The Daily

The Sunday Read: ‘Ozempic Could Crush the Junk Food Industry. But It Is Fighting Back.’

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Key takeaways

  • GLP-1 agonists are reshaping the landscape of dietary habits, encouraging users to choose healthier, whole foods over processed options.
  • The packaged food industry is on high alert, scrambling to adapt to the changes in consumer preferences driven by GLP-1 drug usage.
  • There is a significant market potential tied to GLP-1 users, prompting innovation in product offerings that align with their new eating behaviors.
  • The podcast raises ethical concerns about how Big Food might exploit GLP-1 usage to create products that may undermine the drugs' appetite-suppressing efficacy.

Summary

Impact of GLP-1 Agonists on Appetite and Eating Behavior

The podcast dives into the transformative effects of GLP-1 agonists, such as Ozempic, Wagovi, and Moundjaro, noting their ability to significantly reduce appetite by mimicking the hormone that signals fullness to the brain. As a result, users are not only eating less but are also changing their food preferences, shifting toward healthier, unprocessed options like fresh fruits and vegetables instead of traditional, processed snacks. One case study focused on a 52-year-old man who, under the influence of Ozempic, has drastically altered his shopping habits and food preferences, abandoning sugary snacks for healthier alternatives.

The Packaging Food Industry's Response

With around 40% of Americans classified as obese and the potential for 24 million people to be using GLP-1 drugs by 2035, the podcast highlights the looming threat these drugs pose to the over $1 trillion packaged food industry. Big Food companies, represented by firms like Matson, are urgently adapting their strategies to appeal to new consumer preferences driven by these medications. The podcast recounts visits to food innovation firms, showcasing how these companies are assessing consumer behavior and attempting to create new products that align with the flavor profiles sought by GLP-1 users.

Shift in Consumer Preferences and Industry Adjustments

The discussion revolves around how users of GLP-1 drugs are experiencing a shift in taste that causes them to seek out whole, natural foods over processed ones. Focus groups conducted by food companies indicate that users have become averse to ultra-processed foods, with many describing their previous favorite snacks as now unappetizing or even repugnant. This has led to an industry-wide scramble to understand and adjust marketing and product development to cater to this new demographic who are prioritizing nutritious, less processed foods.

The Future of Food and Health

As GLP-1 drugs reshape consumer desires, there's a debate about the responsibility of food manufacturers in this shifting landscape. With the drugs potentially reducing cravings for junk food, there is concern over whether food companies will manufacture products that inadvertently negate the drugs' effects on appetite control. The podcast raises ethical questions about the food industry's power to engineer cravings and the implications for public health.

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Show notes

For decades, Big Food has been marketing products to people who can’t seem to stop eating, and now, suddenly, they can. The active ingredient in new drugs like Ozempic, Wegovy and Zepbound mimics a natural hormone that slows digestion and signals fullness to the brain.

Around seven million Americans take these drugs, but estimates from Morgan Stanley suggest that number could increase to 24 million within the next decade. More than 100 million American adults are obese, and the drugs may eventually be rolled out to people who don’t have diabetes or obesity, as they seem to tame addictions beyond food — appearing to make cocaine, alcohol and cigarettes more resistible. Research is at an early stage, but the drugs may also cut the risk of stroke, heart and kidney disease, Alzheimer’s and Parkinson’s.

Major food companies are scrambling to research the impact of the drugs on their brands — and figure out how to adjust. But for Mattson, which has invented products for the nation’s biggest food conglomerates for nearly 50 years, the Ozempic threat could be a boon.

For more information on today’s episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.

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