A CVS breakup — which reportedly is on the table — would be pretty hard to actually do and could come with a lot of downsides, and most people seem skeptical it’ll happen. But the fact that it’s being discussed at all is notable in an era where vertical integration is all the rage. Though CVS’s woes may seem very specific to the company and its unique compilation of business lines, they overlap with some industrywide risks and suggest that not all consolidation strategies are created equal.
Read the full article: Why a Potential CVS Breakup Matters //
Source: https://www.axios.com/2024/10/04/cvs-breakup-implications-health