Workweek October 27, 2022
Blake Madden

I’ve been looking into the retail health players recently (Walmart, CVS, Walgreens, Amazon) and wanted to use today’s send as an update on what all the big players have been up to.

KEY TAKEAWAYS

Walgreens, CVS, Amazon, and others are upping their investments big-time into healthcare footprints.

CVS and Walgreens want to own every aspect of delivery (outside of hospitals).

Consumerization of healthcare is driving these investments along with providing a faster growing avenue to pitch to investors.

CVS

If you’ve followed CVS and Hospitalogy for a while (appreciate u), you would know that CVS has been one of the more active players in healthcare and retail health since its acquisition of Aetna in late 2017 (note: was this one...

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Oliver Wyman

 
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