Weight Loss Drugs, Changing Drinking Habits, and Stock Analysis

This chapter explores the impact of weight loss drugs on alcohol intake and the changing drinking habits of Gen Z. It also analyzes Constellation Brands' struggles in its wine and spirits business and suggests it as a potential pick in the food and beverage space, with mention of Elliott Management's involvement. Tyson Foods is discussed in relation to the potential impact of GLP-1 drugs on the food industry, and the attractiveness of staple stocks and potential winners in utilities, pipelines, and REITs are also considered.