CVS Health plans to split itself up. Here's why a breakup could make sense now

CVS Health is moving ahead with a plan to split itself up, separating its retail pharmacy business and other units after a roughly two-year turnaround effort. Analysts cited in the article argue the company's businesses may now be strong enough to operate independently, making a breakup more viable than in the past. The restructuring would unwind a conglomerate model that combined pharmacy retail with other health-care operations. The move matters because it could reshape one of the largest U.S. health-care companies and test whether its individual units can thrive on their own. What to watch next is how CVS structures the separation and whether the standalone businesses draw investor confidence.