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For companies in the Ozempic-fueled weight-loss economy, it's survival of the fittest

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For companies in the Ozempic-fueled weight-loss economy, it's survival of the fittest

Before he began taking Mounjaro last summer, Nick Lovell was the weight-loss economy’s ideal customer.

He signed up for WeightWatchers and bought “Dr. Atkins’ Diet Revolution” to try the low-carb regimen. He joined his first gym in middle school and has belonged to half a dozen others since. He paid for personal trainers and boutique fitness classes and underwent bariatric surgery in 2008. And yet, his 5-foot-9-inch frame stubbornly held onto its 258 pounds.

All told, Lovell, a photographer from Norwalk, Conn., spent tens of thousands of dollars over the decades on “things that ultimately failed.”

Weekly injections of Mounjaro, a prescription diabetes medication that spurs weight loss, changed everything. Down 80 pounds in 13 months, Lovell has canceled his diet program memberships and no longer belongs to a gym, preferring to exercise on his own at home. He goes out to eat less often. His cravings for ultra-processed foods such as cereal and Velveeta have subsided, and now he buys more fruits and vegetables and high-protein options such as chicken thighs, eggs and cottage cheese instead.

Lovell’s experience with the medication is one of countless success stories to emerge amid a monumental shift in the way people lose weight — and, consequently, how they live and spend.

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So far, the powerful new anti-diabetes and anti-obesity drugs — a fast-growing family that also includes Ozempic, Wegovy, Saxenda, Zepbound and dozens more in the works — have been expensive and difficult to obtain because of widespread shortages. But as availability increases and costs come down, GLP-1 medications threaten to upend the long-standing natural order for industries across the board.

Executives and investors are nervously wondering whether droves of slimmed-down users will soon ditch their dieticians, skip the gym, order less at restaurants, and throw out their favorite snack brands. Many companies, acknowledging that the blockbuster class of drugs are a medical breakthrough and not just a fad, are swiftly repositioning themselves with new products and services in a bid to persuade customers that they still have plenty to offer in the booming age of Ozempic.

An Ozempic injection pen. The market for GLP-1 drugs is expected to exceed $100 billion by 2030.

(Christina House / Los Angeles Times)

“We had to up our game,” said Dr. Gary Foster, chief scientific officer at WeightWatchers. “A lot of people said, ‘Was it an existential crisis for you?’ Absolutely not. When science evolves, we evolve. What we have to do as a brand is think about how we incorporate that.”

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The changes to consumer behavior have already had far-reaching ramifications. Apparel retailers say they’ve noticed customers buying smaller sizes. Plastic surgeons are reporting a rise in facelifts and other procedures to correct so-called Ozempic face, the sagging skin that often accompanies rapid weight loss. In February, Lars Fruergaard Jorgensen, the chief executive of Ozempic maker Novo Nordisk, said food company leaders had called him because they were “scared.”

“The question is, how widespread is Ozempic going to become?” said Simeon Siegel, an analyst at BMO Capital Markets. “As it grows, so too will its impact.”

With studies predicting that the market for GLP-1 drugs — which help manage blood sugar levels, slow digestion and reduce appetite — will exceed $100 billion by 2030, businesses aren’t waiting around.

In November, WeightWatchers began offering the prescription medications through its WeightWatchers Clinic, which charges $99 per month for access (the cost of the drugs is separate). Foster said tens of thousands of people have since been prescribed GLP-1s directly from the company’s doctors.

It also introduced the WeightWatchers GLP-1 program, designed for members taking the drugs regardless of where they got them. The program aims to help users develop healthy lifestyle habits by teaching them about nutrition, meal timing, proper protein and hydration intake and the importance of a consistent exercise routine.

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Logo of WeightWatchers on a mobile phone, and the company's website, in New York, Tuesday, March 7, 2023.

WeightWatchers began offering GLP-1 medications through its in-house clinic in November. Since then, tens of thousands of people have been prescribed the drugs directly from the company’s doctors.

(Richard Drew / Associated Press)

“These medications are not total fixes,” Foster said. “It’s a misnomer to say, ‘Oh, it’s the easy way out.’ When you do need biological treatments, you also need behavior treatments to be successful.”

The pitch is that health is a long-term commitment that is about more than just a smaller number on the scale. On its GLP-1 program page online, WeightWatchers says it is “your companion on your medical weight-loss journey.”

We had to up our game. A lot of people said, ‘Was it an existential crisis for you?’ Absolutely not. When science evolves, we evolve. What we have to do as a brand is think about how we incorporate that.

