THE GLP1

REVOLUTION

A GARAGE TALK EXCLUSIVE

The first of it’s kind in our early days as a show. This is DEEP RESEARCH on the economic and societal repercussions of broad adoption of Glucagon-like peptide-1 (GLP-1) across the USA and world.

Below this macro study data you will find sources, the ability to download a free copy of the study, and each of our YouTube episodes in our GLP1 Revolution Series – exclusivly from Garage Talk.

CLICK HERE TO DOWNLOAD THE FULL REPORT

GLP1 DEEP RESEARCH GARAGE TALK

SOURCES

  1. GLP-1s are just the beginning | McKinsey & Company, https://www.mckinsey.com/featured-insights/themes/glp-1s-are-just-the-beginning
  2. A new way of thinking about metabolic health and obesity – McKinsey, https://www.mckinsey.com/mhi/our-insights/a-new-way-of-thinking-about-metabolic-health
  3. Why the anti-obesity drug market could grow to $100 billion by 2030, https://www.goldmansachs.com/insights/articles/anti-obesity-drug-market
  4. GLP-1 Market Expected to More Than Double to $190B by 2035, https://www.morganstanley.com/insights/articles/glp1-weight-loss-market-may-double-190-billion-2035
  5. How Supply and Demand for Weight Loss Drugs is Playing Out in, https://www.jpmorgan.com/insights/global-research/current-events/obesity-drugs
  6. FDA approves Lilly obesity pill, triggering battle with Novo Nordisk, https://www.biopharmadive.com/news/fda-approves-lilly-obesity-pill-orforglipron-foundayo-novo/816359/
  7. Next Order Effects of Increasing GLP-1 Use | Morgan Stanley, https://www.morganstanley.com/im/en-us/institutional-investor/insights/articles/effects-of-increasing-glp-1-use.html
  8. Oral Obesity Drugs Market Size, GLP-1 Pills and Forecast 2026-2035, https://www.datamintelligence.com/research-report/oral-obesity-drugs-market
  9. Novo Nordisk launches first GLP-1 pill for obesity, but Lilly may, https://www.drugdiscoverytrends.com/novo-nordisk-launches-first-glp-1-pill-for-obesity-but-lilly-may-dominate-the-oral-market-eventually/
  10. Could orforglipron reshape the GLP-1 market?, https://www.managedhealthcareexecutive.com/view/could-orforglipron-reshape-the-glp-1-market-
  11. Novo Nordisk Dominates Oral Obesity Drug Market, Pressuring Eli, https://finance.biggo.com/news/d967c0c8-504a-4248-876d-fe696d599f58
  12. What to Know About the BALANCE Model for GLP-1s in Medicare, https://www.proactivefqhc.org/what_to_know_about_the_balance_model_for_glp_1s_in_medicare_and_medicaid
  13. The BALANCE Model and a New Wave of CMS Drug Pricing Models, https://www.mintz.com/insights-center/viewpoints/2146/2026-01-05-balance-model-and-new-wave-cms-drug-pricing-models
  14. Bridging the gap: The future of GLP-1 coverage in Part D, https://avalerehealth.com/thought-leadership/bridging-the-gap-the-future-of-glp-1-coverage-in-part-d/
  15. What to Know About the BALANCE Model for GLP-1s in Medicare, https://www.kff.org/medicare/what-to-know-about-the-balance-model-for-glp-1s-in-medicare-and-medicaid/
  16. Fiscal Impact of Expanded Medicare Coverage for GLP-1 Receptor, https://pmc.ncbi.nlm.nih.gov/articles/PMC12032556/
  17. GLP-1 Prescriptions for Weight Loss by Differences in Insurance, https://pmc.ncbi.nlm.nih.gov/articles/PMC13309865/
  18. Weighing Pros, Cons of GLP-1 Drug Coverage for Employers, https://www.sentinelgroup.com/resource-center/2025/pros-cons-glp-1-receptor-agonist-for-employers
