David

GLP-1s are a behavioral shift, not a sizing shift. 100M Americans could be on GLP-1s within 12 months as cheap pill forms roll out. The real signal isn't 'smaller pants' - it's that appetite-suppressing hormones cut cravings broadly: less gambling, less interest in retail therapy, different restaurant and dressing-room behavior entirely. Brands modeling this as just a wardrobe resize are missing the actual behavioral shift underneath.

The 65+ demographic is the largest underserved segment nobody's marketing to. Within 2-3 years, Americans 65+ will outnumber those under 18 for the first time ever, holding 70% of the wealth - and they're not moving or downsizing like prior generations. Since moving homes is one of the biggest retail purchase triggers (furniture, wardrobe refresh, Home Depot runs), aging-in-place removes that trigger for a massive, wealthy segment nobody's marketing to.