The Journal. · Wednesday, September 2, 2026
G.P. Morgan has projected that GLP-1 users could drain the food industry of $30 to $55 billion by 2030. This significant financial headwind is attributed to changing consumer habits and preferences driven by the widespread adoption of these weight-loss drugs.
“And G.P. Morgan's sort of base case projection for GLP-1 users that it'll drain the food industry of $30 to $55 billion in the next couple of years, as soon as 2030.”
“And it is a pretty huge headwind for the industry.”