Are People Done Buying Chips And Soda? Stock Market Winners And Losers From Rise Of Ozempic, Weight-Loss Drugs
Portfolio Pulse from Aaron Bry
Morgan Stanley has outlined industries that could be impacted by the rise of weight-loss drugs like Ozempic and Wegovy. The packaged food industry, including companies like Nestle, Mondelez International, and PepsiCo, could suffer as consumers change their consumption patterns. Fast-food restaurants like McDonald’s and Wendy's could also be negatively impacted, while establishments like Chipotle Mexican Grill and Cava Group could benefit. Plus-size retailers could face challenges, while sportswear companies like Nike could benefit.
October 19, 2023 | 9:30 pm
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POSITIVE IMPACT
Cava Group could benefit from the rise of weight-loss drugs.
Cava Group, as a healthier restaurant option, could see an increase in sales if weight-loss drugs continue to grow in popularity.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Chipotle Mexican Grill could benefit from the rise of weight-loss drugs.
Chipotle, as a healthier restaurant option, could see an increase in sales if weight-loss drugs continue to grow in popularity.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Nike could benefit from the rise of weight-loss drugs.
Nike, as a sportswear company, could see an increase in sales if weight-loss drugs continue to grow in popularity.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Morgan Stanley has outlined the potential impact of weight-loss drugs on various industries.
As the analyst providing the report, Morgan Stanley's stock is not directly impacted by the news.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
McDonald’s could be negatively impacted by the rise of weight-loss drugs.
McDonald’s, as a fast-food restaurant, could see a decrease in sales if weight-loss drugs continue to grow in popularity.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Mondelez International could be negatively impacted by the rise of weight-loss drugs.
Mondelez, as a producer of high-sugar and high-fat snacks, could see a decrease in sales if weight-loss drugs continue to grow in popularity.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Nestle could be negatively impacted by the rise of weight-loss drugs.
Nestle, as a producer of high-sugar and high-fat snacks, could see a decrease in sales if weight-loss drugs continue to grow in popularity.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
PepsiCo could be negatively impacted by the rise of weight-loss drugs.
PepsiCo, as a producer of high-sugar and high-fat snacks, could see a decrease in sales if weight-loss drugs continue to grow in popularity.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Wendy's could be negatively impacted by the rise of weight-loss drugs.
Wendy's, as a fast-food restaurant, could see a decrease in sales if weight-loss drugs continue to grow in popularity.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80