CVS

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.

sadlittlewaffle

Do I hold my very stupid CVS puts from yesterday or eat the 80 percent loss. Can’t really get worse right 🤪

Historical_Air_8997

Sure I can get behind most of that, but you you implied UNH is priced cheaply when it just isn’t. I agree tho it’s like the Home Depot of healthcare, steady dividends and growth and not going anywhere. There is a spot in most portfolios for a company like that. But it’s not a company to “rotate” in and out of and complain when you don’t get tech sized gains or lose money over a few month time horizon. My issue is people thinking companies like UNH or CVS are going to multibag over the next year or two because “look how high their ath are” when it just isn’t how these companies trade and operate.

br0botic

CVS giving it all back

Historical_Air_8997

So you’re rotating from winning companies with strong growth over the last few years into losers with declining or negative growth over the last few years. Not exactly sure why people think that’s smart. Then you go and rotate back into tech but pick the worst tech with slowest growth in their respective industries, again not that smart. At least the tech ones probably won’t lose money in the long term but they’re not the best picks atm. If you wanted to rotate into healthcare there are better options that have had growing revenue and cash flows the last few years. The administration is against Medicare and have been talking of cuts the whole time then yall surprised there’s cuts and shocked the companies heavily relying on Medicare income go down. You think insurance companies can just raise premiums forever? You don’t see any consumers unhappy with that and seeking alternatives? You don’t see any companies stepping in to be that alternative for consumers? HIMS? One medical? GoodRx? Cheaper urgent care centers? Like seriously people aren’t seeing the shift in healthcare? So many people think CVS is a big turn around and ignoring all the newer modern competition, same with UNH and CNC. I’m bullish on healthcare as a segment, we have a very old population and very unhealthy population, but people picks are fucking terrible. Picking the biggest losers just bc they’re dinosaurs and “huge turnaround” is dumb, they’re losing and down for a reason. If it was that or staying in “expensive” tech then stay in the tech that’s at least growing 20%+ a year. To answer your question more directly: what’s going on is that many people are chasing short term gains and just not looking at middle/long term trends. They’re making bad choices and trusting management that has proven they can’t make the shift society is so obviously pushing for.

No_Cow_8702

Lol. Someone needs to be in $CVS, which beat and raise.

sadlittlewaffle

I’ve come to the conclusion that my CVS puts are probably fucked. Thank you for your attention to this matter. I should not have become a bear

Huge_Dare5524

Love CVS

sadlittlewaffle

My CVS puts might be fucked… 😭

Vegetable_Trip_5897

Rip CVS puts

HotSauce_209

CVS puts someone please

HotSauce_209

CVS puts someone tell me now!!!

GalacticDogeV2

!banbet $CVS +6% 24h

Front-Equivalent9639

CVS puts?

Front-Equivalent9639

CVS puts?

HotSauce_209

CVS puts?

HotSauce_209

CVS worth doing calls or puts if any at all

sadlittlewaffle

CVS puts for earnings tomorrow thank me tomorrow at open

apexpredator0505

META = four letters (call) HOOD = four letters (call) MSFT = four letters (call) CVS = 3 letters (put) Thank me later

sadlittlewaffle

You gonna play CVS tho? I feel they are gonna miss. Or I at least hope so. No way they stick to what they reported in Q1

sadlittlewaffle

CVS and Ford Puts will hopefully print a little

APTPredator1

CVS puts. You’re welcome.

Frumpy_little_noodle

CVS Health keeps blocking my ADHD med fills. Since I get my meds from Walgreens, CALLS

professor_chao5

I mean, you may be right about the price target. I was just saying you’re wrong about CVS and UNH being the same business

SignificantGlove9869

CVS offers health care plans.

shigella1897

That's like saying Costco and Target are in the same business and should be evaluated the same lol. CVS is getting fked because of online retailers competing with their brick and mortar pharmacies. If you factor in how much the US spends on healthcare, and how powerful the insurance lobby is. It's only a matter of time before health insurance pops off. It's like investing in drug cartels. Health insurance can literally murder for profit and get away with it.

professor_chao5

Lmao, CVS and UNH is not an apples to apples comparison. CVS relies heavily on its retail stores, and Aetna is smaller part of its business. The UNH healthcare service network is huge

SignificantGlove9869

I tell you a little secret. CVS is in the same business as UNH. CVS has P/E of 10. If you apply the adjusted expected earning of $16 for UNH you get a target price of $160. Way to go. Down. Hahahaha.

Cyberdan3

Zepbound is so good that Novo had to make an exclusivity deal with CVS Caremark to exclude Zepbound from insurance plan formularies in favor of Wegovy. Not as effective and many more known gastrointestinal side effects. They deserve to lose.

ImAnElkShootMe

It's actually the opposite-insurers are refusing to cover Zepbound even though it's a proven more effective drug, but Novo is making more acceptable pricing deals than Lily is. CVS Caremark (which I think partners with all UnitedHealth plans) will only cover WeGovy/Ozempic and nothing else. Still in long on NVO but yeah their short term outlook is rough because there's tons of competitors to Ozempic and most of them are better. Noro needs to get a new product or a pill format out ASAP.

SignificantGlove9869

Why? CVS has P/E of 10. UNH P/E over 15. UNH should be $160

soyeahiknow

CVS is going the way of Rite Aid

actuallyrealperson

I'd fuck your puts but I haven't gone to CVS yet