Weight loss pill could reshape spending habits of millions, PwC study finds

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โดย Yahoo Finance UK·Read original

Summary · why it matters

The approval of the first oral weight loss pill this month is set to accelerate a shift in consumer spending habits across the UK, according to a study by PwC Strategy&. The number of people in the UK using GLP-1 medications could rise from about three million to seven million by 2027, with the oral pill expected to drive broader adoption. The study found that 70% of GLP-1 users are spending less on appetite-led categories such as snacks, confectionery and crisps, while 60% are spending more on fresh food and 40% are spending more on nutrition, fitness and wellness products. More than 80% of those who stopped treatment maintained at least some of their dietary and grocery changes. Supermarkets including Sainsbury's, Marks & Spencer, Waitrose and Greggs have already introduced nutrient-rich meals to cater to users with reduced appetites.

Novo Nordisk A/S ▲

Marks and Spencer Group PLC ±

J Sainsbury PLC ±

Impact on stocks 4

Consumer Discretionary▼ · 2 stocks

▼ NegativeDemandrelevance

GLP-1 users reduce spending on snacks and confectionery, directly impacting Greggs' core product demand.

Marks and Spencer Group PLC

± MixedDemandrelevance

M&S is mentioned as introducing nutrient-rich meals, but impact on overall spending is mixed; users spend less on snacks but more on fresh food.

Biotech & Genomic Medicine▲ · 1 stocks

Novo Nordisk A/S

▲ PositiveDemandrelevance

Study forecasts increased adoption of GLP-1 medications, boosting demand for Novo Nordisk's products.

Electrification & Mobility▲ · 1 stocks

J Sainsbury PLC

± MixedDemandrelevance

Sainsbury's is mentioned as introducing nutrient-rich meals, but impact on overall spending is mixed; users spend less on snacks but more on fresh food.