  19. The Employer’s GLP-1 Dilemma: Balancing Quality Care and Cost, https://www.rxbenefits.com/blogs/the-employers-glp-1-dilemma-balancing-quality-care-and-cost-control/
  20. GLP-1 medications and employer health care costs | Higginbotham, https://www.higginbotham.com/blog/glp1-employer-healthcare-costs/
  21. What are GLP-1 medications? – McKinsey, https://www.mckinsey.com/featured-insights/mckinsey-explainers/what-are-glp-1-medications
  22. How are GLP-1s Affecting the Food Industry? – Ingredient Exchange, https://ingexchange.com/blog/glp1s-effect-on-food-industry/
  23. GLP-1 Growth Strategy Examples from Danone, Conagra & Nestlé, https://itoaction.com/glp-1-growth-strategy-examples/
  24. GLP-1 Medications Shift US Retail Foot Traffic and Sales – CRE Daily, https://www.credaily.com/briefs/glp-1-medications-shift-us-retail-foot-traffic-and-sales/
  25. The Impact of GLP-1 Drugs on the Agri-Food System – Product Center, https://www.canr.msu.edu/resources/the-impact-of-glp-1-drugs-on-the-agri-food-system
  26. GLP-1 Medication Effect on Food Industry | GLP-1 Friendly Ingredients, https://www.americaninternationalfoods.com/2025/10/20/glp-1-medication-effect/
  27. GLP-1 drugs put $73B in global food value at risk, report finds, https://www.fooddive.com/news/glp-1-drugs-snacking-pepsico-reeses-kellogg-cheetos-doritos/830551/
  28. GLP-1 Rewrites CPG Strategy – Foodgraph, https://www.foodgraph.com/blog/glp-1-rewrites-cpg-strategy
  29. Will Big Food outsmart GLP-1s? | British Columbia Medical Journal, https://bcmj.org/editorials/will-big-food-outsmart-glp-1s
  30. GLP-1 Medication Usage is Impacting the U.S. Apparel Industry, https://www.circana.com/post/glp-1-medications-are-reshaping-the-us-apparel-industry-according-to-circana
  31. How GLP-1 Meds are Reshaping the US Apparel Market, https://shopassociation.org/how-glp-1-meds-are-reshaping-the-us-apparel-market/
  32. GLP-1 users are changing apparel trends | Retail Dive, https://www.retaildive.com/news/retail-apparel-impact-glp-1-weight-loss-drugs/815662/
  33. GLP-1 Medications Are Changing the Way Americans Shop, https://www.inc.com/esther-lian/glp-1-medications-ozempic-consumer-behavior-shopping-trends-clothing-apparel/91377622
  34. How GLP-1 Is Reshaping Apparel Returns – ReturnPro, https://www.returnpro.com/resources/blog/how-glp-1-is-reshaping-apparel-returns
  35. Fast Fashion Supply Chain Speed: Reducing Lead Times … – Cubic, https://www.gocubic.io/guides/vertical-expertise/fashion-fast-supply-chain
  36. Lead Time Inventory Planning in Fashion Retail – Stylematrix, https://stylematrix.io/lead-time-inventory-strategies-for-retailers-facing-long-production-cycles/
  37. (PDF) The Role of Supply Chain Management in Fast Fashion, https://www.researchgate.net/publication/386142689_The_Role_of_Supply_Chain_Management_in_Fast_Fashion_Merchandising
  38. How the Rise of GLP-1 is Impacting Apparel Retailers, https://clarkstonconsulting.com/insights/glp-1-impact-apparel-retailers/
  39. Research Reports – Chris Leinberger, https://chrisleinberger.com/research
  40. Report: Demand Is Rising for Walkable Urban Places – Salud America!, https://salud-america.org/report-demand-is-rising-for-walkable-urban-places/
  41. NAR Survey Finds Strong Demand for Walkable Communities and, https://www.nar.realtor/news/real-estate-news/nar-survey-finds-strong-demand-for-walkable-communities-and-housing-choice
