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Column: Tailgating would be the battlefield for GLP-1s vs. snack corporations
Opinion

Column: Tailgating would be the battlefield for GLP-1s vs. snack corporations

Scoopico
Last updated: September 6, 2025 10:38 am
Scoopico
Published: September 6, 2025
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It’s Week 1 of the NFL season — which means many people have already began grazing for the winter.

Followers of shedding soccer groups have been discovered to devour 16% extra saturated fats the day after a giant sport than their regular day by day quantity. Followers of profitable groups eat 9% lower than normal … as if the victory weren’t sufficient.

Dig a bit additional into the information behind our soccer consuming habits, and also you’ll discover that as a nation, we eat extra energy on Tremendous Bowl Sunday than we do on Christmas Day or Easter. Meals and soccer are so synonymous in America that we eat extra energy on Thanksgiving than on every other nationwide vacation — not simply because it’s a harvest feast, but in addition as a result of there are three NFL video games that day.

Face it, Week 1 tailgating could look innocuous, my associates, however normally it’s our first step towards Gluttonyville.

I say normally as a result of the rising use of GLP-1 medicine is main a few of us in a brand new route.

Cornell College and the market analysis agency Numerator lately discovered that inside six months of utilization, new GLP-1 customers scale back their general grocery spending by 6%. They’re additionally exchanging ultra-processed snacks and sugary drinks for more healthy choices. We’re speaking hamburgers, sizzling canine, chips … , a few of ultra-processed meals’ largest hits.

The decline in curiosity in conventional tailgating favorites is so measurable that “retailers are adapting their methods accordingly to be extra forward-thinking,” in keeping with Amanda Mosseri Oren, vice chairman of Trade Technique for Relex Options. Her 20-year-old agency focuses on provide chain logistics for retailers across the globe. She mentioned grocers are “reformulating ready-meal choices to incorporate increased protein content material and extra greens, recognizing that conventional comfort meals not match client wants.”

It’s nonetheless soccer season in a rustic with a 40% weight problems charge, so finish caps at grocery shops are nonetheless going to be dominated by salty snacks promotions and instances of soda. Nevertheless, celery sticks and hummus are prone to develop into simpler to search out because the habits of the increasing group of GLP-1 customers proceed to reshape business buy orders.

For the retailers that already concentrate on wholesome meals, this pattern probably widens a buyer base that has extra disposable revenue. There’s a quirk although: Whereas altering consuming and spending habits could also be a triumph for science — and ideally wallets and waistlines — Oren famous the analysis “additionally revealed that higher-income households lower procuring by almost 9% and that “pattern has been constant since 2024 and continues strengthening.”

So, the highest 10% are getting thinner and saving cash. Nice information for the wealthy — besides these rich people who make their cash promoting junk meals. This pattern is a conundrum for them.

As for the remainder of us, the month-to-month value for medicine equivalent to Wegovy or Ozempic prevents a large-scale shift in client conduct with out subsidies, larger insurance coverage protection or a extra aggressive free market to drive costs down considerably.

After which there’s this wrinkle: GLP-1 customers nonetheless crave ultra-processed snacks.

Brandon McFadden, a professor on the College of Arkansas (and Tyson endowed chair in meals coverage economics), informed me that GLP-1 customers nonetheless need junk meals, they simply don’t wish to pig out anymore.

“It’s all nonetheless pretty new,” he mentioned. “For certain, there appears to be analysis proof exhibiting … abdomen dimension is lowering.” McFadden mentioned “variety of energy general is clearly lowering,” however not “uniformly throughout classes.”

Whilst we’re getting a deal with on the results of the medicine being adopted broadly now, new ones are in growth. He pointed to scientific trial knowledge on a brand new drug that lowered weight as a lot as 24% in 36 weeks — “actually wow stuff,” as he put it.

Talking of “wow stuff,” I used to be surprised when Sally Lyons Wyatt, world govt vice chairman and chief advisor for client items and meals service insights at Circana, informed me 60% of U.S. shoppers now report studying the labels on meals.

“I can assure you that was not the case 5 years in the past, not even shut,” she jokingly mentioned. “How did we get right here? It’s a end result of issues. Clearly it began throughout COVID, the place folks began to study what they wanted to do to remain effectively. … Extra individuals are what they’re placing into their physique.”

With all that mentioned, Wyatt was additionally clear on this: Indulgence is human nature. It received’t go away, however we’d see extra moderation.

So even when your workforce finishes 0-17, and all of that shedding has you consuming extra chips and salsa than normal, so long as you’re monitoring what you eat the opposite days of the week, there’s a slim likelihood you might be able to watch the playoffs nonetheless in a position to slot in your favourite jersey.

YouTube: @LZGrandersonShow

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