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Good morning. Today, Amazon gives the people what they want, Simply Good Foods makes a move and UPS would rather return your e-commerce orders than deliver them.
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Amazon is introducing a GLP-1 weight-loss program that integrates primary-care services with its pharmacy business. Agence France-Presse/Getty Images
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Amazon is offering a GLP-1 weight-loss program that integrates primary-care services with the technology company’s pharmacy business, Kelly Cloonan reports.
Members of Amazon’s One Medical can get Novo Nordisk’s Wegovy and Eli Lilly’s Foundayo GLP-1 pills under the program starting at $25 a month with insurance coverage, or $149 a month for cash-pay options.
Amazon Pharmacy also provides injectable versions of Wegovy and Lilly’s Zepbound. It currently offers same-day delivery for all medications to nearly 3,000 cities and towns, with plans to expand to nearly 4,500 by the end of the year.
Amazon is pitching its program as more holistic than competing offers, letting clinicians monitor progress, adjust treatments and address related health conditions.
But the competition for GLP-1 customers is only heating up. Weight Watchers on Monday named Heather Thiltgen to its board, citing a list of accomplishments by the healthcare veteran that started with “expanding coverage and access to GLP-1 therapies.”
The growing contest comes as the Food and Drug Administration’s 2027 budget request this month seeks more authority to scrutinize and combat direct-to-consumer pharma advertising that lacks “fair balance” between benefits and risks.
Health Secretary Robert F. Kennedy Jr. has been hostile to GLP-1s in the past, saying last year that Novo Nordisk was “counting on” selling Ozempic to Americans “because we are so stupid and so addicted to drugs,” although he has since called the drugs a “tool in the toolbox.” Kennedy continues a spate of Capitol Hill hearings today.
Meanwhile: GLP-1 effects continue to play out all over. Tailors are in increasingly short supply, with demand driven by the explosion in popularity of resale clothing and the growing use of GLP-1s for weight loss. [WSJ]
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Content from our sponsor: Deloitte
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Bread Financial’s Ralph Andretta: ‘Decisiveness Can Drive Change’
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A disciplined approach to decision-making that reconciles collaborative input with timely decisions can help drive organizational change, while indecision can stall progress. Read More
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On Monday we talked with the WSJ Leadership Institute’s Megan Graham about the struggle of Simply Good Foods, the owner of brands like Quest and Atkins, despite consumers’ seemingly endless demand for protein.
Yesterday, Simply Good said it will lay off 15% of staff and restructure corporate leadership to cut costs and speed up decision making.
“We have taken a clear-eyed assessment of the business to identify areas for enhancing our performance to set a foundation for a go-forward model to return the business to a compelling growth trajectory,” said President and CEO Joe Scalzo.
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Robots move packages for processing at the Happy Returns sorting hub in Valencia, Calif. Daniel Cole/Reuters
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UPS doesn’t want to deliver your cheap e-commerce packages, but it would love to help when you return them.
Happy Returns, a UPS unit that handles returns for retailers, is adding another 1,700 locations where consumers can drop off their returns, Esther Fung reports.
The expansion stands in contrast to UPS’s rollback of package delivery for some e-commerce companies.
But returns can offer higher margins than lower-value e-commerce deliveries, according to executives.
That’s because of aggregation: Instead of delivering orders to 20 different consumers’ homes, for example, a company like Happy Returns can send 20 returns together to a single processing facility.
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21%
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Decline in retail theft in New York City over the first three months of this year as the NYPD begins to crack the shoplifting scourge that took off during Covid
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Jaafar Jackson in the role of Michael Jackson in the biopic ‘Michael.’ Kevin Mazur/Lionsgate/Everett Collection
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Despite largely negative reviews, the Michael Jackson biopic “Michael” is expected to open this weekend to more than $60 million in the U.S. and Canada. [WSJ]
Devin Nunes stepped down as CEO of Truth Social parent Trump Media. [ABC News]
Best Buy Chief Executive Officer Corie Barry will leave the role amid tepid sales growth. She will be succeeded by Jason Bonfig, the company’s chief customer, product and fulfillment officer. [WSJ]
YouTube expanded access to its deepfake detection tool from prominent creators and public figures to actors, athletes, musicians and anyone else at high risk of getting spoofed by AI. [THR]
Newsroom unions at the Miami Herald, Sacramento Bee and Kansas City Star have filed grievances against parent company McClatchy over its new AI “content scaling agent.” [TheWrap]
TikTok is making U.S. consumers want to buy Chinese EVs that they can’t get. [Bloomberg]
Burger King’s new outdoor ad campaign features marathon runners enjoying Whoppers as their first post-race meal, continuing a “Foodfillment” marketing framework that previously showed new moms eating Burger King after giving birth. [Famous Campaigns]
Check out potentially up-and-coming packaged food products like trail mix with freeze-dried meat, frozen pasta sauce in single-serving portions and cartons of flavored, mixed eggs. [Snaxshot]
Lenox, Mass., is getting worked up over whether to change the high school’s mascot from the Millionaires to something without a top hat and a dollar sign. [WSJ]
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