A prescription drug is now rewriting the packaged-food P&L.
Measured 5–8% grocery-spend declines among GLP-1 households and $73 billion of at-risk brand value — concentrated in confectionery and savory snacks — are forcing Big Food to rebuild portfolios around protein, portion control, and better-for-you M&A while hydration brands capture the reallocated spend.
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The demand shock is now quantified in household purchase data, hitting snack-heavy baskets hardest and fading only when the drug stops.
Brand-level exposure quantifies which portfolios must reformulate around protein and portion control — while beverage brands like Gatorade and Aquafina capture the reallocated consumption.