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Ben & Jerry's Co-Founders Not Worried About Ozempic's Impact On Ice Cream Business: Here's Why

Ben & Jerry's Co-Founders Not Worried About Ozempic's Impact On Ice Cream Business: Here's Why

Ben & Jerry的联合创始人不担心Ozempic对冰激凌业务的影响:以下是原因
Benzinga ·  06/27 01:38

Ben Cohen and Jerry Greenfield, the co-founders of Ben & Jerry's, are not worried about the impact of weight-loss drugs on their ice cream business, despite the impending spin-off of their parent company Unilever plc's (NYSE:UL) ice cream division.

Ben Cohen和Jerry Greenfield,Ben&Jerry's的联合创始人,不担心减肥药对他们的冰淇淋业务的影响,尽管它们的母公司联合利华(Unilever plc)(纽约证券交易所:UL)即将拆分其冰淇淋部门。

What Happened: The duo, both 73, believe that people's relationship with ice cream is more about enjoyment and celebration than nutrition, reported The Wall Street Journal.

据《华尔街日报》报道,这对73岁的人都相信,人们与冰淇淋的关系更多的是享受和庆祝,而不是营养。

This comes at a time when pharmaceutical companies like Eli Lilly And Co (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) are introducing weight-loss drugs like Ozempic and Zepbound, raising concerns about a potential decline in ice cream consumption.

这是在制药公司,如礼来(Eli Lilly And Co)(纽约证券交易所:LLY)和Novo Nordisk AS(纽约证券交易所:NVO)推出像Ozempic和Zepbound这样的减肥药的时候,引起了人们对冰淇淋消费可能会下降的担忧。

Greenfield says people's relationship with ice cream is centered on enjoyment and celebration rather than nutrition. Nonetheless, he advises that ice cream should be consumed in moderation. "You're not supposed to eat a whole tub at once... I think you can eat a whole tub at once.... You're just not supposed to do it every day," he said.

Greenfield表示,人们与冰淇淋的关系重在享受和庆祝,而不是营养。尽管如此,他建议适量食用冰淇淋。 "你不应该一次吃掉整个小桶...我认为你可以一次吃掉整个小桶...但是你不应该每天都这么做,"他说。

Despite this, the co-founders are confident in the future of their brand. They recently shared internal sales data with the Wall Street Journal, indicating that the brand has seen stronger sales growth than its parent company's broader ice cream business over the past five years.

尽管如此,这对联合创始人对其品牌的未来充满信心。他们最近向《华尔街日报》分享了内部销售数据,表明该品牌在过去五年中的销售增长比母公司整个冰淇淋业务更强劲。

Unilever, announced in March its plans to spin off or sell its ice cream division, putting Ben & Jerry's at a crossroads.

三月份,联合利华宣布计划拆分或出售其冰淇淋部门,这使得Ben&Jerry's面临十字路口。

Why It Matters: Both Cohen and Greenfield are known for their progressive politics and have been friends since seventh grade. They live near each other in Vermont and continue to be involved with Ben & Jerry's, despite not having any managerial or operational roles at the company.

由于其进步的政治立场,Ben Cohen和Greenfield都是知名人士,自七年级以来就是朋友。他们住在佛蒙特州附近,并继续参与Ben&Jerry's,尽管没有任何经理或运营角色。

The rise of weight-loss drugs like Ozempic has significantly impacted the food and beverage industry. Novo Nordisk, recently announced a $4.1 billion investment to expand its U.S. manufacturing operations. This expansion aims to meet the surging demand for its weight-loss drugs, reflecting the growing market for GLP-1 medications projected to reach $130 billion by 2030.

像Ozempic这样的减肥药的崛起已经对食品和饮料行业产生了重大影响。最近,Novo Nordisk宣布了41亿美元的投资,以扩大其美国制造业务。这一扩张旨在满足其减肥药的激增需求,反映出预计到2030年GLP-1药物日益增长的市场预计将达到1300亿美元。

Moreover, Goldman Sachs analysts have highlighted the potential of weight-loss drugs, predicting a significant increase in global sales. This surge has prompted companies like Nestlé (OTC:NSRGY) to introduce new food lines targeting weight-loss drug users.

此外,高盛分析师已经突出了减肥药的潜力,预测全球销售额会大幅增加。这种增长已促使像雀巢(OTC:NSRGY)这样的公司推出针对减肥药用户的新食品系列。

Image Via Shutterstock

图片来自Shutterstock。

This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote

本报道使用Benzinga Neuro生成,并由Kaustubh Bagalkote

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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