Tone Up for the GLP-1 Slimdown
As an estimated 12% of U.S. adults take appetite-suppressing GLP-1 medications, the supply chain effects are far-reaching—from skinnier truckloads to increased apparel returns. Get in shape for the changes ahead.
Bulk Up
- Demand forecasting capabilities
- Healthy food offerings. Companies should take note of the hardest-hit sectors: processed snacks and beverages, alcohol, and refined grains.
- Package messaging to better appeal to weight-conscious consumers
- “GLP-1 friendly” labels on CPG goods
- Website product descriptions for apparel companies. Etailers should note if apparel sizes run oversized.
What Are GLP-1s?
Drugs used to manage blood sugar levels for those with Type 2 diabetes. Now a blockbuster weight loss medication, brands include Ozempic, Mounjaro, and Wegovy.
Measuring Its Impact
~$140 billion
Projected global sales of GLP-1 by 2030,
up 2.6x from sales posted in 2024,
according to TD Securities
14.6%
The share of apparel exchanges where shoppers
sized down in 2025, a figure that has increased for the
past three years, according to a review of retailers by
reverse-logistics service provider Narvar
At least 450,000
Food and beverage truckloads removed per year
in the United States as a result of GLP-1 use,
according to DAT Freight & Analytics.
Some estimates run as high as 850,000
truckloads annually.