Imageneer A working reference for the nutraceutical industry — edition 2026

The Nutraceutical Whitespace Index

Where's the whitespace — and how do you build the platform around it?

The industry is growing where it is comfortable, not where the need is largest.

Half of all new supplement launches now carry a healthspan claim. The 635 million people living with impaired glucose tolerance have no category at all.

A free working tool for anyone building in nutraceuticals. It maps what people want against what the industry already sells, weighted by where the health need actually is. That shows which spaces are open. Then it sets out how to build there. Nineteen health spaces, 66 ingredients, 188 public sources, every figure dated and linked. Nothing behind a paywall.

Around 30 minutes end to end · or use the four tools below and skip the rest

The argument

Category logic is not demand logic.

The supplement industry organises itself by ingredient and channel. Consumers organise themselves by fear, ambition and life stage. Global health systems organise themselves by burden. Those three maps have drifted apart — and the gap between them is the whitespace.

Where they overlap and no one has built yet, that is where the next platform gets built. Not the next SKU. The next platform.

Read this first — how these maps are meant to be used

Every map, matrix and grade in this index is suggestive, not conclusive. They are built from aggregated public data across market research houses, peer-reviewed literature, institutional reports and trade-show coverage — sources that use different scopes, methods, base years and definitions, and that frequently disagree with one another. Positions, groupings and evidence grades represent an informed point of view assembled from that aggregate, not a measured index or a systematic review. They are designed as starting points for discussion: to frame the argument, locate where the questions are, and give a strategy conversation somewhere to begin. Nothing here should be treated as validated market sizing, regulatory guidance, clinical direction or investment advice. Test any position that matters against primary sources and your own data before committing capital to it.

Part 1 of 6 · Orientation Start with the world

Click a country. See what the evidence says about it.

Every coloured country has sourced data in this index — growth measured against forecast, consumer behaviour, health burden, or all three. Choose a region to see its lead need states, or a country for its own figures.

Measured growth above 9% 6–9% Below 6% Consumer and burden data Covered only at region level
Worldwide

24 countries with data

Gold countries have measured growth against forecast; navy countries have consumer and burden data. Click any coloured country for its figures, or choose a region above.

Country boundaries from Natural Earth, public domain. Growth is VMS in local currency, measured 2019–2024 against the 2024–2029 forecast, from Mintel for dsm-firmenich (2025). European consumer figures from EPPA for AESGP (2025) and Ipsos for Food Supplements Europe (2022).

Part 1 of 6 · Orientation Start here

Six questions. This index answers all of them.

This is a decision tool. Not a trend report. Each question below links to the part of the index that answers it.

01

Where should we play next?

Nineteen health spaces, ranked by how much people want them, how crowded they already are, and how big the health need is.

Look atThe whitespace map
02

Should we build one product or a platform?

The test is simple. If your second market costs as much as your first, you built a product range. If it costs less, you built a platform.

Look atThe platform section
03

What do we formulate with?

Sixty-six ingredients, each marked as strong, emerging or weak on evidence, and sorted by the health space they serve.

Look atThe ingredient map
04

What are we allowed to say?

Every ingredient checked against US and EU rules. Fifteen have an approved EU health claim. Thirty-one do not. That changes what goes on the label.

Look atThe claims table
05

Which country do we start in?

Five regions, each with its growth rate, its strongest need, and an honest note on how good the data actually is.

Look atRegional insight
06

When do we launch, and to whom?

The best month to launch and the right age group to launch to, for each health space.

Look atAny territory report

If you read nothing else, read these three

1. Forecasts point at yesterday. The health areas with the biggest unmet need are predicted to grow slowly. That is because forecasters measure categories that already exist. No product means no data, and no data means a low forecast. A low forecast next to a big health need means nobody has built there yet.

2. Real growth beats predicted growth. Creatine grew 71.9% last year. The forecast for muscle products is 6.5 to 10%. When a category is genuinely taking off, what just happened tells you more than any model.

3. The science is usually ready. The words are not. Muscle, metabolic health, and life after GLP-1 all have solid evidence behind them and almost no products. The work is translation. Say it in language people already use.

What this cannot do for you

It cannot tell you how big your opportunity is, because the published market numbers disagree with each other by three times depending on what they count. It cannot approve a claim: check the claims table with your regulatory team before it reaches a label. It cannot replace real research in Latin America, the Middle East or Africa, where the public data is too thin to bet money on. And it does not know your factories, your partners or your budget. Use it to narrow the field. The last step is yours.

Part 1 of 6 · Orientation What this index answers

Built for the people who have to make the call.

A marketer, a formulator and a commercial lead each arrive at the same question from a different side. Below is what each one can get out of this. These are opening questions. None of them are settled here.

Brand owners & marketers

Where to play

Which territory deserves the next investment, and on what evidence rather than which trend deck?

Where is consumer desire already running ahead of what the shelf offers?

Which categories have crowded to the point where our claim stops differentiating us?

What can we actually say about the same science in each market we sell into?

Start hereThe whitespace matrix, then the report for any territory you are weighing.
R&D & formulation

What to build with

Which ingredients already carry an established human file for the territory we are considering?

Where has the market run ahead of the evidence, and what would it cost to close that gap?

Which mechanism could serve more than one need state without funding new science?

Which formats does the target routine actually require, and which are decoration?

Start hereThe ingredient map, filtered by territory, and the gut-axis evidence ledger.
Commercial & business development

How to win

Where does projected growth diverge from documented need, and what does that divergence tell us?

Which region should lead, and where is the public data too thin to commit capital?

What has to be shared across markets for the second launch to cost less than the first?

Which seasonal windows create the demand a launch calendar should be built around?

Start hereThe growth chart, the regional insight panel and the platform layers.

These are opening questions, not closing ones

Everything here is public, sourced and dated, which makes it a solid place to begin a strategy conversation and a poor place to end one. The next layer of the work is specific: your categories, your pipeline, your markets, your constraints. Some of that gets worked through in depth at the session in Gdansk on 23 October. The rest belongs in your own planning cycle, with this index as the reference on the table.

Part 2 of 6 · The evidence Layer one — the state of demand

What the industry already knows about itself.

Start with the settled ground: the market is large, it is growing faster than GDP, and it cannot agree on its own size. All three of those facts matter.

Region

Regional read

Where the numbers disagree — and why that is the first insight

Published 2026 estimates of the global market run from roughly $203bn to over $680bn. That is not sloppiness; it is scope. Some houses count dietary supplements only, some fold in sports nutrition and meal replacements, some count the whole nutraceutical field including functional food and beverage. NBJ itself revised its 2025 US figure from $72.88bn (reported at Expo West, March 2026) to $74.15bn in the full June report. An industry that cannot state its own size in one number is an industry still deciding what business it is in — which is exactly the question a platform strategy has to answer first.

Layer two — the desire layer

Nobody wakes up wanting magnesium.

Ingredient taxonomies are supply-side artefacts. Reframed from the consumer's side, the category collapses into seven human wants — and the reframing changes which adjacencies look obvious.

How to read each card: the headline is what the person actually wants. Underneath it, in small type, is the name the industry files that want under. The distance between the two lines is the opportunity.

Want 01

Energy that holds all day

What the industry calls itB-vitamins · caffeine · adaptogens

Cellular energy has escaped the biohacking fringe. NAD⁺ and mitochondrial framing moved onto mainstream show floors in 2026, sold not as futurism but as an answer to ordinary fatigue.

NutraIngredients · Vitafoods Europe 2026
Want 02

A mind that stays sharp

What the industry calls itnootropics · focus · sleep

Consumers buy focus. The burden data is about decline. Those are two different products separated by twenty years of the same customer's life — and almost nobody is selling the bridge.

SupplySide · Expo West 2026
Want 03

To age on my own terms

What the industry calls itanti-ageing · collagen · longevity

The vocabulary has already shifted from lifespan to healthspan. So has the supply: at least one healthspan claim appeared on half of all new supplement SKUs launched between mid-2024 and 2025.

Euromonitor · Consumer Health 2026
Want 04

Control over my own biology

What the industry calls itpersonalisation · testing · subscriptions

Roughly three in ten US supplement users say tailored formulations sway them, and about half are open to AI-guided recommendation. The demand for agency is running ahead of the industry's ability to deliver it credibly.

Mintel VMS US, cited by Glanbia · 2026
Want 05

To feel steady, not medicated

What the industry calls itstress · mood · calm

Over a billion people live with a mental health condition and fewer than one in ten with depression receive minimally adequate care. The unmet need is enormous; the evidence base under most calm-category ingredients is not.

WHO 2025 figures, compiled · 2026
Want 06

To make the medicine work better

What the industry calls itweight management

GLP-1 has rewritten the weight category from the outside. Value is shifting from volume to nutrient density, digestibility and portion precision — and the companion role is a nutrition job, not a pharma job.

Mintel · Future of Nutrition 2026
Want 07 — the one the industry files under sport

To function in heat the body did not evolve for

What the industry calls itsports drinks · electrolytes · rehydration

Hydration is the only want on this list being enlarged by the physical environment rather than by culture. Heat-related mortality among people over 65 rose roughly 85% between 2000–2004 and 2017–2021, and around 489,000 heat-related deaths occur annually. Yet sports and performance still takes about 41.5% of hydration supplement revenue — the category is built for the athlete while the burden accumulates in the office worker, the outdoor labourer, the grandmother and the child.

WHO · Heat and health, 2026   Persistence Market Research · 2026

Why this layer decides the whitespace

Two territories can carry identical burden and identical science and still behave completely differently in market, because one sits inside an existing want and the other does not. Muscle preservation in ageing has the burden but not yet the want. GLP-1 companion nutrition has the want before the category exists. Those are opposite build problems.

The consumer evidence — what people say and what they pay

The behaviour is already built. The question is what it gets spent on.

Survey data from CRN and Ipsos, McKinsey's Future of Wellness programme, FMCG Gurus and Statista. Three findings here matter more than the rest, and one of them validates this entire index from the consumer's own mouth.

75%
Of US adults use dietary supplements — unchanged across recent survey years, with a $50 median monthly spend
84%
Of consumers now rank wellness as a top priority, with over half prioritising it more than a year ago
91%
Of supplement users say supplements are essential to maintaining their health; nearly 80% prefer them to OTC or prescription medication where appropriate
17%
Of the global online population take no supplements at all — roughly two thirds take vitamins

Finding one: consumers name the whitespace themselves

McKinsey's survey of over 9,000 consumers across the US, UK, Germany and China asked which wellness needs remain unmet. The answer came back as cognitive health, mindfulness and mental health, and longevity. Set that against this index: cognitive risk reduction and mood resilience are two of the open-field territories on the matrix, identified independently from burden and supply data. The consumers and the epidemiology are pointing at the same gaps. That is about as close to external validation as a strategic argument gets.

Proof beats price

Efficacy · claims · science

In a survey of 10,000 consumers across ten countries, the top three factors when choosing a prebiotic product were efficacy, health claims and science-backed claims. Only 55% named price as important. Separately, 74% of global consumers said science-based claims matter when choosing probiotic products, and 59% of those preferring probiotic supplements cited proven effect as the reason. Consumers are telling the industry that a clinical file is worth more than a discount.

FMCG Gurus × Beneo, via Nutritional Outlook · 2026
Backs Opportunity 02

Branded ingredients carry a premium

Willingness to pay

67% of supplement users say they are more confident in products made with branded ingredients, and 59% say they would pay more for them. For ingredient houses this is the commercial case for owning a mechanism rather than supplying a commodity, stated by the end consumer rather than by the supplier.

CRN 2024 data via WholeFoods Magazine · 2025
Backs Opportunity 01

Personalisation is mainstream, not niche

Tailored regimens

69% of consumers say they value a personalised supplement regimen, with younger adults and minority groups especially interested. Weight-management-focused consumers spend around $100 a month, roughly double the $50 median — the clearest signal in the survey data that a specific goal doubles the wallet.

CRN / Ipsos via Nutraceuticals World · 2024
Goal doubles spend

Healthy ageing has already been bought

Longevity purchase behaviour

Around 70% of consumers in the UK and US, and 85% in China, purchased a healthy-ageing or longevity product in the past year, and up to 60% say healthy ageing is a top or very important priority. McKinsey's own caution is the useful part for formulators: reminding older consumers of their age can be off-putting, so the marketing should meet a specific need rather than promise to make anyone feel younger.

McKinsey Future of Wellness, reported · 2026
Language matters

The young are spending above their weight

Generational split

Gen Z and Millennials account for roughly 41% of wellness spending while making up about 36% of the adult population, and Gen Z has elevated appearance to one of its top wellness priorities. Read alongside the beauty-from-within territory: the gateway into supplementation is now aesthetic for a whole cohort, which is either a shallow category or the recruitment channel for everything else, depending entirely on how deliberately a brand walks it.

McKinsey via NutraIngredients · 2025
Recruitment channel

Trust is high, and unevenly distributed

Category confidence

74% of Americans and 83% of supplement users say they trust the industry. But confidence in specific categories diverges sharply: sports nutrition sits at 66% while weight management sits at 56%. The category closest to the GLP-1 opportunity is the one consumers trust least, which is a positioning constraint worth designing around rather than ignoring.

CRN / Ipsos via Ipsos · 2023
Uneven by category

Finding three: what people say they buy supplements for

Overall health and wellness is the most cited reason, followed by immune health at 30%, energy at 27% and skin, hair and nails at 26%. Notice what is absent from the top of that list: nothing about metabolic risk, muscle preservation, or cognitive maintenance. The stated reasons map almost perfectly onto the crowded territories, which is exactly what you would expect — people can only name the reasons the market has taught them. Consumer research tells you what the industry has already built. It cannot tell you what it has not.

