Episode
Episode 68: The New GLP1-s. A Tough Pill to Swallow for Consumer
- Podcast
- Research @ Citi
- Published
- Mar 6, 2026
- Duration seconds
- 1088
- Processing state
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Summary
Anne Malone, Citi’s North America Head of Equity Research, sits down with Filippo Falorni, U.S. Beverages, Household Products & Personal Care analyst, to discuss the impact GLP-1 drugs have had on the consumer sector and the potential ramifications of their availability in pill form. Their discussion ranges from changes to consumer behavior that we’ve already seen to what a much larger user base could mean for everyone from packaged-food firms to apparel companies. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.