Jul 14, 2026 · 35 min · 8 segments
Some parts of the media have pronounced MAHA DOA PDA. But maybe they’re just FOI? Helena and Theodore discuss. They also tackle the staggering, stunning, Holy Guacamole adoption of GLP-1s by…
Helena Bottemiller EvichHost
Theodore RossHost
With that and that bit of housekeeping done, let's jump right in with the double take, which is something that is in the food news that makes you do a double take.
Sometimes it's just kinda surprising, and I think this one fits into that case.
Uh, I saw that there was a Gallup survey, I was reading about it in The New York Times, that showed that 15%, 15% of Americans had reported using a weight loss drug at any point, and that 11% of the entire freaking country, adults only, uh, were currently taking one.
And that, just for a little context, was up from 3% who said they were taking an obesity drug in 2024.
Like, I knew that this was gonna affect food demand, and I knew this was gonna be, like, a major force.
I started covering it really early because Wall Street analysts were paying attention to this, about how it could affect the demand for certain products.
You know, 'cause all these companies need to grow every quarter, right? They need to sell more-
And so I paid attention to this really early, and I knew it would be big.
15% of adults, um, already using a GLP-1, or have tried a GLP-1, 11% using them currently, is astonishing.
Um, and I, I think it's very likely that we have passed peak obesity, that, like, it is not true that-
... obesity went down for the first time ever, uh, during the Trump administration.
But, uh, just the scale of adoption, um, this is gonna show up in the population-wide data that we are, um, gonna see from CDC.
With that and that bit of housekeeping done, let's jump right in with the double take, which is something that is in the food news that makes you do a double take.
Sometimes it's just kinda surprising, and I think this one fits into that case.
Uh, I saw that there was a Gallup survey, I was reading about it in The New York Times, that showed that 15%, 15% of Americans had reported using a weight loss drug at any point, and that 11% of the entire freaking country, adults only, uh, were currently taking one.
And that, just for a little context, was up from 3% who said they were taking an obesity drug in 2024.
Like, I knew that this was gonna affect food demand, and I knew this was gonna be, like, a major force.
I started covering it really early because Wall Street analysts were paying attention to this, about how it could affect the demand for certain products.
You know, 'cause all these companies need to grow every quarter, right? They need to sell more-
And so I paid attention to this really early, and I knew it would be big.
15% of adults, um, already using a GLP-1, or have tried a GLP-1, 11% using them currently, is astonishing.
Um, and I, I think it's very likely that we have passed peak obesity, that, like, it is not true that-
... obesity went down for the first time ever, uh, during the Trump administration.
But, uh, just the scale of adoption, um, this is gonna show up in the population-wide data that we are, um, gonna see from CDC.
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