“If they switch to different types of nutrients … we switch to different types of nutrients,” he said. Drugs like Ozempic could change how people eat, affecting food sellers. Big food companies are constantly evolving their products to adapt to consumer trends. And with wellness top of mind for many — not just people taking semaglutide drugs — companies have already tweaked their products in an effort to appeal to health-conscious consumers. “And then what is the churn rate?” To adapt to a possible shift, companies should be “planning for different scenarios,” she said.

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