- Lengthened and heightened vaccine season (COVID-19 + flu) paired with omni-channel expansion will drive foot traffic and double digit EPS growth acceleration.
- Unique moat expansion with Aetna merger and expansion of HealthHubs presents an industry-differentiated holistic healthcare solution.
- Recovery-themed exposure with low risk due to resilient business model (integrated across the value chain), management tailwinds (new CEO announced in November), and cheap valuation (trading well below historical PE).
For further details see:
CVS Health: A Unique Holistic Healthcare Opportunity