The GLP-1 side effect opening a potential $2 billion market

Edward Lance Lorilla
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DISSEMINATED ON BEHALF OF CONEXEU SCIENCES INC.

Dear Investor,

You’ve seen it on celebrities, athletes, politicians — maybe even a few of your friends.

They suddenly take on the sunken, wrinkled appearance of someone ten or twenty years older. Their cheeks hollow out. Their skin looks deflated. Their face seems to collapse inward.

But they haven’t aged.

They’ve just started using a GLP‑1 drug like Ozempic, Wegovy, or Mounjaro… and while they’re losing weight at record speed, they’re also winding up with what many are now calling “Ozempic face.”

And now many are looking for a solution to this emerging issue.

As a result, some individuals affected by Ozempic face are spending significant amounts on treatments such as Botox, fillers, hyaluronic acid, and biostimulators, as they try to get back to looking like themselves.

In fact, according to the Boston Consulting Group the revenue generated for these treatments thanks to GLP-1 side effects will more than double over the next five years to $2 billion.

But here’s the issue… when it comes to Ozempic face, these products — which are often used to address wrinkles — may not offer a long-term solution for everyone.

They may add volume to the skin for a period of time, but they are not designed to rebuild tissue affected by rapid weight loss.

That has created a potentially significant market for new products intended to address Ozempic face.

But here’s what’s most important for you as an investor:, my research has uncovered a little known company with a breakthrough technology that could change everything.

The company is called Conexeu Sciences (Nasdaq: CNXU), and it has developed a regenerative technology designed to support facial tissue and help address the appearance of Ozempic face.

As word begins to spread about Conexeu’s flagship product, known as CXU™, the company may be positioned to participate in this developing market.

My name is Robert Kiyosaki, author of Rich Dad, Poor Dad.

In recent years, I’ve devoted myself to helping ordinary investors identify major market trends — before they become obvious to the general public — so they can potentially reap the rewards that come from getting an early jump on those trends.

My analysis shows that treating Ozempic face is rapidly becoming one of those trends… as more and more people jump on the GLP-1 bandwagon, and then find themselves searching for ways to fill out their face.

Conexeu’s technology may be well suited to this task — and appears different from many products currently on the market… providing structural support intended to help users address changes associated with GLP-1-related facial volume loss.

With many people around the world taking GLP-1 drugs, this company and its proposed solution may be worth watching.

To give you the full story, I’ve written a new Special Report with everything you need to know about Conexeu Sciences (Nasdaq: CNXU).

It’s called The Tissue Wall Street Can’t Print, and it reveals all the reasons why I’m so excited about this unique company’s potential, it’s unique technology, and the investment opportunity it could turn out to be.

To get your free, no-obligation copy of this $199.95-value Report, click here, and you can download it immediately.

According to my research and analysis, Conexeu Sciences (Nasdaq: CNXU) could offer investors exposure to an emerging sector focused on helping people address Ozempic face.

I’m already recommending that subscribers to my Kiyosaki Letter take a closer look at the company and undergo their own due diligence process in relation to the company. I recommend you do the same.

Click here now to download your free Special Report.

Regards,

Robert Kiyosaki, Editor
The Kiyosaki Letter


 
 
 
 
 
 

Wednesday's Bonus Story

Top Consumer Discretionary Brands Add Buyback Capacity Amid Weakness

Author: Leo Miller. Originally Published: 6/23/2026.

Yum! Brands' logo prominently displayed alongside a collage of the company's leading brands.

Key Points

  • One of the nation's top fast food companies just added $4 billion in buyback capacity after selling a well-known but struggling chain.
  • A key auto parts retailer is way down from its highs and just put its buyback capacity above $2 billion.
  • One of the world's largest footwear companies just made multiple buyback announcements in short order.
  • Special Report: Everyone wanted SpaceX. Smart money wants this.

After a stretch of underwhelming, and in some cases outright poor, performance, several big names in the consumer discretionary sector are loading up on buyback capacity. All three moves signal management’s confidence in their ability to turn the tide, but each also comes with a unique set of circumstances.

Yum! Brands: Pizza Hut Is Out, Buybacks Are In

Yum! Brands (NYSE: YUM) is the owner of several well-known fast-food chains, including KFC, Taco Bell and, until recently, Pizza Hut. In mid-June, Yum! announced the sale of Pizza Hut in a deal worth $2.7 billion. The move comes as Pizza Hut has struggled relative to its top competitor, Domino’s Pizza (NASDAQ: DPZ).

