CVS

jerky-

True story. I was sitting in a drive thru line at CVS yesterday. Car in front of me had it on his back window

abscando

I full ported into CVS after learning what the V stood for

USC1989

CVS calls

dvdmovie1

> If even anticipation of new AI products leads to decline, I don't see how we get out of this anytime soon. There are things that are having an amazing year. Something like software though, every AI announcement for a while is going to be like CVS/WBA every time AMZN made some sort of announcement about healthcare but worse and more often.

LazyImprovement

I just found out CVS is not in network for my health insurance so I just signed up for Amazon pharmacy so you’re golden

ThaliaFaye

CVS being up isn't a surprise here, GOOG is tbh 🤔 I wonder why

PalpitationFrosty242

Only GOOG and CVS positive in mine, random

Ithinktoodeep55

companies with a higher forward PE than ADBE Comcast, AT&T, wells fargo, phillip morris, CVS, Pfizer. lol.

dvdmovie1

"Investors rotating into hardware / AI infrastructure (Siemens Energy +5%)" This has been a better story than a fair amount of tech for 2-3 years now. "Where the money has been spent" has broadly been a better theme than "who is spending it." IMO, this started to ramp up again this year. MSFT -12%, GEV +16%/Siemens Energy +31% YTD after playing catch-up to GEV in the last year or so. "“Unforgiving software tape,” as JPM put it" Why will that change, really? You're going to get bounces but it wouldn't surprise me if AI starts to become like Amazon was for so many years for industries like drug stores, where every time Amazon announced anything healthcare related it would impact CVS/WBA. Eventually some names will differentiate themselves (NET caught up in the software selling in recent weeks, +15% this morning on earnings last night), but some won't. "AI-disruption fears hitting European tech" Buy real assets. What is "ai-adjacent" that can't be easily disrupted by it? There are going to be people with tech-heavy portfolios that have worked for ages and might not work as well going forward. Tech discussion on here used to be a much wider variety of names, now it's just largely Mag 7 (MAGS -2.7% YTD.)

Rand-Seagull96734

I bought CVS the day the bill was announced, it has been up 5% already; it will pop because, well, TACO.

External_Anteater730

[https://hartfordbusiness.com/article/cvs-reports-record-revenue-but-aetna-insurance-costs-weigh-on-results/](https://hartfordbusiness.com/article/cvs-reports-record-revenue-but-aetna-insurance-costs-weigh-on-results/) Why hasn't the market priced in CVS to be much, much lower? Almost like someone's propping up the share price...

ecoburner87

piled into CVS yesterday because honestly I liked the chart. had no idea earnings were this morning and that they went really well lol sometimes things work out eh

Rude_Assistance_4386

Someone was able to snag 47x CVS weekly 77C for .05 at open, they're now 1.8 lmao

External_Anteater730

Why is CVS not under $70 by now? They literally lied on their earnings report and it's clear as day that their business is failing

deathlyharry

i go on the CVS app to claim a free $4 coupon off full purchase about once a week and walk out with 2 slim jims and a powerade for like 50 cents. they are going out of business soon. trust.

banned_maan

CVS straight up lying on future guidance, whatever

King_Siege

Damn I was hoping CVS would be down more. It’s sitting just past my breakeven price

Iamnotarobot82

How badly is CVS gonna crash today?

NotMyMainLoLzy

I hope everyone has CVS puts

Iamnotarobot82

I can barely take care of my own ass. I don't know how some of you can shoulder wife, kids, parents, side chicks, dogs, cats. CVS earnings, anyone?

Useful-Resolution363

I like how I bought hood calls and they’re down AH and I bought CVS puts and they’re up AH 😩

NotMyMainLoLzy

!p CVS

Useful-Resolution363

CVS calls or puts (I bought puts)

Useful-Resolution363

If Hood goes to $100 and CVS falls under $70, it's going to feel better than having sex

Nota-downer

Just a tiny bit of CVS 75p (I’m a coward).

