GLP-1 Drugs Could Impact Restaurant Demand in 2026 -- Market Talk

Dow Jones01-15

1537 ET - GLP-1 medications haven't seemed to make a dent on restaurant demand so far, but that could change as the drugs become cheaper and more widely accessible, Bank of America analysts write in a note. GLP-1 use has been concentrated among older and more affluent consumers that also tend to be the biggest spenders. "That said, the wider appeal and lower costs of recently introduced pills could tilt the balance," the analysts write, projecting that the impact could be most significant for quick-service restaurants. So far, the only restaurant company to report a demand effect from GLP-1s has been Darden Restaurants, they write. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

January 14, 2026 15:37 ET (20:37 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2603644318?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-15 04:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603644318","market":"sh","top_or_hot":-1,"title":"GLP-1 Drugs Could Impact Restaurant Demand in 2026 -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1537 ET - GLP-1 medications haven't seemed to make a dent on restaurant demand so far, but that could change as the drugs become cheaper and more widely accessible, Bank of America analysts write in a note. GLP-1 use has been concentrated among older and more affluent consumers that also tend to be the biggest spenders. \"That said, the wider appeal and lower costs of recently introduced pills could tilt the balance,\" the analysts write, projecting that the impact could be most significant for quick-service restaurants. So far, the only restaurant company to report a demand effect from GLP-1s has been Darden Restaurants, they write. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 14, 2026 15:37 ET (20:37 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GLP-1 Drugs Could Impact Restaurant Demand in 2026 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGLP-1 Drugs Could Impact Restaurant Demand in 2026 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-15 04:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1537 ET - GLP-1 medications haven't seemed to make a dent on restaurant demand so far, but that could change as the drugs become cheaper and more widely accessible, Bank of America analysts write in a note. GLP-1 use has been concentrated among older and more affluent consumers that also tend to be the biggest spenders. \"That said, the wider appeal and lower costs of recently introduced pills could tilt the balance,\" the analysts write, projecting that the impact could be most significant for quick-service restaurants. So far, the only restaurant company to report a demand effect from GLP-1s has been Darden Restaurants, they write. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 14, 2026 15:37 ET (20:37 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2603644318","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603644318","pubTimestamp":1768423020,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1537 ET - GLP-1 medications haven't seemed to make a dent on restaurant demand so far, but that could change as the drugs become cheaper and more widely accessible, Bank of America analysts write in a note. GLP-1 use has been concentrated among older and more affluent consumers that also tend to be the biggest spenders. \"That said, the wider appeal and lower costs of recently introduced pills could tilt the balance,\" the analysts write, projecting that the impact could be most significant for quick-service restaurants. So far, the only restaurant company to report a demand effect from GLP-1s has been Darden Restaurants, they write. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4590":"PTP","BK4585":"ETF&股票定投概念","GLP":"Global Partners Lp","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","QSR":"餐饮品牌国际","BK4144":"石油与天然气的储存和运输","BK4504":"桥水持仓","DRI":"达登饭店","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","BK4209":"餐馆"},"translate_title":"GLP-1药物可能会影响2026年餐厅需求——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GLP":1.5,"DRI":0.9,"QSR":1.5},"content_text":"1537 ET - GLP-1 medications haven't seemed to make a dent on restaurant demand so far, but that could change as the drugs become cheaper and more widely accessible, Bank of America analysts write in a note. GLP-1 use has been concentrated among older and more affluent consumers that also tend to be the biggest spenders. \"That said, the wider appeal and lower costs of recently introduced pills could tilt the balance,\" the analysts write, projecting that the impact could be most significant for quick-service restaurants. So far, the only restaurant company to report a demand effect from GLP-1s has been Darden Restaurants, they write. (elias.schisgall@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 14, 2026 15:37 ET (20:37 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.1","shortVersion":"4.36.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603644318","isCrawlerRequest":true}