Weight loss drugs could shift billions in consumer spending

The widespread use of weight loss medications is projected to shift billions in trade across multiple sectors. Research indicates that users of these medications experience a significant reduction in food expenditures. One study involving 56 users showed a 6.8 percent decrease in grocery spending over six months, while a Cornell University study also noted reduced grocery costs among American households following the start of treatment.

By 2035, it is estimated that approximately 10 percent of the population could be using these medications, a figure that may rise with lower prices or increased access to oral versions. This shift is expected to impact several industries:

- Grocery Retail: Companies like Axfood may face changes in volume and product assortment needs. - Fashion: Retailers such as H&M, Boozt, and Lindex Group could see demand shifts due to changing clothing sizes. - Beauty and Personal Care: Increased focus on well-being may affect brands like Lyko. - Fitness and Health: Increased physical activity could drive demand for services from providers like SATS and Actic Group.