Quick Read – $LLY printed $19.8B in Q1 revenue (+55% YoY) as GLP-1 demand chemically reshapes the same market $AMZN’s pharmacy is quietly capturing. – $HIMS absorbed a $92M Q1 loss exiting compounded GLP-1s but raised 2026 revenue guidance to $3B with a 2030 target of $6.5B. -…
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Scott Galloway and Ed Elson laid out the math on Prof G Markets and it should make every fast food shareholder uneasy: roughly 30 million Americans, about 1 in 8 US adults, are now on GLP-1s, and the drugs are reducing fast food’s addressable market by an estimated 27-30%. This is structural, not cyclical: appetite, the literal raw material of the drive-thru economy, is being chemically suppressed at scale. Below are five US-listed stocks positioned on the winning side of that trade, ranked so the most surprising name leads and the punchline lands at #5. 1.
Amazon (NASDAQ: AMZN): The Pharmacy Nobody Is Pricing In The GLP-1 trade is as much about who puts the pen in the patient’s hand on a Tuesday afternoon as it is about who makes the molecule. Amazon (NASDAQ:AMZN) quietly turned itself into the most frictionless GLP-1 fulfillment channel in the country while everyone was busy debating AWS multiples. Amazon Pharmacy is expanding Same-Day delivery to nearly 4,500 US cities and towns by year-end, and the company just launched a 24/7 AI-powered personal health agent inside its main app.