L’engouement pour Ozempic affectera-t-il les actions de fitness ? Voici ce que prédisent les analystes.
The surging popularity of weight-loss drugs may immediately seem to be potentially problematic for fitness stocks, as individuals have an alternative to shed pounds, but analysts suggest the craze is likely a boon for the industry as takers of these drugs likely will invest further in their appearance and wellness. 减肥药物的激增可能会立即给健身股票带来潜在问题,因为个人有减肥的选择,但分析师表示,这种热潮可能对该行业有利,因为这些药物的服用者可能会进一步投资于健身股票。他们的外表和健康状况。 Planet Fitness is among the largest gym stocks in the U.S. Shares are down 18% this year. planet fitness 是美国最大的健身股之一,今年股价下跌了 18%。 Faits marquants 事实马奎特 Soaring sales of injectable GLP-1 semaglutide drugs like Ozempic and Wegovy have boosted the stocks of the drugmakers and weighed on grocery and packaged food stocks reacting negatively to the potential change in Americans diets, but the impact on the fitness sector has been more muted thus far. ozempic 和 wegovy 等注射用 glp-1 索马鲁肽药物的销量猛增,提振了制药商的库存,并对杂货和包装食品库存造成压力,这些库存对美国人饮食的潜在变化产生了负面反应,但对健身行业的影响却相对较小。远的。 Though on first thought it may look like the newly unlocked chance to lose weight via medication could dampen interest in gyms, theres a budding consensus on Wall Street that GLP-1s will help, not hurt, the industry; a Morgan Stanley survey last month found a twofold increase in weekly exercise for individuals after beginning their weight-loss drug regimen. 尽管乍一看,通过药物减肥的新机会可能会削弱人们对健身房的兴趣,但华尔街正在形成一种共识,即 glp-1 将帮助而不是损害该行业;摩根士丹利上个月的一项调查发现,开始服用减肥药物后,人们每周的运动量增加了一倍。 BMO Capital Markets analyst Simeon Siegel told he believes Ozempic and similar drugs have “the potential to trigger greater gym