Next retail bump: America's great resizing

• Levi CEO Chip Bergh cited the size-change phenomenon as an earnings factor in an interview with CNBC on Friday. "That obviously gives a good reason to go out and update a wardrobe," he said.

Why it matters: The pandemic has reshaped retail and apparel trends. We're only beginning to understand how some of those changes will impact businesses this year — but we'll know more after this earnings season.

By the numbers: In a March survey by consumer data provider NPD, 40% of women and 30% of men said they no longer fit into the sizes they wore last year.

• Among those that reported a change, more went up in size than down.

This was driven by pandemic habits that tended toward either more snacking or more exercising, NPD says.

What to watch: With the economy expected to be completely reopened by fall, overall retail growth will slow from its recent clip.

Go deeper: Torrid IPO could spur more investment in plus-size apparel market