#Market impact

2 stories

Industry April 7, 2026 · View digest

Goldman Sachs: GLP-1 Drugs Could Add 1%+ to GDP, Reshape Food Industry

Wall Street bets GLP-1 drugs will transform food. Packaged-food giants are down 50%+ from peaks. Goldman projects these drugs could add over 1% to GDP if adoption reaches 60 million Americans by 2028.

Industry April 4, 2026 · View digest

Next-Gen GLP-1 Drugs Set to Reshape Food and Beverage Industry

With one in ten American adults already on GLP-1 drugs, next-generation medications including Foundayo and retatrutide could reach the ~25% of patients who don't respond to current GLP-1 monotherapies.