Money & Finance·Jun 6, 2026

GLP-1-related returns leave retailers reeling

Clothing returns are starting to wear on profits.

Morning Brew1 min readVerified
GLP-1-related returns leave retailers reeling
Image · Morning Brew
The gist
4-point summary · 1 min

Clothing returns are starting to wear on profits.

  • Items can’t always be resold at the same price, and stores often have to cover the additional shipping and labor costs.
  • That’s all compounded by customers increasingly ordering multiple sizes of the same item, then sending back the ones that don’t fit.Clothes encounters: The impact of weight loss drugs is showing up across the retail industry.
  • Victoria’s Secret said it’s selling smaller-sized bras and underwear.
  • And brides are waiting longer to buy wedding dresses closer to their big day, often due to GLP-1-aided weight loss, per the WSJ.—BC
BTC· Bitcoin
$01234567890123456789,012345678901234567890123456789 012345678901234567890123456789.01234567890123456789 (0123456789.01234567890123456789%)
Last updated · 4:06:55 PM
Binance
Open$60,052.47
Range$59,130.91 – $62,000
Volume35.77K
24h$59,130.91 – $62,000
SPY· S&P 500 ETF
$012345678901234567890123456789.01234567890123456789 01234567890123456789.01234567890123456789 (-0123456789.01234567890123456789%)
Last updated · 8:00:00 PM
Yahoo Finance
Open$752.31
Range$735.53 – $752.82
Volume76.45M
24h$735.52 – $752.82

As countless “look at my old pants” weight loss ads have shown us, when people start shedding pounds, they also shed their old wardrobes in favor of clothes that fit their new figures (not everything can be used as a sleep shirt).That closet overhaul has been happening a lot lately, due, in part, to the rise of GLP-1 drugs. And since building a new wardrobe can take some trial and error, retailers are increasingly getting swamped with costly returns:For the last three years, there’s been an increase in apparel exchanges due to shoppers sizing down, the Wall Street Journal reported, citing return management company Narvar.Between 2020 and 2025, the total value of merchandise returns doubled, per Capital One Shopping research.Downsizing downsides: While ’80s-movie-style shopping sprees are good for retailers, returns chip away at those profits. Items can’t always be resold at the same price, and stores often have to cover the additional shipping and labor costs. That’s all compounded by customers increasingly ordering multiple sizes of the same item, then sending back the ones that don’t fit.Clothes encounters: The impact of weight loss drugs is showing up across the retail industry. Macy’s said this week it’s selling less plus-size clothing. Victoria’s Secret said it’s selling smaller-sized bras and underwear. And brides are waiting longer to buy wedding dresses closer to their big day, often due to GLP-1-aided weight loss, per the WSJ.—BC

Integrity note  ·  Xela does not rewrite or paraphrase article content. The excerpt above is the source publication's own words, sanitized for display. For the full piece — including any quotes, charts, or images — read it at Morning Brew. Xela's rewritten version is off for this story, so there's no editorial angle attached — you're getting the source's reporting unfiltered. When the rewrite is on, we add a What this means block underneath with the operator/trader takeaway.

What people are saying

Discussion

Hot takes

0/280

Loading takes…

Comments

Discussion · 0

Sign in to comment, like, and save articles.

Sign in

Loading comments…

Newsletter

Track money & finance every morning.

Daily digest tuned to this beat. The 5 stories most worth your time. Unsubscribe anytime.