. It's not something that I'd have as a core position; it's something that if I invested in I'd have a small position as a turnaround play and if there's any indication that that turnaround is starting to occur then I'd add more. If it doesn't, then dump the small position.

apathyetcetera

I see GoodRX as a sort of Expedia or Kayak of pharma coupons. There should be some value in coalescing and comparing competing pharmacy pricing vs coupons on a pharmacies website. Sure most people will just click a box on the CVS website when they submit their prescription renewal, but there is a market for those that shop around, just like when shopping for flights/hotels on Kayak.

salacious_lion

CVS calls just sayin

salacious_lion

Kids so drunk on ETH that boring grandma CVS breaks out and nobody notices. Bitch pushing her walker to $71 next week

salacious_lion

I know ETH is all the hype right now but CVS just broke out and is going to hit 70 next week

shadowpawn

I was just at local CVS. Man pricing on everything imported is crazy. Vitamins are at least 35% to 40% more expensive than when I bought in 2024.

salacious_lion

CVS and CI about to break out

Livid_Engineering_30

Have you looked at CVS, MCK, COR, CI, CAH, ELV, CNC, WBA, and HCA to compare with UNH and see if their profits suggest any patterns that could point to possible fraud?

stefanliemawan

Totally wrong. Drug especially comes with a lot of personal preference. I read that some people are already preferring wegovy to mounjaro. Yes, most people will go to the better drug: Mounjaro, but Novo can either drop prices and make a deal with health insurance for exclusivity in Wegovy. The first they are looking into, and the second already done with CVS.

Sarduci

Indeed. I expect places like CVS and Walgreens to eventually be like - we’re done taking a loss on some meds. Have fun getting your prescriptions filled nowhere.

remote_001

CVS is a zombie company they will stay flat.

kuschelig69

\>My last finasteride refill was 19 cents for 3 months. Didn't even bother to make an insurance claim. The bottle probably cost CVS more than 19 cents. for me this was a real journey. I went to two doctors and they refused to give me an RX for finasteride because the side effects are too dangerous. I searched for side effects on Reddit and some mods banned me from a finasteride sub. Then I bought it on the black market for over 100 €.

super_not_clever

That's crazy, I thought I was getting a good deal at $12 from Costco. Puts on CVS I guess

Individual-Habit-438

I dunno, I wonder how it can be that cheap too. CVS has to be losing money just on the bottle and filling it and packaging it. But I didn't ask questions. Past 3mo refills on finasteride were in the $1.20 range which was still dirt cheap.

Individual-Habit-438

It's a total dogshit stock that relies on people being too chicken to go to their doctor for a Rx. A marketing scam with absolutely zero moat. they resell generic drugs you can get at CVS for vastly cheaper. My last finasteride refill was 19 cents for 3 months. Didn't even bother to make an insurance claim. The bottle probably cost CVS more than 19 cents.

