减肥药丸获批预计将加速食品行业的产品改造

减肥药丸获批预计将加速⻝品⾏业的产品改造 ByJessica DiNapoliandWaylon Cunningham December 25, 20257:19 AM GMT+8·Updated 13 hours ago Summary摘要Companies公司 More Americans are expected to use weight-loss pill dueto ease of use, cheaper price由于使⽤更⽅便、价格更低，预计会有更多美国⼈使⽤减肥药⽚。Companies adapt with high-protein, GLP-1 friendlylabels and smaller portions企业通过推出⾼蛋⽩、GLP-1友好型标签以及更⼩的分量来进⾏调整。Cornell study shows spending drops at grocerystores and restaurants, post-GLP-1 adoption康奈尔⼤学的⼀项研究显示，在采⽤GLP-1药物后，消费者在杂货店和餐馆的⽀出有所下降。 NEW YORK, Dec 24 (Reuters) - Packaged food makers and fast-food restaurants may be forced to overhaul more of their products next yearas newly approved, appetite-suppressing GLP-1 pills become available in January, analysts say. 纽约，12⽉24⽇（路透社）——分析⼈⼠表示，随着新近获批、具有抑制⻝欲作⽤的GLP-1减肥药⽚将于1⽉上市，包装⻝品制造商和快餐连锁店明年可能被迫对更多产品进⾏调整。 More Americans are expected totry the drugs as a pillrather than as a shot because the medication will be cheaper and many patients arehesitant to inject themselves. 随着这种药物以⼝服⽽⾮注射的形式推出，预计会有更多美国⼈尝试使⽤这些药物，因为药价更低，⽽且许多患者对⾃我注射⼼存顾虑。 Keep up with the latest medical breakthroughs and healthcare trends with the Reuters Health Roundsnewsletter.Sign uphere. 通过《路透社健康纵览》新闻通讯，及时了解最新的医学突破和医疗健康趋势。点击此处订阅。 TheU.S. Food and Drug Administration approvedNovo Nordisk's(NOVOb.CO)Wegovy GLP-1 pill on Monday, sending shares of foodcompanies down on Tuesday. Eli Lilly's(LLY.N)rival medication is expected to gain approval from regulators next year. 美国⻝品药品监督管理局（FDA）周⼀批准了诺和诺德（Novo Nordisk，NOVOb.CO）的GLP-1减肥药Wegovy⽚剂，导致⻝品公司股价周⼆下跌。礼来（Eli Lilly，LLY.N）的竞争药物预计将于明年获得监管机构批准。 Food companies including Conagra Brands(CAG.N)and Nestle(NESN.S)are already dealing with shifts in consumer tastes towardhigher protein and smaller portions due to the popularity of weight-loss injections, and analysts believe widespread GLP-1 adoption couldmean long-term changes in demand. 包括康尼格拉⻝品（Conagra Brands，CAG.N）和雀巢（Nestle，NESN.S）在内的⻝品公司，已经在应对因减肥注射剂流⾏⽽带来的消费者⼝味转向更⾼蛋⽩和更⼩份量的变化，分析⼈⼠认为，GLP-1的⼴泛采⽤可能意味着需求的⻓期变化。 To cope, businesses are promoting products with more protein, tweaking labeling to say they are GLP-1 friendly and working with largeretailers to better market products. 为应对这⼀趋势，企业正在推⼴蛋⽩质含量更⾼的产品，调整标签以表明其对GLP-1友好，并与⼤型零售商合作，更好地推⼴相关产品。 "We are seeing people cut (back) specifically on salty snacks, liquor, soda, drinks, and bakery snacks, and more focused on protein andfiber,so we expect food companies and also restaurants to cater to this audience that is growing," said JP Frossard, consumer foods analyst atRabobank. “我们看到⼈们正在明显减少对咸味零⻝、烈酒、汽⽔、饮料以及烘焙零⻝的消费，⽽更加关注蛋⽩质和纤维，因此我们预计⻝品公司以及餐厅都会迎合这⼀正在增⻓的受众，”荷兰合作银⾏（Rabobank）消费者⻝品分析师JP·弗罗萨尔德表示。 "We'll see more access to those drugs and a higher addressable market for products that have in mind the needs of the GLP-1 user," he said. 他说：“我们将看到这些药物的可及性进⼀步提升，同时也会出现⼀个更⼤的潜在市场，⾯向那些考虑到GLP-1使⽤者需求的产品。” Andrew Rocco, stock strategist at Zacks Investment Research, called Novo's approval "groundbreaking" because the pill would be cheaperthan the injectable version of Wegovy and deliver the same weight-loss metrics. "High protein, smaller portions, and functional foodinnovation will be necessary," he said. Zacks Investment Research的股票策略师安德鲁·罗科称，诺和诺德此次获批“具有突破性意义”，因为这种药⽚将⽐可注射版的Wegovy更便宜，同时还能带来相同的减重效果。他表示：“⾼蛋⽩、更⼩分量以及功能性⻝品创新将是必要之举。” FOOD COMPANIES ARE TAKING NOTE ⻝品公司已经注意到了这⼀点 Some 40% of American adults are obese, U.S. government data shows, and around 12% of adults say they currently take GLP-1 drugs,according to a poll published last month by health policy research organization KFF. 美国政府数据显示，约40%的美国成年⼈属于肥胖；根据健康政策研究机构KFF上⽉发布的⼀项⺠调，约12%的成年⼈表示他们⽬前正在服⽤GLP-1类药物。 2025年11⽉26⽇，⼈们在美国纽约市的Zabar's超市购物。路透社/Jeenah Moon/档案照⽚购买许可权 Households using GLP-1 medications cut spending at grocery stores by 5.3% and fast-food restaurants by about 8% on average, according toa Cornell Research study published last week that used purchase data collected by Numerator from about 150,000 households. 根据康奈尔⼤学上周发布的⼀项研究，使⽤GLP-1类药物的家庭在杂货店的⽀出平均减少了5.3%，在快餐店的⽀出平均减少了约8%。该研究使⽤了市场调研公司Numerator从约15万户家庭收集的购买数据。 Those reductions largely faded when households stopped using the medication. 当家庭停⽌使⽤该药物后，这些⽀出减少的情况在很⼤程度上会消退。 "The decreases we saw will likely show up in a much broader slice of the population" because of weight-loss pills, said Sylvia Hristakeva, oneof the study's co-authors. She said the cheaper price and ease of use of pills will also make it likely that people use the medication for longer. “我们看到的下降趋势，可能会因为减重药物⽽在更⼴泛的⼈群中显现出来，”该研究的共同作者之⼀⻄尔维娅·赫⾥斯塔凯娃说。她表示，药物价格更低且使⽤⽅便，也会让⼈们更有可能⻓期使⽤这种药物。 While the Cornell study found modest increases to spending only in a handful of categories like yogurt and fresh fruit, companies are takingnote. 尽管康奈尔⼤学的研究仅发现在酸奶、新鲜⽔果等少数品类上的⽀出有⼩幅增加，但企业已开始注意到这⼀变化。 Earlier this year, Conagra started labeling some of its Healthy Choice frozen meals with high protein andfiber as "GLP-1 friendly." Aspokesperson said those meals are selling faster than rival products making similar claims on their packaging. The company plans tointroduce new Healthy Choic