One lurking concern I've had around this space is that junk food makers simply find a way to make their food even more addicting.
Arguably though, ozempic'd customers and shrinkflation'd products would be a recipe for amazing margin improvement. And they can dress it up as doing good because its better for people, (like the 100 calorie snack packaging).
You can see that in the lab-grown burger space already: it is a massive opportunity for companies to create an ultra-processed version of meat, and label it as healthy as the public opinion has gone blindly against meat and on the vegan bandwagon. They'll claim it's more eco-friendly, they can sell it 5x the price of beef and rake billions.