These are frightening and uncertain times for the food and drink industry, as it finds itself at the heart of a potentially lethal pincer movement.

Last night, in a 40-minute presentation at the City Food & Drink Lecture, Susan Jebb sought to end the ’stop-start’ delivery of years of government public health policy – in no uncertain terms

Speaking to an audience of over 600 food execs and fellow academics, the FSA chair and leading obesity boffin argued that a potent cocktail of weight-loss drugs and a mass consumer shift away from ultra-processed foods would force the food sector into a radical reset. One which only the most agile would survive.

Even the VIP guest at the prestigious event, the Princess Royal appeared to recognise that her traditional rallying cry of ’everything in moderation’ wasn’t working. And few within the Guildhall’s hallowed walls could have failed to be deeply unsettled.

Shrinking food market

Jebb, whose role at the FSA does not (at least not yet) formally extend this far – but whose role as a public health professor at the University of Oxford and a government food strategy adviser most certainly does – set out the case for the prosecution in stark terms.

Faced with a surge in public appetite for mind‑altering GLP‑1 drugs – which rapidly silence the ‘food noise’ in the brain – the market, she argued, is about to shrink. And not just figuratively: it may contract even more dramatically than the plates served at the once‑legendary post‑lecture City feast.

Entire categories, particularly impulse, she suggested, should brace themselves for more of the same.

But as if this was not enough, the food industry also faces a public, Jebb argued, that has decided it no longer trusts ultra-processed foods and is embarking on a dietary change she argues will cause far more disruption than any of the “plans and initatives” that have so ”badly failed” (including the one she helped to lead in the now long-defunct Responsibility Deal).

Jebb, once something of a defender of the food industry’s record, was scathing of the delays and rowbacks in successive government policies to try to tackle a “catastrophic health emergency“ crisis that currently sees a fifth of all 11-year-olds obese.

But she reserved her harshest judgement for what she claimed was a “wake-up call” for those in the room, the industry bosses she declared had “failed on their watch”.

“Fine words and good intentions are just not good enough,” said Jebb.

“There needs to be a fundamental reset of the food on offer. I yet believe the companies that deliver this will protect the profits but it is possible, probable even, that not all food business will survive. Those that adapt will.”

Public health vs profit 

The big question, of course, is whether Jebb is right and whether the food industry and government will act on her call. It’s one thing landing a message on an occasion like this, but quite another to cut through in the current economic and political maelstrom.

Will the global geopolitical strife and domestic chaos currently facing the government make it possible for interventions, such as the food strategy, to be effective? Or will it be drowned out by the noise from those focusing on the economic consequences of government regulation or huge further spending on reformulation?

As Ian Wright, the former FDF chief executive picked to deliver the case for the defence in the panel session that followed, pointed out, Jebb’s address, however impressive, did to a certain extent ignore reality. It was, he said, nearly 30 minutes in before she even mentioned the word profit.

Jebb’s case, however, is that we have reached the “tipping point” that signals doom for any company no longer prepared to get on board the health train. While the potential from public procurement changes was “huge”, some companies would not survive, she argued. At the same time, for it to successfully reach its destination, she emphasised, that train has to be driven by the industry itself, rather than politicians.

It was a powerful message indeed. But how long will that message continue to reverberate, now that the audience has vacated the corridors of the Guildhall and gone back out into the real world?