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Danone and Nestlé Adapt to the Ozempic and GLP-1 Drug Trend: A Detailed Analysis

Danone Activia
Danone Activia

The rise of GLP-1 drugs such as Ozempic, designed for diabetes management- and now weight loss, has prompted significant shifts in the food industry. Major food companies like Danone and Nestlé are not only responding to these changes but are also leveraging the opportunity to cater to the evolving nutritional needs of consumers using these medications. This article delves into how these industry giants are adapting their strategies to thrive in this new landscape.

The Growing Influence of GLP-1 Drugs

GLP-1 drugs, including Ozempic, have gained popularity for their effectiveness in weight loss. These medications work by reducing appetite, which poses a potential threat to traditional food consumption patterns. Despite concerns about reduced calorie intake impacting food industry profits, companies like Danone and Nestlé are finding ways to align their product offerings with the health needs of GLP-1 users.

Nestlé’s Strategic Adaptation

Nestlé has been proactive in addressing the potential impact of GLP-1 drugs. The company's approach involves enhancing its product portfolio to meet the nutritional requirements of consumers on these medications. Nestlé Health Science, a branch dedicated to nutritional products, has been at the forefront of this strategy.

1. High-Protein Products: Nestlé offers a range of high-protein products, such as Vital Proteins, Orgain, and Boost. These products are designed to help maintain muscle mass in individuals with reduced appetites, a common effect of GLP-1 drugs.

2. Micronutrient Supplements: Recognizing that reduced food intake can lead to deficiencies in essential vitamins and minerals, Nestlé provides supplements under brands like Pure, Garden of Life, and Nature’s Bounty. These products ensure that users receive their recommended daily intake of nutrients.

Mark Schneider, CEO of Nestlé, highlights the importance of delivering value through nutritional, taste, and convenience needs. By focusing on premium products and health science, Nestlé aims to enhance the consumer experience and maintain its market position.

Danone’s Complementary Approach

Danone’s strategy revolves around complementing the effects of GLP-1 drugs by focusing on essential nutrients that might be missing from the diets of users.

1. Protein and Gut Health: Danone emphasizes the importance of protein, which is crucial for maintaining muscle mass and overall health. The company’s CEO, Antoine de Saint-Affrique, points out that Danone provides proteins that are difficult to obtain naturally, especially for those on restricted diets. Additionally, Danone’s products support gut health, which is vital for overall well-being.

2. Sales Growth: The company's extensive range of protein yogurts has seen increased demand, partly due to GLP-1 medication users. Danone reported a 4% year-over-year sales increase to about 6.8 billion Euros ($7.3 billion) in the first quarter of 2024. This growth underscores the synergy between Danone's product offerings and the needs of GLP-1 users.

Market Opportunities and Future Prospects

Both Nestlé and Danone see significant opportunities in the growing weight-loss market driven by GLP-1 drugs. These companies are not merely reacting to changes but are actively shaping their product strategies to align with new consumer behaviors.

1. Shift to Healthier Products: There is a noticeable shift towards healthier and more nutritious products. Nestlé’s revenue from health science products has increased, reflecting a broader consumer trend towards health and wellness. This trend is expected to continue, driven by the growing demand for products that cater to specific dietary needs.

2. Premiumization and Innovation: Both companies are focusing on premium products and innovation. By investing in research and development, they aim to create products that offer superior nutritional benefits, taste, and convenience. This focus on premiumization helps in maintaining consumer loyalty and driving growth in a competitive market.

3. Expanding Market Reach: The global market for GLP-1 drugs is anticipated to reach $105 billion by 2030, with an estimated 31.5 million users in the United States alone by 2035. This expanding market presents a lucrative opportunity for food companies to develop targeted products that meet the unique needs of GLP-1 users.

The Irony of Overprocessed Foods

While companies are riding the wave of GLP-1 drugs, it's ironic that the root cause of the obesity and poor nutrition these drugs aim to address lies in the overprocessed foods produced by the same industry. The prevalence of high-fat, high-sugar, and ultra-processed foods has contributed significantly to the global obesity crisis. Food executives, including Eli Lilly CEO David Ricks, have advised companies to adapt by producing healthier options. This shift towards healthier products is not just a response to market demand but a necessary step towards addressing the systemic issues in our food system.


Danone and Nestlé’s proactive response to the rise of GLP-1 drugs showcases their adaptability and commitment to consumer health. By focusing on high-protein products, essential nutrients, and overall wellness, these companies are well-positioned to thrive in the evolving food industry landscape. Their strategies not only support the health needs of GLP-1 users but also set a benchmark for innovation and premiumization in the industry.

As the popularity of GLP-1 drugs continues to grow, other food companies may follow suit, leading to a broader transformation towards healthier and more targeted food products. This shift presents a unique opportunity for the food industry to innovate and align with the health and wellness goals of modern consumers. However, it also serves as a reminder of the need to address the underlying issues of poor nutrition and overprocessed foods that have contributed to the demand for such medications.


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