Brokers

  1. Media & Marketing

Winning in Social Commerce with Gildan’s Jason O’Toole & Katie Tripodi

The CPG Guys are joined in this episode by Jason O’Toole, Head of Connected Commerce & Media, and Katie Tripodi, Director of US Digital Merchandising and eCommerce Expansion at Gildan, a leading manufacturer of everyday basic apparel. The Company’s product offering includes activewear, underwear, socks, and intimates sold to a broad range of customers, including […]
2 min read
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  1. Trends & External Forces

The Net Pricing Revolution in the Drug Channel: What’s Deflating the Gross-to-Net Bubble (rerun)

This week, I’m rerunning some popular posts while we prepare for today’s live video webinar: PBM Industry Update 2026: Trends, Challenges, and What’s Ahead. Click here to see the original post from January 2026. As I highlighted last week, we are entering the Net Pricing Drug Channel (NPDC) era—a market environment in which net prices, […]
3 min read
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  1. Trends & External Forces

The FTC Blows Up Express Scripts’ PBM Model—and Launches the Net Pricing Drug Channel (rerun)

This week, I’m rerunning some popular posts while we prepare for tomorrow’s live video webinar: PBM Industry Update 2026: Trends, Challenges, and What’s Ahead. In February, I posted a few follow-up comments reflecting on Mark Cuban’s reaction to the settlement. Click here to see the original post from February 2026. Earlier today, the Federal Trade […]
2 min read
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  1. Trends & External Forces

List Price Reductions Will Deflate the Gross-to-Net Bubble–and Threaten Pharmacy and 340B Profits from IRA-Negotiated Drugs (rerun)

This week, I’m rerunning some popular posts while we prepare for Friday’s live video webinar: PBM Industry Update 2026: Trends, Challenges, and What’s Ahead. Since this article was published last December, Net Pricing Drug Channel developments have accelerated. Manufacturers reduced the list prices for 6 of the 10 products with an MFP for 2026. They […]
3 min read
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  1. Retail Ecosystem

Key Themes at SXSW 2026 with Omnicom’s Greg Brown

The CPG Guys are joined in this episode by Greg Brown, SVP of Innovation for the DAS Group of Agencies at Omnicom. Greg joins to share key themes coming from the 2026 SXSW which dedicates itself to helping creative people achieve their goals. Founded in 1987 in Austin, Texas, SXSW® is best known for its […]
2 min read
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  1. Trends & External Forces

Drug Channels News Roundup, Mid-April 2026: Vertical Integration & MLR Games, Copay Maximizers, Hospital Price Chaos, and One Big Drug Channel Family

I’m pleased to introduce a new recurring feature from Bryce Platt, DCI’s new Director. Each month, Bryce will highlight some of his most notable LinkedIn posts—for those of you who don’t follow him or can’t keep up with his prolific stream of drug channel graphics. Best, Adam Welcome to my first Drug Channels post! Yes, […]
3 min read
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  1. Retail Ecosystem

Commerce Riff with Sri & PVSB – April 7, 2026

Each week, the CPG Guys will riff on the hottest topics in the world of omnichannel commerce.  This week’s topics: Amazon FBA Surcharge Container Store gets a new owner Kristin Wolf promoted at Ulta Home Depot’s new CTO CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj’s Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/ DISCLAIMER: […]
< 1 min read
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  1. Trends & External Forces

The Big Three PBMs’ 2026 Formulary Exclusions: MFP, Private Label Biosimilars, and Direct-to-Patient Threats for PBMs (rerun)

This week, we’re rerunning some popular posts while we prepare for Friday’s live video webinar: PBM Industry Update 2026: Trends, Challenges, and What’s Ahead. Click here to see the original post from January 2026. For 2026, the three largest pharmacy benefit managers (PBMs)—Caremark (CVS Health), Express Scripts (Cigna), and Optum Rx (United Health Group)—have once […]
3 min read
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  1. Media & Marketing

Local Brand Building at Scale with Ace Hardware’s Kim Lefko

The CPG Guys are joined in this episode by Kim Lefko, SVP and Chief marketing Officer at Ace Hardware, which has over 5,000 stores around the world with the majority of those stores independently owned and operated by local entrepreneurs.  Follow Kim Lefko on linkedIn at: https://www.linkedin.com/in/kimlefko/ Follow RedVest media on LinkedIn at: https://www.linkedin.com/company/redvest-media/ Follow […]
2 min read
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  1. Data & Insights

Building What’s Next: Join Industry Leaders to Shape Access and Affordability Trends Ahead of Asembia AXS26

Today’s guest post comes from Chrissy Hand, Chief Product and Commercial Officer at CoverMyMeds. Chrissy highlights key themes in the future of patient access. She argues that policy changes, complex benefit designs, and affordability challenges require patient support services to be faster, more connected, and better aligned with real-world patient and provider needs. Join CoverMyMeds’ […]
2 min read
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  1. Technology & Innovation

