GLP-1 medications are reshaping the American food industry at a structural level. With roughly one in every eight of U.S. adults now taking appetite-suppressing drugs like Ozempic, and 23% of households containing at least one user, consumers are eating less and spending differently. Additionally, GLP-1 users consume an estimated 21% fewer calories and spend nearly a third less on grocery bills on average. Major brands are responding across both restaurants and retail. Chipotle launched its “High Protein Menu,” Starbucks has built protein into nearly 90% of its drink offerings, and chains like Shake Shack and Subway have introduced protein-dense, portion-controlled menu items. On the packaged food side, Nestlé and General Mills have rolled out reformulated products targeting GLP-1 users.
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