This is John Batchel, a colleague Jim McTag, traveling to and from Denver, and then coming home to see feverish shopping for food at Costco and the diners.

Everything's packed, but looking month over month of consumption data, find that food is down March to April. Why? We're watching

data because of possibility of recession. The consumer backing away would be a sign of anxiety

about the future and possibly lead to a dip in the GDP.

However, Jim then comes forward with an interpretation of the data that is surprising.

It has to do with a weight loss drug.

I think the one name I know is ozemic.

Are we living in an ozemic world?

And does that change the nature of consumption in America?

Here's Jim McTag surprises what to do with ozemic and other weight loss drugs.

More of this tonight.

Yes, it is.

And, you know, if you look at the data, food food and beverage spending was down 0.4%. I said, wow, to that. I don't see it locally. Our restaurants are full. Shoppers at Costco are piling on the food. Recreational goods and vehicles are down. I see that. I don't see as many new cars in my very wealthy neighborhood.

Clothing and footwear was down.

I have no idea why that is.

We could make an excuse that the kids are out of school now.

And so anyway, spending on hard goods and

clothing across the country is down. That's not a great sign, but it could be attributable to

consumer unease about possible tariffs. But we went big time for health care, very big time.

Yes, I'm wondering if it's the new weight loss drugs, which I've heard people talking about miraculous changes. I ran into a guy in Colorado who lost 20 pounds in four months, and he's had other health improvements as well, a reduction in his arthritis pain.

So, and there was a story in the journal with a great lead.

It had doctors saying maybe they should add these weight loss

...