These calorie numbers don't make much sense to me. The typical recommendation for how much a man should eat is 2000-2800 Cal/day, and for the average woman that is 1600-2200 Cal/day, depending on age and exercise levels [0]. So if it were true that the average American ate 3600 Cal/day, they would be eating 800-2000 excess Cal, not 400-700.

Even if we assumed that average food cost/Cal is a meaningful concept, the reduction would be much higher.

[0] https://www.ummhealth.org/health-library/eating-the-right-nu...

You're right I seem to be referencing bad data, and the excess is probably more like 10-50 cals/day.

Whatever the figures are, what's interesting to me is the growing secular impact on an entire sector of the economy (the most stable and inelastic sector). If eating right means spending 5% less, extrapolating that across the entire sector, not just for the 16% using GLPs today, could be catastrophic

I suspect ultimately though supply will meet demand and prices may even rise for the food people are still eating