重量损失药物正在减少美国乘客的重量,降低航空燃料成本和增加利润。
Weight-loss drugs are reducing U.S. passenger weight, lowering airline fuel costs and boosting profits.
据Jefferies分析师称,美国航空公司可能认为燃料成本较低,利润较高,因为Ozempic和Wegovy等减重药物有助于降低平均乘客重量。
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.
随着美国成人肥胖率自2022年以来从40%下降到37%,GLP-1吸毒率上升至成人的12.4%,平均乘客重量降低10%可以把燃料支出降低1.5%,使主要航空公司的人均收入增加3.9%。
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.
燃料占航空成本的20%至30%,因此即使轻减重量也会带来大量节省。
Fuel accounts for 20% to 30% of airline costs, so even small weight reductions translate into significant savings.
虽然有些专家指出,由于其他变数,对飞机重量的总体影响可能不大,但长期趋势仍可能产生有意义的成本效益。
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.
在吸毒率仍然很低的澳大利亚,类似的效应不太可能发生。
In Australia, where drug use remains low, similar effects are unlikely.