If GLP-1 medications are 'life changing' drugs, then it reasons that the consumption habits of US consumers is also set to change.

In the US there are ~100m overweight individuals. With consumer spending at 70% of GDP then the consumption from this cohort is worth ~$4.2 trillion ( 2021 GDP of $23 trillion). To what degree will consumption habits shift following a life changing drug?

Say 40% of the 100m individuals take GLP-1 medication and subsequently have their lives changed, this subsect represents $1.7t of consumer spending. This altered consumer will eat different meals, buy different clothes, have new status symbols, and new hobbies. This shift in spending will give birth to new brands and will prove to be a headwind for other companies. If an individual only substitutes / eliminates 5% from their original routine then it would still equate to a $84 billion dollar shift in consumption.