Humana announced plans to lease clinical space and open 23 senior-focused primary care clinics at Walmart stores in the first half of 2025. Financial terms were not disclosed.
Key takeaways
Once again, primary care disruptors with risk (CVS/Aetna and Humana) are faring better than disruptors trying retail clinics (Walmart and Walgreens).
The deal still leaves Humana with dozens of empty clinic locations. If they can’t find a national buyer, health systems could scoop up some of these properties for cheap.