How much weight this data can carry

The CRN survey is commissioned by the industry's own trade association, which should be said plainly even though Ipsos runs it independently with a nationally representative sample of around 3,200 US adults. McKinsey's survey covers four markets, so it is not global. Statista's global consumer figures cover online populations only, which skews younger and more urban. All of it is self-reported behaviour, which reliably overstates adherence. Use these numbers for direction and for consumer language, not as a substitute for category-level sales data.

Part 2 of 6 · The evidence Europe, in the consumer's own words

Nearly everyone has tried. Almost nobody is guided by social media.

Two of the largest consumer studies of European supplement use, nearly 20,000 interviews between them across 16 countries, plus an industry questionnaire covering around 65% of the EEA market. The picture that comes out is more clinical, more pharmacy-led and more habit-based than the one the US trade press describes.

88%
Of EU adults have used a food supplement at some point, and 93% of them in the last 12 months
62%
Of users take supplements daily; 82% say they are important to them
34% vs 4%
Recommended by a doctor or nurse, against those recommended by social media or influencers
~5%
Average sales growth industry expects over the next five years, from companies holding ~65% of the EEA market

Why Europeans take supplements

EPPA for AESGP · 6,000 users in Belgium, Germany, Italy, Poland, Sweden · 2025

Support overall health63%
Support overall immunity52%
Reduce fatigue, increase energy48%
Support specific health conditions30%
Reduce or limit ageing21%
Help reduce stress21%
Address an inadequate diet20%
Growth and healthy development16%
Support sport performance15%
Support a specific diet11%

What they actually took in the last year

Ipsos for Food Supplements Europe · 13,249 adults in 14 EU states · 2022

Vitamin D46%
Vitamin C36%
Magnesium33%
Multivitamin or mineral29%
Omega-3 or fish oils19%
Vitamin B or B complex17%
Iron14%
Calcium14%
Zinc13%
Probiotics12%

Who told them to

EPPA for AESGP · 2025

Healthcare practitioner34%
Own research15%
Family or friends14%
Pharmacist13%
Nutritionist8%
Media articles5%
Coach or trainer4%
Social media or influencers4%
No recommendation26%

What decides the purchase

Ipsos for Food Supplements Europe · very or fairly important · 2022

Price or value for money85%
Ingredients or nutritional information84%
A trusted recommendation81%
The form it takes66%
Organic, natural or non-GMO56%
Recyclable packaging50%
Brand name45%
CountryBuy supplementsSay they matterDoctor or nurse recommendedWorried about too much
Italy72%87%39%48%
Poland66%88%29%42%
Germany82%32%26%
Sweden76%24%21%
Belgium45%79%47%29%
Five-country average55%82%34%33%

EPPA for AESGP, 2025. Purchase rates were reported for Italy, Poland and Belgium only. Germany and Sweden sit between them.

Energy is the sleeper need

48% cite fatigue

Reducing fatigue and increasing energy is the third reason Europeans give, at 48%, ahead of any specific health condition and behind only overall health and immunity. Italian users are the most likely to name it. That is a large, stated want sitting behind two generic reasons, and it is not only European: across Asia-Pacific, energy and tiredness is the number one concern for both Gen Z and those aged 31 to 60 (dsm-firmenich and Ipsos, 5,250 consumers, 2025). It lines up with the cellular health and NAD⁺ positioning already crowding in from the US.

EPPA for AESGP · 2025
Large, underclaimed

The pharmacy is the channel

63% buy there

Nearly two thirds of European users have bought supplements in a pharmacy, and it is the top channel in every surveyed country except the Netherlands, where supermarkets lead at 35%. Doctors and pharmacists are the top two information sources at 40% and 31%. A European go-to-market plan built on social discovery is aimed at the 4% who say influencers guided them.

Ipsos for Food Supplements Europe · 2022
Different playbook

Probiotics are an adherence problem

Taken, then dropped

Omega-3, fibre, vitamin D, calcium, magnesium and folic acid are taken regularly by at least half their users. Probiotics and prebiotics are more typically taken occasionally or seasonally, and around half of probiotic users take them once a week or less, or only when they remember. For a gut platform, the European problem is not trial. It is keeping people on it.

Ipsos for Food Supplements Europe · 2022
Adherence gap

Form now outranks brand

66% vs 45%

The form a supplement takes matters to 66% of Europeans, against 45% for the brand name. Price, ingredient information and a trusted recommendation lead at 85%, 84% and 81%. Industry names gummies and personalised nutrition as its leading growth drivers. For CDMOs, format capability is a purchase driver in its own right, not a manufacturing detail.

Ipsos 2022 · EPPA for AESGP 2025
CDMO lever

The last 10% will not move on marketing

Non-users

Only 10% of Europeans have never used a supplement. Of those, 46% say a doctor's recommendation might change their mind, and 21% a change in their health. But 36% say nothing would, rising to 59% in Germany. Growth in Europe comes from what existing users take next, not from recruiting the holdouts.

Ipsos for Food Supplements Europe · 2022
Grow the basket

Trust varies sharply by market

85% in Italy, 61% in Sweden

69% of Europeans trust supplement brands to give reliable information, but the spread is wide: 85% in Italy against 61% in Sweden, with around a third of respondents in Sweden, Finland, Czechia, Slovenia and Cyprus expressing distrust. Concern about overdosing follows a different map entirely, highest in Italy and Poland and lowest in Sweden and Germany. One European message will not land evenly.

Ipsos 2022 · EPPA for AESGP 2025
Localise the claim

What this changes in the index

Three things. The European route to market runs through doctors and pharmacists, which raises the value of EFSA-grade substantiation and lowers the value of influencer spend. The stated European needs beyond health and immunity — energy at 48%, ageing and stress at 21% each — point directly at the cellular health, healthspan and mood territories on the matrix. And the industry's own growth expectation of around 5% sits below most published global CAGRs, which is the same pattern this index finds everywhere: incumbents forecasting the business they already run.

How to read these numbers together

The Ipsos study covered 14 EU states in 2022; the EPPA study covered 5 in 2025 and filtered for people who buy supplements; question wording differs between them. They are shown side by side to reveal patterns, not to measure change over time. Both focus on vitamins and minerals, and the EPPA industry figures come from 11 companies holding around 65% of the EEA market.

Layer three — the burden layer

Where the need actually is.

Sourced from the World Economic Forum, the International Diabetes Federation, the Lancet Commission on dementia, WHO and the Global Burden of Disease programme. This is the layer most category reviews skip, and it is the one that sizes the opportunity honestly.

Metabolic health, before diagnosis

589 million adults live with diabetes; 43% — around 252 million people — are undiagnosed. A further 635 million have impaired glucose tolerance and 488 million impaired fasting glucose. The pre-diagnosis population is larger than the diagnosed one and belongs to nobody.

IDF Diabetes Atlas 11th ed. · 2024 data, pub. 2025
635mat high risk, undiagnosed

Cognitive decline

Dementia affects roughly 57 million people and is projected to reach 153 million by 2050, with global costs already above $1 trillion a year. The 2024 Lancet Commission attributes about 45% of risk to fourteen modifiable factors — several of them nutritional or vascular.

Lancet Commission on dementia · 2024
45%of risk potentially modifiable

The women's health gap

Women spend about 25% more of their lives in poor health than men. Closing that gap could return roughly 75 million healthy life-years annually and $1 trillion to global GDP by 2040. The same analysis shows pharma pipelines badly misaligned with where women's disability burden actually falls.

WEF × McKinsey Health Institute · 2024
$1tnannual GDP at stake by 2040

Mental health

More than a billion people — about one in seven — live with a mental health condition. Anxiety and depressive disorders alone accounted for some 359m and 332m cases in 2021, projected past 515m and 466m by 2040. Only about 9% of people with depression get minimally adequate treatment.

GBD analysis, J. Affective Disorders · 2026
1 in 7people worldwide

Ageing and functional decline

The population over 60 doubles from 1 billion in 2020 to 2 billion by 2050, fastest in developing economies. Sarcopenia prevalence reaches 30% in some older populations, and there is still no pharmacological therapy suitable for broad use — which leaves nutrition and resistance training as the entire intervention set.

WHO figures via OBM Geriatrics review · 2025
2bnpeople over 60 by 2050

Heat and fluid balance

Roughly 489,000 heat-related deaths occur each year, 45% of them in Asia and 36% in Europe; the 2022 European summer alone produced an estimated 61,672 heat-related excess deaths. Heat-related mortality among people over 65 rose about 85% between 2000–2004 and 2017–2021. Heat stress compounds cardiovascular disease, diabetes, respiratory and mental health conditions rather than acting alone.

WHO · Climate change, heat and health, 2026
+85%heat mortality, over-65s, since the early 2000s

The instability multiplier

The WEF's 2026 survey of over 1,300 leaders puts geoeconomic confrontation, interstate conflict and extreme weather at the top of the risk table, with societal polarisation and misinformation close behind. Half expect a turbulent or stormy two years. Chronic low-grade stress, disrupted supply chains and eroded institutional trust are the operating conditions, not the exception.

WEF Global Risks Report · January 2026
57%expect a turbulent decade

Reading the risk report as a demand signal

Global Risks 2026 contains no supplement forecast, so the inference below is drawn here rather than by the Forum. But a decade defined by fragmentation, economic anxiety and collapsing trust in institutions produces three durable consumer behaviours the industry can build on: self-reliance when systems feel unreliable, proof when information cannot be trusted, and steadiness as a daily want rather than a clinical one. Every play in this index is designed to survive that weather.

Cross-cutting — hydration in a disrupted climate

The category built for athletes, in a world where everyone is overheating.

Hydration is the one need state on this map growing because the planet changed, not because the consumer did. It cuts across every age and almost every other territory here — and the industry's version of it is still shaped like a sports drink.

$41.8bn
Global hydration supplement market, 2026 — forecast to $89.4bn by 2036 at 7.9% CAGR
41.5%
Of that revenue sits in sports and performance — the smallest of the exposed populations
489k
Heat-related deaths annually; 45% in Asia, 36% in Europe
India
Fastest-growing country market for hydration supplements at 8.9% CAGR — the burden and the growth are converging
Age 0–18

Children and adolescents

The very young are named among the groups most susceptible to heat-related kidney injury. School sport, outdoor play and un-airconditioned classrooms are the exposure, and the current offer is sugar-heavy sports drinks or nothing.

Format implicationLow-sugar, low-dose, parent-approved. Sachets and freezable formats beat capsules. Claim discipline is non-negotiable for this age.
Age 18–65 · occupational

Outdoor and manual workers

The most acute case anywhere in this index. In a Guatemalan sugarcane cohort of 517 workers, cumulative acute kidney injury incidence across a shift ran above 50% in each month measured — even with a hydration intervention in place. Repeated heat stress plus exertion is the leading hypothesis behind chronic kidney disease of unknown origin.

Format implicationB2B and employer-purchased, not retail. Sodium-forward rehydration with documented protocols, sold into workplace safety budgets.
Age 65+

Older adults

Blunted thirst response, higher chronic disease load and medications that impair adaptation to heat combine into the steepest mortality curve of any group. Heat-related death among the over-65s is up roughly 85% since the early 2000s.

Format implicationPalatable, low-volume, swallow-friendly. Routine and reminder matter more than formulation novelty. Caregiver is often the buyer.
Cross-age · medicated

People on GLP-1s and diuretics

Reduced intake, altered absorption and hydration concerns are documented features of GLP-1 therapy, and medications affecting fluid balance are flagged as a heat-risk group in the kidney literature. Two of this index's territories intersect precisely here.

Format implicationHydration bundled into the companion protocol rather than sold separately. Small serve sizes for suppressed appetite.
Cross-age · everyday

Urban heat, everyday life

Urban heat islands amplify exposure for people who are not athletes and do not work outdoors. Everyday wellness hydration is already the fastest-growing application in the category, and employers are adding heat-related fatigue to workplace wellness programmes.

Format implicationDaily-ritual formats and clean mineral profiles. Sodium and magnesium credibility, not flavour theatre.

The strategic point

Hydration is not a territory to enter — it is a layer to attach. It has legitimate business in almost every other box on the matrix: muscle preservation, GLP-1 companion, cognitive performance under heat stress, older-adult function, and youth wellbeing. The mistake would be launching another electrolyte stick pack into the athlete segment that already holds 41.5% of revenue. The opening is the non-athlete: segmented by exposure and age, sold on function, not performance, and in the occupational case, sold to employers rather than consumers.

Honest limits on this section

The heat and kidney evidence is strong on association and mechanism; the step from repeated dehydration to chronic kidney disease is described in the literature as multifactorial and still under investigation. Hydration reduces risk — it does not carry a disease-prevention claim, and no market forecast quoted here is a clinical endpoint. Build the commercial case on exposure and function, not on prevention language the evidence will not yet support.

Cross-cutting — GLP-1 exit and maintenance

GLP-1 exit and maintenance: what less food in does to nutrient status, hair, skin and nails.

Tens of millions of people are eating substantially less while their nutrient requirements stay the same or rise, and most will not stay on treatment indefinitely. Holding nutrient status during treatment, and protecting it on the way out, is work no molecule does. The most visible consequences land in exactly the categories the beauty-from-within industry already sells into.

First, the distinction that decides what you are allowed to claim

Reduced intake is not the same as malabsorption, and conflating them is the fastest way to build a product on a claim you cannot defend. The dominant mechanism is that people simply eat less and eat less variety, compounded by delayed gastric emptying. But it is not only that: a pilot study of 51 adults found a median reduction of about 13% in intestinal iron absorption ten weeks after starting semaglutide, with 17.6% of participants dropping more than 30% — evidence of a direct effect on nutrient handling beyond reduced intake. There is also a second-order effect worth knowing: proton pump inhibitors are frequently prescribed for reflux from delayed gastric emptying, and acid suppression further impairs iron solubilisation and the release of B12 from dietary protein. Three mechanisms, different strengths of evidence. Build on the strong one.

