GLP

Kickboy21

Yes but people eating this much arent in GLP-1 currently. You cant eat that much with GLP-1

KristyKae-12

GLP-1 cha-Ching

Status-Put8162

Hey fatties, what are you GLP-1 plays?

gsm1920

I think BROS & the whole fast food/coffee industry is hard to invest in right now because of Ozempic/GLP-1s making people want to eat less/drink less. People only think Ozempic affects eating, but it also impacts what people drink, which is part of the reason why alcohol sales are at historic lows. There's a lot of news about how consumer food companies are trying to change their products to fit GLP-1s.

sufficiently7777

Why would anyone need to work out anymore ? GLP1s

Brilliant_Horse_6614

1) Consumer discretionary spending is shakey on F&B - imagine what happens when the economy actually takea a turn. Quite frankly too, the segment of people regularly drinking very sugary, dessert like drinks are probably not the affluent demographic that is doing well in this economy. 2) Lot more consumers becoming health conscious - especially with GLP1's, a company built on sugary drinks isnt positioned well. 3) Lot of competition from an energy drink segment with RTD drinks (which Dutch Bros has a signfiicant portion of their menu for) I don't think this market is going to be swinging back any time soon

Cav829

Yeah, I wasn't quite sold at $280, but I put it on my radar. I stayed patient on DPZ too and waited for that flush to $282-$285. But I miss a bunch of stuff for my dumb patience. Forward P/E I think is fine, but I weigh it in combination with a discounted cash flow analysis. And it's hard to find good quality cash fortress stocks right now that this level of valuation. By that look, it's trading at a 27-28% discount. By multiples analysis, it still could go down another 20%. But if you factor in the dividend over the 12-24 months of a potential bear market, that takes a chunk out of that downside. I'm honestly not really buying into the GLP-1 thing. I heard the same thing on KO and made a ton off of it when it fell to $67. I heard the same thing about DPZ, and it bounced right back to $370 (granted it is down to $311 and it's in a downtrend, so it can go lower). With MCD I think it's more the poor rollout of the new value menu back in April combined with high beef prices. Can't do much about the latter for this year, thus the caveat it can go lower. So i built in a plan to DCA all the way down to $170, as that'd be a full 50% drawdown. But with $200 as my more realistic low, I figured now was a good time to start building a position.

RuleSafe6767

Yeah, i thought 280s would be the bounce, but i dont think they had the earnings to support it, so it just kept bleeding. Even now, at 21 P/E, i think it's still a bit expensive given i dont think forward }P/E guidance will be very steong with GLP drugs. People just arent getting addicted to their fatty salty foods like the prior 50 years.

confused_teabagger

Or, that is her AFTER taking GLP-1. Congrats either way!

Single_Tour3904

Met a fat woman today. She doesn't take GLP-1. I respect that.

Sandvicheater

With the advent of cheap Ozempic and other GLP-1 is there really any excuse to be fat anymore in America?

Samjabr

Don't need yoga pants when everyone is hopped up on GLP1s

ScottyWestside

Don’t need new gym clothes when you can guy GLP-1s I guess

brookedow

AI could save all humans. GLP-1 could extend life span…

ShowerDear1695

Maybe but we already have a way better vaccine for Covid than we did back then (GLP-1’s)

PMmeuroneweirdtrick

Bullish on GLP1's

spendology

Go Long Ozempic and them GLP-1s BAAABY!!

SeniorVicePrez

ALT is basically trading at cash - they have well over $519M in the bank. So undervalued. Their asset Pemvidutide targets MASH, AUD, ALD and obesity. They started Phase 3 MASH (FDA fast track, FDA breakthrough therapy designation too) - just got stat sig in Phase 2 AUD. They have been published in The Lancet (peer reviewed). Their lean mass preservation is their key differentiator along with being a dual GLP-1/Glucagon 1:1 mix. They are a prime buy-out target with class leading data. Liver disease is a huge market with very few approved drugs. There are monster patent cliffs coming for big pharma who can't afford to let ALT go-it-alone. The exec committee are mostly Sanofi alumni. The ALT CEO sold Intercept (former CEO) which was a twice rejected FDA lemon of a drug to Alfasigma for an 82% premium. Read that again - he sold a worthless Ocaliva drug that got 2 CRL's for a premium - this guy wasn't born to loose. Imagine what he can sell a best in class drug for....

GuyFieriFrostedTips

No fat is a mind set. I’m on them GLP1s but don’t need more of me…

Something-Vibes

BMF-650 GLP-1 study readout happening in the next month.

