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undeniable popularity American weight loss pills, One in eight adults rely on GLP-1 to lose weight or treat chronic disease, according to a November survey by the health policy group Cave.
The GLP-1 industry is generating billions of dollars in revenue and continues to grow. Drugs, such as Ozempic and Wegovy, Revenue exceeds $31 billion Danish pharmaceutical company Novo Nordisk will account for a large portion of Denmark’s GDP by 2024, Reuters Report.
Diet pills are also spreading rapidly through the cultural zeitgeist of celebrities Recognize and acknowledge their use of the product. Social media is abuzz with discussions about the drug, with hashtags such as “Ozone Face” being used to describe the apparent symptoms Rapid weight loss results. Now we may see more use of GLP-1, as these drugs were once only available as injections, Being formulated into pill form.
But the impact of GLP-1s goes far beyond the health and well-being of the people who use them: they are impacting revenues (for better or worse) across many industries.
desire for change
Research shows that the use of GLP-1 helps Spending on groceries and fast food decreased. Nicolette Pace, a registered dietitian in New York, says losing weight can change a patient’s eating habits and appetite.
“When they lose weight, people sometimes say, ‘I’m not as hungry’… ‘I just don’t eat as much as I used to,'” Pace told us independent.
Dr. Will Haas, a board-certified integrative medicine physician in North Carolina, says GLP-1s can also suppress appetite because they affect the brain’s “reward centers.”
“You don’t get the same reward feedback loop from some ultra-processed foods,” he told us independent.
The grocery basket seems to have taken a hit. Grocery spending among households with at least one GLP-1 user dropped more than 5% in six months, according to a peer-reviewed study market research magazine December.
one study A report released in January by consulting firm Bain & Company also revealed that U.S. consumers who took GLP-1 spent an average of 5% less on fast food.
Sales at some of the biggest fast-food companies have fallen, with economic analysts describing diet pills as a “demand destroyer” for the industry. cbs news the report said.
Financial analysis firm Redburn Atlantic told CBS News that McDonald’s could lose up to 28 million customer visits and $482 million in revenue annually due to the growing popularity of GLP-1 drugs.
Some food companies are trying new marketing schemes to attract weight-loss drug users. In grocery stores across the United States, more and more products are being labeled “GLP-1 friendly,” especially those high in protein. However, these labels are not regulated, which means patients should still read the ingredient list and consult their doctor about their diet. Associated Press.
Pace warns that people who want to lose weight can’t just eat less – they must also consider healthier food choices.
“You think you’re spending less on food. But how many people actually start making healthier food choices and they just don’t eat the same way, they just eat less and let the pill do all the work? I see that a lot,” she said.
Quit drinking
It’s not just food – some users of diet pills have cut back on alcohol and other beverages.
Haas said many of his patients who take GLP-1 report “reduced appetite and Reduce alcohol intake therefore. “This means they are also likely to spend less on alcohol when going out.
Financial analysts have observed similar trends. According to a March 2025 survey, approximately 44% of GLP-1 users reduced their drinking after starting the medication, and 82% continued these habits even after stopping the medication EY-Parthenon.
Alcohol stocks plummeted last summer, and increased use of GLP-1 may have contributed to the sales decline, according to statistics Forbes. Brown-Forman, the company that makes Jack Daniel’s whiskey, warned that the industry was under pressure due to a number of factors, including weight-loss drugs and falling demand among young people, the outlet reported.
Patients using weight loss pills may also drink less alcohol as they take a renewed focus on their health.
“There are also side effects when people say, ‘Hey, I’m making this investment in my health and I should probably make smarter health decisions in other areas of my life,'” Haas explained.
GLP-1 users also reported lower consumption of other beverages, including coffee and soda. This could spell trouble for major drinks manufacturers – but some industry leaders are not worried, according to Food Dive.
Coca-Cola Chief Financial Officer John Murphy said the popular soda brand is already “well-positioned to offer choice and provide options for people’s individual motivations and needs” thanks to its selection of low- or no-calorie drinks. Food Dive Report.
Get off to a flying start
A recent report from Wall Street firm Jefferies said the growing popularity of GLP-1 means airlines can carry slimmer passengers, thereby lowering fuel costs.
Analysts estimate the drugs Top U.S. airlines could save up to $580 million next year.
“A leaner society = lower fuel burn. Airlines have historically been vigilant about reducing aircraft weight, from olives (seedless of course) to paper,” the company wrote in a note to clients. CNBC.
fashion conscious
It turns out that weight loss drugs are the mainstay of weight loss A disruptor in the fashion and beauty industry. Sales of smaller sizes are growing steadily, according to a September study impact analysis, Bucking the previous trend of increasing sizes.
Returns are also rising, the company said, meaning fashion brands could lose revenue if they don’t adapt.
“The rise of GLP-1 is disrupting traditional demand models at a rate retailers have never experienced” Impact Analysis founder writes Prashant Agrawal. “Our data shows that unless brands start planning for 2027 shoppers rather than 2022 shoppers, billions of dollars in inventory retail profits are at risk.”
Some U.S. retailers are moving quickly. Avneet Singh, founder of menswear brand Regent Row, tells us CNBC Stores have “reduced the number of large-sized items on their shelves.”
“Once you buy sizes 2XL and up, you’ll see narrower sizes in stores, and more ‘online only’ labels,” he said.
The beauty industry has taken notice, too.Fashion Some companies have reportedly begun producing GLP-1-specific skin care products as the weight-loss drug reportedly produces dry and tight skin as a side effect.
muscular
Dr. Haas is seeing more and more patients investing in fitness and understanding which exercises are important in conjunction with weight loss medications.
“More and more people are talking about going to the gym and doing resistance exercise training. That’s another big shift I’m seeing: People now believe that cardio is not good. Because they hear the importance of not losing muscle mass,” Haas said.
Gym owners seem optimistic that GLP-1 will benefit the entire industry, Axios Report. Some companies, such as Life Time, are even developing customized fitness plans for GLP-1 users, the outlet reported.
“We know that if you want to be successful with GLP-1, you have to learn how to exercise. You need to do some resistance exercise to maintain lean muscle, and you have to have appropriate dietary guidance,” said Jim LaValle, chief scientific officer at Life Time. Axios.