345 Global

JVC Starts Here: Making Space Planning a Platform for Retailer-CPG Growth There are many problems the grocery retail and cpg brands are dealing with however volume growth is the most paramount of them. The cure to volume lies in how you meet the "customer at shelf". Despite the importance of digital growth & omnichannel presence- in-store still remains the fundamental center of gravity not only for businesses but for customers as well. In this digitally inspired in-store world we believe space planning, is an underrated function that is overlooked by both sides of the fence!! It is relegated to execution leaders never talked in strategic c-level conversations!! Shouldn't it be as this is the "moment of truth for your shopper: when they arrive at the store"......... 📍Shelf space is no longer just physical—it’s strategic. And it can’t be optimized in isolation. Too often, space planning is treated as a closed-door function—owned by retailers, executed by vendors, and rarely aligned with the brand’s commercial intent. But the reality is: shelf success is a joint responsibility. Retailers bring customer knowledge, format dynamics, and commercial goals. CPG partners bring deep category insight, brand strategy, and innovation pipelines. Yet too frequently, these inputs are siloed—and the result is missed opportunity. It’s time to change that. When space planning becomes a collaborative function, it drives real business outcomes: 🛒 Conversion: The right product, in the right place, at the right time 📈 Productivity: Smarter use of every square foot of shelf and floor 🚀 Innovation: A fair chance for new items to succeed—backed by data, not guesswork 🧭 Strategic alignment: Merchants and brands working from the same playbook That’s why Think Blue has partnered with 345 Global—to make this collaboration scalable, efficient, and insight-driven. The platform enables: 🏪 Digital twin environments to co-plan and simulate resets before execution 🔁 Macro and micro optimization to balance national strategy with local relevance 🤝 #Jointvaluecreation capabilities that bring merchants and brand teams together—before decisions are finalized For the C-suite, this isn’t just about better planograms—it’s about turning the shelf into a strategic asset that reflects your broader commercial ambition. Because if the shelf doesn’t reflect your strategy, your shopper won’t either. Let’s make space planning a shared win. #ThinkBlue #345Global #SpacePlanning #RetailStrategy #CPGPartnerships #CategoryManagement #GroceryLeadership #RetailExecution #DigitalTwin #JointValueCreation #StoreSuccess Parag Shah Sri Rajagopalan Manish Sharma Mark Edwards Tom du Val Margie Stacey Andy Harris Matt Martin Mark Deuschle

☄️ CVS Health reported this morning and crushed it. New CEO David Joyner, now in his second quarter leading the company, is bringing a more conservative approach to underwriting on the Aetna, a CVS Health Company side of the house. The Street liked what it saw—shares are up 8.3% in premarket trading and +67% year-to-date, making CVS one of the best-performing S&P 500 names in 2025. 💥 Q1 2025 Highlights: • Revenue: $94.6B (↑7% YoY, beat $93.66B est.) • Adjusted EPS: $2.25 (↑72% YoY, beat $1.70 est.) • GAAP EPS: $1.41 (vs. $0.88 last year) • Operating Cash Flow: $4.6B • Full-Year EPS Guidance Raised: Now $6.00–$6.20 (from $5.75–$6.00) 🩻 Health Care Benefits (Aetna, a CVS Health Company • Revenue up 8% YoY to $34.8B • Medical Benefit Ratio improved 310 bps to 87.3% from 90.4% in Q1 2024 • CVS had projected a membership decline, pricing ACA and MA plans conservatively to focus on profitability over volume ♟️ Strategic Shifts Under Joyner: • Exiting ACA individual exchange in 2026, affecting ~1M Aetna, a CVS Health Company members • PBM realignment: Removing Lilly’s Zepbound 7/1/25 in favor of Novo Nordisk Wegovy to better manage GLP-1 spend • Divested MSSP ACO program to Wellvana sharpening focus on Oak Street Health and Signify Health for value-based care delivery 💊CVS’s Health Services (CVS Caremark, Oak Street Health, Signify Health) segment delivered solid growth in Q1 2025, reflecting strong performance across pharmacy benefit management, value-based care, and provider services. • Revenue: $43.5 billion (↑8% YoY, from $40.3B in Q1 2024) • Adjusted Operating Income: $1.60 billion (↑18% YoY, from $1.36B) 🗝️ Key drivers included: • Volume growth in pharmacy claims processed • Continued Caremark resilience, despite pricing pressure in the PBM space David Joyner has wasted no time making bold moves, this quarter’s results suggest the turnaround is gaining momentum. The earnings call is just starting now but I’ll be reading the transcript and 10-Q this weekend for a deeper dive. #healthcare