Odd Lots

The Viral Milk That Helped Set Off America's Protein Boom

08 Nov 2025

Audio

Description

Protein seems to be everywhere these days, with brands from Starbucks to Pepsi jumping on the trend. But the obsession with protein may have started earlier — with a humble dairy product that defied the broader decline in US milk consumption. Fairlife, which uses a specialized filtering process to boost protein and cut sugar and lactose in its milk products, helped spark the modern protein craze that’s unfolded alongside the rise of Ozempic and other GLP-1 drugs. Since Coca-Cola acquired the brand in 2020, Fairlife has become one of the company’s biggest growth drivers. Yet its success also highlights deeper challenges facing the American dairy industry, where per capita milk consumption continues to fall. So how did Fairlife buck the trend? And what does its story reveal about the future of US dairy? On this episode, we speak with Corey Geiger, lead dairy economist at CoBank. Subscribe to the Odd Lots NewsletterJoin the conversation: discord.gg/oddlotsSee omnystudio.com/listener for privacy information.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes

🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Other episodes from Odd Lots

Transcribed and ready to explore now

Jeremy Grantham on How to Tell If a Bubble Is About to Burst

18 Jun 2026

Odd Lots

The Iran War’s Lasting Scars Across Asia

16 Jun 2026

Odd Lots

Carmen Li's Plan to Build a Futures Market for Compute

15 Jun 2026

Odd Lots

Anjney Midha's Plan to Radically Lower the Price of Compute

13 Jun 2026

Odd Lots

How a Vibecoded Newsletter Is Making the Hay Market More Transparent

12 Jun 2026

Odd Lots

Why Tomatoes Are the Most Expensive They've Been in Four Decades

11 Jun 2026

Odd Lots

View all episodes from Odd Lots

Comments

There are no comments yet.

Please log in to write the first comment.

Report any issue

Odd Lots

The Viral Milk That Helped Set Off America's Protein Boom

This episode hasn't been transcribed yet

Other episodes from Odd Lots

Jeremy Grantham on How to Tell If a Bubble Is About to Burst

The Iran War’s Lasting Scars Across Asia

Carmen Li's Plan to Build a Futures Market for Compute

Anjney Midha's Plan to Radically Lower the Price of Compute

How a Vibecoded Newsletter Is Making the Hay Market More Transparent

Why Tomatoes Are the Most Expensive They've Been in Four Decades

Sign in to Audioscrape

Share this moment