RepresentativeHat975

After 100 percent drop CVS pharmacy owes me 1200 percent cash back…

Smoochy_dog

CVS and walgreens…pharmacy section

TungTungSahurs

The United States of Layoffs...Enjoy.... INEOS ABS USA CAM Industrial Solutions TouchPoint Services (AKA Compass Group) United States Cellular Corporation Lennox Industries Pacific Premier Bank Wellpath Atria Wealth Solutions Corteva Prothena Biosciences Inc. Hood Packaging Corporation Microsoft JC Penney Central Valley Training Center, Inc. Stephens Distributing Company DAI Global, LLC Morgan Truck Body, LLC Reyes Coca-Cola Bottling, LLC L&T Precision, LLC Oerlikon Balzers Coating USA Inc. Georgia-Pacific Sutro Biopharma, Inc. Boston Scientific Corporation Mission Linen Supply CAM Industrial Solutions Highgate Hotels CVS Health Corporation ACDI/VOCA Michaels Stores Procurement, Inc. Incyte Diagnostics JP Morgan Chase Leidos Holdings, Inc. Sapango, Inc. (Tre Posti) Vertex Pharmaceuticals Swat Fame, Inc. The Mutual Group Sodexo Del Monte Foods, Inc. Movate, Inc. (The Genesis Project) Discovery Energy (Rehlko) INOAC Exterior Systems, LLC Accelerate360 Distribution, LLC Nuttall Gear, LLC First Student Paramount Global BioNTech Us, Inc. Need It Now Need It Now Delivers, LLC Del Frisco's Double Eagle Steakhouse Pixelle Specialty Solutions Wells Fargo Harpoon Henry's Seafood Restaurant KIRA Services, LLC KIRA Government Services KIRA Services LLC and KIRA Training Services Southeast Service Corporation (Services For Education) Robert Kaufman, Inc. Ranstad US TEKsystems Seviroli Foods Tyson Foods HyPro, Inc. Transit Management of Volusia County, Inc. Stingray Pressure Pumping Gilead Sciences Target TransAxle, LLC Nordstrom Albertson's Baton Rouge Randalls Store ADRA International Lightspeed Logistics Miami, LLC Advanced Drainage Systems, Inc. Encino Energy, LLC JC Penney (Maryland) Milwaukee Forge, LLC Planned Parenthood Mar Monte, Inc. Amazon Fresh McDonald's Restaurants of California, Inc. Khoros, LLC Oxford Social Club Mucci Tehachapi, Inc. Nasco Education, LLC Social Distribution, LLC Walmart BLST Operating Company, LLC LPL Financial, LLC CRST Expedited, Inc. Whitsons Food Service, LLC Milgard Manufacturing, LLC Columbus Regional Health Joe's Crab Shack Goldman Sachs and Co., LLC Prineville Facility Design Group Americas and Red Lion, LLC Pocino Foods Company IG Design Group Americas, Inc. Bowhead Missions Solutions, LLC International Business Machines-Coppell Accenture Rogue Valley Transportation District Activision Blizzard Science Systems and Applications Management and Training Corporation Pourlessoins (Synergy Health Services and Zomleben) Northwest Offset Printing, Inc. Santa Maria Hostel TT Electronics Facility IRC (Plano) Ford Design Studio NYP Holdings, Inc. Sonoco Products DHL OTG Management - Terminal 8 U.S. Cotton, LLC

divexpat

I agree and I'll also add that almost all new jobs created the last few years have been in either the gov or healthcare. UNH is the largest employer in the healthcare sector. They employee over 10% of all MDs in the US, and huge numbers of nurses. They have over 400k employees. The other insurance companies are similar. Take CVS for example which owns Aetna. They employ over 300k. So, if the gov does not allow the health insurance companies to get back to their tiny margin rates, these companies will stop hiring and maybe start laying people off. That will make the jobs data look like a disaster. For example. Last report says we added 73k jobs. Well 55k of those came from healthcare. The healthcare sector is literally the only sector adding signifcant jobs outside the gov for the last several years.

warmer-garden

She worked at xerox for many years, took out her retirement after in like 2006. Trained to be a pharmacy tech 15 yrs ago. She’s been at CVS ever since. She went down to working 3 days a week but that plus social security is just enough to get by on her own. Her husband died 3 yrs ago, didn’t leave her w anything but credit cards and trauma 😭 she’s okay for now, very independent and her mind is still intact. Luckily my oldest uncle could help her if anything ever happened, and he’s the main one checking in with her now. 2 of her kids (my mom and one uncle) already died. The three she has left are the ones who are sorta okay in life so I don’t think she’s too too worried. There’s ppl in even much worse positions than her unfortunately

Infamous-Potato-5310

Agreed, we have not even seen the real damage until we get deeper into this over billing thing. Given the political climate, that’s likely going to be a very bad situation for them. I think if I wanted this type of play I’d go with CVS. Still undervalued but not in such a world of shit as some of the other players.

AsgardWarship

Monopoly? Cigna, Humana, Molina, CVS, Elevance...

TrueScallion4440

There's a reason why CVS for example got into the pharmacy benefit manager business. Lot of money to be vacuumed up between manufacturer and consumer. If you go into a CVS nine times out of 10 it's a ghost town but Caremark is rolling in the dough.