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Greggs Ties Menu Shift to Weight-Loss Drugs, Reports Q4 Sales Growth

Shifting demand toward smaller, higher‑protein choices prompts new items, with guidance remaining cautious.

Overview

  • Chief executive Roisin Currie said there is "no doubt" GLP‑1 appetite suppressants are influencing customer behavior and menu planning.
  • Total sales rose 7.4% in the three months to December 27, while full‑year like‑for‑like sales increased 2.4%, below 2024’s pace.
  • Greggs has sold about 500,000 egg pots since autumn and this week launched overnight oats; hot snacks still average 1.3 million weekly sales.
  • Currie noted the shift also reflects a broader health trend as customers look for smaller portions and clearer protein and fiber information.
  • Tesco flagged "GLP‑1 friendly" ranges and close monitoring of shopper behavior, and M&S introduced a nutrient‑dense line in late December, while Greggs set a "cautious but hopeful" 2026 outlook.