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PitchBook Analyst Note: Walmart, Amazon, and CVS Make Waves in Healthcare Services

Q3 2022

PitchBook Analyst Note: Walmart, Amazon, and CVS Make Waves in Healthcare Services

September 16, 2022

Walmart, Amazon, CVS want to disrupt healthcare services. Here's how PE, VC could benefit

Walmart has a 10-year partnership with UnitedHealth. Amazon plans to acquire One Medical. CVS has a deal to buy Signify Health.

What does the retail wave mean for healthcare? Senior healthcare analyst Rebecca Springer unpacks these outsiders' strategies and what it all means for incumbent PE- and VC-backed companies.


Table of contents
Key takeaways 1
Overview of recent announcements 2
Walmart 2
CVS 4
Amazon 5
Final thoughts 7