DrevvJ

I mean I think GLP-1's are a huge play that I'm also in, but the first thing people do when they lose weight is buy clothes. If GLP-1s are affordable a majority of Americans will take them. Lulu is the aspirational brand for lower / middle income folks. I think they can capture a lot of this market as people lose weight in addition to fixing current issues and having no debt. Do I think GLP-1's are the only thing that will help lulu? No, but I think they will play a part and the market doesn't really understand the full impact that drug will have on society. Its like AI in my mind, everyone is buying any part of the AI play from memory, energy, construction equipment, etc. I think fashion will benefit tremendously from glp-1s.

Astronaut100

You will invest in LULU because you think they will be the go to product for the obese people who are taking GLP1? JFC, this sub is hilarious.

DrevvJ

I'm taking the long term with lulu based on GLP-1's. As more people start taking them and losing weight they will finally go out and buy those leggings they never looked good in. I see lulu as that aspirational brand for lower / middle class families and GLP-1's are becoming more accessible to lower income folks. Also lulu was debt free last I checked, that may have changed, but they looked financially stable to pull off a turn around.

AwkwardObjective5360

As they should, GLP1s are a miracle. We should be celebrating.

Samjabr

GLP-1 is cheaper than lulu lemon pants

Sufficient-Skill9530

It’s the side effect of GLP-1. People are getting skinny without having to work too hard, so they aren’t buying exercise clothes. But they are now skinny and getting fucked, which is why Victoria Secret ripped. 

3ebfan

It’s a GLP-1 play

Humaniac99

Global Partners ($GLP for those who only speak in those terms)

damn_dude7

Before GLP-1s this was all the rage and VSXY was in the dumps

KYEEZY98

Beckys + GLP1 Susans love lulu

Gristle__McThornbody

If Parents start giving GLP to their kids, MCD will go to 5 dollars.

Gristle__McThornbody

GLP Whores will send LULU to 1000.

PalantirImperator

>Capitalism is working as intended. I absolutely agree. Specifically American capitalism. I mean just look at it. * Approximately 10% of US-citizen adults are millionaires (me included at age 35- due to being a retail "investor") * 80% of those millionaires are the first generation in their family to be rich (me included) * the US capitalist system has produced effectively every frontier platform of the last 30+ years: commercial internet, the smartphone stack, cloud computing, shale oil, MRNA vaccines, GLP-1 drugs, reusable rockets, and now AI. * the vast majority of serious startups in the US offer their employees ownership so they can directly share in the wealth they created * US median household disposable income, adjusted for purchasing power and after taxes and transfers, sits well above nearly every other developed country, and the gap has widened since 2008 while the closest competitors have stagnated * The median American occupies more housing square footage, owns more appliances, and consumes more of almost everything than the median German or Frenchman. * capitalism has brought the median American the highest level of material comfort for the median citizen relative to the rest of the world never achieved in the history of human civilization. But obviously it's not just America that's benefitted. Worldwide, under the global capitalist order that the US has led for the last 80 years, we've seen: * the most peaceful period in recorded human history. * global extreme poverty fell from approximately 70% of humanity to under 10% * human population expanded from 2.5 billion to 8.2 billion due to this unprecedented peace and prosperity * global literacy went from approximately 30% to approximately 90% * calories per capita rose in every region on earth, despite the population tripling The achievements of capitalism are honestly just incredible to think about. Only on reddit, where the internet has allowed low IQ narcissists, most of whom were unable to succeed in the most prosperous system in history, that people pretend otherwise. And only online, where their total lack of self-awareness goes completely unchecked, that they think they can build something better. But anyway, sorry you don't have the ability to do good risk analysis. But hey, safeguards like the accredited investor rule were put in place precisely to protect people like you who don't know what they're doing.

Illustrious_Yak_5155

JUST IN: GLP-1 drug extends median lifespan by 12.4% in old female mice in a new Nature study. $HIMS

B10-Waste

NVO $85 call is clueless to their generational fumble of the first in class GLP1 bag.

Vlisa

wtf? you mean because they are losing weight from GLP1?

Life-Industry-1131

She’s sexy but I need it to get back into Pilates and on a GLP1. I’m down a fuck ton on it

Klutzy-Sea-4857

HIMS is my pick. Telehealth cash flow is growing, GLP-1 provides a strong tailwind, and subscriptions are sticky. The main risk is FDA regulatory noise, but the overall risk/reward looks solid.

502DashCam

Lmfao you fucking retard, it’s because all the fat bitches inject GLP1s and now that they’re skinny they wanna buy lingerie. 

