NEW YORK – Wall Street analysts believe America’s weight loss boom could deliver unexpected gains for airlines. With GLP-1 obesity drugs now available in pill form, Jefferies estimates broad adoption could reduce average passenger weight by 10%, translating into 2% aircraft weight savings, 1.5% lower fuel costs, and up to 4% earnings growth.
Weight Loss Boom
Airlines already prioritize weight efficiency, from lighter materials to reduced onboard items. The four largest U.S. carriers — American, Delta, United, and Southwest — are projected to spend nearly $39 billion on fuel in 2026, making potential savings highly impactful.
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