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Why Have Pharmacy Chain Stocks Outperformed in 2015?

Earnings Preview: Key Performance Drivers for CVS Health in 2Q15

(Continued from Prior Part)

Share price drivers for CVS Health and peers

CVS Health (CVS) stock is up almost 14% this year. It’s also up by 7.3% since the Target deal was announced on June 15 and by 8.4% since the company announced its intention to acquire Omnicare (OCR) on May 21. The markets have looked favorably on both transactions.

In comparison, Walgreens Boots Alliance (WBA) is up by 23.9% and Rite Aid (RAD) by 14.2%. WBA got a boost from its strong 3Q15 earnings, which it released on July 9. The stock is up by...


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