Over the last few decades, a lot of products and technologies have promised to disrupt the diets and food buying habits of the world’s consumers. But nothing has made true on that promise quite like the emergence of GLP-1 weight-loss drugs like Ozempic and Wegovy. These (as of now) injectables are changing the way people– and their households– eat and shop, and CPG companies, quick serve food brands, and others are already seeing a marked decline in purchasing in the months since these drugs have gone mainstream. 

Given the speed with which people are adopting these treatments, and how fast the therapy affects their diets and choices, many in the food and ag sectors have been caught flat footed by a dramatic change in preferences among 10% (and growing) of consumers. Who will be the winners and losers?

To tell us more about what the future might hold for ag and food alike, we’re joined this week by Mary Shelman, Founder at the Shelman Group. We discuss: 

• Why we’ve seen relatively little transformative change in the food and ag landscapes in the last century
• The evidence that suggests that GLP-1s, as a change agent, will not face the same headwinds as other tech, and will be fundamentally transformative of consumer diets and shopping patterns
• Who will own the margin as GLP-1 use simultaneously disrupts food, fitness, and healthcare and fundamental ways  

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Useful Links:

• Wake Up Call: The Unexpected Disruptors about to Transform the Food Industry
• Here’s Mary’s previous AgTech… So What appearance: From defense to disruption, how companies are approaching sustainability in the food system, with Mary Shelman 
• The No-Hunger Games: How GLP-1 Medication Adoption is Changing Consumer Food Demand 

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The information in this post is not investment advice or a recommendation to invest. It is general information only and does not take into account your investment objectives, financial situation or needs. Before making an investment decision you should seek financial advice from a professional financial adviser. Whilst we believe the information is correct, we provide no warranty of accuracy, reliability or completeness.