Experts contend that different threats from major shifts in two industries are pushing Walmart and health insurer Humana toward the same solution.
Amazon.com has taken direct aim at the giant retailer by siphoning customers out of its stores. Humana’s rivals are striking deals to make them one-stop health superstores with insurance, drug coverage, pharmacies, clinics and doctors. A deal or joint venture between Humana and Walmart—already longtime partners—might help defend against those competitive threats.