BrockDouken13

Where is the bottom on BROS? $46 $40 $30. GLP1s and SBUX may have them. Coffee Bean and Tea Leaf with one of the best ice blended did not survive Arizona and it's Summers. Not sure this 7 Brew knows what they getting into in Phoenix with these Salad N Go locations.

Lucixxx6

$HIMS FDA CRACKS DOWN ON COMPOUNDED GLP-1s, WARNS TELEHEALTH FIRMS OVER UNAPPROVED WEIGHT-LOSS DRUGSFDA

Mousse-Full

The stock has increased recently due to GLP-1s. Drastic weight loss is making women update their bras and panties.

Looofieee

GUTS - Fractyl Health to Host Virtual Commercial Strategy Day on Tuesday, September 1, 2026: The Potential Path to Commercializing Revita®, a Procedural Therapy for Post-GLP-1 Weight Maintenance.

GoZukkYourself

GLP-1s have been around for 20 years.

The_Alan_Greenspan

People are lazy and don’t know how to cook. OR, they have the funds to constantly get food delivered, except the quality of food is nowhere near what you can grow and cook at home, so they’re all on GLP1’s.

Super-Activity-4675

And as an added bonus, no GLP 1s.

Zipski577

Sure, but only one party ever tried to make that a thing tho. Social justice hasn’t really been a focus in America over the last few years even on areas beyond body positivity but race and gender, etc. OZEMPIC was also approved in 2017 (9 years ago). So it’s not new at this point and even the “viral” social media trends and cultural shift began in 2020. Victoria Secret just started turning it around and churning over the last year. Victoria Secret’s CFO openly said on an earnings call in late 2019 that the company evolves their marketing based on the views of of the economy when they faced backlash over lack of in inclusivity. In Q1 2025 call after Trump inauguration the CEO said they planned to strategically make marketing sexier and “reestablish the brand's magic.” Also that their “cross functional team has was reading and reacting not only to sales but what they are seeing out in the world.” Also # of plus sized models in fashion shows declined over the last 2 years. Again, “Ozempic” virality and culture came to prominence 6 years ago. [Body positivity is not ‘over’](https://www.advocate.com/health/body-positivity-is-not-over) [**How The Trump Administration’s Conservative Policies And Messaging Are Reshaping Body Image Standards For American Women**](https://ifstudies.org/in-the-news/how-the-trump-administrations-conservative-policies-and-messaging-are-reshaping-body-image-standards-for-american-women) [“But since Trump’s reelection and the abrupt attempt at a return to pre-pandemic normalcy, Underwood’s approach to organizing has shifted.”](https://www.advocate.com/health/body-positivity-is-not-over) I focus on biopharma stocks primarily and have thoroughly researched obesity drug market and pipeline, and opportunity in terms of TAM, and there is still plenty of ‘meat on the bone’ so to speak in terms of overweight ppl that can’t access or afford them. But yea the rise in weight loss drugs is prob 90% of the shift in Victoria Secret success and shift away from body positivity campaigns and messaging as a whole, for sure. But lessened fear of being canceled/ getting negative media or political backlash has allowed for shifts to become normal. 6 years ago there was still complaints about size inclusivity in things like fashion shows getting media attention, now the media couldn’t be bothered to cover something like that. Also other apparel companies like Abercrombie also have been strong in recent earnings and I think they’ve really made positive strategic changes in recent years to adapt their brand to modern fashion trends. I’m not a woman but I imagine VS has made a lot of strategic product/ fashion/ trend decisions like that that have also greatly driven their success. So there’s a lot of components outside of body positivity shit that driving success. And VS aside, body positivity fading has mainly had to do with GLP1/ obesity drug rise. But Trump hasn’t exactly been known to promote inclusivity (“Rosie ODonnell is a “fat pig”), and when dems take over I’m sure inclusivity/ acceptance as a whole will make a return to some level of importance

bright_sunshine19

Fast food industry is already experiencing it. People have cut back quite a bit because how expensive it has become to eat out. In addition demand is also down because lot of people are making healthy choices and are on GLP1

LostMallDoll

Pro tip for surviving the famine: You don't need large stockpiles of food you just need to be fat enough to outlast your neighbor. Which explains the rise of GLP 1s in recent years.

