The $100 Billion Weight Loss Revolution That's Reshaping Your Portfolio

The most significant consumer disruption of the decade isn't coming from a tech startup or electric vehicle maker. It's coming from a syringe.

GLP-1 drugs like Ozempic, Wegovy, and Mounjaro are doing far more than helping people lose weight. They're fundamentally rewiring consumer behavior in ways that are creating clear winners and losers across multiple industries---from pharmaceutical giants posting record earnings to snack makers facing existential headwinds. And if you're not paying attention to this shift, your portfolio might already be on the wrong side of it.

Here's what makes this investment story compelling: we're still in the early innings. Current adoption sits around 2 million users in the U.S., but analysts project that number could hit 15 to 30 million by 2030. The global market for these medications alone is projected to surpass $100 billion annually within five years. But the real economic impact---the second-order effects rippling through consumer spending---could be worth trillions.