Top 10 Food & Beverage Companies Most Impacted by GLP-1 Drugs (2026)
Published: May 2026 | Editorial Team, OneDayAdvisor Related: Top 10 Food Companies by Revenue (2026) · Top 10 Food & Beverage Stocks to Buy for 2026 The $55 Billion Disruption No Food Executive Can Ignore GLP-1 weight-loss drugs — Ozempic, Wegovy, Mounjaro, and the newer oral versions — are no longer a niche medical story. They are a structural force reshaping how hundreds of millions of people eat, drink, and shop. The numbers are striking: 12.4% of Americans are now taking a GLP-1 drug — more than double the rate of 18 months ago (Gallup, 2025) 23% of U.S. households currently include a GLP-1 user, projected to reach 35% of all food & beverage units sold by 2030 (Circana, November 2025) GLP-1 users consume 21% fewer calories and spend 31% less on groceries on average (KPMG) J.P. Morgan projects GLP-1 adoption could wipe out $30–$55 billion in annual food & beverage industry revenue by 2030–2034 The global GLP-1 drug market itself is forecast to grow from $76...