CVS Health Corp. is considering a strategic breakup of its retail pharmacy and Aetna insurance units following months of internal discussions and recent talks with Glenview Capital Management, which owns roughly 1% of CVS stock. The company has been facing financial challenges, with increased costs in its insurance unit and declining profit margins in its retail sector, leading to three consecutive quarters of lowered earnings forecasts. CVS also announced a plan to cut 2,900 corporate jobs as part of a $2 billion cost-saving initiative. The board and management have engaged financial advisors to explore various options, including whether the pharmacy benefits manager should be paired with retail or insurance, though no final decisions have been made. These discussions come amid pressure from investors to improve performance and shareholder value. Despite the ongoing review, CVS's stock has seen some positive movement in response to the potential restructuring efforts.