Apr. 12 at 4:02 PM
JBS is adapting its strategy toward “super-proteins” as GLP-1 drugs (like Ozempic and Wegovy) reshape food consumption, reducing overall intake but increasing demand for high-quality protein.
Management says protein is becoming the core of global diets, supported by rising prices that suggest consumers are cutting other food categories rather than protein. GLP-1 adoption in the U.S. could reach 30 million people by 2030, reinforcing this structural shift.
To capture the trend, JBS is expanding into higher-value nutrition through its Seara brand (record margins), Genu-in collagen business, and a US
$37M biotech center focused on functional “super-proteins.” It is also diversifying across protein categories and expanding capacity globally.
Core takeaway: JBS is evolving from a meat producer into a broader protein and functional nutrition platform driven by GLP-1 and health trends.
$JBS