Wall Street is asking how weight-loss drugs will affect consumer giants — but it may be too early to tell

CNBC November 6, 2023
Angelica Peebles

Key Points

– Delta Air Lines, Pepsi , Philip Morris International and Darden Restaurants are among the companies facing questions about how GLP-1s are affecting their bottom lines.

– Only a fraction of people with obesity in the US currently take a GLP-1. That could rise to 13% by the end of the decade, creating a $100-billion market, according to one analyst estimate.

– Unpleasant side effects and insurance coverage could influence how many people actually take the drugs and how long they stay on them.

If you listen to third-quarter corporate earnings calls, it might seem like everyone is taking weight-loss drugs.

Delta Air Lines, PepsiCo, Philip Morris International and Darden Restaurants are just some of the companies...

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