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Core Insights - The Danish retail industry is undergoing a structural transformation driven by the popularity of weight loss drugs, particularly Wegovy from Novo Nordisk, which may lead to an annual sales loss of 600 million to 1.2 billion Danish Krone (approximately 93 million to 186 million USD) for grocery stores, representing 0.65% of total industry revenue [1][3] Group 1: Impact on Consumer Behavior - The potential long-term users of weight loss drugs in Denmark are estimated at 465,000, with expected reductions in daily food consumption by 5%-7% per year, translating to a decrease in per capita annual spending of 1,800 to 2,600 Danish Krone (approximately 280 to 400 USD) due to decreased appetite and reduced snack demand [3] - The CEO of DSK, Jannick Nytoft, emphasized that this shift is not just about buying fewer snacks but represents a fundamental change in consumption patterns that will ultimately impact retail profits [3] Group 2: Broader Economic Implications - If weight loss drugs become available in oral form and their prices decrease, the user base may expand further, with current users primarily from high-income groups [3] - The penetration rate of similar drugs in the U.S. is significantly higher, with 9% of the population aged 16 and older classified as severely obese (BMI over 40) in 2023, compared to only 2% in Denmark [3] - Retailers like Walmart in the U.S. have already noted a reduction in customer shopping baskets, leading to concerns about demand affecting snack and soda companies' stock prices [3] Group 3: Industry Adjustments - DSK has called for attention to the long-term effects of this trend on product structure, supply chains, and consumption patterns [4] - The retail industry may need to accelerate adjustments in product categories to adapt to the new consumption norms in the "post-weight loss drug era" as the convenience and affordability of these medications increase [4]