Useful-Resolution363

Thats what Im thinking too, I get my meds from CVS but I have no faith in the overall business itself

King_Siege

I’m right there with you, no possible way CVS will have strong guidance

Useful-Resolution363

Now I’m holding 2/20 $89c Hood calls and 2/20 $74c CVS puts

King_Siege

CVS 77p

King_Siege

!banbet CVS -5% 2d

No_Current3675

JFC, am I reading correctly that CVS profit margin is 0.12% ?!?!????

NotMyMainLoLzy

CVS puts

Ok-Camel-9627

CVS puts??

Ok-Camel-9627

I wonder if CVS will UNH

External_Anteater730

CVS seems like an obvious miss for tomorrow...

JediOrDie

I dunno I’m mostly worried for Walgreens tbh. CVS has been beating a dead horse for a while now. Just taking them behind the woodshed and stealing their lunch money

WSB-Rizzler

Is there any reason CVS and HUM won’t get killed? Are Medicare cutbacks fully priced in?

Contango_withme

I like CVS, hidden gem 💎

PandoraBot

Wait till you find out about DIY fees from CVS overseeing literally every pharmacy

dapperAF

Firstly, thank you for continuing to try to help me with this. 1. Interesting. This was originally through a CVS Health employee benefit, so maybe that has something to do with it, but yet I log into Vanguard's generic website. 2. No dice unfortunately, that last screenshot was just me exploring the available options to try to see if there was some non-obvious way to rectify this solution. I did not execute that transaction as it would not have rectified such, it was just for illustration :( 3. Total value $65k 4. I don't have a menu bar like that and the closest I can get to it does not indicate any funds available for investment. The closest I can get is to reallocate some portion of the 100% investment in the 2060 fund to another ETF

Same-Fox9304

FDA and boards of pharmacies are crooks. How do I know they're not acting in good faith? They protect CVS for the shadiest shiit. I know, since I worked there and made reports that were shot down. At CVS you have employees who pick up pills off the floor to dispense, dispense expired medications, dispense medications that experienced extreme temperatures during power outages, wrong pills given to patients constantly due to clutter and understaffing. The Board of Pharmacy completely ignored my complaints. Big boys control the world buddy. Just look at RDDT today. It got crushed for another blockbuster ER. Meanwhile everything else in the book rallied. They wanted to expire options worthless. Big fish vs little fish.

ihopethisworksfornow

I like, like comic books, alright. I’ve been reading comic books since I was like 8 and my mom would bring me to CVS and they had this little spinning rack of comics and I’d just sit there and read them while she shopped. When colleagues are giving a presentation and make little mock examples about clients and stakeholders using Marvel character names as placeholders something in my brain makes me want to burn things

Spaceman-Spiff4

Most pharmacies (at least in my state) have store discount cards that are pretty much always cheaper than the goodrx price. If the price of your med through insurance is pretty high, ask about both goodrx and the store discount (just know it won’t go to your deductible). Also word of advice, literally any pharmacy is cheaper than CVS

SeaAndSkyForever

Same, it's actually jarring how cheap my prescriptions are on costplusdrugs. I was paying 5-10x more WITH insurance from places like CVS. I don't even use my insurance with costplus.

EmmaPersephone

P/E ratios will always be relevant to smart investors. Blue chip stocks average P/E ratio is currently at 24.33 for the Dow and 29.56 for S&P 500. AIG is a 40 billion dollar company with a P/E ratio of 8.36. Of the 3,500 listed companies There are only 12 publicly traded companies with a P/E ratio usually above 100. There are 178 companies that typically have a P/E ratio above 100. Here are the highest ones: Alnylam Pharmaceuticals P/E 1,460 Kratos Defense P/E 743.73 Celsius Holdings P/E 542.35 Datadog P/E 391.97 Tesla 377.33 Palantir Technologies 219.30 CVS Health 200.76

