What's Inside

GLP-1 medications—which include Mounjaro, Ozempic and Wegovy, among others—are currently reshaping the weight-loss landscape, driven by strong clinical trial results and a wave of endorsements from celebrities and influencers.

We offer insights into GLP-1 drug users’ food consumption patterns, partly informed by proprietary data from a Coresight Research survey of US consumers conducted on May 29, 2024. We also explore the impact of the Ozempic economy on CPG (consumer packaged goods) companies by examining their recent fiscal results and commentaries from earnings calls.

Data in this research report include:

• Proprietary survey data on the reasons GLP-1 medication users are taking these drugs and the lifestyle changes the drugs have inspired
• Changes in food consumption among anti-obesity drug users
• Year-over-year sales growth data for selected US food and beverage categories

Companies mentioned in this report include: Abbott, Anheuser-Busch, The Coca-Cola Company, Conagra Brands, Constellation Brands, Danone, General Mills, Heineken, Mars, Nestlé, PepsiCo, The Hershey Company, Unilever

Other relevant research:

• What the Ozempic Economy Means for US Retail
• Data Dive: The Global Obesity Economy—Shaped by the Spending of 1 Billion Consumers
• Market Navigator: US CPG—Significant Growth Opportunities Amid a Dynamic Landscape
• Market Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-Focused
• Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.