Nearly a year ago, CFGI’s Mark Billings and Stephen Kretschmar joined Kyle and Herd on the JTaylor Healthcare podcast to discuss the rise of retail giants entering the healthcare space. In Part 1 of the conversation, they unpacked how companies like Walgreens, CVS, and Dollar General hoped to reshape everything from primary care to pharmacy services.
Now, in this follow-up episode, our CFGI team returns to the JTaylor Healthcare podcast to revisit whether these ambitions are still on track—or if they’re seeing a turning point in retail health. Which strategies have delivered results, and which have faced setbacks? Has the hype begun to fade, or are retailers simply refining their approach for a more sustainable future? Catch Part 2 of this evolving discussion as they explore what’s really happening on the front lines of retail healthcare and what it means for providers, investors, and patients alike.
