@speakup
Who knew..
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This thesis could break in a few places. GLP-1 adoption could plateau well below projections due to cost, access, side effects, or the simple difficulty of long-term adherence. Food companies could claw back lost calorie volume by engineering a new generation of ultra-processed products built for smaller stomachs — a reformulation risk that bears watching. Agricultural systems contract slowly, and a single year of low cattle inventory does not make a trend.
Tens of millions of Americans are eating less meat and sugar on GLP-1s. The climate math behind that shift is bigger than most investors realize.
https://fortune.com/2026/06/21/glp1-drugs-climate-food-system-emissions-investment/
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