Niq Global Intelligence Plc · NYSE:NIQ
Niq Global Intelligence — The GLP-1 Effect: NIQ Webinar with Bramble Intelligence (October 2026)
19 slides from Niq Global Intelligence's conference presentation, Oct 29, 2026
Slide 1: The GLP-1 Effect: How weight-loss drugs are changing the shopping basket
The GLP-1 Effect: How weight-loss drugs are changing the shopping basket 29th October © 2026 Nielsen Consumer LLC. All Rights Reserved. Confidential and prop rietary
Slide 2: Today's content and speakers
Today’s content Today’s speakers Thomas Patton Commercial Lead, Product Insights, NIQ Introduction to the weight-loss drugs What are they and how widely are they used Victoria Stevens Partner, Bramble Intelligence The impact on spend Followed by Q&A with: Changes in consumers’ purchase patterns Jona
Slide 3: What are weight-loss drugs?
What are weight-loss drugs? Weight-loss drugs available: The drugs work by mimicking the natural hormone(s), triggering responses in the body: Brain: Reduces appetite and increases satiety signals. Acts on reward circuits to reduce food cravings Pancreas: Helps control blood sugar Stomach: Slows emp
Slide 4: Adoption has been faster than other "wonder drugs"
Adoption has been faster than other “wonder drugs” Estimated number of users (M) 7.5M Statins 6.5M 5.5M Weight-loss drugs Anti-depressants 4.5M (~3.7M as of June 2026) (SSRIs) 3.5M Contraceptive pill 2.5M 1.5M 0.5M 0.0M 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Years since
Slide 5: >80% of users help with grocery shopping, shaping what the household eats
>80% of users help with grocery shopping, shaping what the household eats Role of the current GLP-1 user in % users and households who say they have changed their eating grocery shopping and drinking habits due to GLP-1 drugs Doing more... Doing less... 75% 71% Of GLP-1 users are the 71% 62% 61% hou
Slide 6: Spend on grocery is down vs. households with no users, except the most affluent
Spend on grocery is down vs. households with no users, except the most affluent % change in spend and units for households with at least one GLP-1 user vs. households with no users % change in spend % change in units 0.4% -0.1% -0.2% -0.8% -1.7% -1.9% -2.2% -2.7% Total Low and below Above average Hi
Slide 7: Four emerging consumer needs
Four emerging consumer needs Managing Greater value Reduced effort Changing indulgence side effects from less Confidential and prop rietary © 2026 Nielsen Consumer LLC. All Rights Reserved. 7
Slide 8: How to read the following pages
How to read the following pages Illustrative chart Here is an illustrative example that shows how spend on Category A for GLP-1 user households declined by 15% relative to non-user households over the same time period. Spend gap between GLP-1 and GLP-1 user households Non-user households non-user ho
Slide 9: Pre-prepared components: Fewer steps, not less cooking
Pre-prepared components: Fewer steps, not less cooking Reduced effort Managing side effects Greater value from less Changing indulgence Fish: changes in spending post GLP-1 adoption Spend gap between GLP-1 and non-user households -15% -10% -5% 0% 5% 10% 15% 20% Frozen fish fingers 24% Frozen fish fi
Slide 10: Confectionery: From treat to tool
Confectionery: From treat to tool Reduced effort Managing side effects Greater value from less Changing indulgence Confectionery: changes in spending post GLP-1 adoption Spend gap between GLP-1 and non-user households -20% 0% 20% 40% Sugar confectionery +10% Chewing gum +37% Hard sweets (boiled swee
Slide 11: Soft beverages: hydration in, bubbles out
Soft beverages: hydration in, bubbles out Reduced effort Managing side effects Greater value from less Changing indulgence Soft beverages: changes in spending post GLP-1 adoption Spend gap between GLP-1 and non-user households -40% -20% 0% 20% 40% Share of Total beverages -2% category spend Still wa
Slide 12: Convenience stores are winning spend, but face risks
Convenience stores are winning spend, but face risks % change in spend by store format for households with % change in spend at convenience stores at least one GLP-1 user vs. households with no users 24% 14% 6% -1% -6% Supermarkets Convenient -22% formats Ambient Fresh Impulse Frozen Source: Nielsen
Slide 13: Adoption is only going to increase
Adoption is only going to increase Percentage of households with at least one GLP-1 user Indexed to year 0 which is defined as the year when the first GLP-1 for weight loss (Saxenda) was made available in each country1 Weight-loss drug approval timeline in Estimated US adoption curve US adoption cur
Slide 14: The next generation of drugs, and generics, will expand eligibility and adoption
The next generation of drugs, and generics, will expand eligibility and adoption Formulations Formats Diseases Generics NHS England to offer weight-loss drugs to 1.2M people to reduce risk of heart attacks and strokes People who are not obese but overweight and at risk of serious cardiovascular even
Slide 15: Four questions to leave you with
Four questions to leave you with Exposure Category mix Profitability Customer needs How exposed is your business? What Within your key If volumes held, but the Does your product proportion of your categories, which product mix moved, how portfolio meet the needs customers are taking the product line
Slide 16: Q&A
Q&A Thomas Patton Victoria Stevens Jonathan Haigh Benjamin Cawthray Ellie Backhouse Commercial Lead, Product Partner, Bramble WE Sales Leader, NIQ WE Consumer Panel Client Consultant, Bramble Insights, NIQ Intelligence Director, NIQ Intelligence Confidential and prop rietary © 2026 Nielsen Consumer
Slide 17: How NIQ can help you
How NIQ can help you See what’s changing. Understand why. Act with confidence • Track purchasing behaviour of the same households Gain a unique understanding of who consumers are, what they buy, how behaviours change and what it means for your brands • Benchmark performance and compare shopper trend
Slide 18: Where Bramble Intelligence can support you on weight-loss drugs
Where Bramble Intelligence can support you on the topic of weight-loss drugs We work with clients from a range of industries on the implications of these drugs. We support them to understand their exposure, across their customer base and product portfolio, and identify how to capture value from thes
Slide 19: Thank you!
Thank you! Interested to learn more? Reach out to: You will receive the on-demand recording of today’s presentation, as well as the PDF deck if insights. NIQ Please provide feedback via the QR code to let us know your Tom.Patton@nielseniq.com thoughts on today’s session. Jonathan.Haigh@nielseniq.com