Shares of Greggs Plc fell sharply after analyst firm Jefferies issued a warning that popular weight-loss drugs are directly hitting sales at the company. The British baker, famous for its sausage rolls and donuts, now faces investor concern that a broad shift toward healthier lifestyles is curbing demand for its core products.

The alert from Jefferies suggests a growing consumer trend toward health-conscious eating, spurred by medications like GLP-1 agonists, is creating a tangible headwind for traditional fast-food and bakery chains. Greggs, with its portfolio of high-calorie, convenient snacks, is seen as particularly exposed to this changing behavior, potentially pressuring its revenue growth trajectory.

This development serves as a stark reminder that pharmaceutical trends can quickly ripple into the consumer staples sector, redefining demand for established brands. The market reaction underscores how swiftly investor sentiment can shift when a credible analyst links a major health movement to a specific company's sales outlook.

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