  42. Urban Walkability in New York Metro – Up For Growth, https://upforgrowth.org/wp-content/uploads/2022/09/CLIMATE_Urban-Walkability.pdf
  43. Walkable communities in demand, will lead housing market, https://www.smartgrowthamerica.org/knowledge-hub/news/walkable-communities-in-demand-will-lead-housing-market-recovery-new-report-finds/
  44. Car Crash Test Dummies Are Getting Fatter Because We Are, Too, https://time.com/3548894/fat-dummies/
  45. GAO-23-105595, VEHICLE SAFETY, https://www.gao.gov/assets/gao-23-105595.pdf
  46. Is Individual Weight Loss a Gain for Airlines?, https://www.prevuemeetings.com/news/is-individual-weight-loss-a-gain-for-airlines/
  47. Jefferies forecasts US airlines will save ~$580M in fuel this … – Reddit, https://www.reddit.com/r/glp1/comments/1qmpuqe/jefferies_forecasts_us_airlines_will_save_580m_in/
  48. Weight loss drugs could save airlines money on fuel as Americans, https://www.cbsnews.com/news/weight-loss-drugs-glp1s-airlines-fuel-costs/
  49. The latest winner from weight-loss drugs? Airlines | The Independent, https://www.independent.co.uk/us/travel/airlines-savings-weight-loss-drugs-b2901279.html
  50. Unexpected GLP-1 Side Effect? Cheaper Airline Tickets, https://www.inc.com/ava-levinson/unexpected-glp-1-side-effect-cheaper-airline-tickets/91289585
  51. Weight-Loss Drugs Could Have This Surprising Impact on Air Travel, https://www.mensjournal.com/travel/weight-loss-drugs-could-have-this-surprising-impact-on-air-travel
  52. Bariatric surgeries on the decline as use of GLP-1 drugs rises, https://hsph.harvard.edu/news/bariatric-surgeries-on-the-decline-as-use-of-glp-1-drugs-rises/
  53. As GLP-1 Use Skyrockets and Bariatric Surgery Slows, Most Obesity, https://asmbs.org/news_releases/as-glp-1-use-skyrockets-and-bariatric-surgery-slows-most-obesity-goes-untreated/
  54. GLP-1 medications reduced the number of bariatric surgeries, https://www.medicaldevice-network.com/analyst-comment/glp-1-medications-reduced-bariatric-surgeries/
  55. New Study Finds Metabolic and Bariatric Surgery After GLP-1, https://asmbs.org/news_releases/new-study-finds-metabolic-and-bariatric-surgery-after-glp-1-treatment-significantly-boosts-weight-loss/
  56. GLP‐1 Receptor Agonists Versus Bariatric Surgery: Effects of Weight, https://pmc.ncbi.nlm.nih.gov/articles/PMC12972600/
  57. GLP-1 Agonists and Orthopedic Surgery: A Review of Their Impact, https://aoao.org/2025/07/29/glp-1-agonists-and-orthopedic-surgery-a-review-of-their-impact-on-bone-metabolism-wound-healing-and-surgical-outcomes/
  58. The perioperative use of GLP-1 receptor agonists in patients, https://aoj.amegroups.org/article/view/9786/html
  59. The Effects of GLP-1 Agonists on Musculoskeletal Health and … – PMC, https://pmc.ncbi.nlm.nih.gov/articles/PMC12325148/
  60. GLP-1 agonists linked to significantly lower long term risk of knee, https://bmjgroup.com/glp-1-agonists-linked-to-significantly-lower-long-term-risk-of-knee-replacement/
  61. GLP-1s and joint replacement: 7 numbers every orthopaedic, https://www.beckersspine.com/orthopedic/glp-1s-and-joint-replacement-7-numbers-every-orthopaedic-surgeon-needs-to-know/
  62. The Impact of Glucagon-Like Peptide-1 Receptor Agonist Use on, https://pubmed.ncbi.nlm.nih.gov/41072556/
