Thread regarding CVS layoffs

Capital investment has been slashed to the bone.

Hard to run a company for the future with no investment.

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| 1044 views | | 4 replies (last August 5, 2024) | Reply
Post ID: @OP+1tR4x5O1

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If you haven’t seen times where there’s a planned project in the capital budget that burns money but then ultimately doesn’t happen… you must be new. Be better at actual prioritizing and funding actual work of value. Also tilaks changes are supposed to radically reduce IT cap expenses per project.

Cutting like 6 layers worth of useless PMO could save a lot of capital expense.

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Post ID: @ouk+1tR4x5O1

$2.1 billion Coram acquisition (failure)
$1.9 billion Target pharmacy/walk-in clinic acquisition (failure)
? billion MinuteClinic investment (no longer talked about, implicitly a failure)
$10.6 billion Oak Street acquisition (private equity involvement, doomed to failure)
$8 billion Signify acquisition (doomed to failure)

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Post ID: @ize+1tR4x5O1

Karen should be fired for those stupid acquisitions.

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Post ID: @zin+1tR4x5O1

I mean spending $0 on M&A to generate $0 profit is better than spending $18B on M&A to generate $0 profit, so we got that going for us now at least.

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Post ID: @oou+1tR4x5O1

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