The Ozempic boom could be bad news for restaurants as more than half of GLP-1 users report cutting back on dining out, report finds

• GLP-1 users take drugs such as OzemPIC and Wegovy When eating in restaurants and ready -made meals, according to a new report from Bloomberg Intelligence. Changing eating habits adds to an increasing number of opposite winds facing the hospitality industry as a result of the slow restoration of the epidemic and the economic uncertainty caused by the tariff.

Since restaurants are struggling with how dinner responds to the lack of economic certainty, they may also have to face the miracle of consumers as a result of the appearance of medicines such as OzemPIC and Wegovy.

GLP-1 users significantly reduce eating abroad, according to a report this week by Bloomberg Intelligence. A survey that included 1000 GLP-1 users in the United States found that 54 % of the respondents said they had taken “much less” or “less” since the beginning of the drug. Nearly the same percentage mentioned a lower request to go out.

Instead, the respondents choose to eat at home, as 70 % of them are cooking at home “much more” or “more” since the taking of GLP-1 medications, and about half of them than buying more grocery stores.

GLP-1 medications, with the ability to help some users to lose weight quickly, increased popularity. About 4 % of Americans take a form of GLP-1 to lose weight or to treat type 2 diabetes, an increase of 600 % in use six years ago, according to the May HEAILITH data.

Medicines increase insulin levels and reduce glucose levels, which slows down the speed of digestion of food and the suppression of users ’appetite. Pubble hunger reduces some users the sizes of parts or the need to focus on eating intense foods for the nutrients, which may prevent them from eating in restaurants.

Bloomberg Intelligence Search adds to increasing evidence of the loss of GLP-1 users of their appetite for dining abroad. A survey of Morgan Stanley in April 2024 found nearly two-thirds of the GLP-1 users that they spent less money in restaurants, while 31 % said they reduced groceries.

trends led to some food companies to make changes to the products to calculate the appetite of the GLP-1 users. In October 2024, SMOOTHIE King added a set of high -protein fiber and fiber products for those in the medicine. In the previous year, Nestle announced that it would develop “accompanying products” for GLP-1 users, if these consumers need to reduce calories.

GLP-1 drug makers have noticed some companies’ concern. In February 2024, Lars Fergard Juergen, CEO of Ozmpic-Maker Novo Nordisk, said he is making calls from “fearful” executives about the effect of the drug on the industry.

The opposite wind of the restaurant

The Bloomberg Intelligence report indicates that slowing dining among GLP-1 users can worsen due to other economic pressures. The decrease in eating was reported greatly from home by entering, from those who get less than $ 50,000 to those who have annual salaries of $ 150,000, indicating a wider shift in food directions. The report also assumed that restaurants that serve fewer healthy options such as fast food can be affected by changing eating habits.

In fact, the food habits that the restaurant industry only have to deal with. The hospitality sector had to move in the impact of the largest economic opposite winds, including a widespread shortage of employment and which was never recovered from the epidemic, as well as increased uncertainty about the definitions, which prompted consumer confidence to drowning.

CEPBell Mick Beekhuizen CEO of this week’s profit calls said that canned soup sales rise, most likely as a result of more strict dining budgets and consumers who decide to cook at home instead of going out to eat.

“We started to see consumer morale softening in January,” he said. “This continued all the time [the quarter] With consumers choosing more deliberate options while spending on food. The main result is an increased preference for meals cooked at home, which leads to the highest levels of meals prepared at home since early 2020. “

Hospitality experts note that Gen Z also reduces their requests from appetizers, requesting children’s meals, and skipping alcohol to save money.

Despite the evidence that GLP-1 users greatly reduce eating in restaurants, some restaurant owners have ignored concerns about the effect of the drug on business. Michael Osanlo told the president and executive director of the Portilo Restaurant Group. Bloomberg TV Last year, the use of the GLP-1 bite of the restaurant’s work can be a coastal problem, not a problem with the American Middle West.

“It is completely exaggerated,” said Oanlo. “I think it is an interesting narration as a suggestion, but I don’t see any impact on our business.”

This story was originally shown on Fortune.com

2025-06-04 17:44:00