  63. Mitigating loss of lean muscle in GLP-1 and dual GLP-1/GIP agonists, https://pubmed.ncbi.nlm.nih.gov/41587701/
  64. Impact of GLP- 1 Receptor Agonist Therapy in Patients High Risk for, https://pubmed.ncbi.nlm.nih.gov/40289060/
  65. GLP-1 receptor agonists and sarcopenia: Weight loss at a … – PubMed, https://pubmed.ncbi.nlm.nih.gov/41022269/
  66. Studies explore: GLP-1 receptor agonist use and its impact on long, https://firstwordpharma.com/story/7123232
  67. Emerging Role of Myostatin Inhibitors in the Management … – PubMed, https://pubmed.ncbi.nlm.nih.gov/41423189/
  68. Obesity drugs are among health breakthroughs forecast to boost GDP, https://www.goldmansachs.com/insights/articles/obesity-drugs-are-among-breakthroughs-forecast-GDP
  69. Economics of Health | NBER, https://www.nber.org/programs-projects/programs-working-groups/economics-health
  70. NBER WORKING PAPER SERIES THE LABOR MARKET IMPACTS, https://www.nber.org/system/files/working_papers/w35475/w35475.pdf
  71. When employers cover GLP-1s, workers may take less sick leave, https://www.hr-brew.com/stories/employer-glp-1-coverage-sick-leave
  72. NBER WORKING PAPER SERIES DO GLP-1 MEDICATIONS PAY, https://www.nber.org/system/files/working_papers/w34678/w34678.pdf
  73. GLP-1 Therapy and the Reshaping of Socioeconomic Gradients in, https://www.nber.org/system/files/working_papers/w35296/w35296.pdf
  74. Long-term kidney outcomes of semaglutide in obesity and, https://utsouthwestern.elsevierpure.com/en/publications/long-term-kidney-outcomes-of-semaglutide-in-obesity-and-cardiovas/
  75. Long-term kidney outcomes of semaglutide in obesity and … – PMC, https://pmc.ncbi.nlm.nih.gov/articles/PMC11271413/
  76. GLP-1 Heart and Kidney Outcomes: SELECT and FLOW Explained, https://peptimap.com/blog/glp1-heart-kidney-outcomes/
  77. FLOW trial demonstrates kidney, cardiovascular benefits of, https://www.adameetingnews.org/flow-trial-demonstrates-kidney-cardiovascular-benefits-of-semaglutide-in-high-risk-patients-with-type-2-diabetes/
  78. Cardiovascular outcomes with semaglutide by severity of chronic, https://academic.oup.com/eurheartj/article/46/12/1096/7745056
  79. Cardiovascular, Kidney, and Safety Outcomes With GLP-1 Receptor, https://www.ahajournals.org/doi/10.1161/CIRCULATIONAHA.124.071689
  80. Evaluate Renal Function With Semaglutide Once Weekly – FLOW, https://www.acc.org/latest-in-cardiology/clinical-trials/2024/05/29/17/23/flow
  81. Impact of Oral Semaglutide on Kidney Outcomes in People … – PMC, https://pmc.ncbi.nlm.nih.gov/articles/PMC12824789/
  82. Resmetirom and semaglutide in metabolic dysfunction-associated, https://www.explorationpub.com/Journals/eds/Article/1008132
  83. Madrigal Announces Positive Topline Results from the Pivotal, https://ir.madrigalpharma.com/news-releases/news-release-details/madrigal-announces-positive-topline-results-pivotal-phase-3
  84. Resmetirom: An Update on Therapy for Metabolic Dysfunction, https://pmc.ncbi.nlm.nih.gov/articles/PMC13005583/
  85. Real-World Resmetirom Gains in MASH: Naim Alkhouri, MD | AJMC, https://www.ajmc.com/view/real-world-resmetirom-gains-in-mash-naim-alkhouri-md
  86. Resmetirom Maintains Efficacy for MASH Irrespective of GLP-1 RA, https://www.hcplive.com/view/resmetirom-maintains-efficacy-for-mash-irrespective-glp-1-ra-sglt2i-use
  87. Analysis: GLP-1s and Mortality Risk – RGA, https://www.rgare.com/knowledge-center/article/analysis–glp-1s-and-mortality-risk
