GLP-1s are shrinking some appetites; broader use poses a prickly challenge

About this episode

The episode discusses the growth of GLP-1 therapies and their impact on the food and beverage industry amidst changing pricing and competition.

Lower prices are unlocking the next leg of GLP-1 growth Several years ago, the bullish case for GLP-1 penetration hinged on lower pricing and the availability of oral options-both of these have materialized over the past 18 months. Yet we remain early in the oral GLP-1 ramp, and pricing continues to adjust downward, suggesting ample runway for unit growth in these weight-loss therapies. Peter Galbo discusses the impact on food and beverage we've observed at today's ~10% penetration levels and what may lie ahead, especially as Jason Gerberry outlines where penetration could ultimately land and the improvements expected in side-effect profiles. We also examine intensifying competition within the GLP-1 landscape, as well as the packaged food and beverage segments most at risk-or best positioned to benefit-alongside areas where potential upside may be overstated You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global…

People in this episode

Guest: Peter Galbo

Topics covered

• GLP-1 growth
• weight-loss therapies
• food and beverage impact
• market competition
• pricing strategies

Keywords

• GLP-1
• weight loss
• food industry
• beverage market
• pricing
• competition
• oral options
• side effects

Mentioned in this episode

Organizations: Bank of America, BofA Global Research, Merrill Perspectives

Products: GLP-1

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