GLP

GuyFieriFrostedTips

For me or the GLP 1s?! The latter, a fuck ton, the former, priceless.

GuyFieriFrostedTips

Had a glow up since starting GLP 1s. Unsure what to do with new found power. Have gotten two clients immediately after losing weight. People are so vain.

dustbuster39000

Companies in the fitness world, with everyone increasingly on ozempic and GLP1s it makes fitness products more approachable to the masses. When you're 350lb, going to the gym or starting running is basically a physical impossiblity. Same person drops 125lb on glp-1 and now all these activities are open to them that weren't before. GRMN just broke out on primarily fitness revenue, as time goes on I think we'll see growth in any company providing products and services to active people. Gyms, athleisure wear, fitness trackers, etc. probably not as hot as AI or semicounductors but way less volatility and bubble pop risk

Baked_potato123

GLP’s, peptides, and vitamin A (addy)

GeoLogic23

Cannadips is a CBD/THC pouch product that's been around for years. I follow them because they have a few different connections to Altria. One of the things I have followed about them for years is the pharma company Lexaria Biosciences. Lexaria was an investment by Altria, and Cannadips used their technology in their pouches until the last few years. Lexaria worked with Altria on nicotine R&D in the US since 2019, and also worked with BAT on nicotine R&D outside of the US in 2020. They have also worked with CBD/THC beverage companies. As of at least 2025, [Altria was still a shareholder](https://lexariabioscience.com/2025/06/23/lexaria-reaches-patent-milestone-50-patents-now-granted-worldwide/) and rights holder to Lexaria's tech for use in nicotine products. >Altria Ventures Inc. the 16.67% shareholder of Lexaria Nicotine LLC, holds a non-exclusive license to the use of DehydraTECH with nicotine products. In recent years, Lexaria has been more focused on trying to use their tech for the GLP-1 market. But they gave a [business update on 7/6/2026](https://www.thenewswire.com/press-releases/1B2aFdREV-lexaria-updates-business-development.html) with this paragraph: >In addition, Lexaria is pleased to report that interest in DehydraTECH technology is expanding once again outside of the GLP-1 industry. **Lexaria has recently received renewed incoming corporate interest in the DehydraTECH-CBD and DehydraTECH-nicotine sectors** where the Company has conducted extensive previous R&D validating the efficacy of the DehydraTECH technology. Now if it was just renewed interest in CBD, it might be their beverage/food connections. But it's interesting that they have renewed interest in both CBD/Nicotine at the same time. Given the type of products that they use their tech in, the obvious crossover between CBD/nicotine would be in pouch products.

Puzzleheaded_War6102

Nope GLP1 dominance

WildTittyWrangler

GLP-1 drugs make your PP small, but the weight loss makes it hard to notice.

Low_Plastic363

My doctor said I'm morbidly obtuse so I'm on GLP-1s and weed.

ChainOfThot

They got GLP1s for that

hoopaholik91

GLP-1s kinda already are that if we all suddenly stop being fat

geddyclaus

Sweet tea and Bojangles are GLP1 reversal agents.

alexc2020

If GLP1 is successful in mass, then Boston Scientific will sell less…

Effective_Manager273

healthcare is a reasonable rotation but the sector is not one thing, the GLP-1 names trade more like momentum growth than defensive right now. LLY in particular is priced for the obesity story to keep compounding, so it is not really the low-drawdown ballast people expect when they say defensive. if resilience is the goal you want the boring parts, big pharma with covered dividends and device makers, not the thing that already ran. one concrete check before you rotate, look at how each candidate behaved in the last two real selloffs rather than trusting the sector label. some healthcare held up, the high multiple GLP-1 names did not. also worth watching the whole space is a duopoly headline machine right now, a single trial readout moves both LLY and NVO hard in opposite directions, so it is less diversified than it looks.

BarbellPadawan

That goal and no resistance training is probably a non sequitur. Just three times a week, full body, one hour total per workout, would be enough to make good progress. But I’d say it’s probably mandatory in the setting of GLP1 use. Also, subsequently going off the GLP1 after the muscle loss will result in worse skinny-fat body habitus situation unfortunately, like massive rebound the wrong way.

