As the adoption of GLP-1 weight-loss drugs grows, the CEOs of the largest consumer-packaged goods companies and restaurant chains are taking notice of just how it’s changing customer consumption behavior.
One prime example of this is McDonald’s.
In a recent interview with Harvard Business Review, CEO Chris Kempczinski said he’s observed more adults turning to smaller menu items in response to GLP-1 drugs, like Wegovy and Ozempic, shrinking their appetites. As a result, more adults are increasingly turning to Happy Meals.
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About 11% of U.S. adults in 2026 take GLP-1 drugs, according to a Gallup study, reported by USA Today. And health professionals and dietitians have noticed their patients eating the same foods they craved before, just in much smaller sizes — as they now require less calories.
“I have patients telling me they used to demolish two Big Macs and now genuinely can’t finish one cheeseburger,” Sean Arora, MD, cofounder and CEO of Arora Health & Aesthetics, told Inc.
Kylie King, a registered dietitian and behavioral counselor specializing in GLP-1 nutrition support and behavioral weight management, also told Inc. that ordering less helps users “keep the ritual without the leftovers or physical discomfort.”
Kempczinski has additionally said that as GLP-1 drugs increase in popularity, overall calorie intake should decline. GLP-1 drugs work by making users feel full on less food. Overeating can lead to physical discomfort.
Banging the protein drum
Kempczinski’s latest comments are similar to those he made in February this year. At the time, McDonald’s was already gearing up to feed a growing number of GLP-1 users.
He told Wall Street analysts on McDonald’s earnings call that he doesn’t believe GLP-1 drugs will have a material impact on its business. Still, the chain has been testing lighter menu options, less-sugary beverages and different portion sizes to meet demand.
“All of those things are factoring into some of what we’re out there experimenting with and testing with,” he said.
One advantage McDonald’s believes it has is protein. GLP-1 users are still very much interested in protein-rich menu items. On the aforementioned earnings call this year, executives highlighted foods like McDonald’s Snack Wraps, Sausage Biscuit sandwiches, and chicken McCrispy Strips.
“Fortunately, for us, protein is one of the areas that the GLP-1 consumer is still very much interested in, and we’ve got a great protein offering on our menu,” Kempczinski said. “So I think that’s an area of strength for us.”
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It’s not just McDonald’s
McDonald’s is one of the largest restaurants in the world, both in terms of systemwide sales and footprint. But it’s certainly not the only company that has started thinking about the growing GLP-1 consumer base.
In December, Shake Shack rolled out its ”Good Fit Menu,” featuring high-protein, gluten-free, vegetarian and GLP-1-friendly options — including burgers wrapped in lettuce instead of traditional buns.
CPG brands have also taken notice. General Mills and Conagra Brands now have smaller-portion products, Business Insider reported. And Conagra Brands, which owns brands like Slim Jim and Marie Callender’s, labels some of its Healthy Choice frozen meals as “GLP-1 Friendly.”
PepsiCo CEO Ramon Laguarta also told Yahoo Finance that the maker of Lay’s, Doritos, Gatorade, and other snacks and beverages, is leaning into portion control for parts of its portfolio.
“We see that consumers are continuing to engage in our categories, but in smaller portions,” Laguarta said. “They don’t want to eat too much, they want their favorites at smaller portion. That is a strategic bet for us.”
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Danni Santana is a journalist based out of New York City with a decade of experience reporting and editing business stories about retail, restaurants, sports, and personal finance.
