It has been over a year since the development of weight loss drugs became available, which have surged in popularity since, with the global dairy industry and food companies now looking towards a new roadmap.

Looking ahead, senior analyst at Rabobank, Nicholas Fereday has said that both demand and supply of these drugs "exceeded all expectations", and the momentum driving the market suggests they are "highly likely to become a permanent feature of the food landscape".

Food companies have began discussing changes the drugs will bring, as well as new marketing strategies within the dairy industry.

Fereday spoke about anti-obesity drugs and diet implications at the Bord Bia Dairy Markets Seminar 2025, and said there is "good reasons to believe demand has strong momentum".

There is no up-to-date database, however Fereday said that estimates suggest about 10-12% of US adults (predominantly women) are using these drugs, such as Ozempic, Wegovy, and Zepbound.

Over 70 pharmaceutical companies are comparing drugs, which will make them "much more accessible" in the next few years, according to Fereday. Developments are also looking towards making the drugs more convenient, with pill forms to be available from 2026.

While scientists are "still trying to figure out how these drugs fully work", Fereday said that the Food and Drug Administration (FDA) has proved their benefits in treating kidney disease and improving heart health.

"When we look back in 10 years' time, it may well be that the weight loss attributes of these drugs are the least interesting feature," Fereday said.

People using the drugs are eating 10-15% less, with fewer sweet cravings and less snacking, according to Fereday. However, users are seeking nutrient-dense food, such as yogurt and fresh produce.

A Cornell University study on the drugs shows users are reducing spending on grocery shops for calorie-dense foods, such as butter, cheese and milk.

Households with at least one user are shown to reduce grocery spending by 5.5% within six months of adoption, with higher-income households reducing spending by 8.6%

While most food categories see spending declines, spending on nutrient-dense options "shows directionally positive but statistically insignificant" changes.

The new shifts in consumer habits shows users are seeking protein-rich dairy products, such as yogurt, cottage cheese and whey protein.

Fereday said that while users are cooking more at home, and looking for foods with increased protein levels, that it could just be a change in lifestyle, rather than a direct impact of the drug.