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Weight-loss drugs are reducing U.S. passenger weight, lowering airline fuel costs and boosting profits.
U.S. airlines may see lower fuel costs and higher profits as weight loss drugs like Ozempic and Wegovy contribute to a decline in average passenger weight, according to Jefferies analysts.
With the U.S. adult obesity rate dropping from 40% to 37% since 2022 and GLP-1 drug use rising to 12.4% of adults, a 10% reduction in average passenger weight could cut fuel expenses by up to 1.5% and boost earnings per share by 3.9% across major carriers.
Fuel accounts for 20% to 30% of airline costs, so even small weight reductions translate into significant savings.
While some experts note the overall impact on aircraft weight may be modest due to other variables, long-term trends could still yield meaningful cost benefits.
In Australia, where drug use remains low, similar effects are unlikely.
Los medicamentos para bajar de peso están reduciendo el peso de los pasajeros estadounidenses, reduciendo los costos de combustible de las aerolíneas e incrementando las ganancias.