CVS Health Corporation

CVSintermediary

CVS Health is one of the largest healthcare companies in the US, operating an integrated model spanning pharmacy benefits management (Caremark), health insurance (Aetna), retail pharmacy (9,900 stores), and primary care clinics (Oak Street Health, MinuteClinic).

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Продукты и выручка

Доля выручки продукта

Структура выручки ($357B)

Статические данные (загрузка финансов…)

Health Services (Caremark PBM) (38%)

Health Insurance (Aetna) (35%)

Pharmacy & Consumer Wellness (22%)

Corporate / Other (5%)

Структура сегментов и ключевые клиенты

Подробности продукта

Pharmacy Benefits (CVS Caremark)38%

One of the three largest pharmacy benefit managers (PBMs) in the US. Manages drug coverage for 100M+ plan members.

Health Insurance (Aetna)35%

Aetna commercial, Medicare Advantage, and Medicaid health plans serving 24M+ members acquired for $69B in 2018.

Retail Pharmacy (CVS Pharmacy)22%

9,900+ retail pharmacy locations. Filling 1.5B+ prescriptions annually. Also includes front-store retail.

Health Services (MinuteClinic / Oak Street)5%

Primary care clinics (1,100+ MinuteClinics, 200+ Oak Street Health centers). Vertical integration into care delivery.

Связи цепочки поставок

Конкуренты

UnitedHealth Group

PBM (UnitedHealth OptumRx) and health insurance

Влияние: Primary competitor

The Cigna Group

PBM (Express Scripts) and health insurance

Влияние: Significant competitor

Макро- и рыночный контекст

헬스케어Новости сектора

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Предстоящие катализаторы

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

AI-анализ

Нажмите "Получить AI-анализ" для анализа цепочки поставок CVS Health Corporation.

Информация о компании

Штаб-квартира

Woonsocket, Rhode Island, USA

Основана

1963

Сотрудники

300,000+

Веб-сайт

cvshealth.com

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