Markets 
Anti-fat jabs are throwing fashion a new curve.
A staggering $5 billion in clothing inventory is at risk of going to waste thanks to fashionistas melting away their waists on GLP-1 drugs, per alarming new reports.
As the A-list likes of singer Meghan Trainor and Sports Illustrated Swimsuit model Brooks Nader lead the charge in getting lean via Type 2 diabetes injectables, such as Ozempic and Wegovy, Zepbound and Mounjaro, everyday guys and gals are steadily following suit.
But as the pounds disappear, thanks to the magic of the medications, the demand for clothes in smaller sizes have increased, causing a massive surge in clothing returns and leaving plus size fashion retailers, like Destination XL and Torrid, in dangerous downturns.
“The acceleration of GLP-1 usage is sending shock waves through retail demand planning,” researchers for Impact Analytics, a retail and AI-innovation consultancy, revealed in a June 2026 study provided to The Post.
“If current GLP-1 adoption trends continue (and all expectations indicate it will accelerate further),” continued the insiders, “more than 400 million apparel units annually could be misaligned by 2027, representing approximately $5 billion in retail capital and margin leakage.”
The societal shift towards slenderizing is triggering an ever greater shift in shopping trends, nationwide.
Roughly 12% of Americans are on a GLP-1 for weight and health management support, with New York City residents — approximately 75% of Big Apple ladies — leading the country in non-diabetic GLP-1 prescriptions, according to the data.
And as the thin-is-in craze skyrockets, the demand for clothes in sizes large (L), extra large (XL) and beyond are taking a steep nosedive.
Sales in apparel size XL and bigger experienced a 9% drop between 2024 and 2025, per Impact Analytics, which examined data across multiple retailers to highlight a generalized directional swing in size preferences.
The investigators previously revealed that sales in women’s tops sizes extra small (XS) and small (S) rose from 34% to 39% between 2022 to 2024, while tops marked L and XL dropped from 33% to 31% during the same time period.
Menswear underwent a change over the two years, too, with sales in larger sized tops shrinking from 33% to 30%, and pants dwindling from 40% to 38%.
The insiders warn retailers that filling their racks and shelves with bigger clothes in 2026 and 2027 could cause “two years of distortion” — meaning stores could become overrun and overstocked with pieces in sizes that are no longer in style.
Returns and exchanges of larger garb, owing to the prevalence of bulge-blasting shots, are also wreaking havoc on the industry.
Newly slim women, such as Dina Pattelli, a 40-something married mother from Staten Island, who shed 140 pounds in two years with anti-obesity meds, previously told The Post that rapid physique changes forced her to make massive changes to her wardrobe — including schlepping back and forth to the shops to return gear that didn’t fit her trim frame.
She’s not alone.
Zoe, a mom documenting her weight loss journey online, proudly wrote, “Losing weight is all fun until you have to send all the new clothes back you ordered because you ain’t the [bigger] size you thought you was,” in the closed-captions of a viral vid.
An equally delighted diva, known across the internet as “Ms. Smith,” who’s lost over 100 pounds with the help of a GLP-1, filmed herself carrying a load of clothes in size 4XL into Target, captioning the clip, “I often forget that I don’t wear 4X anymore. I return clothes a lot nowadays.”
It’s a dream come true for folks keen on zapping flab, but a nightmare for brands, boutiques and chains, everywhere.
Retailers have suffered a surge in returns over the past few years, according to the data. Women’s bottoms, such as jeans and slacks, saw in increase in returns between 2022 and 2024, jumping from 12.3% to 15.2%.
The experts deem returns the “lagging financial signal” of 2026, noting that clothes sizes XL and above, including tops and bottoms made for both genders, experienced an uptick returns over the past year.
“These returns do more than create operational friction; they distort demand signals, increase reverse logistics costs, and push inventory back into the system outside its optimal selling window,” wrote the authorities. “Sales may still look stable on the surface, but margin pressure quietly builds underneath.”
“By the time size imbalance is clearly visible in aged inventory or markdown performance, returns have often been signaling the misalignment for several seasons,” they added. “The data was there early; it just required interpreting returns not as noise, but as a leading indicator of size-curve change.”
But all hope for the fashion biz is not lost — even with billions on the line — the researcher assured, urging industry executives to reset their distribution strategies in ‘26 and ‘27 to account for the impact of GLP-1s.
Instead of stocking up on sizes based on outdated demands, retailers could be more prudent by sizing down to minimize substantial losses.
“The financial exposure is measured in billions and threatens to continue expansion. The demand reset must be addressed before the financial risks compound further,” the pros insisted.
“The $5+ billion question is whether planning systems will reset before the next buy cycle locks in yesterday’s obsolete assumptions.”
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