The trend: Consumer use of weight loss drugs surged in 2025.
Why it matters: Rising use of GLP-1s is having a broader impact on multiple industries, including healthcare and pharma, apparel retailers, and consumer packaged goods. As adoption spreads, changes in consumer behavior are becoming more apparent, which will affect demand and cost structures in these sectors.
Implications for healthcare providers and insurers: As GLP-1 use expands, providers and payers should focus more on persistence and cost effectiveness. Doctors may need to more closely monitor side effects and educate patients on maintenance dosing to curb high GLP-1 discontinuation rates. Insurers and employers should pair coverage of these costly medications with lifestyle and nutrition programs to drive long-term cost savings.
Implications for weight loss drugmakers: Consumer demand and pressure for lower GLP-1 prices will fuel competition, but Novo and Lilly are well positioned due to their scale. Companies working on weight loss drugs still in pre-market could gain from partnerships or acquisitions, particularly if clinical results show promise.
Implications for apparel retailers: Apparel companies need to rethink their merchandising strategies as demand for larger sizes has declined over the past two years, according to retail data analyzed by Impact Analytics. This shift spans women’s tops, bottoms, shapewear, as well as men’s apparel.
Implications for CPG brands: Growing GLP-1 use is reshaping grocery spending, as users typically shift toward items low in sugar but high in protein, fiber, and healthy fats, and away from products high in sugar and carbohydrates. This trend puts pressure on CPG companies to update their product mix, which may include rolling out items with added protein and offering smaller package sizes.
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