Pepsico Ceo Sees “big Opportunities” From Glp-1 Drugs

PepsiCo CEO Ramon Laguarta during nan World Economic Forum successful Davos, Switzerland, connected 30 January 2026. Credit: Krisztian Bocsi/Bloomberg via Getty Images

The main executive of snacks elephantine PepsiCo has insisted nan institution sees “more opportunities than threats” from nan usage of GLP-1 weight-loss drugs.

Food manufacturers and retailers are weighing up really nan accrued fame of nan medicine could impact income and really they mightiness connection different types of products arsenic users’ appetites change.

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Data appears to show a reduced appetite for snacks and besides accrued liking successful products containing macromolecule and fibre.

Just earlier Christmas, Danish pharmaceutical elephantine Novo Nordisk announced nan US Food and Drug Administration had approved a pill shape of nan company’s Wegovy GLP-1 medication. The roll-out of GLP-1 pills is seen by analysts arsenic a further boost to nan usage of nan drugs.

Speaking to analysts yesterday aft Dortios and Walkers proprietor PepsiCo reported its 2025 financial results, CEO Ramon Laguarta was asked to reside investors’ “concern” astir GLP-1 narcotics “head on”.

Laguarta said PepsiCo was moving connected nan presumption location will beryllium “a broader take of GLP-1 medicines” amid different formats of nan supplier hitting nan marketplace and arsenic nan costs of nan medicine comes down.

However, he insisted nan institution had been “working connected this for immoderate time” and is “very optimistic connected really PepsiCo tin play successful that caller reality pinch nan consumer”.

He said: “I deliberation location are much opportunities than threats but location are both. The measurement we’re reacting is multiple.”

Laguarta said families pinch a personnel utilizing GLP-1 narcotics were continuing to “engage successful our class but they do it successful smaller portions”. PepsiCo was offering shoppers those options, he said. “If you deliberation astir our portfolio successful nan US, 70%-plus of our nutrient business is already successful single-serve,” Laguarta noted.

The PepsiCo main besides outlined nan “big opportunities” for nan institution successful gathering request from GLP-1 users for products offering “hydration”, fibre and protein. He pointed to nan company’s Propel water, Quaker cereals and SunChips snacks.

“Propel is increasing 20%-plus, powders, tablets, much functionality on pinch hydration, large idea,” Laguarta said. “Fibre, we cognize those consumers are looking for fibre. They person immoderate digestive problems. We are innovating astir fibre, full grains. That’s a large space. We’re relaunching Quaker. Quaker will put accent connected that abstraction but, not only that, SunChips and immoderate of our nutrient products arsenic well. Protein, obviously, that’s an area wherever we’ve been innovating for immoderate clip and we’ll proceed to do it.”

He added: “So, aggregate vectors of translator that we’ll beryllium sequencing pinch a consciousness of urgency. We did past year. We proceed to do this year. But I deliberation this could move into an opportunity for america and that’s really we’re approaching it successful nan US but not only nan US. This is going to beryllium an opportunity for america successful aggregate markets.”