480,825
Adults across six studies in the 2026 narrative review of GLP-1 nutritional outcomes
7.5 → 13.6%
Vitamin D deficiency at 6 and 12 months — the most common abnormality found
−13%
Median fall in intestinal iron absorption ten weeks after starting semaglutide
Common
Reviewers describe micronutrient deficiency during GLP-1 therapy as a common consequence rather than a rare adverse effect

What is actually running short

Vitamin D

Bone · muscle · immune

The most frequently reported abnormality across the reviewed studies, rising from 7.5% at six months to 13.6% at twelve. In a separate dietary analysis of 69 GLP-1 users, most failed to meet recommended intakes for vitamin D alongside iron, calcium and protein.

Medscape on Clinical Obesity review · 2026
Well documented

Iron

Energy · oxygen transport · hair

The clearest case for a direct mechanism rather than intake alone. Beyond the absorption pilot, a register-based study of 439 patients found GLP-1 users had ferritin levels 26–30% lower than users of SGLT2 inhibitors. Iron status also sits directly upstream of the hair-shedding story below.

Clinical Obesity narrative review · 2026
Well documented

Thiamine and B12

Neurological function

The most serious signal in the literature, though from case reports rather than cohorts: severe thiamine deficiency has been linked to GLP-1 use, including cases of Wernicke encephalopathy and beriberi. B12 release from dietary protein is additionally impaired where acid-suppressing medication is co-prescribed. This is a clinical monitoring issue, not a marketing opportunity — treat it as the reason to build with clinicians rather than around them.

Case reports via Clinical Obesity review · 2026
Signal, small n

Protein and calcium

Lean mass · bone

Most users in the dietary analysis fell short on both. Clinical guidance points to 1.2–1.6 g/kg of protein daily for lean-mass preservation — difficult to reach on suppressed appetite without deliberate structure. Calcium shortfall compounds the vitamin D picture on bone, which matters most for the midlife women who are heavily represented among users.

Clinical Obesity review · 2026
Well documented

Vitamin K

Arterial · bone · body composition

Industry analysis reports 99% of GLP-1 users falling below recommended vitamin K intake. K2 activates extrahepatic proteins that support arteries and bone, with emerging evidence around body composition. One of the sharpest repletion gaps and among the least contested commercially.

Gnosis by Lesaffre via Nutrition Insight · Jun 2026
Industry-reported

Zinc and selenium

Trace minerals · hair · skin · nails

Named among the nutrients GLP-1 users commonly fall short on. Both sit directly in the hair, skin and nail pathway — which is where a repletion strategy becomes visible to the consumer, and therefore sellable.

Clinical summary of the 2026 evidence
Less quantified

The visible tax: hair, skin and nails

Nutrient status is invisible. What people actually notice — and search for, and buy against — is the mirror. This is where the GLP-1 territory and the beauty-from-within territory collide, and neither category has claimed the overlap.

Hair

Shedding, and who it hits

A 2026 systematic review screened 133 studies and included 24: semaglutide and tirzepatide showed the highest hair-loss incidence and the strongest pharmacovigilance signals, with androgenetic alopecia and telogen effluvium the predominant subtypes. Tirzepatide — which produces the greatest weight loss — was most often linked to telogen effluvium. Semaglutide's association looked dose-dependent, rarely implicated below 2mg weekly. Women appeared disproportionately affected.

A propensity-matched cohort found relative risk of non-scarring hair loss of 1.43 for semaglutide and 1.68 for tirzepatide against metformin, with no significant difference for dulaglutide or liraglutide — a pattern that tracks weight-loss magnitude rather than direct follicular toxicity.

What it means commerciallyThe lever is upstream: iron, zinc, vitamin D and protein adequacy during the loss phase, plus pace of loss. Not a hair product — a repletion protocol that happens to protect hair.
Skin

Volume loss, not drug damage

A 2026 systematic review concluded that the facial change popularly named after the drug is most likely a consequence of rapid weight loss — preferential adipose volume loss without compensatory collagen remodelling — and that there is no evidence GLP-1s preferentially cause facial fat atrophy. The reviewers went further, describing the popular term as a transient media label rather than new medical terminology.

A separate 2026 review of 40 studies did catalogue dermal thinning and histologically described collagen and elastin loss in some subsets. Effects are more pronounced over 40, where baseline collagen and elasticity are already reduced.

What it means commerciallyBe precise or be caught. The honest position is supporting skin quality and protein status through a loss phase — not claiming to prevent volume loss, which nutrition cannot do.
Nails and the rest

The early-warning set

Dermatology guidance lists brittle hair and nails among the signs that distinguish normal weight-loss change from underlying nutritional deficiency — alongside fatigue, slow wound healing, tingling in hands or feet, unexplained bruising, bleeding gums and cracks at the corners of the mouth.

That list is clinically useful and commercially instructive: nails are a lagging, visible marker of a nutrient problem that started months earlier. They are a monitoring cue, not a product category on their own.

What it means commerciallyPosition nails inside a repletion system with a timeline attached. A standalone nail SKU aimed at this consumer misreads the problem.

The strategic read: this is where two territories collide

Beauty-from-within has consumer permission, format fluency and a shelf — but the lowest disease burden on the matrix, which is why it has never anchored a platform. GLP-1 companion nutrition has enormous burden and want, but no established consumer language. The visible tax is the bridge. A repletion system that protects lean mass, bone and micronutrient status, and is sold on the outcome people can see in the mirror, uses beauty's permission to deliver metabolic medicine's substance. It is also defensible: the evidence for iron, vitamin D, protein and zinc adequacy is far stronger than anything underneath a conventional hair-skin-nails product. Mintel's prediction that beauty becomes proof-driven, personalised and preventative by 2030 describes exactly this product, three years early.

Fibre: the one ingredient working on both sides of the drug

Most companion products try to replace what the drug does. Fibre does something more useful. It raises the same hormone the drug mimics, through the body's own pathway, and it keeps working after the prescription stops.

The mechanism

Fermentation to SCFAs, then GLP-1

Fermentable fibres reach the colon intact and break down to acetate, propionate and butyrate. Those short-chain fatty acids activate FFAR2 and FFAR3 on enteroendocrine cells, triggering GLP-1 and PYY release; propionate has been shown specifically to stimulate both through free fatty acid receptor 2. A 2026 scoping review in Frontiers in Endocrinology now consolidates the evidence on dietary fibres boosting endogenous GLP-1 and satiety.

Frontiers in Endocrinology · 2026
Established pathway

Fibersol

ADM/Matsutani resistant maltodextrin

The most thoroughly studied example: roughly 30 years of clinical research and more than 100 published studies. A randomised, double-blind, placebo-controlled crossover in 19 healthy adults tested 0, 5 and 10g with a meal. At 10g it stimulated GLP-1 and PYY, delayed hunger, and raised satiety for 1.5 to 2 hours, with greater satisfaction and lower prospective consumption afterwards. A separate 24-day trial in 14 men at 25 or 50g daily modestly but significantly reduced total metabolizable energy intake.

Nutrition Research, Ye et al. · 2015
10g with a meal

Two doses, two propositions

Satiety vs glycaemic

The dose decides the product. At 10g with a meal the outcome is satiety and GLP-1 response. At 4 to 6g with each meal the reported outcomes are reduced post-meal blood glucose and insulin response within the normal range in healthy adults. Two claim sets, two formats, one ingredient. Most formulation briefs never make that distinction explicit, and then wonder why the product underperforms its file.

Fibersol clinical summary
Dose is the strategy

Tolerance is the differentiator

Why not every fibre works here

Resistant maltodextrin is water-soluble and non-viscous, with clinical doses typically 5 to 15g daily. Fibersol is reported at four times the tolerance of inulin, with up to 68g daily usable with minimal gastric distress, while resistant maltodextrin in general can produce dose-dependent bloating and osmotic effects above roughly 20g. For someone already managing nausea and reduced intake, tolerance is not a refinement. It decides whether the product gets finished or abandoned.

Resistant maltodextrin evidence guide · 2026
The deciding factor

It still works after the drug stops

The post-treatment case

The part the industry has underplayed. A fibre that raises endogenous GLP-1 is useful during treatment and arguably more useful after it, when the exogenous agonist is gone and appetite returns. Fibre is one of the few ingredients with a coherent role on both sides of the prescription, which makes it the natural core of a post-treatment platform.

ADM/Matsutani via NutraIngredients · 2026
Both sides

Honest limits — and they are significant

Most of this evidence is observational. Many GLP-1 users had micronutrient deficits before starting treatment, baseline levels were frequently not measured, and testing patterns differ between groups — so causality is not established. The thiamine findings come from case reports, not cohorts. The hair-loss cohorts show association, not mechanism, and the reviewers themselves attribute it more plausibly to rapid weight loss than to the drug. And one 2026 clinical guide argues directly that GLP-1s do not bypass intestinal absorption and do not cause universal micronutrient depletion. Anyone building here should say repletion during a period of reduced intake, which the evidence supports, rather than the drug depletes you, which it does not.

What's next — post-GLP-1, the population forming right now

Post-GLP-1: life after the drug is the next platform.

Multi-benefit companion products are being built for people on the drug. The larger and faster-growing population is the one coming off it, and nobody is building for them at all.

65%
Of GLP-1 users discontinue within a year of starting, in real-world data
60%
Of weight lost is regained within a year of stopping, across 3,236 modelled participants
75.3%
Where regain is projected to plateau beyond one year
Unknown
Whether the lean mass lost on treatment comes back — no study has assessed it

Why muscle is the mechanism, not a side effect

The loop is documented and it closes on itself. A substantial share of weight lost on treatment is lean mass, with the newer agents less effective at preserving it. Lean mass loss contributes to adaptive declines in energy expenditure and reduced metabolic efficiency, which promotes positive energy balance and raises susceptibility to regain. And the regain appears to come back preferentially as fat: a 2026 editorial names the consequence sarcopenic obesity, and researchers state plainly that if regain is disproportionately fat, people may end up worse off in fat-to-lean ratio than before they started. Muscle is not a benefit to bolt onto the exit. It is the thing that determines whether coming off is a soft landing or a worse starting position.

The buyer is changing

Access · price · channel

Orforglipron was approved on 1 April 2026 as the first GLP-1 pill with no food or water restrictions, at roughly $149–$349 a month cash and about $25 for commercially insured patients. Medicare Part D began covering GLP-1s for weight loss on 1 July 2026 at roughly $35–$50 a month for eligible beneficiaries. The companion consumer stops being an affluent injectable user and becomes mass-market, older and pharmacy-adjacent.

WTW · Apr 2026
Premium DTC is aimed at a shrinking cohort

Pharma is absorbing multi-benefit

Indication expansion

GLP-1s already hold approvals spanning secondary cardiovascular risk reduction, sleep apnea and metabolic dysfunction-associated steatohepatitis, with trials extending into heart failure, kidney disease, peripheral artery disease, knee osteoarthritis and autoimmune conditions. Supplements cannot out-claim a drug with outcome trials behind it. What remains is what the molecule does not do.

GLP-1 pipeline update · May 2026
Do not compete on benefit breadth

The on-drug muscle pitch has a shelf life

Next-generation agents

The next wave is explicitly designed for an improved clinical profile — more fat loss relative to muscle loss. CagriSema, the semaglutide and amylin combination, is under FDA review with a decision expected later in 2026, and IQVIA estimates around 193 therapies in the obesity pipeline. If the molecule preserves muscle, protecting lean mass during treatment stops being a differentiated proposition.

Managed Healthcare Executive · 2026
Time-limited window

The sequencing this produces

GLP-1 was never the platform. It was the recruiter. It taught tens of millions of people, with a clinician's endorsement, to care about lean mass — something the supplement industry failed to sell for thirty years. The platform underneath it is muscle, and it now has three doors into the same core: on-drug preservation, post-treatment relapse prevention, and ageing. Same mechanism, same ingredient set, same clinical file, three completely different consumer conversations. Build the core once.

What is not yet established

The regain trajectory is modelled from trial data extending only to 52 weeks after cessation, and the analysis was restricted to studies reporting at least 3kg of average on-treatment weight loss. Critically, no study has yet measured post-treatment body composition, so sarcopenic obesity after discontinuation is a well-argued concern. It has not been demonstrated. One 2026 review also argues that lean mass changes on treatment are largely proportional to overall weight loss and may be adaptive rather than pathological, with physical function generally preserved where resistance training is maintained. Build on relapse risk and protein adequacy, which the evidence supports. Do not claim the drug causes muscle disease.

Cross-cutting — the platform hiding in plain sight

Muscle health: one mechanism, both sexes, every life stage.

It sits on the matrix as a single bubble in the open field, which understates it badly. Muscle is the only territory in this index that serves a fourteen-year-old and an eighty-year-old, a man and a woman, a GLP-1 user and an athlete, with the same biology and largely the same ingredient set. That is the definition of a platform.

Start with what muscle actually is

Skeletal muscle is the largest organ in the body, roughly 40% of body weight, holding 50–75% of all body protein. It is responsible for around 80% of insulin-stimulated glucose disposal from the circulation. And it functions as an endocrine organ, releasing myokines that carry signals to the liver, adipose tissue and brain. Muscle is not a category adjacent to metabolic health. It is the machinery metabolic health runs on. A company that owns muscle owns a claim into glycaemic control, healthy ageing, mobility, bone and cognition without changing its core science.

The same mechanism, read across a lifetime

Six stages. One biology. What changes is the language, the format and the buyer, which is exactly the split the platform section argues for.

Stage 01 · Age 10–20 · Both

Building the reserve

Peak muscle mass is accrued young and everything afterwards is drawdown from it. This stage has almost no supply built for it beyond sports products aimed at competitive teenagers, which is a strange gap given that the parent buying is the same person who will worry about their own strength in twenty years.

Sell it asGrowth, sport, being able. Parent-mediated purchase. Claim discipline is non-negotiable at this age.
Stage 02 · Age 20–35 · Both

Performance

Where the entire category currently lives. Sports nutrition was NBJ's fastest-growing US segment in 2025 at +8%, holding 15.6% of the market. It is also the most crowded and price-competitive part of the map, and the least connected to disease burden.

