Why Food Companies Need to Get Ahead of the UPF Backlash Before Public Opinion Hardens

Why Food Companies Need to Get Ahead of the UPF Backlash Before Public Opinion Hardens

A litigation storm is brewing and technical compliance is no longer a shield

In December 2025 San Francisco fired the opening salvo in what could become the UK food industry's worst nightmare. This week, the city's attorney filed a "first-of-its-kind" lawsuit against ten major food corporations, alleging they sold addictive ultra-processed foods they knew made people sick.

The defendants read like a who's who of household brands: Kraft Heinz, Coca-Cola, PepsiCo, General Mills, Nestlé, Mars, Mondelēz, and Kellogg’s.

If this sounds familiar, it should. In December 2024, Bryce Martinez filed what Morgan & Morgan also called a "first-of-its-kind lawsuit" in Philadelphia against eleven food giants, claiming their ultra-processed products caused him to develop type 2 diabetes and non-alcoholic fatty liver disease at age 16. While a federal judge dismissed the Martinez case in August 2025, citing failure to link specific products to harm, legal experts warn that this is just the beginning. As one attorney noted, UPF litigation is still in its "early innings" – plaintiffs are "road testing theories," and "narrower mislabelling and marketing claims remain very much alive."

What’s emerging is not just a litigation risk, but a broader UPF backlash, driven by public belief, activist pressure and a growing moral narrative around food and health.

The parallels with Big Tobacco litigation are deliberate and ominous, and for UK food companies watching nervously from across the Atlantic, the message should be crystal clear: what happens in America doesn't stay in America. In fact, it’s already here and the consequences will be severe.

Because the real risk here is not whether any single case succeeds. It is that these claims gain cultural and moral legitimacy long before they reach a courtroom. Once that happens, litigation becomes a vehicle for enforcing beliefs that have already taken hold, not a test of evidence alone.

In February 2025, The Grocer revealed that UK law firm Leigh Day was exploring potential class actions against major food companies in what would be "an unprecedented legal challenge to the UK food and drink sector." The firm met with think tanks and policy experts to discuss whether cases could be brought against food manufacturers, examining whether companies knowingly deploy techniques, including neuroscience, to make products addictive.

While Leigh Day insisted at the time there were "no concrete plans" for legal action, the very fact that one of Britain's most prominent claimant firms – known for pioneering multi-party litigation and taking on large corporations – was conducting exploratory work should have set off alarm bells across boardrooms. Legal experts noted that the UK's heightened public awareness of UPFs, combined with advocacy from NGOs and campaigners, "creates an environment conducive to litigation."

Activist NGOs have both the resources and the motivation to band together and pursue strategic litigation. They've watched the American playbook unfold. They've seen how initial individual lawsuits against Big Tobacco in the 1980s mushroomed into filings by attorneys general of 46 states, eventually resulting in a master settlement that fundamentally reshaped an entire industry.

The food industry should not assume British courts will be more sympathetic than American ones. They have recent, painful evidence to the contrary.

Kellogg's: A Cautionary Tale

In 2022, Kellogg's took the UK Government to court over HFSS regulations, arguing that breakfast cereals should be assessed with milk rather than dry. The company claimed the rules were "wrong" and "unreasonable." Justice Linden disagreed, dismissing the case and ruling that mixing cereal with milk does not alter the fact that it is high in sugar.

The judgment did more than uphold the regulations. As Barbara Crowther of the Children's Food Campaign noted, Kellogg's became a "cereal offender" in trying to disrupt the Government's obesity strategy. The financial costs were significant – an estimated £113m in lost sales – but the reputational damage was incalculable. The company that had spent decades building brand trust was now publicly cast as prioritising profits over children's health. The lesson? Losing in court doesn't just cost money, it hands your critics a judicial validation of their narrative.

Perfect Storm Brewing

The conditions for UK litigation are aligning with frightening precision. Recent research shows that HFSS policies capture between one-third and just over half of ultra-processed foods, meaning there's substantial overlap between products already under regulatory pressure and those now facing potential legal action.

A comprehensive review published in The Lancet evaluated hundreds of studies suggesting that ultra-processed foods are worsening diets globally, driving overeating, exposing people to toxins, and contributing to rising chronic disease. This isn't fringe science from advocacy groups, this is the medical establishment's most prestigious journal lending credibility to claims that will inevitably appear in UK courtrooms.

This convergence of science, regulation and advocacy is what turns scrutiny into a sustained UPF backlash, rather than a passing controversy.

Meanwhile, legal experts note that while most studies are observational and don't establish causality, the parallels with tobacco litigation remain ominous. Few gave those early tobacco cases much chance either.

​​Why "We Comply With Regulations" Won't Be Enough

Food companies facing these lawsuits in the US will undoubtedly point to FDA approval and compliance with existing regulations. The toddler milk case in the US demonstrates why this defence has limits – plaintiffs only need to prove that false claims led them to purchase products, not necessarily that the products caused harm.

Legal compliance and regulatory approval operate within a system that assumes institutional trust. In a climate where that trust has eroded, courts, regulators and politicians are increasingly responsive to public belief rather than technical reassurance. When legitimacy is questioned, compliance becomes a minimum standard, not a shield.

Moreover, the industry's own defence – that there's "no agreed scientific definition of ultra-processed foods" – could backfire by making companies appear to be hiding behind definitional ambiguity rather than addressing legitimate health concerns.

This is not an argument that UPF litigation is justified or that the science is settled. The evidence base remains contested, not least because the UPF category encompasses everything from diet fizzy drinks to wholemeal bread, and there are legitimate questions about causation, consumer choice and the role of food in modern life.

What matters isn't whether ultra-processed foods are optimal, it's whether courtroom activism is how we want to set nutrition policy. The tobacco playbook is being rolled out with alarming predictability: demonise products, erase context, lawyer up. And if this San Fran court case goes anywhere, it will reshape markets with higher costs, less consumer choice and ultimately curtail many companies’ licence to operate.

What the UPF backlash means for your licence to operate

For food companies, the real risk of the UPF backlash is not a single lawsuit, but the gradual erosion of licence to operate. Once public opinion settles, compliance becomes a minimum standard rather than a defence, and legal outcomes increasingly reflect moral judgement rather than technical arguments. At that point, the room for proportionate regulation narrows quickly, and strategic options close.

This is why the food industry needs to get the public onside, and this is where traditional approaches fail. Lobbying and litigation create adversarial relationships and fuel suspicion. Companies need to build genuine public support.

This means moving beyond defensive posturing and reactive crisis management. The organisations that will weather this storm are not those that argue hardest in court, but those that have already established public relevance, trust and legitimacy before litigation arrives. Once a company is framed as part of the problem, every legal victory becomes harder, and every loss more damaging

Despite any scepticism about these cases, the fact remains that few gave early tobacco lawsuits much chance either. The question isn't whether food companies can win these battles in court today, it's whether they can prevent the accumulation of losses, bad publicity, and regulatory hostility that will reshape their business in five years.

The litigation storm is coming. Will industry still be fighting defensive rearguard actions when it arrives or will they have built enough public trust and goodwill to weather it?

If you’d like to discuss how to get ahead of the storm, get in touch with us.

A shorter version of this article was published in The Grocer