Amazon Delivers Healthcare

The World’s Largest Online Retailer Takes Aim at US Healthcare Consumers

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About This Report
Amazon is maneuvering to become a dominant player in direct-to-consumer healthcare services, beginning with its online pharmacy and telehealth services for its employees. It may acquire more healthcare delivery outlets, such as primary care and urgent care clinics. Entrenched industry players are watching carefully.
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Executive Summary

Amazon is maneuvering to become a dominant player in direct-to-consumer (D2C) healthcare services, beginning with its online pharmacy and telehealth services for its employees. It may acquire more healthcare delivery outlets, such as primary care and urgent care clinics. Entrenched industry players are watching carefully.

3 KEY QUESTIONS THIS REPORT WILL ANSWER

  1. What is Amazon's focus in the delivery of US healthcare services?
  2. What areas has the company built up to deliver healthcare services?
  3. How can/will the company disrupt healthcare delivery?

WHAT’S IN THIS REPORT? This report presents our first look at Amazon’s forays into the consumer side of the US healthcare space and examines its potential impact on healthcare delivery as well as consumer choices in the future.

KEY STAT: Amazon owns ecommerce in the US, with sales expected to hit $386.40 billion in 2021, according to our forecast. With a market capitalization of almost $1.9 trillion as of mid-July, the company must find new areas with huge growth potential that build on its core ecommerce capability. The $4.01 trillion US healthcare market is a likely target.

Here’s what’s in the full report

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4expert perspectives

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    Table of Contents

    1. Executive Summary
    2. Key Points
    3. The Backstory
    4. Amazon Pharmacy Is Primed and Ready
    1. PillPack’s Progress
    2. Amazon’s Telehealth Bid
    3. Crossover Health Adds Physical Clinics
    4. Alexa, Refill My Prescription
    1. Insider Intelligence Interviews
    2. Read Next
    3. Sources
    4. Media Gallery

    Interviewed for This Report

    Doug Hirsch
    GoodRx, Inc.
    Co-Founder and Co-CEO
    Interviewed June 15, 2021
    TJ Parker
    Amazon.com, Inc.
    Vice President, Pharmacy
    Interviewed June 16, 2021
    John Ransom
    Raymond James
    Managing Director
    Interviewed June 8, 2021
    Brian Tanquilut
    Jefferies Group LLC
    Senior Vice President, Healthcare Services Equity Research
    Interviewed June 14, 2021

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    authors

    Lisa Phillips

    Contributors

    Jeane Han
    Senior Researcher
    Rayna Hollander
    Analyst