$MCD adapting to the GLP-1 era
11% of US adults now on GLP-1s for weight loss (~28M people, up from 3% in 2024)
McDonald's response: adding more protein to the menu
Why? 84% of households with GLP-1 users STILL eat there
The game is shifting. Fast food chains either pivot to high-protein or watch their customer base shrink. $MCD sees the writing on the wall and is moving first.
GLP-1 drugs aren't killing fast food. They're forcing evolution.
11% of US adults now on GLP-1s for weight loss (~28M people, up from 3% in 2024)
McDonald's response: adding more protein to the menu
Why? 84% of households with GLP-1 users STILL eat there
The game is shifting. Fast food chains either pivot to high-protein or watch their customer base shrink. $MCD sees the writing on the wall and is moving first.
GLP-1 drugs aren't killing fast food. They're forcing evolution.