Eran Kampf's Notes
Stock/CVS

Stock/CVS

Last updated on

CVS Health Corporation (CVS)

  • Company is viewed as retailer but really isn’t
    • Front of the store purchases account for just 7% of the company’s total revenue.
    • Many investors categorize it as a retailer and consequently view its business as sibject to the same risks as other brick & mortar stores such as [[BBY]] or even [[SPG]]

References

SeekingAlpha CVS