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Big Food pours millions into rebrands as obesity drugs reshape US demand

This year, global food and beverage companies are reformulating recipes, shortening ingredient lists and shrinking pack sizes in 2026 amid rising GLP-1 drug use.
Adoption of GLP‑1 drugs more than doubled in 12 months to December, with about 20% of U.S. households including at least one user, and users consume 40% fewer calories on average, PwC analysis shows.
Companies such as General Mills and Coca‑Cola are rolling out protein- and fiber-forward items, with General Mills launching higher-protein Cheerios and Coca‑Cola increasing Fairlife production last year.
Analysts estimate EY‑Parthenon projects up to $12 billion lost in snack sales over the next decade, while capital expenditure is rising and Kraft Heinz pledged $600 million this year.
Smaller businesses are seizing opportunities and accelerating pipelines as retail grocery baskets shrink 4% to 6% for families and up to 9% for single-person households.

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Big Food pours millions into rebrands as obesity drugs reshape U.S. demand

Global food and beverage companies from PepsiCo to Coca-Cola are focusing on shorter ingredient lists and smaller pack sizes in 2026 as more people take appetite-suppressing GLP-1 drugs for weight loss.

15 hours ago·Toronto, Canada

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