5 Stocks Set to Cash in on The Next 90-Million Customer Industry. (It’s Not AI)

Wells Fargo's main agriculture economist Dr. Michael Swanson told Bloomberg Businessweek connected May 29 that GLP-1 weight-loss drugs (Ozempic, Wegovy, Mounjaro, Zepbound) volition yet lucifer statins astatine astir 90 cardinal prescriptions, calling the inclination "here to stay" due to the fact that it's prescribed, not faddish. So this is the adjacent 90-million-customer industry, sitting successful plain show portion everyone other stares astatine AI. It's the protein-centric nutrient system being rewired astir appetite-suppressed patients who request 90 to 120 grams of macromolecule a time successful tiny volumes.

I've been speechmaking each GLP-1 supply-chain study I tin find for the amended portion of 2 years now, and the 5 tickers beneath are wherever the second-order wealth is moving portion everyone other stares astatine chatbots.

1. BellRing Brands: The Surprise Pick Hiding successful Plain Sight

Start with the astir unloved sanction connected this list. BellRing Brands (NYSE:BRBR) owns Premier Protein, the ready-to-drink shingle whose merchandise spec (high protein, debased volume, casual connected a suppressed appetite) maps astir one-to-one onto what a GLP-1 diligent is told to consume. The banal has been crushed connected a tariff-driven borderline miss, which is precisely wherefore the setup is interesting: the request broadside of the thesis is inactive intact portion the terms has been gutted.

The Q2 FY2026 study explains some halves of the trade. Premier Protein RTD measurement grew 11.7%, household penetration climbed to 21.3%, and full organisation points deed an all-time precocious with 29% YoY growth. Yet EPS came successful astatine $0.14 versus $0.3132 consensus, gross borderline collapsed from 32.3% to 27.0%, and absorption took an $11.3 cardinal inventory complaint connected a failed third-party ingredient. Shares are down 69% year-to-date.

Here's the tell: connected March 31, 8 directors bought communal banal equivalents connected the aforesaid time astatine $16.09/share, and Director David Finkelstein went backmost successful connected May 13 for 4,000 shares astatine $9.235. Volume-driven brands with insiders buying the dip don't enactment this beat-up forever. Which brings america to the institution that really creates BRBR's customers.

2. Eli Lilly: The Engine of the 90-Million Forecast

Eli Lilly (NYSE:LLY) is the institution really manufacturing Swanson's forecast. Mounjaro and Zepbound are the medicine pads driving the appetite suppression that creates the request BellRing is feeding. And successful May, the FDA approved Foundayo (orforglipron), the lone approved GLP-1 pill that tin beryllium taken immoderate clip of day, without nutrient and h2o restrictions, which is the span from injection-only to statin-style scale.