Sufficient_Habit5091

Why haven't they invented a device that diverts all the food you eat so you can eat whatever you want without consequence 🧐🧐🧐? TAM has gotta be bigger than whatever $40T Anthropic and SPCX claim. GLP-1s look out, you 🫵 have been put on notice.

suddencactus

Even if they produced tons of revolutionary drugs like GLP-1, the current revenue for the manufacturers of that drug alone is around $80 billion, which is also around the total revenue of many large pharmaceutical companies. You would need all the revenue from 400 such medications, growing the entire pharmaceutical industry by several orders of magnitude, in order to make 30 trillion, and we know the majority of expenses in making a drug are not R&D, even today.  If a company is making such projections, why is it so hard for them to get 1 billion in drug revenue in the next two years? Gotta walk before you can run.

Low_Plastic363

Take the right dose of GLP-1 and all food becomes American enough!

ManBearPig_1983

GLP-1 and GIP stack, so yes it has peptide that lower blood sugar, slow stomach emptying, and reduce appetite. I get it through Lilly Direct but my doctor prescribed it after my cholesterol levels were out of control. I might scale back and start micro dosing because I don’t want to loose too much weight.

Gristle__McThornbody

GLP whores will pump LULU back to glory. Adding a little here and there at these levels.

Status-Ad6653

Can I ask a question? After GLP1 the pharma company stock went up. Then Victoria's Secret stock went up because people were slimming down and feeling sexy. Could the next stock rise be baby paraphernalia companies that do prams and baby clothes etc?

Gristle__McThornbody

Patiently building my position on LULU. Biggest dip in history. GLP whores will pump this to 900.

Gristle__McThornbody

Please die ULTA. I need to buy the dip. GLP whores will flock to this.

Numerous_Put4717

$25 a month, I can do that twice a day, I am on GLP-1

myfavcolerisPerpleXD

There should be a third support for GLP weight loss drugs

Dangerous-Bend-4153

>This is a GLP-1 trade. Prediction: the recent "leafy green" contamination is being driven by GLP-1 use (more people eating salad, suppliers can't keep up) and anything related to making salad greens safer will take off like a rocket.

creemeeseason

Sort of related, Victoria's Secret (VSXY) has been killing it, up 300% in a year. Apparently more women losing weight with GLP-1s and are wanting to buy lingerie. Sort of ties into ESTA which I pitched to you!

_hiddenscout

Basically this. It's just that tug and pull of how much GLP1s will impact the need for as many devices.

Puzzleheaded-One-607

The bear case for medical devices with GLP-1s is that less obese people means less need for medical devices theoretically. Obesity is the number 1 cause of health problems. However, I think the aging population and people living longer will somewhat balance that out.

mightyblend

What scares you about the GLP1s? Too many of them?

_hiddenscout

There’s a medical device company I might be today, it’s down off decent report but ceo is stepping down. Technically too small of marketcap even though the company has zero debt and is profitable and trades at like 33 a share now. Only thing about medical devices that scares me is the GLP1s.

PlandomeProwler

Alright, inwas curious. I was on GLP1s and when i drank caffine on them i immediately got headaches and a brain fog in the front of my head. I wish you lots of luck and congrats on the new baby my friend. Also good luck in the casino today lol.

PlandomeProwler

Are you on GLP1 meds by any chance

Sufficient-Skill9530

Ha. Typical. I’m gonna short GLP-1 because, with the coming food crisis, ain’t gonna be no need for fattie pills.

Gristle__McThornbody

MCD is in a war with GLP. But when parents start giving GLP to kids it's over for MCD. Shit will drop to 2 dollars.

wa_ga_du_gu

Doesn't GLP1 remove need for magic buttlift pants?

Soffatjockis

Just look at GabeN Now all the fat nerds over at /r/gaming, /r/steam and /r/pcmr gonna be rushing to get GLP1s. Calls on LLY (because novo is shit)

B10-Waste

In retrospect this is an obvious sympathy play to GLP1 success.

interstellara_

Lost 140 lbs on GLP-1s, thrift all my clothes from Vinted (app) and goodwill with the occasional splurge from Vuori. I do buy my undies brand new but… Would never touch Victoria’s Secret because there are better lingerie companies. I’m more likely to buy from Target or aerie for everyday and soma or Nordstrom for fancy shit. this advice is written by a man for men because women aren’t buying this, lmao good luck. VS bras aren’t very good for the money.

Alternative_Cod8724

Just wait until the rest get on a GLP3 called Retatrutide

d3arleader

Then it’ll come out GLP-1’s cause ass cancer.

connly33

I’d invest in the GLP1 manufacturers for the second wave that is coming. The mental health treatment off label uses for GLP1’s. They seem to be insane effective for addictive / compulsive habits like gambling drinking etc. Also seem to reduce mania in bipolar, intrusive thoughts for OCD, lower inflammation and cardiovascular health benefits. And that’s without the weight loss progressing enough to be a factor.

