CVS Health Corp. (CVS) has announced plans to launch next-day delivery of prescription medication as the pharmaceutical industry braces itself for the disruptive arrival of e-commerce and cloud computing giant Amazon.com Inc. (AMZN) into the market. (See also: Amazon Will Next Take Retail Pharmacy: Bernstein.)

On Monday, the retail pharmacy chain and health care company said its new service will be offered nationwide by early 2018, with same-day delivery available in select urban areas including Manhattan starting Dec. 4. CVS did not say what company it’s teaming with to offer the delivery service, which will also include a selection of store products.

The decision comes as CVS posted third-quarter earnings in which it failed to revive its declining retail sales. The company attributed sales weakness to three major hurricanes that forced many stores to close. Despite posting better-than-expected earnings on Monday, investors send shares falling 3.5% as retail revenue fell 2.7%.

A $66 Billion Bid for Aetna

As Amazon’s debut into markets such as books, retail, grocery, household supplies and other consumer markets has eaten into shares of traditional industry leaders, many analysts have taken to the sidelines on shares of CVS and its drug chain rivals, including Walgreens Boots Alliance Inc. (WBA).

Drawing on this uncertainty, Jefferies analyst Brian Tanquilut reduced his price target on CVS stock from $86 to $76 and reaffirmed his hold rating. Investors will continue to put a discount on CVS shares until some clarity emerges on issues such as Amazon’s entry into the Rx business and CVS’s $66 billion bid for insurer Aetna Inc. (AET), he wrote. RBC Capital Markets analyst George Hill echoed this sentiment in a recent interview on CNBC, suggesting that while “Amazon’s ability to impact the business over the near to mid term is low,” its “ability to impact the stock is high.”

Trading up 1.3% on Tuesday morning at $67.66, CVS reflects a 14.3% decline year-to-date (YTD) versus the S&P 500’s 15.8% gain over the same period. (See also: Amazon, CVS to Nab Walgreen’s Rx Business: Leerink.)

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