UPDATE:CVS Caremark 2Q Net Up 15%, Boosts EPS View
04 Agosto 2009 - 12:16PM
Dow Jones News
CVS Caremark Corp.'s (CVS) second-quarter profit rose 15%
Tuesday amid revenue gains at its pharmacy-benefits business and
another solid performance at its traditional retail-drugstores.
That prompted the hybrid pharmacy benefit manager-drug store
chain to boost its 2009 outlook to $2.59 to $2.64 a share. In May,
an uptick in its PBM business prompted CVS to raise its target
slightly to $2.55 to $2.63.
Tuesday's upbeat results provided more evidence that the
drugstore chain's $27 billion purchase of pharmacy-benefits manager
Caremark in 2007 may be starting to pay off, until recently a big
investor concern.
CVS shares recently traded up 2.79% to $34.95, and are up more
than 20% so far this year.
Earlier this year, CVS renegotiated some pharmacy contracts at
lower price rates and bid aggressively to keep others, which at the
time reignited investors' concerns about the underperforming
Caremark business.
While CVS has seen an uptick in its pharmacy-benefits business
since then, and Chairman and Chief Executive Tom Ryan said in the
company's conference call he expects additional contract wins this
season, he cautioned that "the remaining opportunities are probably
not sizable enough to offset the losses, since the term contracts I
reviewed totalled about $2 billion."
Ryan said the company was in the midst of the 2010 PBM selling
season, describing it as having "some good successes" and well as
disappointments. He noted that the company had more than 3,000
clients, with a 96% retention rate, slightly higher than this
year's rate.
CVS' retail pharmacy sales, which rose 17.2% to $13.8 billion,
benefited again from its Maintenance Choice program, which allows
PBM customers enrolled in a client's program to pick up 90-day
prescriptions at a CVS store instead of receiving them through the
mail for the same price.
CVS reported continued uptake of the program, which now has 270
clients, up from 200 in the first quarter, CEO Ryan said in the
earnings call. A fourth of the clients are new to the company's
pharmacy-benefit business, he added.
"Maintenance Choice continues to grow in popularity," Ryan said.
"The feedback has been extremely positive."
The company's same-store sales jumped 6.1% in the quarter, much
stronger than the rest of the industry, with growth of 7.5% at the
pharmacy.
Maintenance Choice's performance also gave a boost to the
pharmacy-services segment, the revenue of which jumped 22% as
processed claims rose 8.8%.
A later Easter and increased cigarette prices ahead of the
federal excise tax in the second quarter helped lift the company's
front-of-store sales.
CVS's second-quarter profit increased to $886.5 million, or 60
cents a share, from $774.8 million, or 53 cents a share, a year
earlier. Excluding acquisition-related costs from the purchase of
Longs Drug Stores last fall, earnings rose to 65 cents a share from
60 cents.
Revenue rose 18% to $24.9 billion, in part on the acquisition of
Longs.
Analysts polled by Thomson Reuters were expecting earnings,
excluding items, of 64 cents a share on revenue of $24.41
billion.
Gross margin fell to 20.3% from 20.7%.
-By Kelly Nolan; Dow Jones Newswires; 212-416-2167;
kelly.nolan@dowjones.com
(Mike Barris contributed to this report.)