Introduction

Obesity, in both the USA and globally, is at an all-time high and its prevalence continues to increase in many developed and developing countries. Obesity is associated with several major co-morbidities and thus the overall disease burden is increasing. Concomitant with this increased disease burden, we are witnessing significant increases in direct medical costs and indirect losses in productivity, which have enormous economic implications.

The purpose of this paper is to provide an update on the prevalence of obesity in the USA and globally. We also will review the underlying mechanism of several co-morbidities associated with obesity, e.g., obstructive sleep apnea (OSA), cardiovascular disease (CVD), and type 2 diabetes mellitus (T2DM). Finally, we will discuss the economic burden of obesity.

Obesity in the USA

Although the rapid increase in the prevalence of obesity in the US appears to have leveled-off in recent years, it continues to be a significant public health issue with both racial and ethnic disparities [1•, 2••, 3, 4, 5•]. Based on data from the Centers for Disease Control and Prevention’s National Health and Nutrition Examination Survey (NHANES), approximately 35 % of US adults were obese in 2011–2012 with 33.5 % of all men and 36.1 % of all women having a body mass index (BMI) ≥30 kg/m2 [2••]. Middle-aged adults, those between 40 and 59 years old, had significantly higher prevalence rates of obesity compared to those aged 60 years or older, and those aged between 20 and 39 years old (39.5 % vs. 35.4 % and 30.3 %, respectively) [2••]. The prevalence of obesity is significantly higher among rural adults compared to urban adults (39.6 % vs. 33.4 %), based on 2005–2008 NHANES data [6].

By racial and ethnic groups (see Fig. 1), Asian adults had the lowest prevalence of obesity (10.8 %), followed by non-Hispanic white (32.6 %), Hispanic (42.5 %), and non-Hispanic black (47.8 %) adults. Within racial and ethnic groups, there are no significant differences by sex except among non-Hispanic black adults (56.6 % of non-Hispanic black women were obese compared to 37.1 % of non-Hispanic black men) [2••]. Between the periods 1999–2002 and 2007–2010, the prevalence of obesity among non-Hispanic white adults has remained steady. However, during the same time span, the prevalence of obesity increased by 10 % among non-Hispanic black males, 6 % in non-Hispanic black females, 9 % in Mexican-American males, and 7 % in Mexican-American females [1•].

Fig. 1
figure 1

Obesity prevalence, by sex and race and Hispanic Origin, among adults aged 20 and over: United States, 2011-2012. Data from: Ogden CL, Carroll MD, Kit BK, Flegal KM. Prevalence of obesity among adults: United States, 2011–2012. NCHS data brief, no 131. Hyattsville, MD: National Center for Health Statistics. 2013

Obesity Globally

Since 1980, the global age-standardized prevalence of obesity has nearly doubled from 6.4 % (95 % uncertainty [UI] interval: 5.7–7.2 %) in 1980 to 12.0 % (95 % UI: 11.5–12.5 %) in 2008 (see Fig. 2), with half the increase occurring between 2000 and 2008 [6]. Global statistics reveal that approximately 1.46 billion people had a BMI ≥25 kg/m2 and 508 million people were obese in 2008 [7••, 8]. During that same period, the number of overweight and obese adults in the developing world tripled from 250 million in 1980 to 904 million in 2008 [7••].

Fig. 2
figure 2

Obesity prevalence by region among adults aged 20 and over, 1980 and 2008. Data from: Stevens GA, Singh GM, Lu Y, Danaei G, Lin JK, Finucane MM, Bahalim AN, McIntire RK, Gutierrez HR, Cowan M, Paciorek CJ, Farzadfar F, Riley L, Ezzati M. Global Burden of Metabolic Risk Factors of Chronic Diseases Collaborating Group (Body Mass Index). National, regional, and global trends in adult overweight and obesity prevalences. Popul Health Metr. 2012 doi: 10.1186/1478-7954-10-22

Using data from 105 countries and territories, Kanter and Caballero reported a greater overall prevalence of female obesity compared with male obesity [9]. The Middle East and North Africa had the greatest disparities of female overweight and obesity. However, among the developed countries, there was a greater prevalence of overweight males compared with overweight females [9].

