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Big Food pours millions into rebrands as obesity drugs reshape US demand
U.S. food companies shift to smaller portions, simpler ingredients, and protein-rich options as 20% of households use appetite-suppressing GLP-1 drugs, PwC analysis shows.
This year, global food and beverage companies are reformulating recipes, shortening ingredient lists and shrinking pack sizes in 2026 amid rising GLP-1 drug use.
Adoption of GLP‑1 drugs more than doubled in 12 months to December, with about 20% of U.S. households including at least one user, and users consume 40% fewer calories on average, PwC analysis shows.
Companies such as General Mills and Coca‑Cola are rolling out protein- and fiber-forward items, with General Mills launching higher-protein Cheerios and Coca‑Cola increasing Fairlife production last year.
Analysts estimate EY‑Parthenon projects up to $12 billion lost in snack sales over the next decade, while capital expenditure is rising and Kraft Heinz pledged $600 million this year.
Smaller businesses are seizing opportunities and accelerating pipelines as retail grocery baskets shrink 4% to 6% for families and up to 9% for single-person households.
Reuters World News Podcast spotlight how PepsiCo, Coca-Cola and others shrink portions and reformulate products as GLP-1 weight-loss drugs reshape demand