Advisory Board May 21, 2024
The recent Walmart departure from healthcare likely has incumbents high-fiving. This isn’t just because they’re happy to see a potential disrupter get out of their way (although that’s part of it). Walmart Health’s shuttering confirms what incumbents have known all along: healthcare ain’t easy. And its provider economics can be unforgiving.
At Advisory Board, we have the privilege and advantage of tracking the wider healthcare ecosystem and big plays over time. And we think it’s worth putting this Walmart news into a wider context — not only why Walmart Health didn’t work but, more importantly, what it means for healthcare. (Also, check out our Walgreens analysis here.)
First, the details. On the surface, Walmart Health’s play into rural markets made...
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