BarbellPadawan

Dose might be too high. Make sure to eat enough high quality protein, and resistance training will help reduce muscle mass loss (people on GLP1s who aren’t lifting will have their weight lost be about 30% muscle)

Hellmale

As long as we have craving for sugary drinks and eating triple portions, we will be fat. I took GLP-1 and list 32 pounds in 6 months 😝

SanDisk_Made_Me_Rich

More than 10% of American adults take a GLP-1 drug More than 72% of Americans are overweight or obese

RuleSafe6767

HIMS redundant; why inject GLP-1s when daily red light therapy and economic stress can shed the pounds even faster

ReasonEcstatic7417

Regarding insurance coverage and release of new injectibles: sure, that's relevant for the US, especially due to the implementation of structural pricing pressure onto US pharma companies with MFN. But what about the biggest GLP market China? What about India? What about the EU? Both companies have their insurance coverage in the US, but how will this go for LLY in geopolitical strain? I make money by trading both, for now however future investment is in favour of going for NVO due to the massive upside potential and also for not being geopolitically constrained. Corporate relations DO matter. US pharma companies are under massive accelerated pressure on literally all levels due to the policing of the current US admin. Regarding the pill talk: you are a pharmacist, people coming to you are patients already. People seeking initial help or advice go to doctors first and they observe that for very obvious reasons injecting yourself with something makes you feel "more like a patient" than ingesting a pill. And investing-wise, think about extending market share in GLP not as medication only but as a "lifestyle supplement" due to way more health benefits than a number on the scale. You as a pharmacist know non-patients are big on this. The pill is ultimately the favoured mode of administration in the future.

CEO_of_SOXL

Has anyone considered that they’re just lazy if they are on GLP-1s and don’t fit the criteria they were intended for? I’m talking to all these 35+ moms in my town.

Forward_Passage6105

Yeah all the fat fucks on GLP-1 buying up all the protein powder and not even getting to the gym or eating regular food just to curb the inevitable loss of muscle they will experience. I'm passed protein is extremely expensive now or out of stock completely and for what? 1 in 8 obese adults are on the drug now and will develop stomach paralysis, muscle atrophy and other pertinent health conditions. People like me who are actively bodybuilding training day in day out actually using whey correctly don't even want to buy the shit now. It clearly says on the container not a weight loss product and not to replace food completely. I read today a obese women gloat that my brand of protein is "delicious" and she adds a bunch of almond milk(it's already loaded with sugar) sugar, and caramel sauce, coffee and coffee creamer to her shake twice a day. DUDE! You fucking morons. Sorry I'm ranting but can people truly be this fuckiny stupid? I can't wait for all the crying losers in the near future who destroyed their health with them drugs so they could lose alittle weight and continue to eat McDonald's and drive the price of protein powder up permanently. The perfect example of stupid peoples effect on the rest of us.

deeptones

One more: $RMD - I don't buy GLP-1 disruption for cpap machines. And the data agrees with me so far.

Dude_HaHa

GLP1 is great Yay NVO!

Samjabr

Women don't need special pants to make them look less fat because they now have GLP1

scone_monster

Generally, fast food is struggling a bit due to changing eating habits on GLP1s, and higher prices/lower perceived value. Even McDonals is down quite a bit. Wendys performs more poorly than others in the space, has less powerful brand. Stock is/was shorted due to the above and has some serious institutional owners that probably don't have your interest in mind. Chair of the board, his son, their PE company that have many times been rumoured to wanting to buy it out, take it private. Stock pays a dividend, which based on ownership, allows insiders to more or less be buying back the company using the company's money. Stock spiked at bit as it got some Reddit meme stock love. Dropped back down some, but not yet back to all time lows. That could happen. It could also Gamestop... There's probably a bad earnings /. closing a few hundred locations to help restructure moment coming in the next quarter or two to further make a case to push stock down, buy it cheaper. I don't own, but feels like you're a bag holder. Other than the stock is cheap, you haven't said why you think it would go up? I don't think the shorts have miscalculate big time. It's allowed them to buy the company cheaper. Stock more likely to move down unless... Reddit goes full meme stock. Stock will go up on the announcement of a go private move, but that's going to be timed strategically.... they'll push It back down to lows and keep it there for the required amount of time..

Katahdinclimber

Put her on the GLP-1 shot.

MitchCurry

Meh, disagree. Bariatric surgeries are a small slice of ISRG's procedure mix. GLP-1s have essentially no impact on prostatectomy, hysterectomy, colorectal resection, hernia repair, oncology procedures, etc. etc. and those are the real volume drivers. I'd like to see someone Ozempic their way out of prostate cancer or a uterine fibroid.

Wolfdale7

dam. yea. bet its cheaper than GLP-1....

The_Alan_Greenspan

Mud butt parasites slimming you down, GLP-1 drugs now obsolete. Nature provides.

fartpooppee420

GLP-1's should be free for all with a BMI above 30. The productivity boost to the economy would pay for it easily.

