Walmart, Costco, and Amazon are set to gain significantly as more Americans obtain GLP-1 weight-loss drug prescriptions directly, often due to employers dropping coverage. This shift towards direct-to-consumer (DTC) programs is creating long-term customer relationships for retail pharmacy chains, driving sales beyond just the medication.

Walmart has expanded its Better Care Services digital platform to bundle GLP-1 prescriptions with weight-management support. Amazon launched a GLP-1 management program through Amazon One Medical and Amazon Pharmacy, offering competitive pricing and same-day delivery. Costco's partnership with Sesame for Wegovy prescriptions also leverages its membership model, further integrating health services with retail loyalty.