Archive (Page 8) • My Awesome Newsletter • Buttondown

CVS margins under pressure; tariff uncertainty grows

February 25, 2026

Supply Chain Pulse — 2026-02-25 CVS Health's latest earnings reveal margin pressures that could ripple through PBM contracts, while Trump's expanded tariff...

Supply & Staff Shortages Set to Worsen in 2026

February 24, 2026

Supply Chain Pulse — 2026-02-24 Good morning—hospitals are bracing for deeper supply and staffing shortages this year, but there are still ways to stay ahead...