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In 2025, Pizza Hut saw same-store sales fall 1% year over year (YOY), while operating profit dropped 9% YOY. Meanwhile, Domino’s same-store sales increased 3% YOY, while operating profit rose 8% YOY. Notably, Pizza Hut was dragging down the overall company to the point where Yum! started providing financial measures that excluded it. Yum! shares are approximately flat in 2026.

Overall, Yum! believes selling Pizza Hut will allow the company to focus more on its successful franchises and create more value for shareholders. One way management is showing that confidence is through buybacks. In connection with the announcement, Yum! authorized a substantial $4 billion share repurchase program. That equals approximately 9.5% of the company’s market capitalization of around $42 billion.

With $2.4 billion in net proceeds expected from the deal, Yum! should receive much of the cash needed to fund its buyback plan. The next critical point to watch will be the company’s earnings call at the end of July, where Yum! will provide important updates on how selling Pizza Hut will affect its financial outlook.

AutoZone Adds $1.5 Billion to Buyback Capacity as Shares Tank

Auto parts retailer AutoZone (NYSE: AZO) has taken a significant tumble in 2026, down more than 10%. Notably, AutoZone has not posted a calendar-year return worse than -12% since 1994. The stock is now down more than 30% from its all-time highs. Much of this decline came after the beginning of the U.S.-Iran conflict, which caused oil prices to soar.

That has some investors fearing that higher gas prices will translate into lower vehicle usage, and thus less demand for auto parts. AutoZone posted a sales miss in its last earnings report, lending weight to those concerns and causing shares to fall 9%.

Now, AutoZone has added $1.5 billion to its buyback authorization. Notably, the firm still had significant buyback capacity of $800 million during its last earnings call.

At $2.3 billion, the company’s total buyback capacity equals a fairly large 4.8% of its market capitalization.

This gives AutoZone the ability to significantly reduce its share count. The authorization is also solidly supported by the firm’s last 12 months of free cash flow of $1.6 billion.

Additionally, because the firm already had $800 million in remaining buyback capacity, it didn’t necessarily need to re-up at this time. Doing so suggests that AutoZone sees meaningful value in its share price and is willing to add more capacity to repurchase shares than it otherwise could have.

Birkenstock Returns to the Buyback Table After $250 Million Program

Last up is sandal maker Birkenstock (NYSE: BIRK). The stock has been volatile in 2026, with shares falling more than 20% through mid-May. Shares also took a large 13% hit after the company reported its latest financial results.

This came after the firm missed estimates on both sales and earnings per share (EPS). Sales of 618 million euros (approximately $714 million) fell well short of estimates near $717 million. Meanwhile, EPS of €0.50 (approximately 58 cents) was also far below expectations of 70 cents. The company cited tariffs and currency headwinds as key contributors, with currency alone representing a 640-basis-point growth headwind.

However, soon after, Birkenstock announced a $250 million accelerated share repurchase program. In the announcement, the company said, “Short-term market dynamics have resulted in what we believe is a strong disconnect between our share price and the strength of our underlying fundamentals.” The same day, shares soared 21%, putting the stock moderately in the green for the year.

Now, Birkenstock is making another buyback move. After refinancing a large amount of debt at a lower interest rate, the firm added $500 million in buyback capacity. That equals a sizable 5.9% of its approximately $8.5 billion market capitalization. Considering the strong statements surrounding its accelerated buyback, this is another signal of confidence. Still, it is important to note that the company is borrowing the funds for this buyback. While that arguably amplifies the confidence signal, borrowing to buy back shares is also not the most prudent move.

Analysts Eye Rebound in AutoZone as Gas Prices Fall

Among this group, analysts are taking a particularly positive view of AutoZone. The MarketBeat consensus price target on the shares sits just above $4,000, implying more than 30% upside. With the U.S.-Iran conflict seemingly nearing its end, it is possible that oil-driven fears hurting AutoZone could ease. Notably, the national average gas price recently fell below $4 per gallon, down considerably from its $4.56 peak.


Wednesday's Bonus Story

Meta's Internal Turmoil: Morale Nears 20-Year Low at the Wrong Time

Author: Leo Miller. Originally Published: 6/24/2026.

