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[Report] The GLP-1 Economy

What happens when appetite changes, disease declines and demand moves elsewhere? 

GLP-1 medicines are already changing how people eat, drink, shop, travel, exercise, and manage their health.

But the bigger commercial story is what happens next.

This report tracks the early signals across 14 industries, from food, beverage, and dining to fashion, beauty, travel, pharma, insurance, and the workplace, to understand how changing appetite and metabolic health could reshape demand across the economy. 

We look at where buying habits are already changing, which categories may lose volume, where consumers may spend differently, and how established businesses will need to adapt as old sources of demand weaken and new ones emerge.

Some industries will find new growth. Others will need to rethink products, pricing, occasions, and business models. And markets built around excess consumption or the long-term consequences of metabolic disease may become smaller over time. 

Download the report to see the early signals, the brands already responding, and where value could move next across 14 industries.

 


 

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What's Inside the Report

Sales pack #53_The GLP-1 Economy cover

The GLP-1 Economy goes beyond weight loss to examine how one medical shift could ripple through consumer behavior, spending and demand across 14 industries.

1. The early signals already changing demand

We track what is happening now: smaller grocery baskets, changing restaurant orders, growing demand for protein and hydration, wardrobe replacement, new beauty concerns, changing fitness priorities and emerging shifts in healthcare use.

The aim is not simply to identify categories gaining or losing sales, but to understand what is changing in the consumer behavior underneath them.

2. Where value moves next

When people consume less in one area, demand does not necessarily disappear. It moves.

Across 14 industries, the report looks at where spending, attention and need could shift next, from smaller but higher-value food occasions to new support markets around muscle preservation, healthy aging, maintenance, mobility and prevention.

The report explores which sectors could grow, pivot or shrink as metabolic health improves and consumption patterns change. 

3. The companies responding before the market fully moves

Each sector includes the early movers already adapting products, formats, services and business models to emerging GLP-1 behavior.

We examine what these companies have spotted early, what their response tells us about the direction of the market, and the second-order effects other businesses should be watching.