Samjabr

\-Truist downgrades Lululemon to sell from hold poor, lulu. I guess women don't need yoga pants that make them look less fat when they are hopped up on GLP-1

gopoohgo

There have been over 3 million Wegovy pill prescriptions written, 150k the week of June 5th alone. And my wife (Primary Care doc) is getting bombarded with GLP questions now that Medicare coverage kicked in

No-Improvement3164

Or is GLP-1 cheaper?

pipesnogger

No, it’s probably a mix of microplastics, pollution, and pesticides. GLP-1s have not been on the market long enough to even find a correlation. There could be a chance that they do cause this; however colon cancer spikes have been found wayy before these drugs hit the market

KeepingItSFW

GLP-1 to save the junk food day

OpeDefinitely

GLP1s are cheap. Relatively cheap out of pocket, but can also get them covered by Medicaid if you're fat enough. Medication tends to be cheap/east to get (although some more niche types of drugs can be absurdly expensive). Actual healthcare is another story.

OpeDefinitely

Well, Eli Lilly makes better GLP-1s domestically than anything that Novo/Europe makes. We saved ourselves. time export the problem but not the solution

OpeDefinitely

End tarrifs; flood china with cheap high fructose corn syrup; & get the EU on board with banning the export of GLP-1s to China. fat fucks will be too fat to reproduce without outside help, just like farmed turkeys.

MediumSinger8088

I reflect that big pharma knew about GLP1 agonists in 1990 and did nothing... or burried the tech. It's more profitable to treat 20 symptoms than cure disease. But I'm being cynical. Also realistic. Yet here I am throwing money at a unicorn. I'm an idiot and worse, an idealistic one. This is why I don't actively invest.

Sick0h

Who needs ozempic when I can just eat some lettuce and shit out 15 lbs in 4 days? Puts on GLP makers.

Constant_Tomorrow_69

He’s not even taking GLP1….he’s been fluctuating up and down for different roles for well over a decade. He’s filming a specific role now. Look at Christian Bale in The Machinist.

Goodrun31

GLP1s

GuyFieriFrostedTips

KBBQ and GLP1s don’t mix. Like two dicks and no chicks…

Feeling-Tutor-6480

There is talk that trump has been given some experimental GLP drug so he doesn't die of congestive heart failure, anyone else without gold standard healthcare would be dead

Nulmora

PUTS on GLP1. Slim your waist by wasting! lol

rhetoricalcriticism

Does the increase in GLP1 usage decrease video game playing? Does that fit in the addictive behaviors broad brush category

hypekit

Every way except cost? And long term data? Absolutely. HRT has 60+ years of safety data. We know what it does, what the risks are, which populations are contraindicated. This drug, even if it’s successful phase 3 against placebo, has to be superior in real world populations where cost is a major factor. It’s also an injectable, which is more accepted these days due to GLP1s but it’s still a hard sell over topical or oral.

A1ienspacebats

Global whey shortage from GLP-1. Zemped up people eat less but they need to prioritize protein intake so the deman for whey is crazy. Also beef prices are surging.

The_Dude311

It's currently ~$1.30, but BMEA. Small cap bio that has multiple trial readouts planned through end of year. If the science is good and their GLP-1 like drugs beat current standard, this thing could take off quick.

D74248

> ....if USA companies stay productive and innovative. Government research has been gutted. All the money being made in GLP-1 drugs traces back to a government funded study on gila monster spit. That kind of research is no longer happening.

Parking-Category1705

Restaurants are a tough business. You’re competing against all other restaurants, have to deal with both food and labor inflation, and fewer and fewer people are eating out due to these rising costs. Not to mention GLP1s are causing people to eat less and less junk food. I personally think dominos makes a damn good pizza for the cost, but there’s too many things working against it in the long run. If you are looking for a bull case, I do believe it’s the best pizza to price ratio out there and they are taking share from other pizza stores. So as those other pizza stores shut down over time, there should be fewer and fewer options meaning it’s more likely that those who do want pizza go to dominos.

RationalGardenGnome

Lululemon is for nurses that drive Jeeps and call their dogs fur babies and micro dose GLP1s They have very small brains and a lot of disposable money. I think the brand is terrible but what do I know I’m poor

reupped

DPZ is at \~22x trailing earnings, which looks to be the cheapest it's traded since 2018. The bear case is well-covered by other commenters: delivery platforms ate their moat, GLP-1s are cutting into volume, franchisees are squeezed. What's left looks like a B-tier revenue business, but with industry-leading unit economics and a 30-year track record of adapting. If store-level margins hold, the current price seems to be building in a lot of unmaterialized bad news.

