Daybreak Why VLCC is still opening weight-loss clinics in the Ozempic era
Nov 11, 2025
The podcast delves into how VLCC is thriving in the era of weight-loss drugs like Ozempic. It discusses Carlyle's bold strategy of expanding clinics despite industry fears. Interesting insights are shared on how these drugs could actually enhance VLCC's beauty offerings. The contrast between affordable weight-loss plans and the pricey GLP-1 treatments is explored. Additionally, it highlights VLCC's holistic approach to weight loss, integrating diet, exercise, and technology for personalized results.
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Customer Weighs Clinic Treatment Vs Ozempic
- Shreya visits a VLCC clinic, gets a body composition analysis and is sold options like cryolipolysis.
- She compares costs and speed to Ozempic and worries about regaining weight after drug use.
Private Equity Sees Drugs As Growth Funnels
- Carlyle bought ~70% of VLCC despite GLP-1 drugs rising globally and is expanding clinics.
- The firm views drugs like Ozempic as entry points that create longer beauty journeys and recurring revenue.
Casual Upsell During A Facial
- Aparna learns about cool sculpting during a facial and becomes tempted despite no prior insecurity.
- Sellers often introduce procedures casually, turning routine treatments into upsell opportunities.