CLAIM #18570 · CVS Health Corp (CVS) · 2025Q2 earnings call · Aug 6, 2025 · due Dec 31, 2025
“So I would say, from a guide perspective, taking a cautious stance on the consumer dynamics and spending piece and then we'll continue to watch immunizations as they remain dynamic and think about the potential for lower market demand in that business.”
Brian O. Newman · CFO
In context
“tly, all of this is powered by our technology advancements and our strong operating model, we have underlying this business to really focus on consumers and driving their needs in the 9,000-plus local community destinations we have. Brian O. Newman: So maybe I'll just comment on the guide as a follow-up to Prem's comments. As you mentioned, the strong volumes impressive with the strong script growth, 6.5% and the strong front store sales of 3.5%, albeit some of the front store sales as we look at the modeling, 1% of that was due to the Easter holiday. But net-net, very encouraged to see it flowing through. We started the year with a guide of down 5%. We're now at about down 1.6%, keep in mind that the business has been pressured for some time, well over a decade if you pull out the COVID. So I would say, from a guide perspective, taking a cautious stance on the consumer dynamics and spending piece and then we'll continue to watch immunizations as they remain dynamic and think about the potential for lower market demand in that business. J. David Joyner: And maybe just one addition over the top here. This has been a multiyear effort. So the results is not by accident. We've focused, as Prem said, on building out the technology to make the pharmacies more efficient and work better for our colleagues and work better for the members that we're serving. So I couldn't be happier with the innovation and the progress that we're making and feel really excited about welcoming the new Rite Aid customers that -- in the back half of the year. Operator: Our next question will come from Elizabeth Anderson with Evercore. Elizabeth Hammell Anderson: Maybe following up on that a little bit. As we think about what you said in terms of moving CostVantage into the government business next year and maybe there's potentially some 340B impact.”
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SEC filings for CVS ↗ · Claim quote is verbatim from the 2025Q2 earnings call.