GLP-1 medications are doing more than managing weight, they are quietly rewiring consumer behaviour across the entire food system. As users move away from ultra-processed and sugary foods toward nutrient-dense, high-protein and functional alternatives, major food manufacturers are racing to reformulate, resize and rethink their portfolios, creating clear openings for the next wave of food innovators.
At F&A Next, this session explores where the strongest investment opportunities are emerging in functional foods, how shifting consumption patterns will determine category winners and losers, and what investors should be watching closely as GLP-1 adoption scales globally.
Moderated by Rens de Jong
Stage 1 – Podium
Gali Artzi | PeakBridge, Maha Tahiri | S2B Group, Rens de Jong