Objective-Box-399

I was looking at Eli Lilly’s chart yesterday, if you invested in 1998-1999, you would have had to wait 20 years before you really started making money. Which isn’t terrible, except you’d have to hold your money in an absolutely terrible stock for 20 years without knowing it was going to explode 20 years later. And if GLP-1 never happens it’s still a terrible stock over 20 years later. Thats what we are trying to avoid, the Eli Lilly’s.

LectureForsaken6782

Im just leery on discretionary food spend as a whole because of the uptake of GLP1s...from personal experience, GLP1s work almost TOO well and they are only growing in popularity and effectiveness Im sure there will be some companies that will pivot and adapt, but im not smart enough yo know who or how, but it keeps me away from investing in the sector

Aggressive-Pace-596

I just dont see any growth with Dominos ... who would eat that when there are SO many better options?? The obese are all on their GLP-1's now ... junk food is out

-Username-Username

Relax brother, with incoming GLP-1 regulation (idk I just made that up) Americans will soon be lining up for $12 baconator combos like no tomorrow. You are just jealous of my genius

ethilysm

This is not a GLP-1 company

MegalodonBite

I will say Eli Lilly has been a great company to preserve cash.... and any DCA into eli lilly is worth it before they release their new GLP3 (blockbuster in gray market already).... It has swung with AI or iran oil. The other sector im keeping a close eye on - drones. RCAT/AVAV are amazing buys but even more volatile...

AssociationFit3009

Their switch from compounded to novo GLPs is gonna crush their GLP margins. I’m sure if it will hit in Q2 or Q3 but I’d trim some winnings if you want to keep riding that one.

All_FIREdUp

My favorite people are the anti-vax crowd that uses GLP’s and Botox, they are just so adorably confused

Samjabr

Looks like Chris Christie got on that GLP-1 - everyone's doing it

Wide-Contribution-29

It is due to us Ameri-fats that GLP drugs are making so much. Who the hell else would those Danes sell to?

waka_wear_art

Anyone catch the e coli that causes explosive diarrhea for months, the cheaper way to GLP-1s? 

waitamiasuspect

https://pmc.ncbi.nlm.nih.gov/articles/PMC12190491/ > Retatrutide is a synthetic peptide acting as an agonist of GLP-1, GIP, and glucagon receptors (Figure 1).

No-Improvement3164

No one can afford food. Long GLP-1.

Paul_Robert_

My mom has a remedy for nausea that I swear works everytime for me. You cut a lemon in half and lick it. The sourness just stops it almost immediately for me. No idea if this will work on nausea caused by GLP-1.

GuyFieriFrostedTips

The nausea this GLP-1 is causing me is divine retribution for taking the easy way out. And id still take it every time….

fruitloop00001

Who is still fat when GLP-1s are a thing?

mtnrnnr802

And GLP1 exists. It’s literally impossible to be obese in 2026.

wavegeekman

> With that logic, when LLY took on a ton of debt a few years ago to fund their GLP-1 stuff, you would have missed 400% in gains. Did you even read this? > Minor assumption: that the money is invested as wisely and effectively as the previous capital, and at a rate of return that exceeds the cost of capital. Sometimes this happens, often it does not.

lobstahmann

They coming out with Ai made GLP-1 combo meal. It’s gonna be huge guys.

jdav0808

Don’t overlook LLY. Retatrutide (GLP-3) might be a game changer. I believe it is set for FDA approval in early 2027. I was looking into buying LLY specifically for this reason.

zbern

Listening to this Eisman podcast that just dropped and they are talking about how in the last 3 years the healthcare sector in the SP500 has dropped from 16% to 8%. They mentioned 'seems like the sector took its oven version of a GLP-1' and I thought that was pretty funny. But it's crazy seeing the increase in semis in that same timeframe to the health decrease.

Any_Influence_8305

We need to figure out a way to integrate semis and memory with Wendy's food offerings so we can use GLP-1s for an infinite wealth feedback loop, and it's all somehow powered by uranium. Doing my part for the algos 🫡

necarpenter417

Went to a BBQ this weekend. Tons of food, but GLP-1 has killed the whole scene.

gettingwildtonight

I was in Wisconsin recently and it's they like they chose cheese over GLP1s.

