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.
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
What is Amazon's focus in the delivery of US healthcare services?
What areas has the company built up to deliver healthcare services?
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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Senior Vice President, Healthcare Services Equity Research
Interviewed June 14, 2021
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Health Status/Risk Factors, Affordability of Care, and Access to Primary Care Among Low-Income* vs. High-Income** US Adults, May 2020 (% of respondents)
Health Status/Risk Factors, Affordability of Care, and Access to Primary Care Among Low-Income* vs. High-Income** US Adults, May 2020 (% of respondents)