— Dr. Gary Foster, chief scientific officer at WeightWatchers

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Atkins, a WeightWatchers rival, also wants a bite of the lucrative market and has adopted similar language: We’re “your ally in a new era of weight loss,” the low-carb diet program says on a dedicated GLP-1 page on its website.

“The new weight-loss medications have changed EVERYTHING. We’re actually thrilled at what lies ahead.”

With many GLP-1 users reporting muscle loss as a side effect, Atkins is pushing its line of high-protein bars and shakes, “a deliciously easy way to meet your protein requirements to help you maintain lean muscle mass and bone health while you’re losing weight.”

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Two months ago, Nestlé, the world’s largest food and beverage company, introduced Vital Pursuit, a line of frozen foods that the company said is “intended to be a companion for GLP-1 weight-loss medication users and consumers focused on weight management.” The Swiss-based giant cited research from J.P. Morgan that predicted that GLP-1 users in the U.S. could reach 30 million by 2030 — or around 9% of the country’s population.

Nestle's new Vital Pursuit line of frozen foods.
Nestlé has introduced Vital Pursuit, a line of frozen foods “intended to be a companion for GLP-1 weight-loss medication users and consumers focused on weight management.”

(Nestlé)

“As the use of medications to support weight loss continues to rise, we see an opportunity to serve those consumers,” Steve Presley, chief executive of Nestlé North America, said in a statement. By tapping into the emerging category with its new high-protein pasta bowls and sandwich melts, the food giant is trying to “stay ahead of the trends.”

Abbott, the company behind Ensure and Pedialyte, in January introduced Protality, a line of chocolate and vanilla shakes with 30 grams of protein that “provides nutritional support for adults pursuing weight loss.”

“We’re serving a new group of people who may be at a higher nutritional risk because they may be overweight or have obesity and use weight-loss medications,’’ Hakim Bouzamondo, Abbott’s division vice president of nutrition research and development, said in a statement. The shakes are now sold at stores including CVS and Walmart.

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I’m pretty cynical about companies getting into this space now. It seems opportunistic. This is a huge phenomenon, there’s obviously money to be made in it.

— Nick Lovell, a Mounjaro user

Gyms, too, are pivoting to retain clients who are now taking the drugs — and to attract people who might have felt too self-conscious to sign up for a membership before.

Although it might seem counterintuitive, “I think [Ozempic] brings new people in,” said Siegel, the analyst who tracks big-box fitness chains.

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Equinox's GLP-1 Program is available nationwide with master instructors.

Equinox’s personal trainers have gone through a new GLP-1 Program to help tailor their sessions with clients who are on weight-loss medications.

(Equinox)

“When an ‘unfit’ person becomes a fit person,” he said, “more often than not those are the people that become the workout fanatics.”

Luxury health club chain Life Time is trying a multi-pronged approach to appeal to GLP-1 users.

In November the company launched Miora, a wellness clinic located inside one of its athletic clubs in Minneapolis. The clinic offers GLP-1 drugs as well as a host of longevity and performance amenities such as IV therapy and creates personalized programs for members based on their bloodwork and other tests.

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Currently in pilot mode, Miora will roll out to Life Time’s other major markets in the coming months, including Southern California.

Miora clinic

Life Time, a chain of luxury health clubs, has launched Miora, a wellness clinic that offers GLP-1 drugs as well as longevity and performance amenities. The clinic is in pilot mode in Minneapolis and is expected to roll out to other club locations in the coming months.

(Life Time)

In the meantime, the company has created a GLP-1 personal training program for its team of 3,500 fitness trainers, meant to help them understand the specific challenges faced by weight-loss-drug users and tailor their sessions accordingly. That could mean incorporating more strength and resistance training to combat muscle loss or helping prevent weight gain when a member stops taking the drugs or lowers the dosage.

“If we were just to get a fraction [of our potential member base] to engage in the way that we do things differently with GLP-1s — it’s an insane opportunity for the company,” said Cliff Edberg, senior director of Miora.

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Personal trainers at Equinox and at Gold’s Gym SoCal locations have received similar GLP-1-focused instruction.

The question is, how widespread is Ozempic going to become? As it grows, so too will its impact.

— Simeon Siegel, an analyst at BMO Capital Markets

“We’re ready and waiting to assist clients using GLP-1 drugs,” said Mike Mitchell, vice president of fitness for Gold’s Gym SoCal.