LargeOpposite2631

She’s on GLP+1.

anyportinc

I finally pulled the trigger. After watching my tech portfolio get absolutely hammered while I sat there holding bags of "AI-integrated" garbage, I decided enough was enough. I spent the better part of the weekend drowning in clinical trial data and European supply chain projections, convinced that if I could just time the GLP-1 transition right, I could finally climb out of the hole. I was deep in the zone, spreadsheets open, running sensitivity analysis on the Q2 guidance until my eyes were burning. Just as I was about to execute the trade, there was a knock at the door. I opened it to see this little old lady in a dusty coat. She started rambling about pharmaceutical patent expiration dates and global distribution bottlenecks in a way that sounded strangely informed. Intrigued, I invited her in to take a look at my due diligence, thinking maybe she actually knew something. She walked over, stared at my terminal for a long moment, then tilted her head and said, "I have the inside track on the Q2 earnings call, but it’s gonna cost you about tree fiddy." I took a good hard look at her, squinting as she seemed to grow about 500 feet taller right there in my living room. It wasn’t a grandmother! it was that goddamn Loch Ness Monster! I yelled, "Dammit, Loch Ness Monster, get out of my house! I ain't givin' you no tree fiddy!"

Ruzinus

GLP-1 pricing is a race to the bottom.

NabotaMessUpMyFace

This is hilarious. I felt stupid for buying something called PAHC I think, Phibro, something something for dogs, only bc I love dogs…hahahahahaha. It’s probably like GLP-1s for fat dogs, for all the research I didn’t do!

iamthefrizzlefrye

You shorted Eli Lilly before they release the most revolutionary GLP1 in history? I dont think trump ruined that trade for you chief

palindromic

*As you scan your face and iris into the device, your cloud content begins to appear in bits and bytes, alongside helpful ads with hair loss remedies, penis enlargement surgery, GLP drugs, it really knows you inside and out. You click an interesting ad and a helpful AI doctor avatar begins a call with you to discuss your needs and write up your prescription.*

Sawyer_Anderson

Most people arn't changing their eating habits even on GLP-1 and most people dont have the money to stay on them long term wendies is going down because the economy in general is fucking trash and we're pretending everything is fine because green line go up on AI.

Status-Put8162

No, BRBR is the only GLP-1 move.

Status-Put8162

No, no and no. $BRBR is the GLP-1 play my guy.

Electronic-Advisor72

July 2026: WEN announces monthly burger subscription. Burger a day + GLP1 pills via uber robot delivery.

vichyswazz

Idk dude. Ive followed mcd for years and i just have a hard time believing companies are going to start making more money selling discount burgers. Their customers have less money to spend. GLP-1s aside.

Nerfarean

Contact your nearest GLP dispensary if you do

dabbydaberson

LLY. They already have an insane pipeline with all the GLP stuff and ret hasn’t even dropped yet which will be game changer as it builds muscle not just dropping fat. From an AI pov, they are pouring money in M&A and AI partnerships to advance the discovery of new drugs. The way new drugs were discovered previously vs where we are now is absolutely paradigm shift. Expect to see advances that end things like aging, physical deterioration, Alzheimer’s, cancer, pain. They are going after it all and they will hit so many more targets with AI.

No_Brain6372

Those GLP1s just choking fast food out

_HiWay

So a little bit of research and this is extremely curious. As stated in this thread, Wendy's IS profitable. They pay out over 8% dividends! The debt is being gambled against with lower US consumer interest (GLP-1s and general fast food costs) and a forced debt recasting with much higher modern interest rates that will bleed the current profitability. Last year was ~22m profit, down roughly 12m YoY, but profit nevertheless. That high dividend is crazy in this situation, this is very speculative from both sides of big money.

thewilldog

I don't think GLP1 drugs are helping either.

NotAFanOfBukowski

GLP-1s taking out Dave Thomas

mamandemanqu3

It can’t be saved. This is what GLP1s are going to do to all of them.

Scary-Bobcat-9444

Protein powder stocks might actually have potential… I've seen someone write about protein powder before. GLP-1 is considered a new beauty and sex symbol after weight loss, and I already shared this Reuters report yesterday. [https://www.reuters.com/legal/transactional/danone-buy-australias-food-beverage-company-made-group-2026-06-22/](https://www.reuters.com/legal/transactional/danone-buy-australias-food-beverage-company-made-group-2026-06-22/) PARIS, June 22 (Reuters) - French food giant Danone (DANO.PA), opened a new tab said on Monday it will acquire Australia's Made Group ($MAD), expanding into high-protein foods in the Asia-Pacific region in a global race to tap surging demand from users of weight-loss drugs.

Commercial-Solid-328

Why is he always so fat despite GLP1

Flimsy_Employment681

GLP-1

Samjabr

seriously, is it GLP-1? Because LULU market cap is equal to its revenue. That's wild.

Samjabr

LULU @ $100 Bitches don't need $200 Yoga pants that hides their fat when they are all hopped up on GLP-1