What if countries like India start buying generic Semaglutide for ~90% lower cost and they buy less fast food
QSR collects royalties for Burger King's and others in India but I think it's only like $300M of their revenue. Tim Hortons is nearly half of their revenue and like 2/3rds of their profit
Brazil has a similar obesity rate, but India has way more people. "One in three Indians (approximately 450 million people) are classified as overweight or obese"
Probably smarter to just find the generic manufacturers of Semaglutide and buy their stocks instead of shorting the fast food companies