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cover of episode Here's Why Obesity Drugs Are Changing the Food We Buy

Here's Why Obesity Drugs Are Changing the Food We Buy

2025/5/23
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Here's Why
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Stephen Carroll: 减肥药物如Ozempic和Zepbound（统称GLP-1）需求激增，对食品公司的业务产生了意想不到的影响。消费者对高蛋白、低脂肪、低糖的食品需求增加，促使食品公司调整产品线。此外，新一代口服减肥药的出现可能会进一步改变市场格局，食品公司需要密切关注这些变化并做好准备。 Deirdre Hipwell: 作为医疗保健和消费品领域的专家，我认为GLP-1药物的使用正在迅速普及，尤其是在美国。这些药物通过抑制食欲和改变食物在体内的消化速度来影响人们的饮食习惯，导致消费者对食物的偏好发生变化。食品公司正在通过推出高蛋白、低糖等产品来适应这一趋势，例如雀巢和达能等公司已经推出了相关产品线。虽然目前食品公司面临诸多挑战，如通货膨胀和消费者情绪低迷，但GLP-1药物的影响不容忽视。未来，随着口服减肥药的普及，食品公司可能需要做出更显著的调整。

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The demand for obesity drugs like Ozempic and Wegovy has surged, with a significant portion of American adults having tried them. These drugs dramatically impact eating habits, reducing appetite and altering taste preferences, leading to smaller portions and a shift towards healthier food choices. The drugs also cause gastrointestinal side effects, further decreasing the desire to eat.
  • Hundreds of thousands in the US are using GLP-1 drugs, with the number expected to rise into the millions.
  • These drugs significantly reduce appetite, alter taste, and cause gastrointestinal side effects.
  • People on these drugs eat smaller portions and opt for lower-calorie foods.

Shownotes Transcript

Hundreds of thousands of people around the world are now on weight loss drugs like Wegovy, known as GLP-1s. The food industry is taking notice too, with big companies leaning into more nutritional products to complement the effects of the drug. Deirdre Hipwell, who leads Bloomberg's team covering healthcare and consumer companies in Europe, joins Stephen Carroll to discuss.

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