Reasons to Read

Discover what the CVS Health separation means for CVS Pharmacy, its rivals and health retailers adapting to aging consumers and GLP-1 drug adoption.

Read this report to discover answers to these and other questions:

• Why has CVS Health chosen to separate into two companies, and whose interests does the structure of the deal appear designed to serve?
• How does CVS Pharmacy’s position compare with Walgreens and nonspecialist rivals such as Walmart, Kroger and Albertsons as it heads toward independence?
• What could greater focus and agility mean for CVS Pharmacy’s retail business once it operates separately from Aetna and Caremark?
• How are an aging population and GLP-1 drug adoption changing what consumers need from drugstores and pharmacies?
• How could CVS Pharmacy use products, services and marketing, including Health100 and AI, to build a whole-health offering?
• Which retailers and brands stand to gain or lose advantage as a more focused CVS Pharmacy emerges?

Data in this report include: US drugstore and pharmacy retailers’ revenues, retailers purchased from by drugstore shoppers, drugstore store visit trends, services used at drugstores, US consumers’ attitudes to wellness and GLP-1 drug usage by generation, and the US drugstore and pharmacy sector size.

Companies mentioned in this report are: Albertsons Companies, CVS Health, Kroger, Rite Aid, Target, Walgreen Co., Walmart

Other relevant research:

• Market Navigator: US Drugstore and Pharmacy Retailing—Solutions for Drugstores To Win Again
• What Will a Retail Health Offering Look Like in the Future, and How Can AI Support That?