How GLP-1 Drugs are Reshaping the Food and Ag Landscape with Mary Shelman

How GLP-1 Drugs are Reshaping the Food and Ag Landscape with Mary Shelman

Over the last few decades, a lot of products and technologies have promised to disrupt the diets and food buying habits of the world’s consumers. But nothing has made true on that promise quite like the emergence of GLP-1 weight-loss drugs like Ozempic and Wegovy. These (as of now) injectables are changing the way people– and their households– eat and shop, and CPG companies, quick serve food brands, and others are already seeing a marked decline in purchasing in the months since these drugs have gone mainstream.

Given the speed with which people are adopting these treatments, and how fast the therapy affects their diets and choices, many in the food and ag sectors have been caught flat footed by a dramatic change in preferences among 10% (and growing) of consumers. Who will be the winners and losers?

To tell us more about what the future might hold for ag and food alike, we’re joined this week by Mary Shelman, Founder at the Shelman Group.

For more information and resources, visit our website.

The information in this post is not investment advice or a recommendation to invest. It is general information only and does not take into account your investment objectives, financial situation or needs. Before making an investment decision you should seek financial advice from a professional financial adviser. Whilst we believe the information is correct, we provide no warranty of accuracy, reliability or completeness.

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Episode 22 - Kevin Heikes With Perspectives On Agtech From Over 20 Years In The Space

Episode 22 - Kevin Heikes With Perspectives On Agtech From Over 20 Years In The Space

Kevin Heikes was part of agtech before it was agtech. He's been involved in four different agtech startups, including his latest venture, In10t. In this episode, we dig into his perspectives on agtech from over 20 years in the space, including: Hard earned lessons from 4 agtech startups, and what it feels like to have a farmer customer call to say you've made their life better with your product The importance of tech companies partnering with farmers Why having an ag background matters in agtech What farmers are looking for when they agree to trial a new product (e.g., with FarmerTrial.com), and why trials are so tough for venture-backed companies Just how hard it is to balance working ON the business and IN the business

23 Touko 201836min

Episode 21 - Seana Day On What's Hot In Livestock And Dairy Tech

Episode 21 - Seana Day On What's Hot In Livestock And Dairy Tech

Seana Day brings a diverse background in agriculture, finance, and technology to the agtech sector where she is a Partner at  BEtter Food Ventures. Seana also tracks nearly 1,500 agtech companies in her "Market Maps" through her role as Partner at The Mixing Bowl. Seana's background gives her a unique and valuable perspective on the evolution of the agtech sector, and what the future holds. In this episode, we discuss: how more and more growers are adopting a digital strategy, and what it means for agtech entrepreneurs and investors whether the specialty crop market is behind or ahead in terms of tech adoption, and why silicon valley vs. agtech ecosystems around the world the fundamentals that agtech VCs look for when making investments, and when VC might not be a good fit what it's like to be raising a $30M venture capital fund for agtech what farmers are looking for (and not) in the livestock and dairy sectors

16 Touko 201833min

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