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How Ozempic Is Reshaping Clothing Sizes
Last June, Lululemon’s CEO mentioned the brand was “out of stock in some of [its] smaller sizes.”
TODAY’S STORY

GLP-1 drugs like Ozempic are upending apparel inventory planning.
As the percentage of U.S. adults using these drugs grows—from 6% today to a projected 13% by 2030—retail brands are seeing increased demand for smaller sizes, with S and M selling out quickly.
Last June, Lululemon’s CEO mentioned the brand was “out of stock in some of [its] smaller sizes.” Impact Analytics also found a surge in demand for smaller sizes (XXS, XS, and S) in New York, where GLP-1 usage is particularly high.
Traditionally, many apparel brands used a 1-2-2-1 ordering model, stocking one part S, two parts M, two parts L, and one part XL. However, as body weight trends shift in the U.S., retailers are adopting a 2-2-1-1 model and revising their sizing strategies every six months instead of annually.
Updating sizing algorithms is costly but crucial for sales. As of November 2023, many retailers had a “size match percentage” of 20%-51%, well below the industry’s best-in-class 70% benchmark.
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These retailers could file for bankruptcy in 2025
@boringbusinesskieran These retailers could file for bankruptcy in 2025 🛍️ #business #retail #bankruptcy
PREVIOUS STORIES
KPMG blurs the lines between accounting and law — The accounting firm is trying to get a more significant piece of the law marketplace.
Target shortens its go-to-market strategy — Faster trend cycles have given rise to a persistent demand for newness.
New GLP-1 consumption patterns — Retailers across food and nonfood categories must adapt their strategies to meet shifting demand caused by spending changes from GLP-1 users.
Sellers branch out beyond Amazon — 2024 was the year sellers became less loyal to Amazon.
Non-Obvious Winners from the Ozempic Craze — Analysts predict Ozempic and other weight loss drugs will have ripples across many industries.
To read the web version of previous stories, click here.
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Thanks for reading,
Kieran & Justin Ryan
