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Tag: CVS
We expect Amazon Pharmacy to take market share by providing consumers with price comparison capability, health information and related health services. We have noticed an uptick in Amazon Pharmacy YouTube Ads this week. The Amazon Pharmacy business unit is led by PillPack (Amazon acquired PillPack in 2018 for approximately $1 billion), co-founder T.J. Parker. In … Continue reading Amazon Pharmacy Is Ramping Up Its Marketing Effort
CVS Health (ticker: CVS) provides an example of ineffective executive compensation management. Compensation should reward past performance and encourage behavior that drives desired future results. CEO total compensation growth should not outpace revenue growth nor operating cash flow growth over time. We prefer operating cash flow as a performance metric over Adjusted EBITDA as some … Continue reading CVS Health: An Example of Ineffective Executive Compensation Management
We list a handful of industries that may accelerate their mobile workforce and remote capability efforts in the COVID aftermath. ASSET MANAGEMENT: We believe the big opportunity here is for virtual meetings whether they be one-on-one meetings between investors and management teams or full analyst days. Basic video communication and live streaming services are offered … Continue reading Industries Best-Positioned To Go Mobile Post COVID
It ought to be an interesting earnings call next week for CVS Health (ticker: CVS). Former Aetna CEO Mark Bertolini resigned from CVS Health's Board of Directors last night. Bertolini told the Wall Street Journal that the CVS Health / Aetna post-deal integration is far from over - a statement that contradicts CVS Health CEO … Continue reading CVS Health, Aetna Post-Deal Integration Hiccups
Healthcare is Broken "Shock!" you say. CEORater Podcast episode 90 discusses various catalysts for change. Healthcare market disruption in part will come from startups, new market entrants and various technologies that in the aggregate empower consumers and remove waste from the healthcare ecosystem (HBR estimates $1 Trillion in healthcare-related waste.) To maximize this opportunity requires removing politics … Continue reading Healthcare Is Broken. A Consumer-Driven Healthcare System Is the Answer.Premium
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