Report

Retail’s $5B Blind Spot: How GLP-1s Are Breaking Size Curves

400+ Million Units Are at Risk and the Number Continues to Grow

The surge in GLP-1 medications like Ozempic and Wegovy is rewriting long-standing apparel size dynamics. In just two years, demand has shifted away from large sizes in favor of smaller waistlines. Returns are rising as inventory strategies fail to adapt to the shifting size curves. Yet many retailers are still planning against outdated averages, putting billions in working capital at risk.

With more than 400 million units projected to be misaligned by 2027, this disruption is no passing trend; it’s a structural reset. This report reveals where the shift is accelerating, what’s driving it, and the actions retailers must take now to protect margins, reduce stranded inventory, and realign planning with the current reality.

Dig into this report to Uncover:

• Category- and region-level analysis of collapsing size curves
• Why this shift signals a long-term realignment, not a temporary trend
• The hidden cost of static planning models and outdated pack ratios
• How fit-related returns confirm a growing inventory mismatch
• Strategic actions leading retailers are taking to adapt now

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