Meet Kevin on $CVS (Nov 4, 2026)
CVS is long one of the speaker's favorites because of its drugstore-division turnaround and split into two public companies; Q3 revenue was 108.4 billion and it raised full-year earnings guidance. The stock may not reflect this, but stocks are often wrong on big changes; the video also notes two years of share gains despite Walmart and Amazon, due to operating strength.
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CBS Health, long one of my favorites because of the turn that has happened in the in the drugstore division, uh, is splitting into two public companies. This reports third quarter revenue of 108.4 billion, raises its fullear earnings outlook.
You can't tell from the stock, but stocks are often wrong when it [music] comes to what big changes.
I saw this quarter a worrisome trend. I want to try to get some uh feel for it. I know that Walmart has decided to go in very aggressively in your category and Amazon's gotten aggressive in your category.
Are you losing share to those right now? >> No, exactly the opposite. CVS has been gaining share um for the last two years because of the operating strength.