this is clearly a thing that has happened, and it is a crucial link in the chain, but there's still a missing link.
wouldn't it be more profitable if those recipes happened to have low caloric density, like coca-cola? then you could sell each customer six meals a day instead of three, and they'd be more profitable because they'd mostly be made out of water, which is cheaper than deodorized canola oil and palm oil, much less potatoes, texturized soy protein, mechanically separated chicken, and beef. you'd maybe have to include enough cellulose and xanthan gum to make it seem solid, but that wouldn't overcome the cost savings from removing the expensive calorie-bearing ingredients. it's even legal!
yet fast-food consumers have been gravitating to the macronutrient-rich menu items, not texturized carboxymethylcellulose jello, which would undoubtedly be widely available if it sold well. so they are following their homeostatic regulatory system to seek calories
their homeostasis is just broken
what broke the homeostasis?
i don't think it's an intentional thing or even a means to improve sales. if wendy's breaks your homeostatic feedback and mcdonald's doesn't, will that help them competitively? no, because their metabolically damaged customers will still eat at mcdonald's, except for the most loyal ones. if wendy's goes out of business, it'll take a generation for mcdonald's to see the result in terms of declining sales. even then, they're unlikely to be able to recognize that the demise of wendy's is the reason for their troubles
it's plausible that it's nothing more than 'ultra-palatable food makes you overeat, which disrupts your homeostasis'. but i'm skeptical of that because people seem to be able to eat very palatable food occasionally, or even often, without disrupting it