Study: Weight-loss drug boom putting $5B apparel retail inventory at risk

The rising use of GLP-1 weight-loss medications such as Ozempic is reshaping the U.S. apparel market as retailers experience a shift in size demand and increasing returns. Demand for larger sizes (L, XL, XXL) has fallen while sales of smaller sizes are rising, which could leave 400 million apparel units misaligned with customer demand by 2027 if the trend accelerates.