Nick Fereday - Rabobank.pdf

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1、Bord Bia Seminar,Bord Bia Seminar,March 27March 27thth,2025,2025NMake America Healthy Again-#MAHA Food as Medicine,Republican-Style Action on Ultra-Processed Foods Will seed oils become the new HFCS?Food additive regulatory reformWhat are the opportunities for brands?Anti-Obesity Medications Update1

2、.AOM market is much bigger and growing much faster than anticipated2.Good reasons to believe demand has strong momentum3.Users of AOMs eat less and differently providing a roadmap for food&beverage companies3Wegovy/Ozempic users are eating less and differentlyEating less want nutrient dense foodFewe

3、r sweet cravingsLess snackingMORE PROTEINMore cooking from homeLooking for companion productsThank you for your attentionThis document is meant exclusively for you and does not carry any right of publication or disclosure other than to Coperatieve Rabobank U.A.(“Rabobank”),registered in Amsterdam.Ne

4、ither this document nor any of its contents may be distributed,reproduced,or used for any other purpose without the prior written consent of Rabobank.The information in this document reflects prevailing market conditions and our judgement as of this date,all of which may be subject to change.This do

5、cument is based on public information.The information and opinions contained in this document have been compiled or derived from Brons believed to be reliable;however,Rabobank does not guarantee the correctness or completeness of this document,and does not accept any liability in this respect.The in

6、formation and opinions contained in this document are indicative and for discussion purposes only.No rights may be derived from any potential offers,transactions,commercial ideas,et cetera contained in this document.This document does not constitute an offer,i