The great protein shortage of 2026 is coming and its ready to ABOSLUTELY RIP. [https://www.theatlantic.com/culture/2026/05/protein-powder-shortage/687193/?taid=6a07a96ce5e84300012701da&utm\_campaign=WigwamQuan&utm\_content=edit-promo&utm\_medium=social&utm\_source=twitter](https://www.theatlantic.com/culture/2026/05/protein-powder-shortage/687193/?taid=6a07a96ce5e84300012701da&utm_campaign=WigwamQuan&utm_content=edit-promo&utm_medium=social&utm_source=twitter)
***THE SETUP:***
**One in eight American adults are now on a GLP-1.** but it strips muscle along with fat and 20% of the weight lost can come from lean mass, so everybody and their mother is being prescribed the same thing: PROTEIN. Surveyed GLP-1 users reported their protein intake jumped roughly 65%. This means that almost 50 million Americans are trying to intake VASTLY more protein than before, but they don't have the desire to eat... So what's the best way to intake protein? **Protein Powders.** That's right morons. We're talking about a supply shortage massive scale with millions of new consumers in a market and GLPs are the driver.
***THE PRODUCT:***
**BRBR (BellRing Brands)** makes Premier Protein, known for their brand Dymatize. I use this shit everyday and besides giving me the absolute gnarliest farts, it works like a charm. But farts not included, I've recommended it to everyone on GLP-1s for one important reason.
Consumer Reports tested a bunch of the popular protein powders and found roughly **two-thirds carried concerning levels of heavy metals.** Lead, cadmium, the fucking works, with plant-based products averaging about twice the lead of whey. BUT, when they tested Premier Protein, it passed. It's one of the only brands out there that has both quality and flavor, and because of this it's been flying off the shelves and catching up with demand is becoming more and more challenging.
***THE FACTS:***
I posted the link above to the artice by The Atlantic ran a piece titled "The Protein Shortage Is Coming." Wholesale whey prices are up more than 50% since January to a record high, the USDA reports tight inventories, and some manufacturers have already sold out for the entire year.
BRBR is way undervalued. As one of the only direct to consumer protein brands that is publicly traded, I think the recent price drops haven't factored in the shift and shortages, and I think we could see a potential for BRBR to really boom if they play their cards right.
Positions: 1500 shares at $8.19
https://preview.redd.it/0hee7pgeto4h1.png?width=1063&format=png&auto=webp&s=bf99de9592209a0912b8ba28068e0a339f76990e
Not financial advice.