Fancy-Pen-2343

I lost my ass on unh calls and bought 100 shares of cvs. The CVS pumped and covered just a little of my pain

early-retirement-plz

CVS has not only not gone down, it’s gone up since the selloff started, dogshit CVS pays a dividend, dividend stocks seem to be where the money is flowing into

johns2289

CVS is the only lifeline i got right now. Who knew double priced bandaids and flu shots would be my Superman

plumpypenguin

just saw Satya Nadella slipping a bum $10 for antibiotics outside CVS

dapperAF

I appreciate all of y'all's responses thus far and hope to be able to figure out how to remedy this situation (Vanguard rep themself could not help) u/manoman1232010 , u/MissionDelicious3942 u/Ted_Smug_El_nub_nub Here are a couple of screenshots from my account: [https://imgur.com/a/UySyMze](https://imgur.com/a/UySyMze) I really don't see where I can re-distribute the funds that are currently in the MM account to stocks and bonds. Furthermore it seems like I could only change the proportion of allocation to the CVS 2060 fund so that it's not 100% and instead distribute to other funds. The last screenshot seems to be the closest to that but not quite. Help please? :'(

Sweet_Mobile6317

Their visor tech was used in the Venezuela raid. They're partly embedded in the US military which is why Congress won't target them as a monopoly. Microsoft and Nvidia are safe from antitrust regulation, because our leaders are afraid that splitting them up or hindering them in any meaningful way will allow China to leap ahead of us technologically, with their own corporations. The only "monopoly" we've split in years was CVS and Aetna. But Id argue they weren't really a monopoly to begin with: buying Aetna, the largest PBM, was just a strategy to shield them from Walmart and Amazon's expansion into pharmaceuticals. They also paid too much for the PBM and have been reeling from the cost

Moreaero

CVS 0DTE who’s in?

Moreaero

Anyone jumping into CVS or UNH?

NecessaryOk6148

Chart folk? What is CVS doing now??????

NecessaryOk6148

CVS going up again

Thump604

Sell that shit! Time for the monopolies to be broken up. F CVS and UNH

Fancy-Pen-2343

8.08 Bought 100 CVS shares too. The dividend sold me on that, even if I bag hold its not horrible.

Fancy-Pen-2343

Picking up 100 shares of CVS too. At this price its paying 3.8% dividend. Even if I end up bag holding I will be better off than some of my buys.

Salford1969

Saw on CNBC some analyst has UNH and CVS buys at this price, Humania a hold so someone thinks it will bounce back if that makes you feel better.

Beazt11123

CVS is basically a straight fall.

bullmarket2023

20% down. I'm not buying UNH until $250. Added to CVS.

AppleTree98

Did somebody use the Discombobulator again on the White House? >Medicare Advantage plan provider Humana dropped more than 20% in early trading, while CVS Health shed 10%. UnitedHealth Group lost more than 19% following the Medicare rate news and after it posted worse than expected 2026 revenue guidance. Elevance Health tumbled about 11%, while Centene dropped more than 7%.

Beazt11123

CVS got a crazy red candle rn.

nvidia69420

UNH or CVS calls 😈

moldy-scrotum-soup

Because CVS (pharmacy) owns Aetna (insurance) and caremark (pharmacy benefit manager). The ultimate vertically integrated ass fucking machine that preys on the ill.

30ABeachBikeWay

"Trump Administration Proposes Keeping Steady the Rates Medicare Pays Insurers. The proposal for a .09% average rate increase is less than what Wall Street expected and will probably hurt health-insurer stocks". This is why UNH, CVS, and other ho stocks are down. ...

pcurve

"Trump Administration Proposes Keeping Steady the Rates Medicare Pays Insurers. The proposal for a .09% average rate increase is less than what Wall Street expected and will probably hurt health-insurer stocks". This is why UNH, CVS, and other hc stocks are down.

