Canada's Food Price Report Sneak Peek, Lefty Farmers, Campbell's Chicken Soup Traitor & Guest Ransom Hawley, CEO Of Caddle, On How GLP-1 Drugs Are Reshaping Canadians The Food Professor podcast

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Canada's Food Price Report Sneak Peek, Lefty Farmers, Campbell's Chicken Soup Traitor & guest Ransom Hawley, CEO of Caddle, on How GLP-1 Drugs Are Reshaping Canadians

1d ago 51:50

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This episode of The Food Professor Podcast takes a deep dive into one of the most powerful forces now reshaping the food industry: the rapid rise of GLP-1 weight-loss drugs such as Ozempic and Wegovy. Hosts Michael LeBlanc and Dr. Sylvain Charlebois begin with a run-through of current food and retail headlines, including controversy at Campbell Soup, conversations around AI adoption and innovation in the food sector, and early teasers from the 2026 Canada Food Price Report. These stories set the stage for this week’s feature discussion: how GLP-1 medications are altering what consumers eat, where they shop, and which products they choose.

The heart of the episode features an in-depth interview with Ransom Hawley, Founder and CEO of Caddle, a Canadian mobile-first consumer insights platform with access to real-time behavioural data. Hawley shares new Canadian research showing GLP-1 household usage has jumped from 10% to 14% over two years, a dramatic 40% increase. Equally important is the shift in why people are taking these drugs: where most users initially relied on them to manage type-2 diabetes, an increasing number now use them primarily for weight loss. That consumer pivot mirrors rapid adoption trends in the United States and offers important clues about what’s coming next for Canadian retailers, manufacturers and restaurants.

Hawley reveals that GLP-1 users report eating less, losing weight, buying fewer groceries, and reducing restaurant visits. Consumption of alcohol, sugary beverages and impulse-driven snack foods is falling, while protein-rich foods, functional beverages and satiety-oriented products are gaining momentum. Categories seeing the steepest declines include bakery goods, packaged cookies, chocolates, soft drinks and sweet snacks—all long-time staples of convenience-driven food consumption. This suggests a structural shift, not a temporary fad.

The conversation expands to consider the broader implications. As GLP-1 usage rises, brands face new challenges and opportunities: How should they reformulate products for consumers who eat less? Should retailers redesign planograms to reflect category shrinkage? Will foodservice operators pivot toward protein-forward meals, smoothies and portion-smart menu strategies? As the hosts discuss, this is the first time since COVID-era lockdowns that such a large segment of the population is simultaneously changing eating behaviours, and its ripple effects will reshape category strategies, promotional plans, and innovation pipelines.

By the end of the episode, one thing is clear: GLP-1 drugs are not just a pharmaceutical phenomenon—they are transforming food culture, retail economics, and consumer expectations. Retailers and brands that ignore this shift risk falling behind; those who understand it may unlock a once-in-a-generation competitive advantage.

The Food Professor #podcast is presented by Caddle.

About Us

Dr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph’s Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.

He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.

Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre’s Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa.

Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career.

Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.

Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.

Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael’s cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.

Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

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