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To monitor the effect of the medications on lean body mass — the difference between a person’s total weight and body fat weight — the franchise group is recommending that members get regular comprehensive body composition scans at one of its 23 locations.

“Supporting individuals who are taking GLP-1 medications requires a nuanced approach,” Mitchell said. “Our role involves providing empathetic and personalized behavior-change coaching.”

Physical trainer Patricia Rubio, left, and Mike Mitchell, vice president of fitness for Gold's Gym SoCal.

Personal trainer Patricia Rubio, left, and Mike Mitchell, vice president of fitness for Gold’s Gym SoCal, at the franchise group’s Hollywood location.

(Christina House / Los Angeles Times)

As groundbreaking weight-loss drugs reshape the consumer landscape, the difficulty for brands will be positioning themselves as authentic partners to GLP-1 users.

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“I’m pretty cynical about companies getting into this space now,” said Lovell, the Mounjaro user. “It seems opportunistic. This is a huge phenomenon, there’s obviously money to be made in it. The major conglomerates come across to me more as just protecting their bottom line.”

To make it feel like less of a “money grab,” he said he’d like to see companies immerse themselves in the growing GLP-1 community and get to know their target customers.

“Otherwise, it’s Marie Antoinette: Let them eat cake — or let them eat protein bars, in this case.”

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Disneyland Resort President Thomas Mazloum named parks chief

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Disneyland Resort President Thomas Mazloum named parks chief

Disneyland Resort President Thomas Mazloum has been named chairman of Walt Disney Co.’s experiences division, the company said Tuesday.

Mazloum succeeds soon-to-be Disney Chief Executive Josh D’Amaro as the head of the Mouse House’s vital parks portfolio, which has become the economic engine for the Burbank media and entertainment giant. His purview includes Disney’s theme parks, famed Imagineering division, merchandise, cruise line, as well as the Aulani resort and spa in Hawaii.

Jill Estorino will become the head of Disneyland Resort in Anaheim. She previously served as president and managing director of Disney Parks International and oversaw the company’s theme parks and resorts in Europe and Asia.

Estorino and Mazloum will assume their new roles on March 18, the same day as D’Amaro and incoming Disney President and Chief Creative Officer Dana Walden.

“Thomas Mazloum is an exceptional leader with a genuine appreciation for our cast members and a proven track record of delivering growth,” D’Amaro said in a statement. “His focus on service excellence, broad international leadership and strong connection to the creativity that brings our stories to life make him the right leader to guide Disney Experiences into its next chapter.”

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Mazloum had been about a year into his tenure at Disneyland. Before that, he was head of Disney Signature Experiences, which includes the cruise line. He was trained in hospitality in Europe.

In his time at Disneyland, Mazloum oversaw the park’s 70th anniversary celebration and recently pledged to eliminate time limitations for park-hopping, which are designed to manage foot traffic at Disneyland and California Adventure.

Mazloum will now oversee a 10-year, $60-billion investment plan for Disney’s overall experiences business, which includes new themed lands in Disneyland Resort and Walt Disney World. At Disneyland, that expansion could result in at least $1.9 billion of development.

The size of that investment indicates how important the parks are to Disney’s bottom line. Last year, the experiences business brought in nearly 57% of the company’s operating income. Maintaining that momentum, as well as fending off competitors such as Universal Studios, is key to Disney’s continued growth.

In his new role, Mazloum will have to keep an eye on “international visitation headwinds” at its U.S.-based parks, which the company has said probably will factor into its earnings for its fiscal second quarter. At Disneyland Resort, that dip was mitigated by the park’s high percentage of California-based visitors.

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Times staff writer Todd Martens contributed to this report.

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What soaring gas prices mean for California’s EV market

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What soaring gas prices mean for California’s EV market

It has been a bumpy road for the electric vehicle market as declining federal support and plateauing public interest have eaten away at sales.

But EV sellers could soon receive a boost from an unexpected source: The war in Iran is pushing up gas prices.

As Americans look to save money at the pump, more will consider switching to an electric or hybrid vehicle. Average gas prices in the U.S. have risen nearly 17% since Feb. 28 to reach $3.48 per gallon. In California, the average is $5.20 per gallon.

Electric vehicles are pricier than gasoline-powered cars and charging them isn’t cheap with current electricity prices, but sky-high gas prices can tip the scales for consumers deciding which kind of vehicle to buy next.

