With brief, occasional, italicized and sometimes gratuitous commentary…

•  Bloomberg reports that “CVS Health Corp. named former Crate & Barrel Chief Executive Officer Neela Montgomery as president of its CVS Pharmacy unit … Montgomery will oversee CVS’s roughly 10,000 drugstores in the U.S. at a time when people are buying more convenience items online and the coronavirus pandemic is introducing more patients to ordering prescription medicines the same way.”

The question I would ask is whether the former CEO of Crate & Barrel will or even will want to get CVS stores focused on the categories where it should be killing it, where it should have a differential advantage.  I’m not saying she won’t or won’t want to.  I am saying that if she does, it’ll be working against years of drift away from what ought to be the core mission.

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