GLP-1s and trade reshape food industry — Food Navigator

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Global trade tensions and the rise of GLP-1 weight-loss drugs are reshaping how food companies operate. As tariffs drive up ingredient costs and consumers demand nutrient-dense, smaller portions, brands are increasingly relying on reformulation.

Key Takeaways

  • Reformulation as resilience: Brands are using reformulation to offset rising costs and supply chain volatility caused by commodity shocks and tariffs, ensuring agility in unpredictable markets.

  • Health and GLP-1 influence: The rise of GLP-1 drugs and health-conscious consumers is driving nutrient-dense, functional food reformulations that emphasize protein and fewer ingredients.

  • Regulatory momentum: Taxes, bans, and labeling rules continue to push reformulation, as companies adjust to meet government mandates on sugar, additives, and food dyes.