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On December 13, 2015, Student commented on CVS Health: Fully Adherent to Its Prescribed Strategy and Winning :

Hey Marlene, thanks for this article! I agree that it is key to CVS to focus on innovation, especially as the competitive environment heats up with the potential Walgreens-Rite Aid merger. Do you think this merger will have any impact on their business model? Or do you think a larger threat comes from reduced high-margin retail sales as customers move their prescription filling online?

Emma

On December 13, 2015, Student commented on Fitbit – Find Your Fit :

Ryan – great article! Very interesting to read about FitBit’s expertise in software, coupled with consistent hardware. I was wondering – are you concerned that the value proposition as a stand alone service is strong enough? It appears to me that FitBit, jawbone, etc face intense competition from native wearables that integrate more tightly with customers existing lifestyles.

Emma

On December 13, 2015, Student commented on IKEA: The Many People Retailer :

Scott – really interesting read, I didn’t know about the long term supplier relationships Ikea has built. I wonder how Ikea are viewing changing customer habits? Check out my article on Wayfair about the many options ecommerce provides modern consumers who want a huge variety at a range of price points, with more convenience. Are you worried that Ikea’s ‘cost-per-touch’ model is out of date, as customers become more and more used to perks such as free shipping and returns?
Emma