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How GLP-1 Drugs are Reshaping the Food and Ag Landscape with Mary Shelman

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Manage episode 482790951 series 1789437
Content provided by Sarah Nolet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah Nolet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

For more information and resources, visit our website.

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.

  continue reading

191 episodes

Artwork
iconShare
 
Manage episode 482790951 series 1789437
Content provided by Sarah Nolet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sarah Nolet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

For more information and resources, visit our website.

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.

  continue reading

191 episodes

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