Both rural and urban populations are affected. In several regions there is a greater increase in the prevalence of overweight and obesity in the rural areas. For example, between 1990 and 2010, the prevalence of overweight and obesity increased: in East Asia and the Pacific by 16 % in rural areas compared to 8 % in urban areas; and in Latin American and the Caribbean by 21 % in rural areas compared to 17 % in urban areas. However, taken globally the prevalence of overweight and obesity is higher in urban settings, except for in Europe and Central Asia where the prevalence is similar (approximately 41 %) in both urban and rural settings [10].

Major Comorbidities Related to Obesity

Obesity is associated with an increased incidence of serious disorders such as OSA, CVD, and type T2DM [11•, 12]. The role of obesity in these diseases is briefly reviewed. Obesity is also associated with several other co-morbid conditions (Table 1), e.g., gastrointestinal reflux, pancreatitis, polycystic ovary syndrome, some cancers, gallbladder disease, osteoarthritis, gout, chronic back pain, and psychosocial issues such as depression, social and employment discrimination, and reduced quality of life [12, 13].

Table 1 Main comorbidities associated with obesity

Obstructive Sleep Apnea

Obesity is a major risk factor for OSA [11•, 12, 13]. In OSA, the upper airway, which is normally patent during sleep, collapses resulting in the complete or partial restriction of airflow resulting in apnea, hypopnea and sleep fragmentation. Obesity causes narrowing of the pharyngeal airway due to excessive soft tissue within and surrounding the airway. Additionally, lung volume can be reduced due to increased abdominal fat mass. A recumbent posture further decreases lung volumes and pharyngeal wall tension. OSA is independently associated with cardiovascular events, heart failure, insulin resistance, and T2DM and may increase the risk for arrhythmias [14].

Cardiovascular Disease

Obesity is associated with coronary heart disease; stroke; ventricular dysfunction; heart failure; and CVD mortality [12, 14]. Fat cells, or adipocytes, function as an endocrine organ and produce various adipocytokines. These adipocytokines have an effect on lipid metabolism; inflammation; atherosclerosis; insulin resistance; immune response; vascular homeostasis; angiogenesis; and food intake [15]. Adipocytokines include tumor necrosis factor-α (TNF-α); interleukin-6 (IL-6); plasminogen activator inhibitor-1 (PAI1); resistin; lipoprotein lipase; cholesteryl-ester transfer protein; leptin; C-reactive protein (CRP); and angiotensinogen [1518]. In obesity, the serum concentration of most adipocytokines is increased, most notably the pro-inflammatory adipocytokines.

The process of atherosclerosis begins early in life, as early as 5 years of age, when low-density lipoprotein cholesterol (LDL-C) and very low-density lipoprotein cholesterol (VLDL-C) are infiltrated and entrapped in the intima layer of large arteries and modified by enzymes into proinflammatory particles [16, 19]. An inflammatory response occurs, causing endothelial cells to express cellular adhesion molecules while monocytes enter into the intima layer [19]. The monocytes mature into macrophages and are transformed into foam cells, also known as fatty streaks [16, 19]. Over time, the lipid-filled fatty streaks increase in size and combine into pools and grow until they occupy up to 70 % of the arterial wall volume. Next, a fibrous cap develops between the endothelium and the lipid-rich core. The final stage of atherosclerosis is complex lesion development. The fibrous cap can become thin and weak due to enzymatic activity. This is a vulnerable plaque. If this lesion ruptures or fractures, a thrombus that extends into the lumen will develop, potentially occluding blood flow [19, 20]. Obesity accelerates the atherosclerosis process due to adipocytokines that increase insulin resistance and endothelial dysfunction, inflammation, and lipid production [1517].

Obesity is an independent risk factor for stroke. Each 1-unit increase in BMI is associated with a 4 % increase in ischemic stroke risk and a 6 % increase in hemorrhagic stroke risk [1618]. The mechanism by which obesity independently increases stroke risk is not known [17]. However, the process may be mediated by prothrombotic and proinflammatory adipocytokines such as PAI1 and CRP [15, 17].

