> 100% down to the price
It’s price and Ozempic et al. Disentangling these effects will require more work.
It’s price and Ozempic et al. Disentangling these effects will require more work.
https://www.axios.com/2023/10/06/ozempic-weight-loss-drugs-f...
https://amp.cnn.com/cnn/2023/10/05/investing/ozempic-food-co...
I don't know if the fast food industry can reinvent itself like the tobacco industry seems to have (see vapes and now zyn) but it's going to be much more difficult I think.