Same-Brilliant2014

Oh, health dropped due to PBM investigation for CVS and UNH(they own optumrx)

crunchsoop

I don't know a single thing about the CVS's fundamentals. The only data I have collected is the fact that I have, in fact, been to a CVS. That place is where prudent spending goes to die. Good luck with those shares.

Same-Brilliant2014

All health stocks dying my CVS shares :(

Ok_Cry7572

Trump Administration Proposes Flat Rates for Medicare Advantage, CMS and White House Say - WSJ - $UNH $HUM $CVS UNH down 7.5%

Wows_Nightly_News

SanDisk is trading for the same price CVS sells their SD cards.

zeppo_shemp

>But some of these ETFs claim to have "the top 100 global companies", but then something like Exxon Mobil will be in the top 10, when it's really more like #20, well, those numbers float around a bit over time. so the percentages and ranking today could be very different from next year, or from 4 years in the past. even for the same index ETF. check out the top S&P 500 stocks from the year 2000, for example. https://www.finhacker.cz/en/top-20-sp-500-companies-by-market-cap/#2000 and it depends on how the stocks are ranked. for example, the top 5 stocks US stocks in VTI are ranked by 'market capitalization' and as of today are: - Nvidia - Apple - Microsoft - Amazon - Google/Alphabet But RWL from Invesco ranks larger company US stocks by their revenue, or gross income. And the top 5 are very different: - WalMart - Amazon - United Health - CVS Health - McKesson Corp if you ranked stocks by other metrics, such as total dollar amount of dividends paid out to shareholders, the list would also be very different.

SmallCapsOnly

$LENZ ripping and tearing its way back to $50 If a buyout happens by J&J or CVS I’ve got a buyout price estimated to be at a minimum $100 a share but possibly $150 a share. They are the only option on the market right now, their competitor Vuity pulled its product due to consumer backlash. $LENZ eye drop VIZZ has already shown it solves the problem of Presbyopia without the issues Vuity had and consumer reports reflect that. High risk, High reward, if you track its beta coefficient it appears to be negative in terms of large market downturns. My belief on this is due to the high short interest of over 25%. When market floor drops it seems like shorts are covering this position and realizing losses to offset the gains they have from being short at $30, $40 or $50 a month or 2 ago. Looking forward to more news coming out now that the direct to consumer campaign has begun. Best of luck to you all and I wish we all make tendies. Aside from the gey bers, they can get fuk.

FullCopy

🥭 is turning around. He forgot to pickup his crazy-meds from CVS before the trip.

The_ky_connection

What does tdoc do that CVS or another company can't? The play is united health for under valued. Tdoc is going nowhere

Skittler_On_The_Roof

Hahahaha ......ha. How effective has anyone been in dismantling monopolies?  Not to mention from a legal standpoint they'd look at pharmacies as a whole, where brick and mortar will have substantial market share.  And on top of that, anti-monopoly laws generally revolve around things like buying out competitors or general practices against the public's best interest. They'll win market share by delivering these meds faster and cheaper, which is in the public's best interest.  They've knocked 90% off the cost of many meds already.  They're the disruptors to the companies that gave worked to build a moat (CVS). Hell, Pfizer alone has acquired hundreds of billions of dollars worth of competitors.  

Nefarious_AI_Agent

Isnt CVS going bankrupt?

31andnotdone

the people of greenland YEARN to call a cashier at CVS to unlock the deodorant

LividStatistician180

Hello, I am writing my IB Math AA HL IA about how appropriate Black-Scholes is for pricing American options, but I still struggle to find a CVS or general downloadable documents with real past American options. Does anyone have a link or website where I can find some?