Sell it asPerformance and recovery. Crowded shelf. Useful mainly as the source of ingredient credibility for every other stage.
Stage 03 · Age 35–50 · Both

The silent drawdown

Loss begins well before anyone notices, and this is the stage where muscle stops being about appearance and starts being about glucose handling. The 635 million people with impaired glucose tolerance are largely in this band. Nobody is selling muscle to them as metabolic protection.

Sell it asMetabolic protection and energy, not fitness. This is the most commercially empty stage on the ladder.
Stage 04 · Age 45–60 · Women

The menopause acceleration

A 2026 review in the Journal of Cachexia, Sarcopenia and Muscle found lean mass reductions of 2.5% in perimenopausal and 5.7% in postmenopausal women against premenopausal comparators. The odds of sarcopenia are substantially elevated after menopause, with one analysis reporting an odds ratio near 3.0. Estrogen decline is accompanied by anabolic resistance, meaning a stronger protein signal is needed to achieve the same effect.

Sell it asStrength through the transition. The single largest unclaimed intersection on this map: muscle meets women's midlife.
Stage 05 · Age 45–65 · Men

Midlife function

The men's category has spent two decades selling hormonal promise and is now shifting toward energy, metabolic wellness and function. Muscle is the credible version of what testosterone marketing was always gesturing at, and it comes with an evidence base the hormone claims never had.

Sell it asCapability and vitality. Rebuilds trust in a category that damaged its own.
Stage 06 · Age 65+ · Both

Independence

The population over 60 doubles to 2 billion by 2050. Sarcopenia prevalence reaches 30% in some older groups, is formally recognised as a muscle disease, and has no pharmacological therapy suitable for widespread use. Nutrition and resistance training are the entire intervention set, which makes this the rarest thing in the industry: a serious clinical problem where nutrition is not the adjunct but the treatment.

Sell it asCarrying groceries, climbing stairs, not falling. Never as sarcopenia.

Muscle health is a GLP-1 category — not an adjacent one

Worth stating flatly, because the industry files these as separate opportunities and they are the same one. Every person on a GLP-1 is losing lean mass while eating less. That is the identical biological problem as age-related sarcopenia, arriving faster and to a younger population — same mechanism, same ingredient set, same clinical file. High-protein nutrition is already the largest GLP-1 companion segment at around 31.9% share, and clinical guidance points to 1.2–1.6 g/kg of protein daily with creatine and HMB named alongside it. One core, two consumer conversations: a 34-year-old on tirzepatide who wants to keep the results, and a 72-year-old who wants to keep climbing stairs. A company that builds the muscle platform gets the GLP-1 companion business as a consequence, not as a second project.

And one population that cuts across all six

GLP-1 users are losing weight fast at every age and both sexes, with lean mass at risk throughout. Clinical guidance points to 1.2–1.6 g/kg of protein daily for preservation, and creatine and HMB are named alongside it. That population did not exist five years ago and it hands the muscle platform an accelerant no amount of marketing could have bought: a large group of people with a medical reason to care about lean mass, who are already being told to by their clinicians.

Why this is the strongest platform case in the index

One core, six need states

Protein and amino acids, creatine, HMB, leucine, vitamin D and omega-3 serve every stage above. The claim layer and the format change; the science does not. That is the amortisation test from the platform section, passed.

The evidence is already there

Muscle returns more established grades than any other open territory on the ingredient map. Most whitespace requires funding a file first. This one requires translating a file that exists.

It attaches to four other territories

Metabolic health through glucose disposal, GLP-1 through lean-mass preservation, women's midlife through the menopause acceleration, cognitive through creatine. Extension without new science.

It travels globally

Ageing is the one demographic certainty on this map, and it is steepest in Asia-Pacific, the largest regional market. No cultural translation is needed for wanting to stay strong.

The one thing standing in the way, and it is not science

The want is missing in four of the six stages. Nobody in their forties shops for muscle preservation and no eighty-year-old asks for sarcopenia support. Outside sport and vanity, this category has no consumer language, which is why an ingredient set this well-evidenced has produced so little. The work here is demand creation, not product development, and that is a slower, more expensive build than launching into an existing want. It is also why the position stays open long enough to be worth taking. Whoever translates muscle into independence, capability and metabolic protection creates the category rather than competing in it.

Honest limits

The menopause link is weaker than the commercial story wants it to be: the 2026 review states plainly that there is a lack of high-quality evidence demonstrating a link between menopause and sarcopenia, and most measurements come from DXA-derived lean body mass, which may understate actual muscle change. A separate review of protein needs in post-menopausal women concluded the evidence is limited and of low quality, making firm recommendations difficult. The muscle-and-ageing file is strong. The muscle-and-menopause file is directionally convincing and thinly evidenced, which is an argument for funding it rather than for claiming it.

Case study — the creatine phenomenon

A thirty-year-old, out-of-patent powder became the fastest growing thing in the industry.

Nothing changed about the molecule. The science was settled before most of the new buyers were born. What changed was who it was for, what it was said to do, and how it fitted into a day. Every other territory on this map should be studied against it.

+71.9%
Sales growth in the mainstream performance category, 52 weeks to November 2025, after 46.5% the year before
+320%
Growth in creatine sales among women in early 2025 against the year before; women are now close to a third of all buyers
$1.3 → $8.6bn
Global creatine market, 2025 to 2033 on Grand View's projection
+59%
Increase in new creatine gummy products in North America in a single year — the fastest growing format

What actually moved, in order

One: the benefit was re-stated. A 2021 review in the Journal of the International Society of Sports Nutrition concluded creatine improves lean mass, strength and cognitive performance in older adults including women. That sentence, not a new molecule, opened the category. Two: a new audience found it. Creatine is now the second most discussed supplement on TikTok after magnesium, and its presence there looks almost nothing like its pre-2022 identity — the bodybuilding association gave way to a mainstream female narrative about muscle maintenance and cognition. Three: the format removed the friction. Gummies, travel sticks and ready-to-drink cans took away the tub, the scoop and the shaker. SPINS put category growth at 120% year on year, with the buyer base widening to women, Gen X and older adults. Nothing in that sequence required new science. Trade coverage of Vitafoods Europe 2026 described creatine as having had a remarkable resurgence, with companies across the industry trying to enter the space in some form.

Moving it forward: five generations, five rituals

The same 3 to 5 grams a day. What changes is the reason, the moment and the vehicle. This is the template to copy for muscle, metabolic and cognitive territories.

Gen Alpha · under 18

Not yet, and say so

The youth evidence base does not support routine supplementation, and this is the cohort with the sharpest instinct for a claim that has been oversold. Restraint here buys trust. Treat it as an asset, not a missed quarter.

RitualNone. Educate the parent, hold the product.
Gen Z · 18–29

Identity and discovery

Where the phenomenon was made. Discovery is social, the reason is aesthetic and cognitive at once, and the purchase is often someone's first supplement, not a category switch.

RitualGummy or flavoured stick with the morning scroll. Format is the product.
Millennials · 30–44

Efficiency and stacking

Time-poor, evidence-curious, already running two or three other supplements. They will accept powder if it disappears into something they already drink, and they read labels.

RitualStirred into morning coffee or a protein shake. Unflavoured monohydrate wins here.
Gen X · 45–60

Maintenance and midlife

The fastest-moving new segment, and the one where creatine meets the women's midlife territory directly: lean mass, bone loading and cognition in the same decade. The reason shifts from performance to holding ground.

RitualPaired with a resistance-training day and a vitamin D routine already in place.
Boomers · 60+

Function and independence

Strongest clinical rationale on the whole ladder, weakest consumer language. Sell strength and brain. Never sarcopenia. Swallowability and taste decide adherence more than dose does.

RitualWith breakfast, alongside existing medication, in a low-volume format a caregiver can manage.
Cross-generational

On and off GLP-1s

Named alongside protein and HMB for lean-mass preservation during rapid weight loss, and again on the way out. One ingredient, two of the newest territories on this map.

RitualBundled into the companion protocol rather than sold as a separate decision.

The quality problem that could end the run

Independent testing has found frequent label-claim shortfalls in creatine gummies and elevated creatinine from degradation under heat, moisture, acidic pH and storage, with limited validated third-party methods available; powders tested steadier. One 2026 lab analysis reported four of six gummies containing almost no creatine. Meanwhile gummies can cost around three times per gram what powder does, and on some counts considerably more. The format that opened the category is the format most likely to discredit it. Encapsulation and stability work is the defensive investment here, and independent verification is the marketing asset hiding inside it.

What creatine proves about every other territory on this map

An out-of-patent, inexpensive, exhaustively studied ingredient produced the industry's steepest growth curve because someone re-stated the benefit, reached a new audience and removed the friction. The constraint was never the science. It was the translation. Read the open field again with that in mind: muscle, metabolic, cognitive and post-GLP-1 all sit on established or emerging evidence and almost no consumer language. Creatine is not an anomaly. It is the method, and it is available to anyone willing to do the three steps in order.

Case study — the peptides rush

One word is being used for two completely different things.

A $4.1bn market, a grey market running alongside it, a regulatory position that changed twice in 2026, and an evidence base that splits cleanly down the middle. The winners are already identifiable, and they are not the ones generating the headlines.

$4.1 → $11.2bn
Global peptide supplement market, 2025 to 2035
$2.2bn
Market the pending FDA compounding decision would open for six experimental peptides
Zero
FDA approvals for any human use among BPC-157, TB-500, KPV, MOTS-c, Semax or Epitalon
Retail
Distribution moved from niche biohacking onto major e-commerce platforms, often labelled as research chemicals

The distinction the industry keeps collapsing

Category one: food-derived bioactive peptides. Collagen hydrolysates, milk lactotripeptides, casein and whey hydrolysates. Orally absorbed, food-legal, some with clinical files and authorised claims in at least one jurisdiction. Category two: unapproved synthetic peptides. BPC-157, TB-500, KPV, MOTS-c, Semax, Epitalon. Not lawful dietary supplement ingredients, not legal for compounding pharmacies to make, mostly sold as research chemicals not intended for human consumption. Both are being marketed as "peptides". That conflation is the single largest reputational risk in this index, because a consumer who cannot tell your collagen peptide from a vial bought online will eventually stop trusting either.

What actually happened in 2026, in order

15 April

Category 2 removal

The FDA removed BPC-157 and eleven other peptides from Category 2 of the 503A bulks list. That was widely read as a green light and is not one. Removal from Category 2 means the agency no longer flags a significant safety concern; it does not confer Category 1 status, which is what actually makes a bulk substance eligible for compounding. BPC-157 currently sits in the gap between the two.

Holt Law regulatory alert · 2026
Not an approval

23–24 July

Advisory committee review

The Pharmacy Compounding Advisory Committee assessed seven peptides for compounding eligibility. FDA scientists had already recommended against, citing insufficient safety and efficacy data. The committee narrowly recommended six for the bulks list anyway, and the recommendation drew scrutiny because several newly added members had ties to peptide-related businesses. No decision date has been set.

The Fulcrum · 2026
Evidence unchanged

The headline problem

"FDA approved peptides"

A committee vote about a compounding pathway is not a clinical trial. As one clinical commentator put it, the regulatory news changed nothing about the underlying evidence: still not approved for any use, still lacking the large-scale human trials approval requires. Anyone building a brand on those headlines is building on a misreading that will be corrected in public.

Clinical commentary · Aug 2026
Misread at scale

Naming the winners

Bioavailability decides this category before marketing gets a turn. Most dietary peptides are destroyed in digestion; only small proline-rich sequences reliably reach circulation intact via the PepT1 transporter. That single constraint separates the viable from the fashionable.

Lactotripeptides IPP and VPP

Milk β-casein · blood pressure

The best-validated food peptides on the market. ACE inhibition in vitro translated into blood-pressure reductions of roughly 5 to 10 mmHg in human trials when delivered in fermented dairy matrices, with plasma detection of the intact tripeptides confirming absorption. Commercialised in Japan under FOSHU from 1997 and in Europe under Article 13 health claims, bypassing the full drug pathway. EFSA declined a similar claim in 2012 on insufficient cause-and-effect evidence. Same molecule, opposite answer, different regulator.

Frontiers in Pharmacology · 2026
Winner

Collagen peptides

Skin, body composition, glucose

The largest commercial segment of the bioactive peptide market, with clinical support for body composition and skin endpoints, and now moving into metabolic territory: a specialised peptide composition shown at Vitafoods 2026 carried clinical data on reducing glucose spikes. Established supply chains, food-legal status, consumer familiarity.

Bioactive peptide review · Mar 2026
Winner

Casein and whey hydrolysates

ACE inhibition beyond muscle

The most clinically advanced dairy bioactivity after the tripeptides. A 2025 double-blind randomised trial reported casein peptides reducing systolic and diastolic blood pressure by roughly 9.4% and 9.5% over eight weeks while shifting gut microbiota toward an anti-inflammatory profile. Sits directly on top of protein supply chains the industry already owns.

Casein and whey peptide review · 2026
Strong, still building

Egg, marine and plant peptides

Antihypertensive, antioxidant, DPP-IV

A meta-analysis of food-protein-derived antihypertensive peptides found effects more pronounced in participants with higher baseline blood pressure and in those aged 50 and over. Promising, and constrained by raw-material heterogeneity, batch variability, sensory defects and gastrointestinal instability rather than by biology.

Foods, animal by-product peptides · Sep 2026
Real, unproven at scale

BPC-157, TB-500, MOTS-c, Semax, Epitalon, KPV

Recovery, longevity, cognition

Pleiotropic effects in preclinical models, a paucity of human clinical evidence, no approval from any health authority, and grey-market supply with documented variable potency, contamination and mislabelling. BPC-157 is prohibited by WADA under its S0 category for substances unapproved by any health authority, which means an athlete taking a mislabelled product risks a doping violation. Not a lawful dietary supplement ingredient.

