Playbook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer Boom
25 minutes

Playbook: Strategic Responses for Brands and Retailers to the GLP-1 Consumer Boom

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Primary Analyst:
Madhav Pitaliya, Analyst
Contributors
Primary Analyst:
Madhav Pitaliya, Analyst
Sector Lead: Anand Kumar, Associate Director of Retail Research
Deep Dive

Reasons to Read

Discover 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.

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