Are Walmart and Amazon a Threat to Teladoc?
Teladoc Health (NYSE: TDOC) is top dog and first mover in the online telehealth industry. Its first-mover status gives the company powerful advantages in mindshare and name recognition. A lot of copycats have emerged, including Amwell (NYSE: AMWL). Now some massive retailing giants like Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) also want a piece of the online healthcare pie.
Is all this competition a danger for Teladoc investors? Or does it simply validate the business model? In this Fool Live segment, recorded on May 14, Corinne Cardina, bureau chief of healthcare and cannabis at Fool.com, and Motley Fool writer Taylor Carmichael discuss the arrival of powerful retailers that now want to start offering healthcare.
Source Fool.com