BPC-157 literature and patent review
Not available to you

What the Vitafoods floor actually showed

The trade press coverage of Barcelona in May 2026 is the clearest confirmation of where the money is going. Not one unapproved synthetic. Every named launch sits in the food-derived category.

Rousselot

Collagen into metabolic

Nextida GC for blood glucose control, plus research suggesting collagen peptides may support the body's own GLP-1 production while helping users avoid the appetite roller coaster. Being collagen-based, the same solution carries muscle retention, recovery, skin and hydration — every one of them a documented GLP-1 need.

Why it mattersOne ingredient entering four territories on this map at once.
DolCas Biotech

The tripeptide argument

Morikol, a marine collagen glycine-proline-hydroxyproline tripeptide, relaunched as a melt-in-mouth water-soluble powder in 1g and 2g sachets taken without mixing. The company's case is that conventional collagen peptides end up as amino acid sources after digestion while a specific tripeptide sequence delivers targeted signalling.

Why it mattersSequence specificity and format convenience in the same launch.
Gelita

Bioactive collagen peptides

CURADERM, a new bioactive collagen peptide for skin barrier and gum health, alongside PeptEndure and BodyBalance for sports, recovery and healthy ageing. Category management sits under Healthy Aging and Sports Nutrition rather than beauty, which tells you where the company thinks the growth is.

Why it mattersBeauty-from-within repositioning itself out of beauty.
PB Leiner

Molecular weight as the pitch

SOLUGEL Supra, an ultra-low molecular weight fish collagen at 500 Da with 45% di- and tripeptides, claimed to absorb four times faster than standard collagen. Suited to gummies, powders and beauty beverages.

Why it mattersThe bioavailability constraint turned into a selling point.
Arla Foods Ingredients

Dairy into the protocol

GLP-1 support nutrition aimed at muscle maintenance, unveiled at the same show. Dairy protein supply chains walking directly into the companion territory rather than waiting to be invited.

Why it mattersThe incumbents are already moving on the open field.
The pattern

Reinvention as the operating principle

Trade coverage of the show framed collagen and magnesium as still fundamental, with the conversation expanding into electrolytes and hydration, and described creatine as having had a remarkable resurgence. One organiser voice called reinvention less a trend than a basic principle of how the industry evolves.

Why it mattersThe floor agrees: translation, not discovery, is the growth engine.

The strategic read

There is no legitimate route into the second category for a nutraceutical company, so the rush is not an opportunity — it is weather. What it does create is permission. Millions of consumers have learned the word peptide, attached it to recovery, longevity and performance, and are actively searching for it. That demand is real even though most of the products meeting it are not. The winning move is to take the word and put it on something that works: food-derived, orally absorbable, standardised, with a clinical file and jurisdiction-aware claims. Collagen and dairy peptide supply chains already exist inside most of this industry. The rush built the vocabulary. The winners will be whoever supplies the evidence behind it.

This is a fast-moving regulatory picture

Peptide status changed twice in 2026 and a further FDA decision is pending with no date set. Anything stated here reflects mid-2026 and should be confirmed directly before sourcing, formulating or making a claim. Nothing in this section is legal or regulatory advice, and the presence of an ingredient in this index is not clearance in any market.

Layer four — the whitespace matrix

Nineteen territories, plotted honestly.

Left to right: how much people already want it. Top to bottom: how much the industry already sells. Bubble size: how big the health problem is. The shaded corner is the open ground: people want it, the health need is real, and few products exist. Click any bubble to see the evidence behind it.

Open field — consumer want already present, industry supply still thin.

This map is a starting point, not a finding

Bubble positions are an argued reading of aggregated public data, not a measured score. Use them to open the debate about where to play — not to close it.

How the positions were set

Axis positions are an editorial judgement, informed by the cited public data and by launch density observed in 2026 trade coverage — Vitafoods Europe, Expo West and SupplySide. They are not a measured index, and saying so is better than dressing a point of view as arithmetic. What is measurable sits in the evidence dossiers, with source and year attached to every figure. Argue with the positions; the underlying evidence is the part that has to hold.

Part 3 of 6 · The map Projected growth — every territory, side by side

Measured growth against projected growth.

Amber bars are the forecast for the next decade. Teal diamonds are what actually happened recently, where anyone has published it. The distance between them is the interesting part. So is how many spaces have no measured figure at all.

Open field Contested Crowded Global benchmark 7.0–9.5% Measured recent growth, where published

Read the measured numbers against the projected ones

Where both exist, the comparison is stark. Creatine measured 71.9% growth in the mainstream performance channel in the year to November 2025, against a muscle territory forecast at 6.5 to 10%. Postbiotics measured around 57% over four years against a gut category forecast at 6.1 to 12.9%. New menopause supplement launches grew at 11.96% between 2021 and 2025 while the menopause supplement market is forecast at 5.7 to 7.5%. In every case the measured recent number is far above the forward projection. Forecasts regress toward category averages; real category formation does not. Where a territory is actually being built, the recent past is the better guide than the modelled future.

Measured and forecast, by country

The same pattern at country level, from a different source. VMS growth measured over 2019 to 2024 against the forecast for 2024 to 2029, in local currency. Every market slows.

MarketMeasured 2019–2024Forecast 2024–2029Change
Brazil+15.6%+7.6%-8.0 pts
India+11.4%+9.6%-1.8 pts
China+9.2%+5.8%-3.4 pts
Thailand+9.0%+6.0%-3.0 pts
United States+8.4%+2.4%-6.0 pts
Germany+6.4%+2.6%-3.8 pts
Australia+6.6%+3.7%-2.9 pts
Indonesia+6.0%+4.4%-1.6 pts
South Korea+0.3%-0.2%-0.5 pts

Mintel for dsm-firmenich, State of the industry update: VMS trends & developments, 2025 and beyond, August 2025. Published report

Read the United States line twice

The largest market in the world measured 8.4% annual growth over the last five years and is forecast at 2.4% for the next five — a drop of six points. Germany falls by nearly four, Brazil by eight. India holds up best, forecast at 9.6% against 11.4% measured. South Korea is already flat. This is the forecasting pattern the whole index describes, in a single table: models extrapolate the categories that exist and assume saturation. Where a market is still building new categories, measured growth keeps outrunning the model.

The finding this chart produces

Look at the two territories with the largest documented burden and the thinnest supply. Women's midlife is forecast at 5.7–7.5% and youth at 4.7–7.6% — both at or below the global market benchmark. Meanwhile GLP-1 companion is projected at 10.7% to 24% and cognitive at up to 13.3%. The forecasters are not wrong. They are doing exactly what forecasting does: extrapolating from existing supply and existing purchase behaviour. A category nobody has built cannot show up as a growth rate. Which means the CAGR table is a map of where the industry has already decided to go, not a map of where the need is. Treat a low projected CAGR against a high burden as a signal of absence, not of absent opportunity.

Most territories have no measured history at all

Twelve of the nineteen territories here have no published measured growth series, only a forecast. Men's midlife and immunity return no single public forward CAGR either, and muscle health has no tracked market category whatsoever — the figure shown for it is a proxy assembled from amino acids, protein and sports nutrition. Consider what that means. The strongest platform case in this index, serving both sexes across six life stages with established science, is not a category any forecasting house measures. You cannot be tracked into a market that has not been named yet, and you cannot buy a report telling you to build one. That asymmetry is worth sitting with: the industry measures forward far more readily than it measures back, which makes every forecast harder to audit than it looks.

These numbers are not comparable like-for-like

Every CAGR here comes from a different house, with a different scope, base year and forecast horizon, ranging from 2023–2030 to 2026–2036. Some count supplements only; others fold in functional food, beverage or OTC. They are shown together to reveal the spread and the direction of expectation, not to rank territories by a common metric. Each bar carries its period and its sources; check them before using any single figure.

Part 3 of 6 · The map Regional insight — where to play, by geography

Five regions, five different lead need states.

Every regional finding in this index, pulled into one place. The table compares all five at a glance; the panel below gives the full read for whichever region you select, including where the public data runs out.

RegionPositionGrowthLead need stateData confidence
North America 36.1% of global market; US at $74.15bn in 2025 +7.1% in 2025, toward $99.96bn by 2029 GLP-1 companion and specificity High
Europe Highest evidence bar; pipeline reads 12–24 months ahead of shelf 6.4% CAGR 2026–2030 Women's midlife, built on substantiation Medium-high
Asia-Pacific 37–49% of global market depending on scope; largest region on most counts ~9.2%, above global average Ageing function — muscle, mobility, cognition Medium
Latin America Brazil posting double-digit value growth in 2025 8.1% CAGR Brazil, 2026–2033 Metabolic prevention and occupational hydration Directional
Middle East & Africa Steepest growth curve meets steepest metabolic and heat burden 7.83% CAGR to 2031, highest of any region Prevention at policy and employer scale Directional
Full read

The pattern across all five

The regions the industry designs its pipeline around are not the regions growing fastest. North America and Europe hold the innovation infrastructure and the evidence standards; Asia-Pacific holds the largest market and the steepest ageing curve; Middle East & Africa and Latin America post the highest growth rates with the thinnest public data. A platform designed only against North American and European need states will be commercially correct and strategically late. The core travels; the lead need state should be chosen per region.

Where the regional data runs out

North America is the only region with reliable public category-level splits, because NBJ publishes them. Europe is strong on pipeline signal and weaker on sales data. Asia-Pacific is clear on size and demographics and thin on category detail. For Latin America and Middle East & Africa there is no public category-level whitespace dataset — those reads are inferred from burden, growth rate and policy direction, and are marked directional throughout. Validate primary before committing capital to either.

The claim under half the pipeline

The gut–organ axis: buzz or truth?

Gut health has been repositioned as the foundation of whole-body wellness, and almost every adjacent claim now routes through an axis — gut–brain, gut–skin, gut–liver, gut–heart. The honest answer is that these are not one claim with one verdict. They are six claims at five different stages of proof, and treating them as interchangeable is how a category loses its credibility.

Pre, pro, post, syn and phage: five classes, five evidence positions

These words are used interchangeably on pack and mean different things scientifically. ISAPP has published consensus definitions for the first four, and the definitions carry the commercial consequences. Phages are the newest entrant and sit outside that framework.

Prebiotic

Feed the residents

A substrate selectively used by host microorganisms to confer a health benefit. Fibres, largely — inulin, GOS, resistant starch, resistant dextrin. Mapped individually in the ingredient list because they behave differently in formulation and in the gut.

PositionEstablished for regularity and substrate function. The GLP-1 reformulation wave is running through here.
Probiotic

Add live residents

Live microorganisms that confer a health benefit when administered in adequate amounts. Strain-specific by definition, which is exactly what most marketing obscures. Established for digestion, regularity, antibiotic-associated diarrhoea and immune modulation.

PositionStrongest base file in the whole category. Constrained by viability through shelf life and gastric transit.
Postbiotic

Skip the living part

ISAPP defines it as a preparation of inanimate microorganisms and/or their components conferring a health benefit. Effective postbiotics must contain inactivated cells or cell components, with or without metabolites. Stable, long shelf life, and formulable where live cultures cannot go.

PositionFastest growing of the four — at 57% CAGR over four years on Innova's count, with patents at 94%. The science is still evolving.
Phage

Remove the unwanted

The newest of the group and the only one that subtracts rather than adds. Bacteriophages target specific unwanted bacteria with a narrow host range, avoiding the broad disruption antibiotics cause, and the lysis products feed beneficial species. The reference ingredient is PreforPro from ADM, a cocktail of four phages — LH01-Myoviridae, LL5-Siphoviridae, T4D-Myoviridae and LL12-Myoviridae — patented for use as a prebiotic and dosed at around 15 mg.

PositionTwo placebo-controlled human trials and a clear mechanism. Small, early, and mechanistically distinct from the other four.
Synbiotic

Design them to cooperate

A mixture comprising live microorganisms and substrates selectively used by host microorganisms, conferring a health benefit. ISAPP deliberately avoided defining it as simply probiotic plus prebiotic, warning that such a definition could suppress innovation in combinations designed to work together.

PositionThe most under-evidenced of the four. The umbrella review found synbiotic evidence for mood scarce.

The named strains: where the real files sit

Category claims belong to nobody. Strain claims belong to whoever funded the trials. Two suppliers hold most of the documented positions in this market, and knowing which strain carries which file is the difference between a defensible product and a pack claim.

LGG

Novonesis · L. rhamnosus, DSM 33156

The most documented probiotic strain in the world: more than 2,500 scientific publications including over 300 clinical study publications. The World Gastroenterology Organization's global guidelines list it with documented positive results across five gut-related health areas, and it appears in ESPGHAN's position paper on gut microbiota in children. Isolated in 1985, in commercial use since 1990, genome-verified as identical to the original isolate.

Novonesis · LGG
Deepest file

BB-12

Novonesis · B. animalis subsp. lactis

The most documented Bifidobacterium, described in around 600 publications with more than 250 covering human studies. A 2025 peer-reviewed review in Frontiers in Microbiology consolidated the evidence across mechanisms, clinical efficacy and life stages, covering IgA secretion, inflammation, short-chain fatty acid production, constipation and infant colic. Used from infancy to older adulthood.

Novonesis · BB-12 review, 2025
Deepest file

NCFM

IFF · HOWARU L. acidophilus

Isolated from a human source in the early 1970s and published in more than 470 scientific publications including over 100 human clinical trial publications, alone and in combination with other probiotics and prebiotics. The anchor strain of the HOWARU range, appearing in the kids and sport formulations alongside Bi-07.

