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CVS Gets an Activist Check-Up

CVS Gets an Activist Check-Up

Update: 2024-09-301
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Description

Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?  


(00:19 ) Seth Jayson and Dylan Lewis discuss:

- Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion. 

- How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax. 

(15:08 ) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.


Companies discussed: CVS, KBH, KMX


Host: Dylan Lewis

Guests: Seth Jayson, Mary Long, Jason Moser

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

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CVS Gets an Activist Check-Up

CVS Gets an Activist Check-Up

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