EKEEFE41

GLP-1 made fat people fuckable

Skittler_On_The_Roof

It's a fun theory but I'm doubting it's actually been the driver in the 300% rally.  This is a $2B company adding $4B to the market cap.  If 10% of Americans are on GLP1s and half of them buy lingerie, that's like 20M people.  Assuming half of them are shopping at VS, that's 10M people.  That's a $400 increase per customer.  I don't buy it when it doesn't impact 90% of the population. Folks will recall the downfall of $VSXY not too long ago. It wasn't a shortage of skinny chicks causing it.  It was their inability to convince existing customers that their stuff was worth the premium over really inexpensive fast fashion competitors that were eating their lunch. It sounds like they've started to turn that around while raising prices.  Their profit increase, not actual sales, is the most impressive stat.

h8ss

GLP's make the gym obsolete

longbreaddinosaur

Clearly I need to get on GLP1’s. I haven’t felt great about my body in months. I’d definitely by more lingerie if I dropped a few pounds.

the_Elders

GLP weight loss is related to muscle mass reduction as well as bone density drop so invest in LWAY?

BroadRoads

Especially with how cheap GLP1s are. Very soon there is going to be zero excuse to be fat, outside of people wanting to be fat (or maybe their bodies not reacting to GLP1’s). Going the legit route with a prescription from a real medical professional, you can get this medication for $60 a month (no insurance). Going grey market you can get it for like $3 a month. Unless the makers of Ozempic and Zepbound crack down on the compounding pharmacies and their suppliers, obesity might genuinely be cured by 2030.

Soffatjockis

God bless GLP1s Making fat chicks small again

MrNo_Balls

So there was regards that did see the connection with GLP-1 and women clothings?

PyroDragons123

GLP-1 trade. I'd expect image related stocks to rise as obesity depression decreases. The exception being things like gym related stocks as they'll take hits for people using GLP1s instead of memberships.

Aggravating-Blood-18

GLP 1 working here. used to be plus sized middle aged ladies buying TF outta VS because they couldn't when they were younger

Phil_Kessels_Hot_Dog

God dammit, with the rise of GLP-1's this one should have been predictable.

onelifestand101

You know it’s funny as a degen and a woman on a GLP1, I should have seen this trade from a mile away. Hell I even went out and bought a VS bra which I hadn’t done in like 10 years. Instead I looked nice in my new bra as I lost thousands on DRAM, ASTS, and every other stupid stock. I guess that’s why I deserve to be here.

iambndn

This is a GLP-1 trade. People lost weight and feel good about their bodies. So they buy lingerie.

Talladega8790

Someone listened to Joe Rogan yesterday. New wardrobes due to GLP weightloss

BearlyBearishBear

#ANYONE KNOW A CHUBBY CHICK THAT GOT HOT ON GLP1s?

mjk67

Put her on some GLP-1, and tell her you'll make her squirt when she's h/w proportionate.

RedComet_2112

Free-range GLP-1

Low_Plastic363

Sorry. GLP-1s.

derprondo

Lol I dunno but I saw a thread the other day full of anecdotal claims that GLP1s are curing alcohol and tobacco addiction as well, so it's likely able to treat any dopamine related addiction pathway.

ChewbaccaIsBear

so, what´s the downside of GLP1s?

derprondo

Ironically the GLP1s are likely going to be found to greatly lower your chances of getting various cancers from the reduction in systemic inflammation they have recently been proven to provide.

SanDisk_Made_Me_Rich

70% of America is overweight or obese 15% of America is expected to be on GLP-1 drugs by 2035 So that leaves the best case that 55% of America will still be overweight & obese. In reality, some people will stop taking the medication and gain weight again so I predict it will be in the 60s

mohelgamal

Not really, for one GLP-1 is a medicine you take for a long time, whereas this is short term treatment, you give one course and it is done. It is only for a small subset of melanoma patients. We also need to take this into perspective a bit, the improvement of overall survival over 4 years is that that high, 85% of patient surviving on Keytruda alone vs 92% on Keytruda +mRNA vaccine. That is not nothing, and it would probably translate into better outcome in other diseases that are more aggressive, but it is a small incremental improvement not a huge leap forward.

Bob_the_peasant

Man, Moderna really came out of nowhere with that. Missed that and novo’s initial skyrocket from GLP1 stuff. I really gotta start watching clinic trial dates