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      "text": "Bunge says absolutely nothing about GLP-1 and weight loss trends in its SEC filings or on conference calls.",
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      "text": "Alcohol spending sits around a 40-year low. Spending on alcohol to drink at home dropped 5% in 2025. Sales of U.S. spirits fell 2.2 percent last year, an $814 million drop to $36.4 billion.",
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      "text": "According to Morgan Stanley research, 66% of GLP-1 users have reduced their snacking frequency. Grocery spending shrank by 6% in households containing at least one person taking weight loss drugs. Sales of mayonnaise fell 1% in 2025.",
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      "text": "Bunge says absolutely nothing about GLP-1 and weight loss trends in its SEC filings or on conference calls. Yet, as a supplier of food ingredients to customers in the fast food and packaged goods sector, we think it is obviously not immune to powerful trends that are reshaping consumer food demand.",
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      "text": "I think some of the concerns, are going to be a little bit of, anyone in the ag and food industry, people are still trying to figure out GLP-1. To me, it's much more around the demand side.",
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      "text": "I think some of the concerns, are going to be a little bit of, anyone in the ag and food industry, people are still trying to figure out GLP-1. To me, it's much more around the demand side. Aging populations in a lot of the core markets, what do those underlying trends look like and what does that mean for 10 to 20 years out? And, also around the GLP-1. How does that play out for the products that the company moves? — Former Bunge Executive",
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      "text": "Source: Food Dive, NBC News, Inc.com, Trading View, Food Navigator, thestreet.com, WSJ, Spruce Point research interview.",
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      "text": "Bunge Is Silent On The Impact Of GLP-1 Drugs And Negative Trends In Food Consumption",
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