Analyst views range from conservative to aggressive: Piper Sandler estimates 20-30 basis points of impact on confectionery and salty snacks, while the broader $48 billion spending reduction forecast suggests significantly steeper headwinds for certain categories. The restaurant collapse nobodys talking about Fast-food and limited-service restaurant spending has declined 8% among GLP-1 users, with 54% of GLP-1 users reporting they dine out significantly less or less frequently since starting medication
GLP-1 users typically fall into one of two groups based on their main motivation: In spite of this, what unites most consumers, is that GLP-1 therapy often brings major lifestyle changes
Severe allodynia that significantly impairs daily function may warrant dose reduction or temporary discontinuation
Smyth EC, Nilsson M, Grabsch HI, van Grieken NC, Lordick F
Unlike trial populations, this real-world population allowed us to estimate the cost-effectiveness of SGLT2is and GLP-1 RAs among the entire population with type 2 diabetes