Curious how everyone feels? Sounds good at first but seeing how Walgreens and Rite Aid failed as a standalone makes me worried
20 replies (most recent on top)
Upon the split, if you own stock, they will divide what you own into CVS Pharmacy shares, and CVS Health shares. I'm definitely not keeping the CVS Pharmacy shares. I'll sell them as soon as I receive them. WAY too risky for nothing in return.
@jw Rx model only is a bust. Another bright idea down the drain. Hopefully they signed short leases
My hypothesis is they will proceed with the pharmacy only model vs. continuing stores as CVS retail/pharmacy. If I recall the first one was launched in March 2026.
Put your bets in. I give the dr-gstore side 3-5 years before private equity buys it out for Pennies on the dollar, like Walgreens
Dr-gstores are so last century. RX margins su-k with high expenses and front stores sales are dead with uncontrollable shrink! Short life span ahead.
It means the company is finally admitting that the integration strategy was a complete failure. Only 8 years after CVS's acquisition of Aetna they're undoing things and separating the companies again. What a joke.
The investment bankers must be drooling. They made tons of money doing the first deal and now they get to make tons of money undoing it.
@a1 I had the same thought…
Maybe they’ll take all the data they grabbed from employees in the pilot and sell it across to other retailers
Retail get ready for a ton of store closures field mgmt start paying down your bills. Look at Walgreens and rite aid that’s the playbook going forward
Any news to the stores? Imagine all the field people are worried and pi---d given their stock dropped a ton today.
@a3 Greed will do you in all the time.
@c8 I said the same. I am assuming that CVS lawyers are not comfortable they will prevail. This is what green ets you.
It feels like a move because of the PBM / Pharmacy bills in some states.
Cutting off the limb to save the body. Retail dr-g stores are dead. There is no need for them anymore. Prices too high, stores understaffed, and nothing that is not available at dozens of other retailers for less. They are expensive to operate and are working on low margins. The retail segment cannot survive as a standalone as it did before the Caremark move /healthcare shift m
I’ve been asking for Aetna to be a stand alone company again. Let out stock go to three digits again.
@a7 are you calling this fake news? That’s highly unlikely that major biz site would report this without some confirmation.if it were fake I don’t see how it’s a health100 distraction.
The comments here are 80% garbage always
What's health100v
lol this seems like some “leak” by someone up top that actually doesn’t know the business … health100 flopping and trying to create drama
Aetna + CareMark (no retail) will be interesting combo. CareMark will continue losing customers to Rightway and Mark Cuban Cost Plus Dr-gs (just last year CareMark lost Eli Lily).
Aetna, via Star payments for Medicare Advantage, will have very volatile earnings. So undo Aetna CVS merger but move CareMark into Aetna.
Retail will crash and burn just like Rite Aid and Walgreens.
Interesting theyre lumping Health100 in with retaill too... What does that say?