Archive · 7 Sep 2025
Protein Craze Boosts Dairy, Meat, While Big Food Struggles
Many people are eating more protein, like in meat and dairy.
This is good news for companies that make those foods.
However, big food companies like Nestle and Heineken are struggling because people are buying less of their products, like snacks and alcohol.
Some people are eating less of these things because of new weight-loss drugs or because younger people are choosing healthier options.
The protein trend is also boosted by social media.
Experts think this trend will continue to grow and impact the food industry.
Dairy and poultry producers are experiencing growth due to the rising popularity of high-protein diets.
Companies like Cranswick, Emmi, and Glanbia are seeing increased sales and positive outlooks.
Major food and beverage companies like Nestle and Heineken are facing declining volumes and stock drops.
Anti-obesity drugs are cited as a major factor impacting sales for larger companies.
The European protein market is projected to grow substantially in the coming years.
- Who
- Dairy, meat producers (Emmi, Cranswick) and nutrition companies (Glanbia), alongside major food and beverage firms (Nestle, Heineken, Diageo).
- What
- A shift towards high-protein diets is benefiting smaller food companies while impacting larger ones dealing with weakened sales.
- When
- The trend is currently accelerating.
- Where
- Europe
- Why
- Consumers are demanding more protein, influenced by social media and health trends. Anti-obesity drugs are also a factor in reduced consumption of sweets and alcohol.
- Companies Benefiting
- Cranswick Plc, Emmi AG, Glanbia Plc
- Companies Struggling
- Nestle SA, Heineken NV, Diageo Plc, Lindt & Spruengli AG
- High-Protein Category Growth (Annual)
- Over 20%
- Glanbia Plc Stock Increase
- 40%
- 2025 Organic Sales Growth Estimate (Consumer Staples)
- 3.2%
- Projected Protein Market (2033)
- $9.3 Billion