Food makers are paying more attention to texture, and the rise of GLP-1 weight loss drugs is offered as one explanation for the shift.
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Kalkine Media ties the attention on Lilly to orforglipron's progress, arguing a pill could scale cheaper than injectables and ease supply limits.
Smaller portions could become more common on shelves, with inflation and GLP-1 appetite changes both pushing food makers toward personal packs.
Chokshi notes the sales were 0.4% of Lilly's $23 billion quarter, and that Divi's Labs hasn't announced any role in making the drug.
Oral Wegovy brought in about $850 million in H1 2026 and holds over 80% of new US oral scripts. Lilly says Foundayo volume doubled in a month.
A member-only episode looks at peptides, which fans tout for healing and muscle gain, and asks whether those claims hold up.
Demographer Lyman Stone works from 11% of people on GLP-1s lowering obesity by about 3 points, and projects what wider uptake could do.
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