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But the companies most exposed are the ones that haven't looked closely enough: Spending on savory snacks falls roughly 10% within six months of a household member starting treatment Households with a GLP-1 user are projected to account for 35% of all US food and beverage units sold by 2030 The FDA approved the first oral GLP-1 formulation in late 2025, removing the injection barrier that kept millions from starting The categories taking the heaviest hit are often the same ones carrying the most bloated SKU counts The CPS leaders responding best are the ones who can read health science data and translate it into portfolio decisions before the income statement forces their hand

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