GLP-1 receptor agonists — Mounjaro, Zepbound, Ozempic, and Wegovy — are creating the most significant structural shift in food consumption patterns in decades. Patients on GLP-1 medications eat less, experience reduced cravings for ultra-processed foods and alcohol, and show preference for protein-rich, nutrient-dense foods. The implications for every major food and beverage category are profound and only beginning to be understood commercially.
This report provides significant competitor information, analysis, and insight critical to the development and implementation of effective marketing and R&D programs.
Topics Covered
• GLP-1 Adoption Scale and Trajectory
• Category Impact Analysis
• Reformulation Strategies
• Protein Enrichment Opportunity
• Portion Size and Packaging Response
• Leading Company Strategic Responses
Table of Contents
1. Executive Summary
2. Market Overview
3. GLP-1 Adoption Scale and Trajectory
4. Category Impact Analysis
5. Reformulation Strategies
6. Protein Enrichment Opportunity
7. Portion Size and Packaging Response
8. Leading Company Strategic Responses
9. Competitive Landscape
10. Regional Market Analysis
11. Strategic Conclusions and Recommendations
12. Appendix
List of Tables
Table 1. Market Overview and Key Data 2025
Table 2. Competitive Landscape 2025
Table 3-8. Topic-Specific Analysis Tables
Table 3. Leading Companies — Portfolio and Strategy Assessment 2025
Table 4. M&A and Partnership Activity 2023-2025
Table 5. Regional Analysis
Table 6. Key Risks and Mitigation Strategies
Companies Profiled
Coca-Cola
Conagra
Danone
General Mills
Kraft Heinz
Nestlé
PepsiCo
Unilever