  88. RGA GLP-1 Study: Weighing the Evidence, https://www.rgare.com/knowledge-center/article/rga-glp-1-study–weighing-the-evidence
  89. GLP-1s Expected to Reduce US Mortality by 3.5% Over the Next 20, https://investor.rgare.com/news-releases/news-release-details/new-research-rga-glp-1s-expected-reduce-us-mortality-35-over
  90. Mortality Impact of GLP-1 Drugs | Insurance Thought Leadership, https://www.insurancethoughtleadership.com/life-health/mortality-impact-glp-1-drugs
  91. Weight Loss Drugs and Insurance: Actuarial Model and Mindset, https://www.soa.org/globalassets/assets/files/resources/research-report/2026/ml295-essay-collection/ml295-weightlossdrugs.pdf
  92. How underwriters should interpret GLP-1 prescriptions (and what, https://www.rxhistories.com/how-underwriters-should-interpret-glp-1-prescriptions-and-what-they-signal-about-risk/
  93. GLP-1 therapies and mortality risk: Implications for life insurers, https://www.munichre.com/us-life/en/insights/clinical-knowledge/glp-1-therapies-and-mortality-risk-implications-for-life-insurers.html
  94. Measuring the Gains from Medical Research, https://press.uchicago.edu/ucp/books/book/chicago/M/bo3643529.html
  95. The value of longevity: An international analysis – Redalyc, https://www.redalyc.org/journal/1691/169170259002/html/
  96. Long-term projections of public pension expenditure – OECD, https://www.oecd.org/en/publications/pensions-at-a-glance-2025_e40274c1-en/full-report/long-term-projections-of-public-pension-expenditure_af4ed734.html
  97. Ageing Populations, Pension Systems and Government Budgets, https://www.oecd.org/en/publications/ageing-populations-pension-systems-and-government-budgets_333823847807.html
  98. Public expenditure on pensions: Pensions at a Glance 2025 | OECD, https://www.oecd.org/en/publications/2025/11/pensions-at-a-glance-2025_76510fe4/full-report/public-expenditure-on-pensions_ddc9a2dd.html
  99. Ageing populations, their fiscal implications and policy responses, https://www.oecd.org/en/publications/ageing-populations-their-fiscal-implications-and-policy-responses_6aec03b3-en.html
  100. Longevity Risk and Private Pensions – OECD, https://www.oecd.org/en/publications/longevity-risk-and-private-pensions_261260613084.html
  101. Recent pension reforms: Pensions at a Glance 2025 – OECD, https://www.oecd.org/en/publications/2025/11/pensions-at-a-glance-2025_76510fe4/full-report/recent-pension-reforms_146d2687.html
  102. Old-age pensions: Restoring Public Finances – OECD, https://www.oecd.org/en/publications/2026/05/restoring-public-finances_0c1f7ce5/full-report/old-age-pensions_a94a0115.html
  103. Public expenditure on pensions: Pensions at a Glance 2025 | OECD, https://www.oecd.org/en/publications/pensions-at-a-glance-2025_e40274c1-en/full-report/public-expenditure-on-pensions_ddc9a2dd.html
  104. GLP-1s and Fertility: What We Know, https://www.get-carrot.com/blog/glp-1s-and-fertility
  105. GLP-1 Weight Loss Meds & Fertility | Patient Guide NJ, https://www.damienfertilitypartners.com/blog/glp-1-medications-and-fertility-what-patients-need-to-know/
  106. GLP-1 Receptor Agonists and Fertility: What Is Known So Far?, https://pubmed.ncbi.nlm.nih.gov/42441883/
  107. GLP-1 Medications and Fertility: What You Need To Know, https://www.mavenclinic.com/post/glp-1-medications-and-fertility