IFF Health Sciences · NCFM
Deep file

The HOWARU dose architecture

IFF · life-stage formulations

Study it as a model for life-stage platform design. The doses are published, which is rare. Protect Kids and Protect Sport at 10 billion CFU of B. lactis Bi-07 plus L. acidophilus NCFM; Protect Adult at 2 billion CFU of B. lactis Bl-04; Protect Senior at 5 billion CFU of B. lactis HN019; Protect Earlylife at 6 billion CFU of L. rhamnosus HN001. The kids formulation has clinical support for fewer respiratory symptoms and fewer missed school days.

IFF · HOWARU Protect
One core, five stages

Beyond the gut

Targeted strains, both suppliers

Novonesis fields Urex, a combination of L. rhamnosus GR-1 and L. reuteri RC-14 positioned as the leading urogenital probiotic, and ProbioBrain built on B. longum 1714 for mental wellness, plus Istilos B. infantis for infant seeding and HMO utilisation. IFF's HN001 has shown reduced eczema risk against placebo where HN019 did not — a reminder that two strains of adjacent species are not interchangeable. Spore formats, B. subtilis HU58 and B. coagulans SC208, exist specifically for gummies.

Nutrition Insight · biotics portfolios
Strain ≠ species

What the strain table tells you about strategy

LGG has 2,500 publications behind it. Most competing products have none, and sell into the same shelf on the same category words. That gap is the entire argument for owning a mechanism. Benefits are common property. Note also how the suppliers structure their portfolios: one well-evidenced core strain, re-dosed and re-paired by life stage and by territory — infant, kids, adult, sport, senior, urogenital, mental wellness. That is the platform model from this index, already running inside the biotics business, and it is the clearest available template for muscle, metabolic or women's midlife.

Why phages are strategically different from the other four

Every other biotic class adds something: live organisms, substrate, inactivated cells, or a designed combination. Phages subtract, selectively. That makes them the first microbiome tool whose logic is editing rather than supplementing, and it is why ADM positions PreforPro as the first of a distinct pathway, with five further phage solutions behind it. The evidence is genuinely early — two placebo-controlled human trials, modest effect sizes, outcomes that are microbiota shifts and self-reported GI measures rather than hard endpoints. But the mechanism is specific, the dose is tiny, and it combines with probiotics rather than competing with them. For a formulator this is the rare case where the interesting thing is not the ingredient but the combination: PHAGE-2 found benefits when PreforPro was added to a probiotic that the probiotic alone did not produce. It already appears inside finished products — Ritual’s Synbiotic+ and Designs for Health’s Probiophage DF among them — which means the ingredient is past the pilot stage and into shelf.

Why the postbiotic definition changed the market

ISAPP's 2021 consensus turned a loose marketing term into something patentable and regulable, and the effect is visible in the numbers: Innova puts postbiotic patent growth at 94% CAGR over four years and ties the rise to the definition itself. Around 12% of consumers now actively seek postbiotic ingredients. The commercial logic is straightforward — inactivated cells survive heat, acidity, moisture and shelf life in ways live cultures do not, which opens formats that were previously closed. A definition became a market-making event. The industry spends heavily on ingredients and almost nothing on the definitional work that makes claims possible.

Real files already exist

Named strains, human trials

ADM's heat-treated Bifidobacterium longum CECT 7347 won the Immune and Gut Health category at the inaugural Vitafoods Europe Innovation Awards in 2025, with clinical trials on gut health and IBS symptoms. ADM and Asahi signed exclusive distribution for Lactobacillus gasseri CP2305, a postbiotic for stress, mood and sleep backed by eight human clinical trials. Eight trials on a named strain is a different proposition from a category claim.

MarketsandMarkets · postbiotics
Strain-level wins

The quantification problem

What exactly is in the pack

At the 2024 ISAPP meeting, 32 academic and industry scientists convened specifically on the technological challenge: clearly describing postbiotic composition, quantifying the key active components in the finished product, and standardising production for consistency. Progenitor strains need whole-genome sequencing to confirm taxonomy. If you cannot quantify the active, you cannot defend the dose, and without a dose there is no claim.

ISAPP on postbiotic quantification · 2025
Unsolved, and solvable

The regulatory precedent to watch

Bacterial lysates

The EMA reviewed bacterial lysate medicines authorised for respiratory conditions and recommended they be used only for preventing recurrent respiratory infections rather than for treatment, requiring companies to supply further safety and effectiveness data from new clinical studies by 2026. Inactivated microbial preparations are already under regulatory scrutiny in the medicines channel, and that scrutiny tends to travel.

ISAPP consensus, Nat Rev Gastro Hepatol
Watch closely

Gut–brain

Mood, anxiety, stress, sleep

An umbrella review of thirty systematic reviews and meta-analyses found probiotics produced a consistent benefit for major depressive disorder, with a pooled standardised mean difference of −0.50. Anxiety was markedly inconsistent at −0.19, prebiotics showed limited effect, and evidence for synbiotics was scarce. The catch is underneath: methodological quality was moderate, low or critically low in 76.6% of those reviews, and the citation network is fragmented.

Umbrella review, Pharmaceuticals · Jan 2026
True, narrowly

Gut–brain, cognition

Focus, memory, cognitive performance

Effects reported in human trials are strain- and context-specific, and often absent in healthy people with low baseline stress — which is exactly the population most supplements are sold to. Mechanistic pathways through short-chain fatty acids, GABA and serotonin are real research directions; the human payoff in healthy adults is not established.

Psychobiotics clinical trial review · Mar 2026
Mostly buzz

Gut–liver

Metabolic liver disease, MASLD

The strongest mechanistic case on this list. Barrier failure, bile acid and short-chain fatty acid dysregulation and TMAO are all mapped as pathways into liver disease. But translation is unproven: a review of SIBO treatment found an overall eradication rate of 63% with rifaximin while the four small placebo-controlled trials failed to beat placebo. Excellent biology, thin clinical proof.

Gut–liver axis in MASLD, Front. Pharmacol. · 2026
Real, unproven

Gut–heart

Cardiovascular risk via TMAO

TMAO forms in the liver from gut microbial metabolism of choline, L-carnitine and phosphatidylcholine, and is linked to atherosclerosis through cholesterol transport, thrombotic and platelet mechanisms. Therapies targeting TMAO production are described as emerging, and several mechanisms still require elucidation. A biomarker story before it is a supplement story.

Gut Microbes — TMAO therapies · 2025
Real, unproven

Gut–skin

Acne, atopic dermatitis, psoriasis

The most commercially exploited and least settled. Reviews report improvements in acne severity but describe the evidence as heterogeneous and limited by small samples, short durations and inconsistent formulations — one 2026 meta-analysis found only three eligible double-blind RCTs totalling 231 participants. Paediatric atopic dermatitis trials show modest improvement and are the strongest sub-case. Dermatology guidelines still make no probiotic recommendation for acne, and specialists have raised publication bias concerns.

Medscape on systematic review · Mar 2026
Mostly buzz

Gut, core function

Digestion, regularity, immune modulation

The original claim, and the one that holds. Benefits in constipation, antibiotic-associated diarrhoea, allergy and immune modulation are the established base that everything else is being extrapolated from. The extrapolation is what is under dispute. The base is not.

Microbiota–gut–brain axis review, translational challenges
Established

So: buzz or truth?

Both, and the distinction is strain-level. Three things are true at once. One: the biology is real — bidirectional gut–organ communication is not marketing, it is physiology. Two: the clinical evidence is far behind the claims, concentrated in animal models and small trials, and effects that appear in stressed or diagnosed populations frequently vanish in the healthy consumers products are actually sold to. Three: effects are strain-specific and dose-dependent, which means "supports the gut–brain axis" on a pack is a claim about nothing — the file belongs to a strain at a dose, not to a category.

What this means for a platform strategy

The industry voice at SupplySide Connect this year put it well: the winners are the disciplined translators, not the fast movers. Gut is the right foundation to build a platform on — it is the habit, the daily format and the consumer permission. But the axes are the extension route, and each one has to be earned separately with its own file. A company that treats the axis as one claim will over-promise on skin and cognition, get caught, and damage the base business that was actually working. A company that funds one axis properly owns a defensible position for a decade.

Part 4 of 6 · What to build with The bridge layer — from territory to formulation

The ingredient map.

Every ingredient named across the sources in this index, mapped to the territories it serves and graded on the strength of its evidence. Filter by territory to see what is already available to formulate with — and, more usefully, where the shelf is thin.

How to read this: the grade is a reading of the evidence as described in the cited sources, not a systematic review. Established means consistent human trial evidence for that use. Emerging means real mechanism and promising trials, not yet settled. Thin means the market has run ahead of the file. Presence on this map is not a recommendation, and nothing here is regulatory clearance in any market.

Territory

This map is a starting point, not a formulation brief

Ingredients here were aggregated from the sources cited across this index. Grades are an informed reading of that aggregate, not a systematic review, and inclusion is neither a recommendation nor regulatory clearance in any market.

What the map shows once you filter it

Two patterns fall out immediately. The crowded territories are ingredient-rich and evidence-thin — mood and beauty return long lists dominated by emerging and thin grades, which is why those shelves compete on marketing. The open territories are the opposite: muscle, metabolic and hydration return shorter lists with the strongest grades on the map. Established science, few products. That inversion is the whole argument of this index, expressed in ingredients rather than in market size.

Three gaps worth naming

Women's midlife has no anchor ingredient. The list is borrowed — soy isoflavones and black cohosh from a symptom-relief era, vitamin D and omega-3 from general health. No mechanism has been built for the transition itself, which is exactly why the platform is unclaimed. Youth has almost nothing. Filter to it and the map is nearly empty, because a shelf that does not exist has no ingredient set. Cognitive risk reduction runs on borrowed assets too — creatine migrating from muscle, magnesium L-threonate from sleep. Migration is legitimate, but the company that funds a mechanism for mid-life brain maintenance owns something nobody can borrow back.

Part 5 of 6 · Your report Report by health space

One territory at a time.

Select a health space to assemble its full report: position on the matrix, projected growth, the evidence behind it, the ingredients already available to formulate with, the regional signal, and where it connects to everything else. Built from the same sourced data as the rest of this index.

Health space

Read each report as an opening position

Every report is assembled from the aggregated public sources listed in this index. The matrix placement and the evidence grade are an argued reading of that aggregate, not a measured score or a systematic review. Use a report to frame the conversation about a territory, then validate against primary sources and your own data before committing capital.

Part 4 of 6 · What to build with Regulatory reference — claims and status by ingredient

What you are actually allowed to say, and where.

Every ingredient in this index, against US status, EFSA authorised claims, EU novel food position and other notable clearances. This is the layer that decides whether a good formulation becomes a sellable product, and it is the layer most whitespace analysis leaves out entirely.

Read this before you use a single cell of this table

This is a starting framework, not a compliance document. Regulatory status changes, varies by exact form, source, dose and finished-product category, and differs between member states even inside the EU. Entries marked Not assessed here mean exactly that — no position has been taken, not that the answer is negative. Nothing in this table is legal or regulatory advice, and no product decision should rest on it. Verify every line with your regulatory function or external counsel against the current EU Register, FDA guidance and the relevant national authority before it reaches a label.

Show

Ingredient US status EFSA authorised claim EU novel food Notes and other clearances

What EFSA's vigilance network is watching

An EFSA-funded project across eight European food safety bodies, approved June 2026, looked for emerging risks in supplements other than vitamins and minerals. It is a prioritisation exercise, not a finding of harm — and it names several ingredients this index discusses.

130
Adverse event cases retained after causality and severity filters, involving 144 supplements and 237 ingredients
6
Ingredients shortlisted as possible sources of emerging risk from vigilance data
229
Plants identified as potentially containing the substances of concern
94 of 122
Plants with no officially registered product that could still be bought online in at least one member state

Bifidobacterium

Gut, biotics

Shortlisted from vigilance data. The most commercially significant name on the list for this index, given how many of the strain-level files in the biotics section are Bifidobacterium. A vigilance signal on a genus is not evidence against any specific strain — which is the strongest argument yet for building on named, documented strains rather than the category.

Watch

Toothed clubmoss

Huperzia serrata · cognitive

The botanical source of huperzine A, a common active in focus and memory products. Its appearance here adds regulatory exposure to a cognitive territory that already carries thin evidence at the focus end.

Exposure

Ginseng, coleus, guggul, black radish

Energy, weight, metabolic

Panax ginseng sits in energy and mood positioning; coleus (Plectranthus barbatus, the source of forskolin) and guggul in weight and cholesterol positioning; black radish in digestive and liver products. Each is a familiar botanical in exactly the territories where consumer demand is running hottest.

Watch

Furfural, emodin, chrysophanol

Plant constituents

The plant work package identified these three substances as widely distributed across marketed plant-containing supplements. Emodin and chrysophanol are anthraquinones, found in plants traditionally used as laxatives.

Watch

Read this list fairly

The authors state plainly that neither work package highlighted clear emerging risks. The output is a shortlist of substances that could be further discussed for possible assessment under Article 8 of Regulation (EC) 1925/2006, the mechanism that can restrict or prohibit substances added to food. The report is produced by the authors under an EFSA grant and is not an output adopted by the Authority. Treat it as a direction of regulatory attention, and verify status before any formulation decision.

The pattern worth taking to a strategy meeting

Notice which ingredients carry an authorised EU claim and which do not. Vitamins, minerals, specific fibres and omega-3 do. Collagen, probiotic strains and most botanicals do not, regardless of how strong the trial data looks. That is not a gap in the science. It is a gap in who filed. An authorised claim is an asset a competitor cannot copy off your label, and in most of the open-field territories in this index nobody has filed for one yet. The claim layer is the least crowded part of this entire market.

Three structural facts behind the table

The US and EU work in opposite directions. DSHEA permits structure and function statements without pre-approval provided they carry the disclaimer and are substantiated; the EU prohibits any health claim not on the authorised register. A product legal in Texas may be unlabellable in Lisbon with no change to the formula. Novel food is separate from claims. An ingredient can be authorised for sale in the EU and still have no permitted claim, which is the position collagen and most probiotics sit in. China gates function claims through registration. Blue Hat registration is what permits an approved health function claim; without it, function claims are not available regardless of EU or US status.