The Future of Grocery: Introducing GroceryLab with FMI’s Doug Baker

The CPG Guys are joined in this episode by Doug Baker, VP of Industry Relations at the Food Marketing Institute. As the food industry association, FMI works with and on behalf of the entire industry to advance a safer, healthier and more efficient consumer food supply. FMI is a champion for the food industry and […]
2 min read
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  1. Trends & External Forces

Drug Channels News Roundup, March 2026: Cigna’s 340B Workaround, Merck’s ARPA Surprise, Walgreens’ Automation Bet, Why Rebates Hurt Patients, and a DCI Team Photo

Spring is here in always-sunny Philadelphia. The vernal equinox has brought us an unexpected bounty of noteworthy news: Cigna’s clever vertical integration move Merck cuts drug prices—and Medicaid and 340B pay more Walgreens’ big pharmacy technology play How plans profit—and patients lose—from highly rebated drugs Plus: A bonus photo from the Drug Channels Leadership Forum […]
2 min read
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  1. Retail Ecosystem

Commerce Riff with Sri & PVSB – March 31, 2026

Each week, the CPG Guys will riff on the hottest topics in the world of omnichannel commerce.  This week’s topics: Dollar General getting new CEO Pernod Ricard / Brown-Forman merger talks Henkel buys OlaplexThe perils of AI-generated content CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj’s Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/ DISCLAIMER: […]
< 1 min read
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  1. Trends & External Forces

The Top Pharmacy Benefit Managers of 2025: Market Share and Key Industry Developments

Three is still the magic number for pharmacy benefit managers (PBMs). For 2025, 80% of all equivalent prescription claims were processed by three companies: the CVS Caremark business of CVS Health, the Express Scripts business of Cigna, and the Optum Rx business of UnitedHealth Group. Express Scripts continued to pull ahead of its peers, while […]
3 min read
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  1. Channel: Delivery

Advertising in Everyday Moments with DoorDash’s Vassili Samolis

The CPG Guys are joined in this episode by Vassili Samolis, Head of Ad Product at DoorDash, one of the world’s leading local commerce platforms that helps businesses of all kinds grow and innovate, connects consumers to the best of their neighborhoods, and gives people fast, flexible ways to earn.  Follow Vassili on LinkedIn at: […]
2 min read
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  1. Media & Marketing

The Rare Journey Needs a Special Pharmacy Partner

Today’s guest post is from Bansi Nagji, Chief Executive Officer at PANTHERx Rare. Bansi argues that rare disease pharmacy is a fundamentally different model built around precision, speed, and hyper-personalized care. He suggests how manufacturers and stakeholders must rethink their assumptions to effectively support the unique demands of rare disease patient journeys. Hear from PANTHERx […]
2 min read
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  1. Media & Marketing

Society 2, Social Media 0, As Two Juries Cast Their Votes

It has been a bad couple of days for social media companies. Yesterday, a jury in Los Angeles found that “the social media company Meta and the video streaming service YouTube harmed a young user with design features that were addictive and led to her mental health distress,” according to the New York Times.  “Meta […]
4 min read
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  1. Trends & External Forces

NOW AVAILABLE: The 2026 Economic Report on U.S. Pharmacies and Pharmacy Benefit Managers

I am pleased to announce Drug Channels Institute’s new 2026 Economic Report on U.S. Pharmacies and Pharmacy Benefit Managers, now available for purchase and immediate download. Download a free 32-page report overview–including Key Industry Trends, What’s New in this edition, the Table of Contents, and a List of Exhibits. Review pricing and license options and […]
4 min read
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  1. Retail Ecosystem

Commerce Riff with Sri & PVSB – March 24, 2026

Each week, the CPG Guys will riff on the hottest topics in the world of omnichannel commerce.  This week’s topics: GLP-1 McCormick to acquire Unilever Food Brands Last Mile Delivery General Mills woes CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj’s Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/ DISCLAIMER: The content in this podcast […]
< 1 min read
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  1. Data & Insights

Medical Benefit Maximizers Are Emerging as a Critical Market Force: What Manufacturers Need to Understand

Today’s guest post comes from Michael Harris, Vice President of Patient Support Services Strategy at Valeris. Michael explores the rise of medical benefit maximizers as a new—and often overlooked—force shaping patient access. He outlines how these strategies can erode access, absorb support dollars, and introduce hidden risks for brands. To learn more about Valeris’ technology […]
2 min read
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  1. Trends & External Forces

The Top 15 U.S. Pharmacies of 2025: Market Shares and Revenues at the Biggest Chains, PBMs, and Specialty Pharmacies

