The Covid-19 pandemic was a big factor behind the rising focus on weight and its implications for health, Morgan Stanley noted.
CNBC Pro takes a look at the stocks Morgan Stanley says will be affected by those trends — both positively and negatively.
Beneficiaries Morgan Stanley said "functional" foods, waters, skincare and cosmetics, and consumer health should be well positioned.
Morgan Stanley upgraded its rating for Danone to "overweight."
At risk Alcoholic beverages and soft drinks appear to be among categories most affected by the GLP-1 trend and the focus on wellness, Morgan Stanley said.
Persons:
they're, Morgan Stanley, Mounjaro, Nestle, Remy Cointreau, Beers, Brewer, there's, Britvic, CNBC's Michael Bloom
Organizations:
Wellness, McKinsey, GLP, Walmart, CNBC Pro, Danone, United States —, Nestle, L'Oreal, Beiersdorf, Diageo, Brewer Anheuser, Busch Inbev
Locations:
Europe, United States, British