(https://www.marketwatch.com/story/millions-of-older-americans-will-soon-have-medicare-access-to-glp-1s-for-weight-loss-heres-what-they-need-to-know-758efe4c?mod=mw_rss_topstories) is being framed as a consumer health win. For discount retailers it's structural demand destruction. Older Americans represent 35-40% of Walmart's traffic — they're the core constituency that drives volume economics at low margins.

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