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by qdotme 11 days ago
Or.. is it a GLP-1 byproduct? These are powerful appetite suppressants.. in fact I'm curious if the mechanism of action of these peptides affects other impulse behavior, including impulse purchasing?

We know that people buy more when they are hungry. They also buy more when the smells of food are in the store (the other benefit of rotisserie chicken).

4 comments

The analysis mentions this, says it's a factor and links to:

https://www.bain.com/insights/weight-loss-drug-users-spend-l...

It certainly does, I mentioned it in an comment below, good callout.

I am however also more interested in how this affects other types of consumer behavior - and whether that is a factor in pullback on the economy (on top of other factors - energy, job market, trade restrictions).

"Early studies suggest that GLP-1s may be effective in treating opioid, alcohol and nicotine addiction. Researchers are examining whether the drugs can also help people who are addicted to gambling, sex and shopping, among other things."

https://med.stanford.edu/news/insights/2025/04/ozempic-addic...

Yeah - powerful confounder to all the analyses of customer behavior. Even the article itself calls it out - there probably is a good way to segment it, as GLP1 availability is not uniform, some states regulate it more tightly etc.
The only state regulations I can find are whether their state insurance plans cover them.
I am inclined towards thinking that it is probably this as there is also decline in fast food demand.
12% of the adult population. I think it's a good theory.
> In the US today, about 15% of adults have tried GLP-1s, with 7% currently taking them, according to research based on Bain’s proprietary GLP-1 adoption model.

Is the 12% from another source?