Coca-Cola will face difficulties growing with GLP-1s rolling out at scale (and patents expiring in Brazil, Canada, China, India, Turkey and South Africa, 2 billion+ people). Walmart faces a challenging growth story as the US economy faces potential recession and no meaningful developing economies to expand into.
Uber's CEO says other executives are lying about AI - https://news.ycombinator.com/item?id=47521227 - March 2026
Five ways GLP-1 drugs are shaping the beverage industry - https://www.beveragedaily.com/Article/2025/12/19/five-ways-g... | https://archive.today/gpI5F - December 19th, 2025
Looming GLP-1 drug patent expirations draw generics firms - https://cen.acs.org/pharmaceuticals/Looming-GLP-1-drug-paten... - December 9th, 2025
The No-Hunger Games: How GLP-1 Medication Adoption is Changing Consumer Food Demand - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5073929 | https://doi.org/10.2139/ssrn.5073929
Coca-Cola will face difficulties growing with GLP-1s rolling out at scale (and patents expiring in Brazil, Canada, China, India, Turkey and South Africa, 2 billion+ people). Walmart faces a challenging growth story as the US economy faces potential recession and no meaningful developing economies to expand into.