The food and beverage industry is entering a transformative era, shaped by the rapid adoption of GLP-1 medications and a growing emphasis on health-driven consumption. As millions of Americans turn to GLP-1 therapies, consumer habits are shifting dramatically — fueling demand for high-protein, nutrient-dense, and minimally processed foods. Here are the key trends and insights from our latest report:

  • GLP-1 Adoption: With over 12% of adults now using GLP-1 medications, the ripple effects are being felt across every aisle, from snacks and bakery to dairy and beverages.
  • Evolving Consumer Preferences: Appetite suppression and a focus on wellness are driving consumers toward smaller portions, functional foods, and premium, better-for-you options.
  • Industry Response: Leading brands and retailers are innovating rapidly, introducing products and platforms tailored to the unique needs of GLP-1 users — including protein-rich meals, digestive health solutions, and hydration support.
  • M&A and Investment Activity: Strategic and financial buyers are reshaping portfolios to capture explosive growth in health-forward categories, with recent deals highlighting the value of high-protein, clean-label, and functional brands.
  • Market Outlook: Despite softer transaction volumes, investor appetite remains resilient, positioning the sector for continued deal activity as health-driven consumption becomes the new norm.

Download the full report to explore GLP-1 trends, M&A activity, and updates on public companies.