MAAT INDEX

CLAIM #18547 · CVS Health Corp (CVS) · 2025Q2 earnings call · Aug 6, 2025 · due Dec 31, 2025

We're having a strong start to the 2026 selling season with retention expected to be in the high 90s.

David Joyner · CEO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

early doubled over the last 2 years and now represent 15% of their pharmacy costs. On July 1, we took a significant step to create competition among manufacturers to lower cost in this drug category. We used our unique capabilities to minimize friction, resulting in over 95% of the eligible members adopting a preferred formulary weight loss product. However, we know drug therapy alone is not enough to achieve the best outcomes. To address this, we offer a powerful weight management program that empowers patients to achieve greater weight loss and drug therapy alone. Importantly, our program participants on average achieved double-digit percent weight loss at 12 months, regardless of the drug they use. Our innovation, reach and clinical capabilities differentiate us in the PBM marketplace. We're having a strong start to the 2026 selling season with retention expected to be in the high 90s. Our approach and commitment to lowering cost is also leading to new wins with the most sophisticated clients. For example, in our new business win with CalPERS, they specifically highlighted our commitment to delivering more affordable drug benefits and our performance-based model that emphasizes managing pharmacy costs and ensuring clinical quality. In our retail pharmacy business, we are working tirelessly to be the source of stability as we ensure the communities we serve across America maintain access to their medications. PCW delivered another strong quarter despite persistent reimbursement pressures. Our performance is a direct result of our ability to anticipate market dynamics and take the right actions to lead the industry. We made deliberate investments in technology and our col

Verify independently

SEC filings for CVS · Claim quote is verbatim from the 2025Q2 earnings call.