With brief, occasional, italicized and sometimes gratuitous commentary…
• From the Wall Street Journal:
"An executive leading Walmart Inc.’s health-care ambitions is leaving the company, people familiar with the matter said, as the retailer navigates the operational complexity of the coronavirus pandemic.
"Sean Slovenski, senior vice president and president of health and wellness for Walmart U.S., is leaving as soon as this week, one of the people familiar with the situation said … Mr. Slovenski joined Walmart two years ago, tasked with implementing an expansion of the company’s health-care initiatives, including new clinics, as the retailer looks for ways to further compete with Amazon.com Inc., and to build new sources of profitable revenue."
Some of the stories about this suggest that this may mean that Walmart is not committed to its health care strategy, but I find that hard to believe. With every passing day it seems clearer that there is a big opportunity here for companies that can successfully reinvent health care delivery systems, and this would seem like the wrong moment for Walmart to back off.