1Sem.
Hi Stallion,
You might want to research the effect of GLP 1 drugs on the consumption of food and alcohol -- the drug makes reduces cravings and the willingness to eat more generally. Moreover, the youngest generations are less likely to drink, on average.
The combination of both trends is probably making investors more careful. You might want to check competitors (eg, Diageo) and more generally business like McD.
The trend is starting and is probably stronger in the US, but if you realize that 1/8 of Americans are already on those drugs and the high share of obese people...
Ciao.
You might want to research the effect of GLP 1 drugs on the consumption of food and alcohol -- the drug makes reduces cravings and the willingness to eat more generally. Moreover, the youngest generations are less likely to drink, on average.
The combination of both trends is probably making investors more careful. You might want to check competitors (eg, Diageo) and more generally business like McD.
The trend is starting and is probably stronger in the US, but if you realize that 1/8 of Americans are already on those drugs and the high share of obese people...
Ciao.
•
11
•1Sem.
@Naitsirc I would like to post the screenshot of a LinkedIn post, but the platform doesn't allow me. This is a fresh marketing study focusing on GLP 1 and food purchases (no alcohol, afaik). https://journals.sagepub.com/doi/10.1177/00222437251412834
••