
Giancarlo Addario
Operating Partner at Maia Ventures; food-tech investor and advisor with 30+ years in food innovation and R&D (21 years at Barilla before moving to VC).
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Jun 25, 2026
[paradox bytes] The Food Industry Is Underestimating GLP-1
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Giancarlo AddarioGUEST
so um there's so i think that the gf1 uh uh entrance in the market was a market catalyzer uh because uh the the what the the wellness uh trend was there since many years and would be there over other years whether we don't know whether the the the champion would be it would be a high I was going to say there, I think it's going to say there, I agree with you, Johan, but probably what was going on before the geopian era, it's going on at the faster pace.

Giancarlo AddarioGUEST
In the supplement space, it's funny because Microbiome products, so prebiotic, postbiotic, everyone are trying to demonstrate that they have some kind of geocron effect.

Giancarlo AddarioGUEST
If you see the protein products, protein drinks, they are starting to demonstrate that they have.

Giancarlo AddarioGUEST
So everyone is running In Italy, we are soccer fans, so we say all the players are running after the same ball, which is not going to stay for longer because then we will have some kind of market normalization.

Giancarlo AddarioGUEST
So we have this stronger tradition for now for certain kinds of categories.

Johan JorgensenGUEST
So if you have a factory manufacturing cookies and the cash flow says, ah, not as good cash flow anymore, then your accountant will step in and say,
E141: The GLP-1 Food Shock: Is Ozempic Rewriting the Future of Food? | Live from TUTTOFOOD 2026 Milan
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Giancarlo AddarioGUEST
[laughs] And, uh, all what he said didn't happen, so this, this means that what happens when you stop taking a drug is that you go back to the, your normal life and your normal habit.

Giancarlo AddarioGUEST
So, uh, what, uh, GLP-1 doesn't do is, uh, uh, the, uh, shifting habits, shifting diets.

Giancarlo AddarioGUEST
Uh, the second critical point is that when you take GLP-1, if you don't take that under a strict, uh, uh, physician surveillance, you don't take the right food and you can, uh, have a lack of protein.

Giancarlo AddarioGUEST
You can lose your, uh, muscular muscle, uh, muscle tissue that then makes much more difficult to lose weight afterwards when you stop.

Giancarlo AddarioGUEST
The third point is that, uh, what we observe on the market is that actually people is going away from, uh, uh, sugar drinks, is going away from snacks, and, uh, is trying to eat better.
18 MINS LATER
