Stock Movers CVS Rises, Carvana and Ares Management Rally Before Joining S&P
Dec 9, 2025
CVS is on the rise after raising its profit forecast, showcasing resilience in a tough retail landscape. Carvana celebrates a rally fueled by its upcoming S&P 500 inclusion, marking an impressive streak of gains. Ares Management also makes headlines with a surprising S&P addition, indicating strong shifts in the credit market. The hosts discuss the impact of index funds on stock prices and explore the dynamics of in-store customer experiences, providing a lively market overview.
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CVS Shows Earnings Resilience
- CVS raised its full-year profit forecast and expects earnings to rise by 2026, giving investors renewed confidence.
- The stock is up over 70% year-to-date amid a tough retail environment and industry scrutiny, highlighting resilience in pharmacy profits.
Locked Displays Frustrate Shoppers
- Carol Massar and Tim Stenovec discuss unpleasant in-store experiences at drugstores where many items are locked up.
- The hosts use this everyday example to explain customer friction despite strong pharmacy profits.
CVS Stands Alone Publicly
- Walgreens is now privately owned by Sycamore Partners, leaving CVS as the last large publicly traded pharmacy chain.
- That market structure affects competition and investor focus within the retail pharmacy sector.