In obesity, total blood volume and cardiac output is increased in order to meet the increased metabolic demands caused by excess body weight. The increased cardiac output is achieved through increased stroke volume. In overweight and obese individuals, the left ventricular chamber dilates, resulting in increased ventricular wall stress which may increase myocardial mass leading to left ventricular hypertrophy. Additionally, the increased blood volume and left ventricular hypertrophy causes left atrial enlargement. These abnormalities increase the risk for heart failure and ventricular arrhythmias [1618].

Hypertension is more frequent in obese individuals, compared to individuals with a normal weight, and as BMI increases there is a corresponding increase in the prevalence of hypertension [21]. Larger increases in blood pressure are seen in individuals with abdominal obesity [16]. Blood pressure is the result of an individual’s cardiac output, which is increased in obesity, and systemic vascular resistance [16, 17]. Due to the increased cross-sectional area of the vascular bed of adipocytes, systemic vascular resistance should be lower in obese individuals [17]. However, systemic vascular resistance is often normal or elevated. This, along with increased blood volume, causes hypertension. Once again, the inflammation, insulin resistance, and endothelial dysfunction caused by adipocytokines are factors that increase systemic vascular resistance [16, 17].

Type 2 Diabetes Mellitus

The prevalence of T2DM increases with increased BMI [22]. In T2DM, there is reduced insulin sensitivity in peripheral tissues with a subsequent impaired function of pancreatic β-cells [22, 23]. Adipocytokines that are increased in obesity and result in insulin resistance include: IL-6; TNF-α; CRP; insulin-like growth factor-1; resistin; apelin; and visfatin. Serum levels of adiponection, which sensitizes peripheral tissues to insulin and inhibits TNF-α, is reduced in obesity [15, 2224].

Visceral and subcutaneous adipose tissue and fat within the liver and muscles contribute to insulin resistance. Overall, the accumulation of visceral fat and insulin resistance results in higher plasma free fatty acid levels. In insulin resistance, the reduction of free fatty acid release from adipocytes by insulin through lipolysis is impaired [22, 24]. This chronically elevated level of plasma free fatty acids contributes to several inflammatory pathways that further induce insulin resistance [24].

T2DM is a leading risk factor for several conditions, e.g., kidney disease and neuropathy. Moreover, CVD is the leading cause of death among individuals with diabetes. The rising prevalence of T2DM is associated with the obesity epidemic and thus poses a serious threat to the health of those who are obese.

The Obesity Paradox

Many studies have shown an obesity paradox, namely the reduced morbidity and mortality in overweight and obese individuals compared to normal weight individuals. Uretsky and colleagues found that over a mean follow-up of 2.7 years, occurrence of death, nonfatal myocardial infarction, or nonfatal stroke was lower in overweight and obese individuals compared to individuals with a normal weight (hazard ratios [HRs] from 0.68–0.77 with normal weight being the reference groups) [25]. In a meta-analysis of 9 observational heart failure studies, Oreopoulos and colleagues found that over a mean follow-up of 2.7 years, all-cause mortality was lower in overweight and obese individuals with heart failure compared to heart failure individuals with a normal weight (relative risk [RR] = 0.84, 95 % confidence interval [95 % CI]: 0.79–0.90 and RR = 0.67, 95 % CI: 0.62–0.73 for overweight and obesity, respectively) [26]. Finally, Romero-Corral and colleagues found, in a systematic review of 40 cohort studies with 250,152 subjects and a mean follow-up of 3.8 years, that overweight individuals (BMI 25-29.9) had a lower risk for total mortality (RR = 0.87, 95 % CI: 0.81-0.94); compared to individuals with normal weight; and individuals with class I obesity (BMI 30-35) had a similar risk for total mortality (RR = 0.93, 95 % CI: 0.85-1.03), compared to individual with normal weight [27].

All of these reported studies examined short term risk. Reviewing only studies with 10 or more years of follow-up, Kramer and colleagues found that metabolically healthy obese individuals had an increased risk for all-cause mortality and cardiovascular events, compared with metabolically healthy individuals with a normal weight (RR = 1.24; 95 % CI: 1.02-1.55) [28•]. Their findings show the long-term negative effects of obesity versus the short-term effects examined in the other studies.

