*GLP-1 medications are changing how Americans eat, and food companies are paying attention. Drugs such as Ozempic, Zepbound, and Wegovy curb appetite, slow digestion, and help users feel full more quickly, influencing both meal size and spending habits.
The financial impact could be substantial. According to CNBC, KPMG reports that adults on GLP-1 medications consume roughly 21% fewer calories and spend nearly a third less on groceries. JPMorgan estimates the trend could cost the food and beverage industry $30 billion to $55 billion in annual sales by 2030. About one in eight American adults currently use a GLP-1 drug, with adoption projected to triple by the decade’s end, increasing pressure on restaurants and packaged food companies.
Dining habits are already shifting. Research suggests restaurant visits among GLP-1 users can drop as much as 45%, depending on the type of restaurant, while fast-food dinner traffic has declined 6%. Alcohol consumption has also fallen among those reducing food intake.
Companies are responding in different ways. PepsiCo has rolled out protein-fortified Doritos, a reformulated Gatorade, and fiber-rich SunChips and Smartfood popcorn. Chipotle introduced grab-and-go protein cups, and Olive Garden launched a lower-priced menu featuring smaller portions of classic dishes. Nestle developed a frozen food line, Virtual Pursuit, specifically for GLP-1 users, with packaging highlighting its compatibility and boosting sales.
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Corporate leaders are watching the trend closely but aren’t panicking. PepsiCo CEO Ramon Laguarta told analysts, “I think there are more opportunities than threats, but there are both.”
Domino’s CEO Russell Weiner said GLP-1 drugs haven’t affected sales yet, while McDonald’s CEO Chris Kempczanski noted that consumer behavior is influencing menu testing and new item development.
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