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And we actually saw restaurant spend decline less than food consumption

Pricing can change

The GLP-1 Revolution Driving Growth Lilly dominates the obesity and diabetes market with two blockbuster drugs that are rewriting treatment paradigms: Mounjaro (Type 2 Diabetes) + Zepbound (Obesity) = $10.1B in Q3 2025 revenues (+131% YoY) Mounjaro: $6.52B (+109% YoY) Zepbound: $3.59B (+184% YoY) For context: This tirzepatide franchise just surpassed Merck's Keytruda ($8.1B in Q3) to become the world's best-selling drug

Employers must structure HRAs carefully: Benefits must be applied consistently across defined employee classes

But a recent review of the literature by researchers at the University of Virginia raised a flag: they found that while GLP-1 drug therapy clearly reduces body weight and fat, these benefits dont translate into significant improvements in VO2max or overall cardiorespiratory fitness (2)

Glucagon-like peptide-1 and its Class B G proteincoupled receptors: a long march to therapeutic successes