文章核心观点 - CVS Health 将于周三早盘公布第三季度财报,此前两个季度的业绩表现不佳 [1][2] - 尽管CVS股价自2024年初以来下跌约30%,但分析师普遍认为该公司未来将能够收回部分股价损失 [3] - 上月,该药店连锁和医疗保健提供商面临被拆分业务和任命新CEO的报道 [5][6] 财务数据总结 - 第三季度营收预计将增长约3.6%至930.2亿美元 [4] - 但净利润预计将下降40%以上至12.9亿美元,每股收益为1.05美元 [4] 其他重要信息 - 10月中旬,CVS宣布公司内部资深人士David Joyner接任CEO [6] - 同时公司还发布了第三季度每股收益3-8美分的初步预测,并表示将在本次财报电话会议上提供新的全年指引 [6] - 自10月中旬以来,CVS股价已下跌19% [6]

Wall Street analysts forecast that CVS Health (CVS) will report quarterly earnings of $1.57 per share in its upcoming release, pointing to a year-over-year decline of 29%. It is anticipated that revenues will amount to $92.87 billion, exhibiting an increase of 3.5% compared to the year-ago quarter.The current level reflects an upward revision of 5.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their ...

CVS Health (CVS) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on November 6, 2024, might help the stock move higher if these key numbers are better than ...

In the latest trading session, CVS Health (CVS) closed at $56.25, marking a -1.94% move from the previous day. The stock's performance was behind the S&P 500's daily gain of 0.16%. Elsewhere, the Dow lost 0.37%, while the tech-heavy Nasdaq added 0.78%.The the stock of drugstore chain and pharmacy benefits manager has fallen by 8.78% in the past month, lagging the Retail-Wholesale sector's loss of 0.07% and the S&P 500's gain of 1.67%.Investors will be eagerly watching for the performance of CVS Health in it ...

CVS Health Corporation (CVS) is scheduled to report third-quarter 2024 results on Nov. 6, before the opening bell.In the last reported quarter, the company’s adjusted earnings of $1.83 exceeded the Zacks Consensus Estimate by 5.17%. CVS Health beat estimates in three of the trailing four quarters and missed in one, the average positive surprise being 2.02%.The Zacks Consensus Estimate for third-quarter revenues is pegged at $92.87 billion, suggesting growth of 3.5% year over year. The consensus estimate for ...

Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: We focus on GARP/Value stocks—high-quality, reasonably priced businesses with strong moats and significant growth potential. We prioritize fundamentals and ...

Foundation announces $1.5 million in new Health Zones funding and progress through first six months of the programWOONSOCKET, R.I., Oct. 23, 2024 /PRNewswire/ -- The CVS Health® Foundation today announced $1.5 million in new Health Zones funding between Good Samaritan Health Center, Open Hand Atlanta and Uber Health to increase access to comprehensive health care services, medically tailored meals and transportation for patients with chronic diseases. This announcement was made during the company's Project ...

文章核心观点 - 南加州7家CVS药店的工人正在罢工,他们要求更好的工资和医疗保险,并指责公司在合同谈判中采取恶意行为[1] - 超过90%的两个当地联合食品和商业工人工会成员在9月29日投票赞成罢工[2] - CVS表示已经就提高工资和增加公司医疗保险缴费达成临时协议,但工人表示无法负担CVS提供的保险费用[2] 行业概况 - 全国各地的药店连锁店都面临成本和网络竞争的压力[3] - CVS Health CEO最近辞职,股价下跌19%,CVS正在实施三年计划关闭900家门店[3] - CVS药房技术人员经过广泛培训和执照要求,工作5年后时薪为24.90美元[3] 公司运营 - 工人表示除了配药,还需要不断呼吁顾客接种流感疫苗等额外工作[4] - 为防止盗窃,很多门店将商品锁起来,导致顾客需要等待员工解锁,公司没有提供足够的人员支持优质服务[5] - 工人还要求改善门店安全[5]

文章核心观点 - 医疗保健股票并非都是低风险投资,部分公司近年来的表现不佳,甚至不如大盘指数[1] - 沃尔格林和CVS Health两家公司目前面临一些经营挑战,未来可能继续表现不佳[1] 沃尔格林(Walgreens Boots Alliance) - 公司正在关闭1,500家门店,试图恢复盈利,但销售收入仍在增长,说明运营效率是问题所在[2][3] - 公司预计2025财年将恢复调整后每股收益,但仍面临处方药报销、零售销售疲软和药房利润压力等挑战[3] - 在公司业绩出现明显改善之前,投资者应谨慎考虑[3] CVS Health - 公司最近5年的标准化摊薄后每股收益增长仅7%,未来增长前景不明朗[4] - 公司正在进行为期数年的成本节约计划,同时关闭900家亏损门店,但这些措施可能难以持续带来业绩提升[4][5] - 公司的医疗服务业务增长乏力,不足以推动整体业绩增长[5][6] - 对于风险厌恶型投资者而言,目前暂时不宜考虑该股[6]

CVS Health on Friday replaced CEO Karen Lynch with David Joyner, a CVS veteran who retired before returning to the company last year, after investors including activist Glenview Capital pressured the company to improve its stagnant share price.It also withdrew its 2024 forecast and gave an outlook for third-quarter earnings far below analyst estimates.CVS shares were down 7% at $58.64 on Friday. 3 CVS shares dropped on Friday as it replaced CEO Karen Lynch, who took over in 2021. APThey are down by nearl ...