RT Ilena (@ilenapeng)Record beef prices are putting America's love of protein to the test — & the verdict is that demand is largely holding up. Shoppers are still buying beef, though there are shifts in where & what they eat (more at home, cheaper cuts).🥩🔗: https://t.co/OPM61DiSW1 via @business ...

Let's talk about protein. >> Dr. . Aia wants his patients to eat a lot of protein, more than double what the current nutritional guidelines recommend.The doctor and a handful of his patients have also taken a drug called Rapamy that's FDA approved for use by transplant recipients. The drug has extended the lifespan of mice, but Dr. . Tia stopped taking it for now because it gave him mouth sores which can be a side. ...

Core Insights - There is a growing demand for protein among American consumers, leading to significant changes in product formulations by major food manufacturers [1] Company Developments - Large food manufacturers, such as PepsiCo, are responding to the protein trend by developing new formulas that prominently feature protein [1]

Food Industry & Public Health - The food industry is not a social service or public health agency, but a business with stockholders to please, prioritizing the bottom line [5] - The food industry is currently under pressure from multiple factors, including concerns about ultra-processed foods, RFK Jr's actions, and the rise of GLP-1 drugs [30] - GLP-1 drugs are perceived as detrimental to the food industry because they reduce "food noise," leading to decreased consumption and a preference for smaller portions with more protein and vitamins [28][29][30] Regulatory Landscape & Policy Recommendations - Regulation is considered central to improving children's health, particularly in areas like marketing to children and removing ultra-processed foods from schools [4][14] - The speaker suggests universal school meals to ensure all children have access to healthy food at least twice a day [15] - Recommends changing the agricultural system to prioritize food for people over commodity foods [15] - The speaker advocates for warning labels on ultra-processed foods, similar to those used in Latin American countries [26] Dietary Trends & Nutritional Perspectives - The levels of obesity among children are staggering, with 20% to 30% being overweight or obese [18] - The speaker believes that eating less is crucial for addressing calorie intake and weight issues, but this is bad for the food industry's business model [8] - The speaker does not take supplements, believing that a varied diet of relatively unprocessed foods is sufficient for obtaining necessary vitamins [58][59][60] Food Insecurity & Accessibility - The speaker highlights the issue of food insecurity in America and the potential impact of discontinuing its measurement [43][44][45] - The speaker notes that while it's now possible to eat healthfully anywhere in the US, affordability and access to cooking facilities remain significant challenges [39][43]

Product & Health Focus - Goodles aims to be a healthier reimagining of mac and cheese, incorporating extra protein, fiber, prebiotics, and nutrients from plants [1] - The product is formulated to taste delicious, masking the added nutritional elements [2] - Goodles targets adults who enjoy mac and cheese but seek healthier options, aiming to expand the category rather than compete directly [5] - The product contains both high protein and fiber, catering to health-conscious consumers [6][7] Market & Growth - Goodles identified a market opportunity by targeting adults, unlike competitors focused on children [4][5] - The brand's colorful packaging is designed to appeal to a broad audience, not just health enthusiasts [10][11] - Goodles is experiencing rapid growth, selling a box every half-second [12] - The company accounts for approximately 79% of the growth in the mac and cheese category [13] - Goodles has added approximately 24 million households in the last 12 months, equating to roughly 78 million people [13] Investor Perspective - Initially, many VCs and investors considered Goodles a "terrible idea" due to its unconventional packaging [9]