Overview
- Greggs CEO Roisin Currie said there is "no doubt" appetite-suppressing drugs are influencing demand, with customers seeking smaller portions and clearer protein and fibre information.
- Tesco boss Ken Murphy and Sainsbury’s chief Simon Roberts said they are monitoring the trend as they see stronger interest in fresh, higher‑protein and GLP‑1‑friendly options.
- NielsenIQ reported UK grocery sales up 2.5% by value but down 0.2% by volume in the four weeks to Dec 27, a pattern some analysts link to rising GLP‑1 use.
- Greggs posted total sales growth of 7.4% in the three months to Dec 27 and full‑year like‑for‑like growth of 2.4%, and it has added items such as egg pots (500,000 sold) and new overnight oats.
- Estimates place UK GLP‑1 usage around 4–5% of adults, and retailers including Marks & Spencer are launching nutrient‑dense ranges as they assess how far the shift will go.