Meta Platforms logo displayed on a translucent globe with a digital network overlay.

Key Points

  • Investors are looking for Meta Platforms to accelerate its development of AI products as capital expenditures climb.
  • Meanwhile, reports indicate that employees are struggling with its AI restructuring, putting morale near two-decade lows.
  • Still, the company's impressive growth and latest model provide clear evidence of AI achievement.
  • Special Report: Everyone wanted SpaceX. Smart money wants this.

Meta Platforms’ (NASDAQ: META) last earnings report disappointed investors, sending shares down more than 8% to $611. Since then, the stock has continued to slide and recently fell below $575.

The company’s increased capital expenditure guidance was the main driver of that initial drop. And although Meta grew revenue by 33% year over year (YOY), it did not make any major artificial intelligence product announcements, which likely gave bears more ammunition.

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He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year.

Watch the video now to get the ticker name and full trade detailstc pixel

Unfortunately, as Meta looks to roll out those offerings, there appears to be significant internal turmoil at the company. Meta's Chief Technology Officer (CTO) recently made stark comments about employee morale, and a top AI executive recently left the firm.

While this may seem innocuous at first, it is important to remember that investing in any stock is also an implicit bet on the people behind the ticker. Meta’s internal struggles are worth watching, especially given the company’s current position. At the same time, Meta Platforms has made tangible progress with its AI strategy, and the machine won’t stop chugging amid the noise.

Morale Nears Basement Levels as Investors Eye AI Product Development

The question surrounding Meta in 2026 is whether it can justify hundreds of billions in AI spending based on advertising optimization alone. That creates a need for the company to develop other AI products to drive growth.

Against this backdrop, Meta recently laid off 10% of its employees in an effort to cut costs as AI spending climbs. Just as significant was the company’s move to reallocate 10% of its remaining workforce to AI-related positions. That could allow the firm to more quickly develop the alternative AI revenue sources investors are watching for.

In that context, recent comments made by CTO Andrew Bosworth are somewhat concerning. In an internal meeting, Bosworth said employee morale is “maybe not the worst it’s ever been in 20 years here, but it’s probably up there. It’s definitely up there,” per Business Insider. In a staff memo, Bosworth also called Meta’s explanation of its AI restructuring to employees "atrocious."

For a company under pressure to offset AI spending with AI growth, employee morale sitting near a 20-year low is unlikely to help. That concern is heightened by the AI component of the restructuring, which appears to be a major source of dissatisfaction. Meta has undergone large-scale layoffs before, but this is the first time AI has played such a significant role in the process.

Adding to investor concerns is the departure of Emily Dalton Smith. Meta assigned Smith the task of leading improvements in internal AI usage among its employees. However, after only about two months in the role, Smith is leaving the Magnificent Seven company following a 10-year overall stint. While a single departure does not make or break a company, it suggests that even senior, long-tenured employees are unhappy with Meta’s AI shakeup.

Meta’s AI Successes: Sky-High Advertising Growth & Muse Spark Development

Even so, it is worth highlighting the important successes Meta has achieved recently. As noted, Meta's growth hit 33% YOY last quarter. That was the company’s fastest growth rate in four years and a sharp acceleration from 24% YOY growth in the prior quarter. Excluding the pandemic-era spikes in revenue growth, when people spent more time online, Meta’s growth last quarter was its fastest since 2018.

This is largely the result of Meta's use of AI to improve its ranking and recommendation algorithms. Increasingly, its apps are showing users content and ads they are more likely to engage with, boosting growth.

Furthermore, Meta released its latest Muse Spark model in April. According to AI model evaluation site Artificial Analysis, Muse Spark is by far the company’s most intelligent model. On its Intelligence Index, Muse Spark currently holds a score of 43. That is more than three times higher than Meta’s previous model, Llama 4 Maverick, which has a score of 14. However, Muse Spark still trails Anthropic and OpenAI’s top models, which score between 55 and 60.

Nonetheless, Meta has dramatically improved its top model. Furthermore, Muse Spark’s score is now within striking distance of Alphabet’s (NASDAQ: GOOGL) top model, Gemini 3.1 Pro Preview, which has a score of 46. Importantly, the shift came just 10 months after Meta hired Alexandr Wang as its first Chief AI Officer. That shows Meta can still improve quickly, offering confidence that it can do the same going forward.

