GLP-1 drugs are changing how Americans eat. Food companies are racing to catch up

by | Mar 21, 2026 | Business

A mini burger, mini fries and mini beer, Clinton Hall’s “Teeny Weeny Mini Meal”, is pictured next to a regular-sized combo on Dec. 8, 2025 in New York City. Approximately one in eight American adults are currently taking drugs from the class of GLP-1 agonists that are now popular for weight loss, according to a November poll by the non-profit health policy tracker KFF. Some in the restaurant industry are taking note.Angela Weiss | AFP | Getty ImagesThe cost of GLP-1 drugs is falling, and pill versions are hitting the U.S. market. For restaurant chains and snacking giants, higher adoption of weight loss and diabetes treatments poses a threat to their sales — or an opportunity.GLP-1 drugs slow digestion, suppress users’ appetites and increase satiety. For many restaurants and packaged food manufacturers, those reactions will likely mean weaker sales. Adults who use GLP-1s consume 21% fewer calories and spend nearly a third less on grocery bills on average, according to KPMG. JPMorgan estimates the growing use of the medications could wipe out $30 billion to $55 billion in annual sales for the food and beverage industry as soon as 2030.About one in every eight U.S. adults is currently taking a GLP-1 drug like Ozempic or Zepbound, according to the KFF Health Tracking Poll conducted from Oct. 27 to Nov. 2. That number doesn’t include consumers who have discontinued their use of the drugs; 18% of respondents said that they have taken a GLP-1 medication at some point. Those numbers are expected to keep climbing, especially after Novo Nordisk launched its Wegovy pill in January and Eli Lilly prepares to roll out its own oral drug this year. By 2030, more than 30 million Americans could be on a GLP-1 treatment, up from 10 million in 2026, based on J.P. Morgan estimates.Michael Siluk | UCG | Universal Images Group | Getty ImagesBut the shift also presents an opportunity for restaurants and food and beverage companies. With new protein- and fiber-rich options, many businesses are hoping to win over GLP-1 consumers and mollify investors’ concerns about how the treatments will affect their bottom lines. “Whether it is labeling as GLP-1 friendly, decreasing the serving size, emphasizing protein content, or even when you shift over to the beverage world, because hydration is certainly a concern, there are a number of players that are starting to react to this,” said …

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