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The Business of GLP-1s with Ali Furman and Sheila Kahyaoglu
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21% of US households now have someone on a GLP-1. PwC's Ali Furman on how Ozempic and other GLP-1s are rewiring the consumer economy. In this conversation, Ali walks through the data PwC pulls from 110,000 households: why apparel is the biggest winner (occasion wear, tailoring, jewelry and department stores are all up), why grocery baskets are shrinking 5.5% while jerky, Greek yogurt and gum are growing, why wine and spirits are seeing double-digit declines, and what over half of GLP-1 users say restaurants are still getting wrong. David also brings in Jefferies analyst Sheila Kahyaoglu, whose research started with a single ounce cut from United's in-flight magazine and ends with airlines…