Overview
- Greggs chief executive Roisin Currie said there is “no doubt” appetite‑suppressing medications are influencing customer behaviour, with more demand for smaller portions and clearer protein and fibre content.
- The bakery has added healthier lines including egg pots, selling about 500,000 since autumn, and launched overnight oats as it refines its range for changing preferences.
- Greggs reported total sales up 7.4% in the three months to Dec. 27 and full‑year like‑for‑like growth of 2.4%, and described its 2026 outlook as cautious but hopeful.
- Retailers including Tesco, Sainsbury’s and M&S are adjusting offers, with Tesco highlighting a wide set of “GLP‑1 friendly” products and strong Christmas fresh‑food growth, Sainsbury’s noting a shift into fresh and fibre, and M&S rolling out nutrient‑dense meals.
- NielsenIQ data show UK grocery values up 2.5% but volumes down 0.2% in the four weeks to Dec. 27, and analysts such as Shore Capital’s Clive Black see a possible GLP‑1 link even as retailers say the evidence remains early.