Part 4 of 6 · What to build with The constraint nobody puts on a trend slide

The clinical dose does not fit in the format people want.

Gummies, chews, powders and stick packs are now over 60% of global supplement sales. Several of the best-evidenced ingredients in this index need five to ten grams a day. Those two facts are in direct conflict, and the conflict decides more launches than any trend does.

IngredientDose in the trialsCapsuleGummyStick packPowder or drink
FibersolSatiety and GLP-1 10 g with a meal No No Yes Yes
FibersolGlycaemic response 4–6 g per meal No Barely Yes Yes
Whey proteinLean mass 20–40 g per serve No No Barely Yes
Collagen peptidesType I hydrolysate 2.5–10 g daily No Barely Yes Yes
Creatine monohydrateMuscle and cognition 3–5 g daily No 4–7 gummies Yes Yes
PsylliumRegularity, cholesterol 5–10 g daily No No Viscosity limits Yes
Urolithin AMitochondrial 500 mg daily Yes Yes Yes Yes
Undenatured type II collagenJoint 40 mg daily Yes Yes Yes Yes
Probiotic strainsLGG, BB-12, HOWARU 2–10 bn CFU Yes Viability Yes Viability
BacteriophagesPreforPro 15 mg daily Yes Yes Yes Yes

The split this table exposes

There are two completely different businesses hiding inside one industry. Milligram ingredients — urolithin A, UC-II, phages, probiotic strains, magnesium threonate — go anywhere. Any format, any occasion, any channel. Gram ingredients — fibre, protein, collagen, creatine, psyllium — are locked into powders, stick packs and drinks, which means the format decision is made for you before the marketing brief is written. Most of the strongest evidence in this index sits in the gram group. That is why the open territories keep being described as needing a format change: they do, and it is not a preference, it is arithmetic.

The gummy trap

A gummy carries roughly 2 to 5 grams of total mass, most of it sugar alcohols, pectin and water. A 10 g fibre dose cannot fit, and a creatine gummy at 750 mg per three-gummy serving needs four to seven gummies to reach a clinical dose. The format that recruits consumers cannot deliver the dose that works.

The honest options

Three, and only three. Move to a format that holds the dose. Use a milligram-active with real evidence instead. Or state the lower dose plainly and claim only what it supports. The fourth route, putting a token amount in a gummy and claiming the trial, is the one the category keeps taking.

Where tolerance changes the maths

Dose ceilings are not only about volume. Inulin's tolerance limit caps what you can load before GI discomfort; Fibersol is reported at four times that tolerance. A better-tolerated fibre lets you put the clinical dose into a product someone will actually finish.

What this means for GLP-1 products

The companion consumer has suppressed appetite and low tolerance for volume. That rules out large powders and rules in concentrated, well-tolerated, low-viscosity fibres and small serves. The dose problem and the consumer problem point at the same answer here, which is rare.

How to read the format columns

The yes and no marks are engineering judgement based on typical format capacities and the doses cited in this index, not manufacturer specifications. Actual loading depends on the excipient system, the active's density and solubility, viscosity, moisture activity and the tolerance ceiling of the specific ingredient. Confirm every line with your formulator or contract manufacturer before it shapes a brief.

Part 4 of 6 · What to build with The layer that decides whether anyone takes it twice

Flavour is not decoration. It is the adherence mechanism.

A clinical file gets someone to buy once. Taste gets them to finish the tub. And the flavour that signals a benefit in Chicago does not signal it in Shanghai, which makes this the most local layer in the whole platform.

Number one
Taste and flavour are now the leading influence on purchase decisions in sports and functional nutrition
60%+
Of global supplement sales are now gummies, chews, powders and stick packs; gummies alone hold 23.4%
41 vs 53%
Cite ease of use as a purchase driver, against those who prioritise scientific evidence. The gap is narrower than the industry assumes
38%
Of flavoured gummy supplement consumption is citrus; vitamin C citrus gummies are about 47% of immunity-focused products

Flavour association by health space

Consumers attach flavour families to outcomes. Get the pairing right and the product tastes like it is working. Get it wrong and the formula is fighting its own packaging.

Immunity

Citrus, elderberry, ginger

The strongest and oldest association in the category, built on the vitamin C link. Citrus accounts for roughly 38% of flavoured gummy consumption globally, and vitamin C citrus gummies make up close to 47% of immunity-focused products. Orange, lime and mixed berry stay dominant here because they are familiar and formulate easily against a wide range of actives.

Vitaquest flavour trends · 2026
Locked in

Energy and alertness

Uplifting citrus, tropical, indulgent

Kerry finds people drawn to supplements that mirror the emotional state they want: uplifting citrus and tropical fruit for morning motivation and alertness. North American research adds a counterpoint worth knowing — indulgent profiles fit energy, cognition and endurance best, because those benefits are mentally filed with coffee.

FlavorSum primary research · 2026
Two valid routes

Sleep, calm and mood

Chamomile, lavender, soft lemon, vanilla

Soothing botanicals carry innate functional association: chamomile pairs naturally with relaxation and sleep. Lavender appears as a future flavour in Southeast Asia. The tell is that calming products succeed with muted, rounded profiles while bright acidity works against the claim.

Kerry APMEA · 2026
Congruent

Gut and digestive

Yoghurt, kefir, berry-tang, fermented cues

The most technically interesting pairing on the list. Kerry describes creamy mouthfeel, fermented cues and gentle acidity as signalling efficacy while masking the bitterness and sourness that functional gut ingredients bring. Flavour is doing two jobs at once here: it carries the benefit story and solves the formulation problem.

Kerry APMEA · 2026
Signal plus masking

Cognitive

Berry heroes, rising cherry and blackcurrant

Berry flavours dominate cognitive products, with strawberry and raspberry as the heroes and cherry, pomegranate and blackcurrant rising. Guarana, turmeric, maca and lemon balm are the botanical risers. Around 49% of European consumers name improved memory as a significant benefit they want from cognitive products, ahead of sleep.

Givaudan cognitive health · 2025
Association, not effect

Hydration

Tropical, exotic, watermelon, coconut

Consumers associate tropical profiles with wellness, hydration, energy and a holiday feeling. Hydration is driving much of the exotic flavour innovation in powders and stick packs, and lychee was named supplement flavour of the year in 2025 on the back of it.

Flavour trends · 2026
Strong fit

Healthspan and daily wellbeing

Citrus, berry, vanilla, soft herbal

Kerry reads these profiles as signalling nourishment instead of a quick fix, which lines up with wellbeing as a daily practice. Useful for a category being sold on consistency: the flavour has to survive being tasted every morning for a year.

Kerry APMEA · 2026
Built for repetition

Wholesome and authentic

Yuzu, ginger, turmeric, matcha, elderflower, honey

A cross-cutting set chosen because it makes a product feel credible. These are described as flavours that enhance perceived health benefit, which is a precise and slightly uncomfortable idea: the flavour changes what people believe the formula is doing.

Kerry via NutraIngredients · 2026
Perception effect

The same benefit, a different flavour in every market

Orange, strawberry and berry are the global baseline. Everything interesting happens on top of them, and it happens differently by country. This is the ritual layer of the platform model, made concrete.

MarketDominant nowFast growingFuture flavours
North AmericaOrange, strawberry, berryNostalgia and dessert profiles: cinnamon bun, fruity popsicleGuava
EuropeOrange, strawberry, berryBlood orange, pink lemonade; beverage cues including mojito and colaGuava
Middle EastOrange, berryBeverage-inspired: mojito, colaGuava
Southwest AsiaCitrus, berryCulturally specific treats, including Indian kulfiYuzu
Southeast AsiaOrange, strawberry, mixed berry, lemon, peachTurmeric, mandarin, milk chocolate, pomegranate, yuzuCoconut, hawthorn, guava, lavender, melon
North Asia & ChinaCitrus, berryOolong and jasmine tea profilesYuzu
Latin AmericaOrange, berry, tropicalMatchaGuava
Australia & New ZealandOrange, strawberry, berryBlood orange, pink lemonade, matchaYuzu

Three things this table tells you

Guava is the one to watch. It appears as a top future flavour in almost every region, including Europe, North America, Southeast Asia and the Middle East, which makes it the likeliest global breakout. Citrus is trading up, not fading. Lemon and orange remain staples while regions move to more complex profiles, with yuzu named a future flavour across Australia and New Zealand, Southeast Asia, Southwest Asia and North Asia. And wellness is being treated like confectionery. Dessert and beverage cues are entering supplements market by market, which is a format opportunity and a credibility risk in the same launch.

Flavour changes belief, not biology

Everything above describes association and expectation. It does not describe efficacy. A berry-flavoured cognitive product is not more effective for being berry-flavoured, and the evidence on the underlying fruits is weaker than the marketing suggests: a systematic review and meta-analysis of berry, cherry and citrus consumption concluded the data did not sufficiently support a role for fruits in improving cognition or mood. Flavour drives adherence, repeat purchase and perceived benefit. Those are commercially decisive and clinically neutral. Keep the two apart in your claims.

Part 6 of 6 · What to do Layer five — priority opportunities

Seven priority opportunities.

Where the three layers converge, the data points to seven positions that behave as platforms rather than product lines — each with a consumer want, a burden base and a science pathway. Each is set out with the evidence it rests on, so it can be tested rather than taken on trust.

01

Build the midlife women's platform, not the menopause SKU

Menopause is being treated as a symptom category worth somewhere between $1bn and $19bn depending on which analyst you read — the spread itself proves nobody has defined it. Meanwhile the burden data describes something much larger: a fifteen-year transition covering bone, metabolic, cardiovascular, cognitive, sleep and mood needs, sitting inside a $1 trillion structural health gap with a documented pipeline mismatch. The SKU chases hot flashes. The platform owns a decade of a woman's life and follows her into healthy ageing.

Evidence baseWEF × McKinsey women's health gap 2024 · perimenopausal anxiety burden projected up 41% to 2035 (GBD) · women's health named a lead theme at Vitafoods Europe and Expo West 2026 · market estimates diverge ~19× on scope

02

Own the decade before the diagnosis

635 million people have impaired glucose tolerance and 252 million have diabetes without knowing it. Pharma cannot serve them — there is nothing to prescribe against a non-diagnosis. Clinical nutrition mostly starts after the diagnosis. That leaves the largest at-risk population on earth commercially unclaimed, and reachable through the one thing they will accept: everyday food and supplement formats that address glycaemic response without medicalising the person taking them.

Evidence baseIDF Diabetes Atlas 11th ed. · diabetes-linked health expenditure above $1tn in 2024 · glucose-response ingredient claims already appearing at Vitafoods 2026 · Mintel names metabolic health a lead VMS theme for 2026

03

Become the nutrition layer of the GLP-1 protocol

Tens of millions of people are now on a medication that suppresses intake while raising protein, micronutrient and hydration requirements. Clinical guidance already points at 1.2–1.6 g/kg protein for lean-mass preservation, and published work flags nutrient inadequacies in this population. The winning position is not a diet brand adjacent to the drug — it is the standing nutritional infrastructure the protocol requires, sold on adherence and outcome rather than on weight loss. Its longer-term value is the ageing user on GLP-1 for whom muscle loss is a mobility problem, not a cosmetic one.

Evidence baseMintel Future of Nutrition 2026 on nutrient density displacing volume · Gnosis/Lesaffre on GLP-1 nutrient inadequacy · Vitafoods and Expo West 2026 fibre and protein reformulation wave · sarcopenia-targeted companion products reported to carry meaningful price premiums

04

Move cognitive from focus to risk reduction

The category sells attention to thirty-year-olds. The burden is 153 million dementia cases by 2050, with 45% of risk attributed to modifiable factors — a list that runs through LDL cholesterol, hypertension, diabetes, obesity, hearing and physical inactivity, all territory nutrition already plays in. Nobody has built the credible mid-life brain-maintenance platform, largely because it demands longitudinal evidence and claim discipline most brands will not fund. That is precisely why the position is defensible once taken.

Evidence baseLancet Commission on dementia 2024, fourteen modifiable factors · GBD projection 57m → 153m by 2050 · cognitive health a named pillar of the Vitafoods Europe 2026 programme · creatine for cognition surfacing at Expo West 2026

05

Design for Alpha before Alpha designs around you

The generation now aged five to sixteen is the first to grow up with supplementation as ordinary household behaviour, with mental health named openly, and with an instinctive test for whether a claim is real. Anxiety and ADHD burden in the under-24 population is rising while the youth-appropriate, evidence-honest product set barely exists. This is the lowest-supply territory on the matrix and the one with the longest payback — which is exactly the argument for starting it now rather than defending it later.

Evidence baseGBD 2021 under-24 mental disorder projections to 2050 · WHO: 1 in 7 people live with a mental health condition · kids' functional formats already scaling in the US, France and China per Mintel-cited launch data

06

Take hydration off the athlete and give it to the exposed

A $41.8bn category is aimed at the population least likely to die of heat. The burden sits with children, outdoor workers, older adults and anyone on a medication that impairs fluid balance — and it is growing because the climate is changing, not because a trend cycle turned. Two things make this a platform: it segments cleanly by exposure and age, and it attaches to almost every other play here. The occupational segment is the sharpest of all, because it is sold to employers on safety and productivity rather than to consumers on flavour.

Evidence baseWHO: ~489,000 annual heat-related deaths, +85% mortality in over-65s · sports holds 41.5% of hydration revenue · AKI incidence above 50% per shift in a Guatemalan sugarcane cohort · everyday wellness the fastest-growing application · India fastest-growing country market at 8.9% CAGR

07

Build for life after the drug, before anyone names it

Up to 65% of GLP-1 users stop within a year, and about 60% of the weight returns within twelve months of stopping — likely as fat, against lean mass that may not come back. That is a population growing every month the drug category grows, with a documented physiological problem, no product set and no vocabulary. Nutrition owns the intervention entirely, because pharma has nothing to prescribe to someone who stopped taking the prescription. The hard part is not the science; it is that nobody searches for this yet. Naming it is the strategic act.

