Americans Swap $5 Burgers For $1,000 Weight Loss Drugs — Is Soda Getting Left Behind Too?
Americans Swap $5 Burgers For $1,000 Weight Loss Drugs — Is Soda Getting Left Behind Too?
A trio of earnings reports Tuesday morning may have given us a glimpse into how Americans' consumption habits are shifting. Eli Lilly (NYSE:LLY), which makes Mounjaro, one of the leading weight-loss drugs in the United States, beat EPS estimates and also raised its 2024 revenue guidance, sending the stock higher.
Meanwhile, both McDonald's (NYSE:MCD) and Coca-Cola (NYSE:KO) each reported underwhelming quarters, sending their respective stocks lower. Weight-loss drugs, like Ozempic, Wegovy and Mounjaro, have swept through the country, quadrupling the number of prescriptions to more than 8 million last year. This means that almost 2.5% of all Americans were prescribed some form of weight-loss medication.
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週二上午的三份業績可能讓我們一窺美國人的消費習慣正在發生怎樣的變化。生產美國領先的減肥藥物之一Mounjaro的禮來公司（紐約證券交易所代碼：LLY）超過了每股收益預期，還上調了2024年的收入預期，使該股走高。
同時，麥當勞（紐約證券交易所代碼：MCD）和可口可樂（紐約證券交易所代碼：KO）均公佈了低迷的季度業績，導致各自的股票走低。諸如Ozempic、Wegovy和Mounjaro之類的減肥藥物已席捲全國，去年的處方數量翻了三番，達到800萬張以上。這意味着將近2.5％的美國人服用了某種形式的減肥藥物。
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Because of the drugs' impact on limiting appetite, it's safe to assume that some people may eat fewer burgers and fries from McDonald's and other fast-food chains. Undergoing weight-loss treatment through expensive medication may also incentivize patients to cut out unnecessary calories like the ones found in soda.
由於這些藥物會影響食慾，可以肯定地說，有些人可能會少吃麥當勞和其他快餐連鎖店的漢堡和薯條。通過昂貴的藥物進行減肥治療還可能激勵患者減少不必要的卡路里，例如蘇打水中的卡路里。
One market expert, Chris Versace, host of the Thematic Signals podcast, said it's still too early to determine whether weight-loss drugs directly impact McDonald's sales volume. But, Versace points out that markets tend to be a 'forward-looking animal'. If the adoption of weight-loss drugs continues to grow, the impact on 'junk food' stocks like McDonald's and Coca-Cola could be more significant.
"So it's hard to measure, right? So far we haven't really seen any results. But as we know, the market tends to be a forward-looking animal," Versace said, as reported by TheStreet. "So it's saying to itself, geez, what could this be possibly in 12, 18, 24 months? And the issue is that when we see forecasts and expectations like this, they tend to get ahead of themselves, and I think that's exactly what's happening here again."
一位市場專家，主題信號播客的主持人克里斯·範思哲表示，現在確定減肥藥物是否直接影響麥當勞的銷量還爲時過早。但是，範思哲指出，市場往往是 “前瞻性動物”。如果減肥藥物的採用率繼續增長，對麥當勞和可口可樂等 “垃圾食品” 庫存的影響可能會更大。
“所以很難測量，對吧？到目前爲止，我們還沒有真正看到任何結果。但正如我們所知，市場往往是一種前瞻性動物。” 據TheStreet報道，範思哲說。“所以它不言自明，哎呀，12、18、24個月後會發生什麼？問題在於，當我們看到這樣的預測和預期時，他們往往會超越自我，我認爲這正是這裏再次發生的事情。”
The Bottom Line: Weight-loss drugs appear to be continuing to trend upward, while McDonald's and Coca-Cola are lacking growth. Other issues, like inflation, could also be negatively effecting sales from fast-food companies with lower-income customers most impacted.
底線：減肥藥似乎繼續呈上升趨勢，而麥當勞和可口可樂則缺乏增長。通貨膨脹等其他問題也可能對受低收入客戶影響最大的快餐公司的銷售產生負面影響。
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Image generated using artificial intelligence via Midjourney.
通過 Midjourney 使用人工智能生成的圖像。
譯文內容由第三人軟體翻譯。