Krispy Kreme shares fell this week over worries that Novo Nordisk's Ozempic and other drugs that are being used for weight loss will shrink demand for donuts,Health care companies that provide devices for bariatric surgery or diabetes devices like insulin pumps have also tried to soothe nervous investors about the specter of
Doctors say a significant number of patients have trouble sticking with the current generation of leading GLP-1s, which are all injectables, for very long.For instance, Morgan Stanley projected a bump for fitness-related companies, citing a survey that shows people on GLP-1s are more likely to get active, the
"But I think that concerns around the impact that they're going to have on societal consumption and lifestyle dynamics are probably completely predicated on the most optimal clinical trial results and in the real world that's probably something that would be exaggerated." Meanwhile, restaurant sales are increasing roughly 3% to 4% annually. But some in the industry are still blaming GLP-1 uptake — alongside high interest rates and dampened consumer spending — for fluctuations in earnings.There's a pipeline of GLP-1s in development, including some that consumers may find more enticing because they don't require injections.