Stock Movers CVS Rises, PepsiCo Drops, Ares Jumps on News of Joining S&P 500
Dec 9, 2025
Denisa Sokova, a Bloomberg reporter specializing in market commentary, shares her insights on the latest market movements. CVS is on the rise after forecasting better profits and increased earnings by 2026. In contrast, PepsiCo faces challenges after an agreement with an activist investor to cut product lines and reduce prices amid slowing demand. Meanwhile, Ares is celebrating as it will be included in the S&P 500, which is expected to boost its stock significantly. Denisa’s analysis sheds light on these pivotal market shifts!
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CVS Outlook Shows Strong Turnaround
- CVS raised its full-year profit forecast and expects earnings to rise in 2026, signaling operational strength.
- Denisa Sokova notes CVS is up over 70% year-to-date and showing a strong turnaround under a new CEO.
Regulatory Pressure Remains A Key Risk
- The company still faces regulatory and industry pressures despite the positive outlook.
- Denisa warns health plans and drug benefit managers are under greater government scrutiny affecting CVS's environment.
PepsiCo's Concessions Fail To Soothe Markets
- PepsiCo agreed with Elliott to cut its US product lineup by 20%, lower prices, and trim its workforce.
- Denisa says the market reacted negatively as these moves haven't assuaged investor concerns about demand and costs.