Unable_Illustrator_2

The only play I lost here was Planet Fitness; can't win them all. But, I found other plays too, and they are working out great. Plus, the sleeper that helped me out this morning was CVS 1/16/26 C. Plays: https://preview.redd.it/9eymjb29c7cg1.jpeg?width=1080&format=pjpg&auto=webp&s=8f2799815ee248145c915a7f0a25b669b33c9b81

SoloOutdoor

Depending on the "gash" its either to CVS or Urgent Care 😆

tingley2

UNH is Amazon and something like CVS is Apple imo… both will win, how much risk you want

MarthaJulietta

This gotta be peak fear and capitulation in this stock. I been through it with TSLA FSLR CVS sold out at or near bottom. They usually come back. This one will too.

WetLumpyDough

CVS and UNH are pretty fucking awful ethically

Pendulumswingsfreely

Master Card is completely Joseph. Amazon have been bullish except Bezos kept selling at 220. Bonus is ABBNY for automation and CVS for health.

Colest

Bro works at CVS and thinks he can doll out [unsolicited medical opinions](https://www.reddit.com/r/wallstreetbets/comments/1pku6jo/part_2_of_weed_bet/nu8aec2/0

seiggy

How do you suggest a web store take cash? Works with all the major credit cards, and debit cards. Do you expect them to let you mail them an envelope of cash and add it to your balance or some nonsense? Just go to CVS and buy a gift card if you don’t have any sort of plastic.

ViriditasBiologia

If you have a primary care provider ask them, if not CVS should have them, as well as lots of other pharmacies and even some retail stores.

dont_downvote_SPECIL

👨‍🦲: Hey baby can you call CVS to cancel my prescription for hair loss & boner pills? Tell them I'm buying my shit from TrumpRX.gov

xeromaayush1

I was checking my medical bill and my hospital charged fucking 160$ for a splint. That doesnt cost more than 4-5$ in CVS

vermilli21

Why did CVS and UNH just cliff dive

Same-Brilliant2014

CVS off a cliff 😳

ilikesillymike

I'm gonna say this again. No one is saying this, and everyone needs to understand the minute. This goes to schedule three every recreational state dispensary will need to close immediately. There will be no recreational anywhere than that. The minute this becomes on the same line as hydrocodone, it becomes a controlled substance that requires a prescription from a pharmacy only. This also means all medical dispensaries will likely need to close unless they become pharmacies. Your doctor will need to prescribe it and there will need to be diagnosis that match the recommended dose and so on and so on and so on. This is about pharmaceutical companies and control of the industry. In addition this very like we will not be CVS and Walgreens that dispense it. It will be the local pharmacies that dispense it. They will be the winner here. Including all of the pharmaceutical companies that take over the industry. While everyone might celebrate this realize what actually is gonna happen if this happens, I think it's smoke. Literally.

OutlandishnessUsed24

1. "Embarrassing ticker" That "embarrassing" 1-800-FLOWERS name is a brand asset worth tens of millions on its own - instant consumer recognition built over 40 years. But here's what you're missing: the real value isn't the phone number, it's the data that phone number generated since 1990. Three decades of consumer gifting behavior, seasonal patterns, and logistics optimization - collected before anyone knew what "big data" meant. That dataset plugged into today's AI infrastructure is wildly undervalued. You know who would pay real money for "when does zip code 75024 spike flower orders for Mother's Day" predictive data? Amazon. Walmart. Any retailer trying to optimize perishable logistics. That's not a joke ticker - that's a proprietary dataset nobody else has. 2. "Not profitable" Fair - they're not profitable right now. Q1 showed a $53M loss. But context: Q1 is seasonally their worst quarter (gifts = holiday business), they're mid-turnaround after a botched order management system the CEO literally called a "colossal screw-up," and they've got $67M in cost cuts planned ($17M already done). Gross margins are still 35.7% - the business model works, execution didn't. That's exactly why new leadership was brought in. The bet isn't "they're printing money today" - it's "a $1.4B revenue company with 35%+ gross margins trading at $250M market cap is mispriced if new management stabilizes." Big difference. 3. "Amazon/Walmart/CVS competition" You're thinking about this backwards. FLWS isn't competing on selling gifts off a shelf - they're a logistics company that's been delivering perishables to every zip code in America for 40 years. Amazon doesn't have that data. Walmart isn't running same-day perishable delivery through Uber Direct. The Uber partnership isn't something a "mom & pop" gets - that's enterprise-level logistics integration that validates their data and infrastructure are worth something. 4. "Boomer management" This is how I know you haven't actually looked. New CEO (first non-family ever), new CMO (ex-Home Depot), new CIO hired Dec 8 specifically for AI and digital transformation. And it's not just C-suite - go check LinkedIn. They're actively hiring middle managers under these execs to build out the new org structure. I know because I applied to one. 5. "This doesn't happen" It literally does. Netflix collected DVD rental preference data for years before anyone cared - then used it to build the recommendation engine that powers their $250B market cap streaming business. Domino's was a "dying pizza company" that pivoted to a tech-first model using delivery and ordering data - now 70%+ of sales are digital and they trade at a premium. John Deere went from "tractor company" to precision agriculture data platform by monetizing sensor data from equipment. Legacy data + new AI infrastructure = transformation. FLWS has a nearly identical setup: decades of proprietary consumer data, new AI-focused leadership, and a market treating them like they're already dead. You see the ticker. I see the balance sheet, the float, the data moat, and the transformation.