Meta: Clear AI Wins Overshadow Morale Concerns

Meta’s internal turmoil is not exactly what investors want to see as the company aims to develop new revenue-generating AI products. Infighting could delay that development at precisely the time Meta needs to accelerate it.

Still, the huge improvement in top-line growth and the quick turnaround of Muse Spark are testaments to the company's AI success. While internal issues may slow it down, they are very unlikely to stop Meta from delivering key AI improvements over the long term.

Notably, as Meta shares have slid, Wall Street analysts continue to maintain a bullish outlook on the stock. The MarketBeat consensus price target of $840 implies upside of about 50%.

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Robert Kiyosaki is not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Conexeu Sciences Inc. has paid Robert Kiyosaki a fee of $125,000 as consideration for marketing services to be provided over a term of 90 days. [Robert Kiyosaki is a non-arm's-length party who owns zero common shares of Conexeu Sciences Inc.] This newsletter is for informational purposes only. This does not constitute an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute investment, legal, or tax advice. Prospective investors should consult qualified legal, financial, and tax advisors before making any investment decision. The securities issued by the companies we profile should be considered high risk. If you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEC and SEDAR+ filings, press releases, and risk disclosures. We also recommend reviewing any applicable prospectus or offering memorandum filed by the company. The information contained in this newsletter was obtained from the company directly, as well as from SEC and SEDAR+ filings, company websites, and other publicly available sources. While we believe such information to be accurate and reliable, we cannot guarantee its accuracy and prospective investors should conduct their own due diligence.

Forward Looking Statements

This newsletter includes certain statements that may be deemed “forward looking statements”. All statements in this newsletter, other than statements of historical facts, that address events or developments that Conexeu Sciences Inc. (the “Company” or “CXU”) expects to occur, are forward looking statements. Forward looking statements are statements that are not historical facts and are generally, but not always, identified by the words “expects”, “plans”, “anticipates”, “believes”, “intends”, “estimates”, “projects”, “potential” and similar expressions, or that events or conditions “will”, “would”, “may”, “could” or “should” occur.

Forward-looking statements include, but are not limited to, statements regarding: the Company's plans to seek regulatory clearance or approval for its CXU™ product candidates across its target indications, including wound care, dental soft tissue regeneration, veterinary wound care, and medical aesthetics; the Company's anticipated timelines for regulatory submissions, clinical programs, and commercial market entry across its target verticals; the Company's belief that its regulatory strategy will compress timelines and reduce costs relative to alternative regulatory pathways; the Company's expectation that its CXU™ platform is designed to extend across multiple indications from one core formulation; the Company's expectation regarding the manufacturing, storage, and logistical advantages of its product format, including ambient storage capability, point-of-care reconstitution, and global scalability; the Company's beliefs, based on preclinical data, regarding the performance characteristics and clinical potential of its CXU™ product candidates; the Company's expectation regarding its competitive positioning and potential in the medical aesthetics and regenerative medicine markets; and the Company's estimates regarding the size of the total addressable markets across its target verticals.

Forward-looking statements are subject to a variety of known and unknown risks, uncertainties, and other factors that could cause actual events or results to differ from those expressed or implied. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Certain important factors that could cause actual results, performance or achievements to differ materially from those in the forward-looking statements include, among others: additional capital requirements; inability to obtain sufficient funding; no history of commercial operations; no operating revenues; global financial conditions; regulatory risks, including the risk that applicable regulatory authorities do not grant clearance or approval for the Company's product candidates on anticipated timelines or at all; risks related to research and development activities and the uncertainty of their outcomes; manufacturing and supply chain risks; intellectual property risks; commodity markets; insured and uninsured risks; health, safety and community relations; environmental risks and hazards; currency rate risk; infrastructure; competitive industry environment; government regulation; management and organizational growth; climate change and climate change regulations; risk of litigation; reliance on key personnel; internal controls; conflicts of interest; interest rate risk; credit risk; liquidity risk; risks related to commercialization of the Company's products, including market acceptance, pricing, and reimbursement risks; competition from existing and new market entrants; and uninsurable risks.

Preclinical Status

The CXU™ device candidate is investigational. Statements regarding its mechanism, performance, or potential are based on preclinical findings; clinical significance has not yet been established. The Company has applied to pursue FDA clearance through the 510(k) pathway as a Class II device. There can be no assurance that the Company will obtain clearance on its anticipated timeline, or at all.


 
 
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