Ok, I suggest this as the five step plan forward.
- Celebrity CEO Karen steps down, freeing time for her next book tour, charity event, Norah O'Donnell interview and self indulgent post on Heartbeat.
- Instead of breaking up the company by selling pieces, improve margins at Aetna to boost shareholder value.
- Aggressively pay down debt from the terrible Oak Street and Signify acquisitions.
- Pause layoffs and stabilize management turnover - especially in investor relations and corporate communications, which we need to tell our story. Can we please roll back to the 2017-2018 teams in those two areas?
- The Board should ask Larry Merlo to come back. CVS's problems are terrible management execution. Larry can make the trains run on time.