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GLP-1 drugs may reduce: Frequency of drinking Volume per occasion Desire to drink What this means across the three-tier system Suppliers Monitor changes in premium product demand Evaluate opportunities in lower-ABV and alternative beverages Distributors Watch for shifts in order frequency and product mix Identify regional differences tied to demographics and health trends Retailers On-premise: fewer drinks per visit Off-premise: smaller baskets and substitution effects Why this is a data problem If youre in beverage alcohol, this is a trend you wont see in your dashboardbut you will see it in your data
J., Gigante, R., Nauck, M
Reddy and V
Medicare projections under moderate usage scenarios (5% uptake, 20% adherence rate, 30% additional discount) estimate $8 billion in net spending over 10 years
