Bartek (Bart) Burkacki’s Post

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Strategy Consulting: FMCG / Retail | INSEAD | Remote Advocate

#GLP1 has objectively the potential to disrupt Food & Beverage as we know it GLP1 usage is growing exponentially with 1 in 8 people in the US already using it & 15 million (!!!) currently using it The impact on F&B usage, especially the most caloric ones is expected to be dramatic. Cf. The chart below with very insightful research conducted by Morgan Stanley on GLP1 users detailing the potential impact on the different F&B categories & the snacking occasions: ⚫ -66% confectionary ⚫ -65% NARTD ⚫ -61% salty snacks ⚫ -40% snacks occasions Last but not least, a few days ago, researchers from the American Diabetes Association announced that 27 new GLP1 drugs were already in the pipe and were expected to provide faster weight loss & more holistic health benefits (liver disease, blood sugar level...) - full details at the below link: https://lnkd.in/eTw6ug-3 Some FMCG companies have already started to release GLP1-focused initiatives (cf. Nestle with its new frozen product range & an umbrella website to 'package' their existing value propositions), more will come Time will tell whether (some of) the above impact will, what is clear: not having a strategic response to GLP1 cannot be a strategy 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #strategy #fmcg #cpg

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Dr. Dirk Holbach

CSCO @ Henkel Consumer Brands | MD HGSC B.V. & HSBS B.V. | Delivering value via agile & empowered global supply chains | Passionate about culture, people, 4IR and sustainability | Enthusiastic cyclist

3w

Thats looks pretty dramatic for F&B ….

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