Scott Galloway

And I think that is a completely fair assumption to make.

If you're on GLP-1s, I doubt that you're feeling very good or even excusing the fact that

or the idea of going to McDonald's once a week, or even more than that.

I just don't think that that is really happening.

So I think that this is definitely true.

I think that this is something that these companies need to start taking really seriously.

And I think when these companies report their earnings, it seems that so far they've kind of brushed these concerns aside and said, no, we're not really worried about that.

At a certain point, I think they need to take it a lot more seriously and recognize that this is something that Wall Street and investors are genuinely concerned about because it has way larger implications than you're not running your business right.

This is a structural, secular issue that they need to start taking seriously.

So I'm with you.

I'm in agreement.

Yeah, I think I agree with that.

By the way, just before we end on this point,

I think it was a few years ago, we were talking about GLP-1s.

I mean, we've been excited about this for a long time, and we're trying to think about all of sort of the after effects and sort of who would be the downstream winners and losers.

We're talking about maybe fitness companies, and I think, I believe we said lingerie companies.

Here's just some interesting news.

Victoria's Secret stock rose 40% last week,

Why?

Because of an incredible earnings report where they posted massive revenues up 15% to $1.56 billion.