Further uptake of the blockbuster weight loss drugs rocking the health-care world can bode well for select energy drink makers and fitness-focused retailers, Stifel said. Indeed, Stifel found an additional 21% said they would be interested in the drug if it showed proven results, was widely available and had approval from the U.S. Food and Drug Administration for weight loss specifically. Wegovy was approved to treat weight loss in 2022 and Eli Lilly's Zepbound recently received that same nod . These shifting food and health habits can also affect consumer spending — and stocks tied to specific retailers, Astrachan said. If half of those interested in GLP-1 drugs begin taking them, the firm expects U.S. energy drink consumption could increase about 2%.

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Persons: bode, Stifel, Wegovy, Eli Lilly's Zepbound, Mark Astrachan, Astrachan, Atkins, Levi Strauss, Lululemon, — CNBC's Michael Bloom Organizations: Nordisk's Ozempic, U.S . Food, Drug Administration, Monster Beverage, Holdings, Food, BellRing Brands, Brands Locations: Stifel's U.S, U.S