GLP-1 users overwhelm retailers with clothing returns as sizes shrink

Americans on weight-loss drugs are triggering a surge in clothing returns, especially larger sizes, as millions drop roughly three clothing sizes while shedding weight. Retailers from Walmart to Levi's face higher reverse-logistics costs and inventory planning challenges as users cycle through multiple size exchanges. CNBC estimates the trend could generate $3-13 billion in incremental apparel sales if each GLP-1 user buys 5-8 replacement items, but the nonstop returns complicate margin calculations. The shift forces retailers to adjust size curves and return policies while potentially benefiting from wardrobe refresh demand.