
By Jessica DiNapoli and Waylon Cunningham
NEW YORK, Dec 24 (Reuters) - Packaged food makers and fast-food restaurants may be forced to overhaul more of their products next year as newly approved, appetite-suppressing GLP-1 pills become available in January, analysts say.
More Americans are expected to try the drugs as a pill rather than as a shot because the medication will be cheaper and many patients are hesitant to inject themselves.
The U.S. Food and Drug Administration approved Novo Nordisk's (NVO) Wegovy GLP-1 pill on Monday, sending shares of food companies down on Tuesday. Eli Lilly's (LLY) rival medication is expected to gain approval from regulators next year.
Food companies including Conagra Brands and Nestle are already dealing with shifts in consumer tastes toward higher protein and smaller portions due to the popularity of weight-loss injections, and analysts believe widespread GLP-1 adoption could mean long-term changes in demand.
To cope, businesses are promoting products with more protein, tweaking labeling to say they are GLP-1 friendly and working with large retailers to better market products.
"We are seeing people cut (back) specifically on salty snacks, liquor, soda, drinks, and bakery snacks, and more focused on protein and fiber, so we expect food companies and also restaurants to cater to this audience that is growing," said JP Frossard, consumer foods analyst at Rabobank.
"We'll see more access to those drugs and a higher addressable market for products that have in mind the needs of the GLP-1 user," he said.
Andrew Rocco, stock strategist at Zacks Investment Research, called Novo's approval "groundbreaking" because the pill would be cheaper than the injectable version of Wegovy and deliver the same weight-loss metrics. "High protein, smaller portions, and functional food innovation will be necessary," he said.
FOOD COMPANIES ARE TAKING NOTE
Some 40% of American adults are obese, U.S. government data shows, and around 12% of adults say they currently take GLP-1 drugs, according to a poll published last month by health policy research organization KFF.
Households using GLP-1 medications cut spending at grocery stores by 5.3% and fast-food restaurants by about 8% on average, according to a Cornell Research study published last week that used purchase data collected by Numerator from about 150,000 households.
Those reductions largely faded when households stopped using the medication.
"The decreases we saw will likely show up in a much broader slice of the population" because of weight-loss pills, said Sylvia Hristakeva, one of the study's co-authors. She said the cheaper price and ease of use of pills will also make it likely that people use the medication for longer.
NEUESTE BEITRÄGE
- 1
Spanish police and soldiers track boars, reinforce farm security amid swine fever outbreak01.12.2025 - 2
Merz: 80% of Syrians in Germany should return in three years30.03.2026 - 3
A few Exemplary Chinese Dishes, Which Are Famous Around the world05.06.2024 - 4
Here's what the Artemis 2 astronauts will be doing on each day of NASA's historic moon mission31.03.2026 - 5
Pentagon advances Golden Dome missile defense with new Space Force contracts25.11.2025
Ähnliche Artikel
A Couple of Modest Guitars for 202405.06.2024
Orcas seen hunting great white sharks to eat their livers in drone footage recorded in Mexico04.11.2025
UAE-backed Yemeni Southern Transitional Council denies disbandment rumors10.01.2026
Zelensky names spy chief to head presidential office after corruption row02.01.2026
The most effective method to Recognize a Great Lab Jewel17.10.2023
Kennedy approves adding two rare disorders to newborn screenings16.12.2025
Higher cost, worse coverage: Affordable Care Act enrollees say expiring subsidies will hit them hard13.12.2025
We analyzed Philly street scenes and identified signs of gentrification using machine learning trained on longtime residents’ observations30.03.2026
Kobe Bryant called this WNBA star the 'Gold Mamba.' She turned his advice to her into a tattoo.02.12.2025
Instructions to Pick the Best Course for Your Next Waterway Voyage: Objections, Views, and Social Encounters19.10.2023














