McDonald’s president on GLP-1s at their investor day today:
“84% of households with GLP-1 users visit McDonald's. This is an opportunity. We do not need to win a new base of customers into McDonald's. Instead, we need to keep giving them more reasons to make McDonald's their first choice as their eating habits evolve. They want more protein, greater portion flexibility, and food that leaves them feeling satisfied without feeling like too much. Our menu already gives customers built-in choice. They can choose the protein, the portion, and the format that fits the moment, and we see that reflected in behavior. Households with GLP-1 users are increasingly choosing some of our strongest equities, including Chicken McNuggets, Filet-O-Fish, and Happy Meals that combine protein and portion flexibility. This trend extends beyond GLP-1 users, way beyond.”
Real Question
If you are taking a GLP-1 in an effort to live a healthier lifestyle, are you making a stop to McDonald’s in a given week for McNuggets, a Filet-O-Fish or a Happy Meal? Is this the type of protein you are ingesting while you invest in GLP-1s?