Deep DivePlaybook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer Boom Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research February 3, 2026 Reasons to ReadDiscover how GLP-1 medications are reshaping US consumer behavior—and what leading retailers must do to respond. Read this report to discover answers to these and other questions: How are GLP-1 users changing what—and how—they buy across grocery, wellness and apparel categories? Why are private-label brands uniquely positioned to capture growth from GLP-1 consumer behavior shifts? What sizing, inventory and service strategies should apparel retailers adopt as body-size volatility rises? How can pharmacies evolve from transactional hubs to loyalty-driving wellness centers for GLP-1 users? In what ways can retailers reinvent in-store foodservice to meet demand for protein-rich, portion-controlled meals? Companies mentioned in this report include: Amazon, ASOS, Conagra Brands, CVS Caremark, Danone, Eli Lilly, Destination XL Group, Gap Inc./Old Navy, Kroger, Marks & Spencer, Nestlé, Novo Nordisk, PepsiCo, Reformation, Target and Walmart. Data in this report include: GLP-1 market size and growth projections; grocery basket value and item changes among GLP-1 users; consumer lifestyle and dietary shifts; apparel size transitions and preferred services; pharmacy support preferences; and evolving foodservice consumption patterns. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Weekly US and UK Store Openings and Closures Tracker 2025, Week 4: Store Closures Near 2,100 in the USEarnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report DeclinesAnalyst Corner: Are You Ready for the Future of Physical Retail? Three Trends in US Retail Real Estate, with Anand KumarAnalyst Corner: Evaluating Ulta Beauty’s Marketplace Launch as a Strategic Response, with Madhav Pitaliya