“We probably will see an uptick in EV adoption and particularly hybrid adoption” if gas prices stay high, said Sam Abuelsamid, an auto analyst at Telemetry Agency. “The last time we had oil prices top $100 per barrel was early 2022 and that’s when we saw EV sales really start to pick up in the U.S.”

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In a 2022 AAA survey, 77% of respondents said saving money on gas was their primary motivator for purchasing an electric vehicle. That year, 25% of survey respondents said they were likely or very likely to purchase an EV.

As oil prices cooled, the number fell to16% in 2025.

In California, annual sales of new light-duty zero-emission vehicles jumped 43% in 2022, according to the state’s Energy Commission. The market share of zero-emission vehicles among all light-duty vehicles sold rose from 12% in 2021 to 19% in 2022.

“Prior to 2022, we didn’t really have EVs available when we had oil price shocks,” Abuelsamid said. “But every time we did, it coincided with a move toward more fuel-efficient vehicles.”

Dealers are anticipating a windfall.

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Brian Maas, president of the California New Car Dealers Assn., predicted enthusiasm for EVs will rebound across California if oil prices don’t come down.

“If prior gasoline price spikes are any indication, you tend to see interest in more fuel-efficient vehicles,” he said.

Rising gas prices could be a lifeline for EV makers at a time when federal support for green cars has been declining.

Under President Trump, a federal $7,500 tax incentive for new electric vehicles was eliminated in September, along with a $4,000 incentive for used electric vehicles.

In California, the zero-emission vehicle share of the total new-vehicle market was 22% through the first 10 months of 2025, then dropped sharply to 12% in the last two months of the year, according to the California Auto Outlook.

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Meanwhile Tesla, the most popular EV brand in the country, has grappled with an implosion of its reputation with some consumers after its chief executive, Elon Musk, became one of Trump’s most vocal supporters and helped run the controversial Department of Government Efficiency.

Over the last several months, Ford, General Motors and Stellantis have pared back EV ambitions.

Other automakers, including Nissan, announced plans to stop producing their more affordable electric models.

The Trump administration has moved to roll back federal fuel economy standards and revoked California’s permission to implement a ban on new gas-powered car sales by 2035.

David Reichmuth, a researcher with the Clean Transportation program in the Union of Concerned Scientists, said the shift in production plans will affect EV availability, even if demand surges.

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That could keep people from switching to cleaner vehicles regardless of higher gas prices.

“This is a transition that we need to make for both public health and to try to slow the damage from global warming, whether or not the price of gasoline is $3 or $5 or $6 a gallon,” he said.

According to Cox Automotive, new EV sales nationally were down 41% in November from a year earlier. Used EV sales were down 14% year over year that month.

To be sure, oil prices can fluctuate wildly in times of uncertainty. It will take time for consumers to decide on new purchases.

Brian Kim, who manages used car sales at Ford of Downtown LA, said he has yet to see a jump in the number of people interested in EVs, hybrids or more fuel-efficient gas-powered engines.

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Still, if the price at the pump stays stuck above its current level, it could happen soon.

“Once the gas prices hit six [dollars per gallon] or more and people feel it in their pocket, maybe things will start to change,” he said.

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Nearly 60 gigawatts of U.S. clean power stalled, trade group finds

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Nearly 60 gigawatts of U.S. clean power stalled, trade group finds

A total of 59 gigawatts of U.S. clean energy projects are facing delays at a time when demand for power from AI data centers is surging, according to a trade group study.

Developers are seeing an average delay of 19 months over issues such as long interconnection times, supply constraints and regulatory barriers, the American Clean Power Assn. said in a quarterly market report.

The backlog is happening despite the growing need for power on grids that are being taxed by energy-hungry data centers and increased manufacturing. The Trump administration has implemented a slew of policies to slow the build-out of solar and wind projects, including delaying approvals on federal lands.

The potential energy generation facing delays is the equivalent of 59 traditional nuclear reactors, enough to power more than 44 million homes simultaneously.

“Current policy instability is beginning to impact investor confidence and negatively impact project timelines at a time when demand is surging,” American Clean Power Chief Policy Officer JC Sandberg said in a statement.

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Despite the hurdles, developers were able to bring more than 50 gigawatts of wind, solar and batteries online in 2025, accounting for more than 90% of all new power capacity in the U.S., the report found. Clean power purchase agreements declined 36% in 2025 compared with 2024, signaling that the build-out of clean power in the U.S. could be lower in the 2028 to 2030 time period, according to the report.

Chediak writes for Bloomberg.

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