GLP-1 “structural disruption” to food, drinks – study

Core Insights - The increasing use of GLP-1 weight-loss drugs is identified as a "structural disruption" to the food and drinks sector, indicating a long-term change rather than a temporary trend [1][2] - Current data shows that at least 5% of US adults are using GLP-1 medications, with projections suggesting usage could grow tenfold by 2035 [1][4] - The food and beverage industry is urged to recognize the potential opportunities presented by GLP-1 drugs, rather than viewing them solely as a threat [2][6] Industry Impact - GlobalData forecasts that sales of GLP-1-targeted food and drink products in the US will reach at least $2.7 billion by 2027 [4] - Major beverage manufacturers are currently assessing GLP-1 primarily as a threat, which may hinder innovation and growth opportunities [2][3] - Companies like Nestlé and Danone are already launching products aimed at GLP-1 users, indicating a shift towards targeting this demographic [3][4] Consumer Behavior - The rapid adoption of GLP-1 drugs is noted as a significant factor differentiating it from previous weight management trends [5] - The industry is encouraged to rethink portion sizes as a response to changing consumer behavior, which could be a straightforward way to adapt without reformulating products [6]