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Weight-Loss Drugs Reshape Supermarket Aisles
10 Jan
Summary
- Shoppers prioritized festive food and discounts amid budget pressures.
- Weight-loss drugs may influence future food choices and purchases.
- Strong retailers are consolidating dominance in challenging markets.

British retailers revealed mixed Christmas trading performance, highlighting consumer anxieties stemming from budget constraints and a "relentless price war." Shoppers prioritized festive food and premium ranges while seeking discounts. This challenging environment is seeing stronger companies consolidate their market positions, with the sector anticipating significant shifts.
The potential influence of weight-loss drugs like Mounjaro on eating habits is emerging as a key trend. Retailers such as Marks & Spencer have already launched "nutrient-dense" food lines in anticipation. This adaptation reflects a broader strategy among leading retailers to meet evolving consumer preferences amidst economic uncertainty.
In fashion, Next reported a strong Christmas, driven by online demand and international trends influenced by streaming services like Netflix. While M&S faced challenges with clothing sales post-cyber incident, its food division saw growth. Both retailers are navigating changing consumer behaviours to maintain market share.




