CVS Health unveiled an updated growth strategy and raised its 2025 financial guidance during its Dec. 9 Investor Day, detailing plans to transform consumer experiences, deliver best-in-class execution and strengthen performance across its diversified businesses.
The company also released its first full-year outlook for 2026 and introduced a new AI-native consumer engagement platform designed to integrate services across its enterprise and partner organizations.
Here are seven key takeaways from the event:
- CVS Health is focusing its strategy on improving execution and the consumer experience. President and CEO David Joyner said in a Dec. 9 news release that the company is committed to building a “simpler, more connected and more affordable” healthcare experience for consumers, professionals and payers, while delivering value across Aetna, CVS Caremark, CVS Pharmacy and its healthcare delivery businesses.
- The company highlighted its national footprint as a competitive advantage. CVS Health said it connects with about 185 million consumers across its businesses, operates more than 9,000 pharmacies and has 1.5 million relationships with healthcare providers. About 85% of Americans live within 10 miles of a CVS Pharmacy.
- Leadership framed the strategy as positioning CVS Health for long-term impact. Mr. Joyner, who has been with the company for nearly 40 years, said its obligation is to ensure the organization is best positioned to “do the most good for the most people” over the next four decades.
- CVS is raising its financial expectations for 2025. The company now thinks it will bring in at least $400 billion in revenue, up from its previous estimate of $397.3 billion. It also expects higher profits, increasing its forecasts for both operating income and adjusted operating income. CFO Brian Newman said CVS is “closing out 2025 with meaningful momentum.”
- CVS expects continued earnings growth in 2026. The company is projecting at least $400 billion in revenue, higher operating income, adjusted EPS of $7.00 to $7.20, and GAAP EPS of $5.94 to $6.14.
- CVS committed to a mid-teens adjusted EPS compound annual growth rate through 2028. The outlook is based on margin recovery at Aetna, business wins and margin performance at CVS Caremark, sustained earnings at CVS Pharmacy, and a path to profitability for its healthcare delivery segment.
- A new AI-native consumer engagement platform is in development. CVS announced a platform anchored in a single app and built as an AI-native product. The open platform is designed to integrate experiences across its entities and external partners. The initiative aims to simplify care navigation, personalize services, reduce costs and improve outcomes, building on AI capabilities already in place across its core businesses.
