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Amazon Q1 results highlight pharmacy expansion

Pharmacy delivery scale and integrated GLP-1 care emerge as key healthcare growth drivers in Amazon’s first quarter.

3 min read

SEATTLE — Amazon used its first-quarter to underscore a growing emphasis on pharmacy and integrated care, even as overall results reflected broad-based strength across its businesses.

Net sales rose 17% to $181.5 billion in the quarter ended March 31, while operating income increased to $23.9 billion, driven by gains across North America, international markets and AWS.

Within that performance, healthcare and pharmacy, in particular, stood out as areas of continued investment and strategic expansion.

Amazon said it plans to extend same-day Amazon Pharmacy delivery to nearly 4,500 U.S. cities and towns by year-end, a move that significantly increases access and reinforces its positioning around convenience and speed in prescription fulfillment.

The company is also expanding its footprint in GLP-1 medications, adding treatments such as Wegovy High Dose and Zepbound KwikPen to its offering. These therapies are central to a newly launched GLP-1 Management Program through Amazon One Medical, which integrates primary care, pharmacy services and virtual care.

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The approach reflects a broader shift toward coordinated, end-to-end care models, particularly in high-demand chronic categories where adherence and outcomes depend on ongoing patient engagement.

Amazon also highlighted momentum in virtual care, noting that visits have nearly tripled year over year, with most now conducted through its AI-powered Health AI service. The platform enables patients to access care, manage prescriptions and receive guidance within a single interface.

CEO Andy Jassy pointed to continued customer adoption and innovation across the company’s portfolio, positioning healthcare alongside AI and logistics as part of Amazon’s next phase of growth.

For pharmacy stakeholders, the quarter reinforces Amazon’s long-term strategy: combining fulfillment scale, digital health tools and clinical services to compete more directly with traditional pharmacy channels, particularly in high-cost and high-touch categories like GLP-1 therapies.

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