LowWind7998

Bro, First, you’re betting on a ticker that says 1-800-FLOWERS, you’ll feel absolute regarded when you’re holding that ticker for the next 10 years. Second, the company isn’t even profitable … Please explain to me how a company that sells gifts (not tech) went -200 million in net revenue this year, like how stupid is the management? Lastly, Amazon sells gifts, Walmart sells gifts, CVS sells gifts , you’re basically betting on a Mom & Pop boomer company to excel in a world dominated by giant players with big bank rolls.

Ok-Beach1673

I mean, his idea isn’t too far out of the realm of possibility, it’s just not explicitly stated in the current bill. I would argue CVS dispensary’s are not a reality we will see in the 2020’s, but just look how quickly this country adopted gambling. One year it was completely taboo and looked down upon in society, then it gets partially legalized, then next thing you know every other commercial is Jamie Fox asking you to join BetMgM

Ok-Beach1673

Also a late 20’s uneducated opinion here. I’m not familiar with KMB or KVUE, but the other 3 companies are probably being hit fiercely by the wave of organic alternatives on the market for products such as paper towels, tooth paste, seran wrap, laundry detergent, etc. This trend shift in consumer sentiment is rapidly shifting away from these harsher, historical chemically filled products that a Colgate, Clorox or Proctor and Gamble make. (I for one am not switching to an “organic disinfectant for my counters, but that’s my own two cents). I also think we are seeing a big change in the historical channels that these businesses used to access consumers. These big name producers used outlets like Walmart, Target, CVS, Publix, to sell their products, and have minimal to no web presence for direct to consumer. COVID really brought a rise to social media consumerism, so many more small businesses are popping up and selling through tik tok and instagram than ever before. These businesses are selling “organic replacements” to many of the same products the companies you provided also sell. The first name I can think of would be “Dr Squatch Soap” I always see ads for that stuff. If these companies like Clorox or Colgate lose their ability to gain market share by simply purchasing premium shelf space at a supermarket, and now have to compete with 1000 other new brands/faces online with strong B2C online ability, and potentially lower overhead per unit. Idk why I typed this much out, just stoned and scrolling through reddit, but I don’t think I’m that off base. I for one didn’t know Clorox was even a public company or that they were only a $12B company, I’m buying that! People can go “organic” all they want, but I want some STRONG chemicals when I’m cleaning up after raw meat or other messes.

C_B_Doyle

Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.)

C_B_Doyle

Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS provided by existing multi-state operators such as MRMD (Marimed Inc.), CURLF (Curaleaf), TCNNF (Trulieve) and many other multi-state operators.