Next week, the Drug Channels Institute (DCI) will release our 2026 Economic Report on U.S. Pharmacies and Pharmacy Benefit Managers. This 17th edition provides our most comprehensive and up-to-date examination of the U.S. drug pricing, reimbursement, and dispensing system. For 2025, DCI estimates that total prescription dispensing revenues at retail, mail, long-term care, and specialty […]
3 min read
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  1. Retail Ecosystem

Commerce Riff with Sri & PVSB – March 17, 2026

Each week, the CPG Guys will riff on the hottest topics in the world of omnichannel commerce.  This week’s topics: McKinsey AI Breach Ulta Beauty Results Target price reductions Kroger Growth Priorities CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj’s Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/ DISCLAIMER: The content in this podcast episode […]
< 1 min read
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  1. Data & Insights

Expanding What’s Possible for Retail Execution with FORM’s David Gottlieb & Jeff Wrona

The CPG Guys are joined in this episode by David Gottlieb, Chief Revenue officer and Jeff Wrona, VP Product, Image Recognition for FORM, the makers of the award-winning market execution software GoSpotCheck and FORM OpX, and Trax, the industry-recognized global pioneer of Image Recognition, delivering AI-powered shelf-level insights that help brands and retailers improve execution, […]
2 min read
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  1. Data & Insights

Reshaping Patient Affordability: The Power of Expertise and Agility

Today’s guest post comes from Logan Melchione, Vice President of Patient Affordability at Paysign. Logan examines how pharmaceutical manufacturers must rethink copay assistance in an era affected by maximizers, accumulators, and intensifying payer scrutiny. She argues that brands can both gain a strategic advantage and safeguard adherence by embracing claims-based precision, real-time adaptability, and transparent […]
2 min read
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  1. Retail Ecosystem

Home Care Redefined with The Clorox Company’s Oksana Sobol

The CPG Guys are joined in this episode by Oksana Sobol, Vice President of Insights & Decision Intelligence at The Clorox Company,  Follow Oksana on LinkedIn at: https://www.linkedin.com/in/oksanasobol/ Follow The Clorox Company online at: https://www.thecloroxcompany.com/ Download the white paper on “Home Care Redefined” here: https://www.thecloroxcompany.com/home-care-redefined/ Oksana answers these questions: The report shows emotional outcomes from […]
2 min read
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  1. Trends & External Forces

PBM Industry Update 2026: Trends, Challenges, and What’s Ahead (NEW Live Video Webinar)

Join Dr. Adam J. Fein, president of Drug Channels Institute (DCI) and the editor of Drug Channels, for his latest exclusive video webinar: PBM Industry Update 2026: Trends, Challenges, and What’s Ahead This event will be broadcast live on: Friday, April 10, 2026 12:00 p.m. to 1:30 p.m. ET Dr. Fein will be joined by […]
4 min read
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  1. Retail Ecosystem

Commerce Riff with Sri & PVSB – March 10, 2026

Each week, the CPG Guys will riff on the hottest topics in the world of omnichannel commerce.  This week’s topics: Kroger’s new CEO Milen Mahadevan named Chief Data & AI Officer at Kroger Target’s new strategy Costco pursues tariff refunds CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj’s Website: http://rhearaj.comLara Raj in Katseye: […]
< 1 min read
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  1. Corporate Strategy

Innovation & Growth with Kimberly-Clark’s Patricia Corsi & Craig Slavtcheff

The CPG Guys are joined in this episode by Particia Corsi, Chief Growth Officer & Craig Slavtcheff, Chief R&D Officer at Kimberly-Clark, manufacturer of trusted brands tht are an indispensable part of life for people in more than 175 countries and territories. The portfolio of brands, including Huggies, Kleenex, Scott, Kotex, Cottonelle, Poise, Depend, Andrex, […]
2 min read
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  1. Trends & External Forces

Time to Evolve: Hubs Flex to New Demands

Today’s guest post comes from Josh Marsh, Vice President and General Manager, Sonexus™ Access and Patient Support at Cardinal Health. Josh examines how hub models are evolving under mounting commercial, operational, and technological pressures. He argues that the next generation of patient services will be defined not by a single model, but by adaptability and […]
2 min read
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Editor’s Choice

  1. Trends & External Forces
  2. Shopper & Customer
  3. Technology & Innovation
  4. Trends & External Forces
  5. Associates & Employees
  6. Merchandising
  7. Stores & Formats

Walmart to Expand Digital Shelf Labels Chainwide

Walmart will deploy digital shelf labels (DSLs) chainwide this year, doubling the approximately 2,300 U.S. locations currently using the technology (Walmart U.S. operates more than 4,600 stores). With more than 120,000 items in a typical Walmart store, managing price changes manually requires significant associate hours. Additionally, these DSLs are equipped with LED lights that make […]
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