09/02/2026
Seven of the eight things a GLP-1 customer needs are already in the natural health aisle. Only one of them just got a 50% surtax.
Since September 8, Canada has applied a 50% surtax to US whey protein concentrate, casein and milk protein substances. It landed on a whey market that had already moved from roughly $10,000 a tonne in January 2025 to nearly $29,000 by June 2026, with US high-protein whey exports down 21% year to date and Canada among the markets cut.
The detail most of the coverage will miss: the standard escape from expensive whey is casein or milk protein concentrate, and both are on the same list. Ottawa did not tax one dairy protein, it taxed the family. Only pea, soy, rice and egg sit outside it, which hands Canadian-made and plant protein a structural landed-cost advantage overnight.
The rest of the companion block is untouched. Creatine, fibre, electrolytes, multivitamin, B12, iron, zinc, calcium and vitamin D, probiotics are all off the surtax list and already in core range.
One caution for brand owners. There is no regulatory definition of GLP-1 friendly anywhere in North America, five class actions have been filed over GLP-1 claims since 2025, and in Canada the question sits upstream of advertising: is the claim on the NPN?
Buyers and category managers: has a GLP-1 customer changed what you order yet?
We have costed the full tariff and compliance file, with a calculator you can run against your own catalogue.
https://ihrmagazine.com/us-canada-supplement-regulations-trading-places/