How is Caremark doing compared to other CVS businesses? I came across a few job openings at CVS Caremark.
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Here is what Insider Monkey is reporting for all of CVS going forward
https://finance.yahoo.com/news/cvs-health-corporation-cvs-high-170642458.html
CVS Health Corporation (NYSE:CVS)
5-Year Net Income Growth: 10.68%
5-Year Revenue Growth: 9.87%
TTM Net Income: $7.19 billion
Number of Hedge Funds as of Q2 2024: 60
I won’t read too much into TM’s team missing from CMK townhall. If the videos on heartbeat are any indication Tilak seems to have DJ in his pocket. TM’s vision is totally disconnected from realties so he is unlikely to make any meaningful impact before he heads off to retirement home in Disney land.
Joyner had a Townhall call for Caremark. It was a bunch of people who were all happy and excited about Karen 2 weeks ago now telling us how excited they are now about the business.
People being laid off. Business being closed and they were all passionate about the business.
No info, no facts, just one EVP after another patting themselves on the back on the great jobs they do and have done.
I came away thinking 'Is that all you got?'
Caremark has just held a townhall with DJ. A bunch of folks in Teelaks org weren't invited. That tells something.
In general it's doing better right now than 1) Aetna and 2) Retail. The largest growth area in Caremark is Specialty Pharmacy. That does not mean it has been immune to recent layoffs - not at all.