Evidence base65% one-year discontinuation, real-world data · 60% regain at one year across 3,236 modelled participants, plateauing at 75.3% · sarcopenic obesity named as the underappreciated consequence · lean-mass loss drives the energy-expenditure decline that causes regain · no forecasting house tracks this population

Part 6 of 6 · What to do The platform question

Regions are growing in different health spaces. That is a trap and an asset.

Divergence is usually treated as a distribution problem. It is not. It is the thing that decides whether a company ends up with a portfolio it has to defend market by market, or a platform that compounds.

The two ways companies lose to divergence

One global product, adapted. The formula is set by the strictest market and the claim by the loosest, so it under-delivers everywhere and differentiates nowhere. Or full localisation. A separate proposition per region, each with its own formula, file and story, none of which earns back its development cost. The first fails on relevance, the second on economics. Both are the same underlying error: treating the region as the unit of strategy.

Separate what travels from what localises

A platform is not a product range. It is one owned mechanism, wrapped in a regulatory layer that changes by market and a cultural layer that changes by consumer. Get the split right and each new market costs a fraction of the last.

The coreTravels intact

The mechanism, the clinical file, the supply chain

One biological mechanism you own, at one dose, with one body of evidence, and secured raw material behind it. This is the only asset in the business that appreciates: a clinical file gets stronger with every study added and does not expire when a trend turns. Physiology does not vary by passport — a woman in São Paulo and a woman in Seoul lose bone at the same rate.

Built once · funded properly · never re-done per market

The claim layerReassembled per market

What you are legally allowed to say about the same evidence

The identical file gets dressed differently in each jurisdiction: EFSA authorisation in Europe, structure and function statements under DSHEA in the US, Blue Hat registration or the cross-border e-commerce route in China, ANVISA in Brazil. These are not four products. They are four permissions on one product — and the market with the highest bar sets your evidence budget, which is why the European standard is worth meeting even when you are launching in Texas.

Same science · different permissible language · one owner

The ritual layerRebuilt locally

Format, occasion, flavour, cultural frame

The Expo West lesson of 2026 was that format-led innovation is the competitive variable — what makes a product fit a routine someone already has. That routine is local: a sachet in a lunchbox, a stick pack on a construction site, a dissolvable strip in China, a functional beverage in Brazil, a TCM- or Ayurveda-adjacent framing in Asia. This layer should be cheap to change and expected to change often.

Fast · local · disposable by design

The economic consequence

If the core is genuinely shared, the second region costs a fraction of the first and the fifth costs almost nothing beyond the claim work and the format work. If the core is not shared — if each market has its own mechanism — you do not have a platform, you have five businesses wearing one logo. This is the single question that decides whether regional divergence compounds in your favour or bleeds you.

Who actually builds it: the manufacturing layer

Most of the platform decisions in this index are not made by a brand alone. They are made across the table from a contract manufacturer, which means the whitespace question and the sourcing question are the same conversation.

78%
Of global nutraceutical brands outsource manufacturing to specialist CDMOs
57%
Of small and mid-sized nutraceutical companies depend entirely on CDMOs, having no internal capacity
5.3–8.5%
Published CAGR range for the nutraceutical CDMO market — a $35bn to $40bn base depending on scope
62%
Of CDMOs now produce softgels and gummies, against a 38% rise in consumer demand for those formats

Pharma is moving the other way down the same corridor

In a report prefacing CPhI Worldwide, experts from Sirio Pharma argued that more pharmaceutical companies will pursue non-pharmaceutical health products over the long term — supplements, natural ingredients, apps — as consumers prioritise maintenance and natural solutions, and that pharma will increasingly introduce nutraceutical formulations and form strategic partnerships with CDMOs to develop them. Read that alongside the GLP-1 sections of this index and the direction is unmistakable. Pharma is entering prevention from the treatment side while nutrition enters it from the maintenance side, and the contract manufacturer sits in the middle of both. That is a strong position and a crowded one: the same capability that makes a CDMO attractive to a supplement brand makes it attractive to a pharma company with deeper pockets and higher evidence expectations.

For the brand

Your platform is only as portable as your manufacturer's format range and regulatory support. Ask which markets they can already file in before you choose the territory, not after.

For the CDMO

Format capability is becoming table stakes rather than differentiation — 81% already support clean-label, vegan or allergen-free requirements. The defensible position is claim substantiation and multi-jurisdiction filing, which is where the platform layers in this section actually get built.

The value question

If the brand owns the consumer and the manufacturer owns the format, who owns the mechanism? Whoever funds the clinical file does. That single question decides where the margin sits for the next decade.

The joint risk

Neither side can fix a claim problem alone. A brand promising what the file cannot support and a manufacturer producing to spec without challenging it fail together, in public, at the same moment.

Where to play: anchor need state by region

Divergence tells you which need state to lead with, not which business to be in. Pick the mechanism that serves the most regions with the fewest compromises, then sequence entry by where the burden and the growth already overlap.

Asia-Pacific

Ageing function

Largest market and fastest-ageing region simultaneously. Muscle, mobility and cognitive maintenance arrive commercially sooner here than anywhere. Metabolic burden is high — South-East Asia carries the highest impaired glucose tolerance prevalence.

Platform testCan your core sit inside a traditional-medicine frame without diluting the file? If not, APAC will stay a distribution market for you, not a platform market.
Europe

Evidence and women's midlife

The claim bar is highest and the pipeline reads twelve to twenty-four months ahead of shelf. Women's health, gut and healthspan led the 2026 Vitafoods programme, with clinically validated benefit replacing generic claims as the entry ticket.

Platform testFund the file to European standard first. It is the most expensive permission and it carries into every other market.
North America

GLP-1 and specificity

Deepest prescription base, so the companion-nutrition market is earliest and most competitive. Growth has moved from foundational vitamins to sports and specialty — the market rewards specificity, and FDA is modernising supplement oversight through 2026.

Platform testSpeed of claim iteration matters more than claim strength here. Build the regulatory function as a capability, not a cost centre.
Latin America

Metabolic and occupational

Fastest growth on several counts, with Brazil posting double-digit value growth. It is also the epicentre of the heat-and-kidney literature, which makes the occupational hydration case sharper here than anywhere.

Platform testPublic category data is thin. Validate primary before committing capital, and treat the regional read as directional.
Middle East & Africa

Prevention at policy scale

Steepest growth curve meets steepest metabolic and heat burden, with government preventive-health agendas actively pulling the category. Roughly 90% of undiagnosed diabetes sits in low- and middle-income countries.

Platform testThe buyer may be an employer or a ministry rather than a consumer. That is a different commercial model, not a different product.

How to win: five capabilities, not five products

Everything below is a capability that gets stronger with use. That is the difference between a platform and a good year.

i

Own a mechanism, not a benefit

Benefits are claimed by everyone and defended by no one. A mechanism — a specific pathway at a specific dose with a specific strain or form — is ownable, extendable into adjacent need states, and impossible to copy off a label. The gut–organ axis section of this index is the cautionary case: companies claiming an axis, when the file belongs to a strain, have nothing anyone can defend.

ii

Fund one file to the highest regional standard

Underfunding evidence is the most expensive saving in this industry. One file built to European substantiation standards gets you Europe, satisfies the US, supports Blue Hat, and hands the sales force something competitors cannot answer. Half-funding three files gives you three arguments you lose.

iii

Build claims architecture as a capability

Most companies treat regulatory as a gate at the end. In a platform it is a design input at the start: what will this evidence permit us to say in each of our five markets, and how fast can we re-dress it? Companies that can move a file through four jurisdictions quickly will out-launch better-funded competitors who cannot.

iv

Run a format engine, not a format decision

Format is where local relevance lives and where cost should be lowest. Build the capability to put the same core into a gummy, a stick pack, a beverage, a strip and a clinical format quickly — and to kill formats without mourning them. Adherence, not novelty, is what the format is for.

v

Make evidence honesty the brand

In a decade defined by collapsing trust in institutions and information, the durable differentiator is being the company that says which claims are proven, which are emerging, and which are not there yet. It is uncomfortable, it costs some short-term launches, and it is very hard to copy — because copying it means giving up the claims your competitors are currently living on.

Four questions that separate a platform from a portfolio

Does the second market cost less than the first?

If entering region two requires a new mechanism and a new file, you have a portfolio. A platform amortises; a portfolio accumulates.

Can you extend into a new need state without new science?

An owned mechanism should reach at least two adjacent territories on the matrix. If every extension needs a fresh clinical programme, the core is too narrow to be a platform.

Would losing your best-selling format kill you?

If yes, the format is the business and the core is decoration. Formats should be replaceable; the mechanism should not be.

Can you say what you would not claim?

A company that cannot name the claims it refuses is making all of them implicitly — and will eventually be held to them.

Where this approach fails, honestly

It is slow. It front-loads cost into evidence before there is revenue to justify it, which is hard to defend to a board that measures quarterly. It also assumes the mechanism holds — if the science underneath the core weakens, the whole platform weakens with it, whereas a diversified portfolio would absorb the hit. This is a concentration bet on being right about the biology. That is exactly why the burden layer and the evidence grading in this index come before the strategy, rather than after it.

Method and provenance

What this is built from, and what it is not.

Everything here is public. NBJ, Mintel, Nielsen and Euromonitor sell their full datasets under licence. This index uses only what those houses have published openly — press releases, report abstracts, conference sessions and figures they have allowed into trade coverage — plus open scientific and institutional sources. Where a licensed figure would have sharpened a point and was not publicly available, the point is left softer rather than estimated.

Burden data is primary. Disease burden figures come from the International Diabetes Federation, the Lancet Commission on dementia, the Global Burden of Disease programme, WHO figures as reported, and the WEF–McKinsey women's health analysis. These are the load-bearing numbers.

Market sizes are ranges, not facts. Published 2026 global estimates differ by a factor of three on scope alone. Every figure shown names its house and its year so the scope can be checked. Where houses conflict, both are shown.

Positions are judgement. The matrix coordinates are an argued point of view, not a computed score. The evidence behind each territory is cited and checkable; the placement is open to challenge.

Science status is labelled. Each territory is marked established, emerging or thin. A large market with thin evidence is a risk flag, not an opportunity — and saying so is the difference between a strategy and a sales sheet.

Compiled August 2026. Trade-show reads draw on Vitafoods Europe (Barcelona, May 2026), Natural Products Expo West (March 2026) and SupplySide Connect New Jersey (2026). SupplySide Global runs late October 2026 and will move several of these positions.

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Who wrote this
Imageneer Consulting Paula Limena
Now
Founder, Imageneer Consulting · Innovation Catalyst and Strategist
Industries
Nutraceuticals, personal care, fashion, health and wellness. B2B, B2C, B2B2C and DTC.
Before
VP Global Marketing, Health & Wellness, ADM · VP/GM International, Institute for Integrative Nutrition · Lonza · DuPont
Studied
Harvard Business School executive education in complex strategy, durable competitive edge and leading AI transformation
Teaches
Marketing and digital transformation, Audencia Business School, Paris
Expertise
Marketing Transformation, Brand Strategy, AI Strategic Planning, value creation- selling-capture, 20 years of consumer data and trends- market creation.
Wrote
The Millennial Mind · The Alpha Generation, Architects of the Future
Works in
Portuguese, Spanish, English, Italian, some French

20+ years in the global nutraceutical, personal care, fashion, health and wellness industries, involved in strategy, marketing, gtm, innovation, and science to storytelling for consumers B2B, B2C, B2B2C, and DTC. Author in generational marketing.

Two decades on the supply side of health and wellness, which is why this index argues the supply side is building against the wrong signal.

I anticipate whitespaces and build platforms before they are fully blown, but at the right moment for your company, ingredients or brand to rise and bloom.

I am also an expert in creating markets and in understanding where you will most likely capture more value.

Product concepts with science translated into storytelling? Yes, we have them. Try us.

At Lonza she worked inside the ingredient business, where the distance between a promising molecule and a product someone will actually buy is measured in years and clinical dossiers. At ADM she ran global marketing for health and wellness as a vice president, responsible for turning that pipeline into positions the market would pay for. Before both, DuPont. Three companies, one recurring problem: the science was rarely the constraint. What held things up was the translation, between what the laboratory could deliver and what a person standing in a pharmacy aisle believed they needed.

Then she crossed to the other side of the market. As VP and general manager of international at the Institute for Integrative Nutrition, she ran the business of taking a consumer health platform into countries that did not share its assumptions about food, medicine or self-care. That is a P&L job, not a clinical one, and it taught her something the ingredient side rarely sees directly: what people believe about their own health, market by market, and how little of it moves when you change the science. The method behind this index comes out of holding both jobs. Burden data and consumer desire sit on the same page here because a deficiency statistic and a woman deciding what to buy at 47 are the same problem viewed from two ends.

Today she runs Imageneer Consulting, an advisory studio built on upstream consumer intelligence and AI, working with ingredient houses, CDMOs and brands across supplements, personal care, food and beverage. She built ZUGPATH, a strategy cascade tool for supplement CDMOs. She wrote two books on generational behaviour, the second on Gen Alpha, and she teaches marketing and digital transformation to graduate students in Paris. She has spoken at TED and lectures at European forums on strategic marketing for supplement makers.

The catalyst part is the part clients hire her for. She is useful in the room where a company knows something has to change and cannot yet name it, and she is willing to say which of the five options on the table she would drop. This document is a working example: nineteen territories, seven priority opportunities, a signature and a date, published so that anyone can check the calls against what happens next.

Delray Beach, Florida · paula@imageneer.consulting · Available for keynotes, advisory and platform strategy work