The GLP-1 phenomenon has moved far beyond a healthcare story. Originally developed to treat diabetes, glucagon-like peptide-1 receptor agonists are increasingly used for weight management, lifestyle and well-being goals1. What began as a clinical innovation has become a broader consumer and cultural movement, with implications extending into consumer industries and society as a whole.

      For consumer and retail leaders, the question should no longer be whether GLP-1s matter, but what they may mean for demand, growth, and value creation. As use expands, organizations are assessing how changing behaviors could reshape spending across food and beverage, health and wellness, apparel, beauty, and adjacent sectors. They are also evaluating broader effects across the value chain, from shifting nutritional preferences and rising demand for protein-rich products to changes in sourcing, manufacturing, and food production.

      Yet much remains uncertain. Adoption is progressing at different rates across markets, influenced by affordability, regulation, healthcare access, food culture, and social influence. While the scale and pace of change are still emerging, early indicators point to shifts in how consumers think about food, health, self-image, and personal well-being, increasingly shaped by a growing ecosystem of apps, wearables, telehealth providers, and other support services.

      Many countries around the world are entering uncharted territory; the mass consumerization of a pharmaceutical category is unfolding alongside AI-powered discovery, algorithm-driven content, and borderless social media. This combination is helping accelerate awareness, experimentation, and influence while raising important questions around trust, education, regulation, and responsible growth.

      As the boundaries between healthcare and consumer industries continue to blur, many organizations are rethinking customer engagement, portfolio strategy, supply chain design, partnerships, and future commercial priorities.


      Reported % change in spending among US consumers since starting GLP-1 medications 2


      Questions to consider

      According to KPMG analysis, the global GLP‑1 market could reach US$190 billion by 20353. The effects of GLP‑1 adoption are being felt across multiple sectors, prompting new questions about consumer behavior, demand, and industry change.


      What role might healthcare access, affordability, cultural norms, social media, seasonality and intermittent usage play in shaping future demand across markets, consumer segments and demographics?

      As GLP-1 users report changes in appetite, portion sizes and nutritional needs, what are the potential implications for portfolio strategy, innovation investment, M&A priorities and category growth across consumer-facing industries?

      As healthcare, retail, pharmacy and digital health become increasingly interconnected, how might consumer journeys, access models, ecosystem partnerships and alliance-driven distribution models continue to evolve?

      As adoption increases and new products enter the market, what role might evolving regulation, transparency and scientific evidence play in shaping consumer trust, business risk, industry responses and competitive dynamics?

      Could growing demand for protein, fiber, and other nutrient-rich foods transform the economics of agriculture, influencing what farmers grow, how land is used, where capital is deployed, and the trade-offs between yield, nutrition, sustainability, and long-term value creation?


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      When facing so many unknowns, leaders need to be able to make decisions they can be confident will add value now and in future - regardless of how that future unfolds.



      Source: KPMG LLP, Consumer Pulse Survey (fielded May 29, 2026 – June 18, 2026).
      Notes: KPMG conducted a survey of 2,297 consumers across the United States and, in all instances, asked “What is/was your primary reason for taking or considering taking a GLP-1 medication?” – 70% selected ‘Lifestyle-related reasons (e.g. weight management)’.

      Source: KPMG LLP, Consumer Pulse Survey (fielded May 29, 2026 – June 18, 2026).
      Notes: KPMG LLP conducted a survey of 2,297 consumers across the United States and, in all instances, asked “By approximately what percentage has your spending changed across the following categories since taking GLP-1 medications?”

      Source: KPMG LLP, “Getting to know GLP-1 users, a new type of consumer” (2024).

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