Multi-Generational Impact

A recent study suggests a multi-generational impact of obesity between mothers and their offspring. Compared to the offspring of mothers with normal BMI, the offspring of mothers who were obese early in their pregnancy had an increased all-cause mortality (HR = 1.35, 95 % CI: 1.17-1.55) after adjustment for maternal age at delivery, socioeconomic status, sex of offspring, current age, birth weight, gestation at delivery, and gestation at measurement of BMI. Additionally, compared with offspring of mothers with normal BMI, the offspring of obese mothers had an increased risk of cardiovascular related hospital admissions (HR = 1.29, 95 % CI; 1.06-1.57) [29].

Economic Burden of Obesity

Due to the marked increase in obesity over the last 30 years and the increased disease burden from CVD, T2DM, and cancers associated with obesity, the economic burden of obesity in the USA and worldwide is enormous. Obesity is associated with higher healthcare costs, reduced longevity, and fewer disability-free life-years. Obese individuals generally report a lower quality of life and are less productive than individuals with a normal weight [30, 31•].

Direct Costs of Obesity

In the USA, the cost of obesity is immense. Obese individuals pay, on average, 42 % more for overall healthcare costs and spend 80 % more on prescription drugs [32]. Tsai and colleagues found a 9.9 % and 42.7 % greater per capita cost for overweight and obese individuals, respectively, compared to individuals with a normal weight [33]. Another study reported a 10 % greater per capita cost for overweight individuals compared to normal-weight individuals; the per capita cost was greater by 23 % for individuals with class I obesity, 45 % for those with class II obesity, and 81 % for those with class III obesity [34]. It was estimated that in 2008, US $147 billion in healthcare was attributable to obesity, accounting for 9.1 % of all US health expenditures [32]. However, it has been estimated that by 2030, if the current prevalence of obesity continues, total healthcare costs attributable to obesity could be from US $861 billion to US $957 billion or 16 % to 18 % of US health expenditures [35]. The amount of health expenditures attributable to obesity in other countries is significantly lower at 2 % to 5 % depending on the country and source of data [30].

Indirect Costs of Obesity

The indirect costs of obesity include absenteeism, the time absent from work because of illness, disability, short- and long-term absence from the labor market due to a physical or mental incapability to meet occupational demands, and premature mortality [30]. Regardless of occupation, overweight and obese employees use more sick leave and have higher sick leave attributable costs compared to their colleagues with a normal weight [30, 31•]. Disability costs rise when illness-related long-term absence results in losses in productivity or disability payments from insurance companies and/or the government [36, 37]. Obese individuals are at a higher risk for work disability compared to normal-weight individuals [30, 31•, 38]. Lost productivity costs due to early death from obesity in 2007 were estimated to be over US $30 billion in the USA [36].

Conclusion

Although the prevalence of obesity may have reached a plateau in the USA, globally, the prevalence of obesity continues to increase, especially in developing countries. An increase in obesity is accompanied by increases in CVD, T2DM, and cancers. These diseases have major economic implications for both the cost of treatment and the associated loss of productivity. Developing countries with insufficient healthcare infrastructure and finances may find themselves challenged in managing the obesity-associated co-morbidities. Furthermore, the developed countries, including the USA, must plan for the enormous economic implications of obesity that will continue until we can impact the epidemic-like prevalence of overweight and obesity.

The worldwide effort to reduce obesity must be twofold: weight reduction in those individuals who are currently overweight and obese; and the prevention of overweight and obesity in children, adolescents and adults. Weight reduction among obese and overweight individuals is challenging. Studies in the USA have shown that the majority of people who lose a significant amount of weight are unable to maintain their weight loss [3942]. However, a sustained weight loss of between 3 % and 5 % can result in clinically significant reductions in triglycerides and blood glucose, which can help decrease the risk for developing diabetes [4345]. As for obesity prevention in developed countries like the USA, both national and local policies must focus on nutrition and dietary guidance and the promotion of physical activity [46]. In developing countries, the rapidly changing diet and shifting physical activity pattern are the main contributors to the increased prevalence of overweight and obesity [47, 48]. In these countries, educational campaigns may be the only foreseeable means to address the growing obesity prevalence, given the limited resources of their government and healthcare resources [48]. Nonetheless, continued efforts must be made on both fronts to address the global obesity epidemic.