Nouri Market Research

Complete Research Library — May 2026

10
Documents
9
Research Pillars
307+
Sources Cited

The GLP-1 companion supplement opportunity in AU/NZ is real, quantified, and uncontested — a 12–18 month window before AU incumbents and Hims & Hers / Eucalyptus close it. Australia: ~500,000 active GLP-1 users, ~180,000–240,000 paying AUD $4–5K/year out-of-pocket. New Zealand: ~62,000 Wegovy users, all private-pay since July 2025. Clinical research confirms 98.6% of GLP-1 patients fall below the vitamin D DRI and 39–45.5% of their weight loss is lean muscle — yet no dedicated companion supplement brand operates in either market today.

9 research pillars · 307+ sources
Master Summary
MASTER
Nouri Market Research — Research Synthesis
Cross-pillar thematic synthesis with actionable recommendations
  • 12–18 month window, act now
  • 98.6% below vitamin D intake
  • No ANZ competitor exists yet
  • Private-pay = highest WTP
  • Launch NZ first, no reg needed
  • Annual plans cut churn 51%
  • Own IP before first shipment
  • Hims & Hers capability assembled
  • Wrong claims = criminal offence
  • NZ provenance AU can't copy
Research Pillars
RESEARCH
GLP-1 Adoption in New Zealand & Australia
Pharmac Wegovy decision, PBS prescription growth, and 2026-28 user forecast.
  • Pharmac Wegovy funding scenarios
  • PBS prescription volumes 2023-2025
  • NZ private/cash-pay GLP-1 trends
  • Demographic profile: age, income, BMI
  • Telehealth share of new GLP-1 starts
  • Patient persistence & discontinuation
  • 2026-2028 adoption forecast, NZ + AU
  • 36 sources cited
RESEARCH
Clinical Evidence for the Nutritional Companion Thesis
STEP/SURMOUNT muscle-loss data and ingredient-by-ingredient evidence audit.
  • STEP & SURMOUNT lean mass loss %
  • B12, iron, vitamin D, magnesium gaps
  • GI side effects & supplement relief
  • Protein sufficiency & muscle preservation
  • Sarcopenia risk in GLP-1 populations
  • Ingredient claim strength-of-evidence
  • Skeptical clinician pushback points
  • 33 sources cited
RESEARCH
Competitive Landscape — GLP-1 Companion Supplements
Every named GLP-1 supplement brand globally — and who's moving in AU/NZ.
  • Lean by Hers, Pendulum, Conquer brands
  • Pricing, SKU mix, subscription terms
  • AU/NZ brands pivoting to GLP-1 niche
  • Juniper/Pilot supplement bundling moves
  • Blackmores, Swisse, Healtheries threat
  • First-mover gap: NZ DTC landscape
  • Global brand distribution channels
  • 52 sources cited
RESEARCH
Consumer Behavior Among GLP-1 Supplement Users
Supplement spend, switching behavior, and WTP among GLP-1 patients.
  • Survey data on GLP-1 supplement spend
  • WTP: targeted vs general formulations
  • % GLP-1 patients already supplementing
  • Switching behavior & brand loyalty
  • Subscription churn drivers analysis
  • AU/NZ health subscriber demographics
  • 39 sources cited
RESEARCH
Market Sizing — AU/NZ GLP-1 Companion Supplements
NZ and AU TAM/SAM/SOM built bottom-up, with the $4.2B global figure audited.
  • $4.2B global figure: source audit
  • NZ TAM, SAM, SOM with workings
  • AU market bottom-up estimate
  • Attach rate assumptions & sensitivity
  • ARPU benchmarks from comparables
  • Euromonitor/Mintel sizing validation
  • 2026-2030 growth scenario modeling
  • 32 sources cited
RESEARCH
Channel & Acquisition Economics for AU/NZ DTC Supplements
CAC, LTV:CAC, 12-month retention, and fulfillment benchmarks for AU/NZ DTC.
  • AU/NZ DTC supplement CAC benchmarks
  • 12-month subscription retention curve
  • LTV:CAC ratios that work in AU/NZ
  • Meta, Google, TikTok channel mix
  • GP referral & pharmacy partnership ROI
  • NZ fulfillment cost vs offshore
  • Eucalyptus/Pilot financial disclosures
  • 32 sources cited
RESEARCH
Regulatory & Legal Landscape
Medsafe, TGA, ASA/AANA rules — what Nouri can say legally and where.
  • Medsafe supplement classification rules
  • TGA complementary medicine claims
  • What Nouri can say in NZ/AU marketing
  • Co-marketing prescription drug limits
  • ASA/AANA weight-loss advertising rules
  • UK, Canada, Gulf expansion compliance
  • Pharmacy vs DTC channel legal rules
  • 47 sources cited
RESEARCH
Strategic Risk & Defensibility
Pharma companion nutrition threat, pharmacy private-label, and 24-month moats.
  • Pharma company supplement threat
  • Blackmores/Swisse extension risk
  • Pharmacy private-label scenario
  • Oral semaglutide & next-gen disruption
  • Weight regain discontinuation risk
  • Moats: brand, IP, GP network, data
  • 18-month competitor displacement plan
  • 36 sources cited
RESEARCH
Expansion Markets Beyond NZ
A discovery-first funnel from 41 candidate markets to the 6 that should follow NZ.
  • 41 markets scored, 9 cleared
  • Tier 1: Australia (TTMRA foundation)
  • Tier 2: UAE + South Korea
  • Tier 3: Singapore + HK + Japan
  • UK and Canada rejected (vacancy=1)
  • US rejected (companion shelf locked)
  • Made-in-NZ as binding filter
  • 3-wave entry sequence, 18-24 months