← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 ResMed RMD $33.1B	891	-54	-6%	$19.4B
2	2 Conagra Brands CAG $6.61B	788	-4	-0.5%	$5.71B
3	3 DaVita DVA $11.5B	631	+47	+8%	$13.1B
4	4 Lamb Weston LW $7.31B	559	-8	-1%	$5.63B
5	5 The Magnum Ice Cream Company N.V. MICC $11B	485	-13	-3%	$4.65B
6	6 BellRing Brands BRBR $1.01B	365	-13	-3%	$1.7B
7	7 Embecta EMBC $350M	322	-18	-5%	$165M
8	8 Inspire Medical Systems INSP $1.97B	275	-26	-9%	$1.65B
9	9 AdaptHealth AHCO $834M	239	-3	-1%	$1.47B
10	10 Herbalife HLF $1.49B	235	-18	-7%	$1.37B
11	11 Utz Brands UTZ $1.27B	235	+9	+4%	$584M
12	12 Fresenius Medical Care FMS $11.5B	234	+14	+6%	$960M
13	13 Tootsie Roll Industries TR $2.87B	232	+10	+5%	$509M
14	14 Krispy Kreme DNUT $529M	181	+5	+3%	$290M
15	15 Accendra Health ACH $24.1M	139	-4	-3%	$213M
16	16 Medifast MED $132M	112	0	0%	$87.7M
17	17 AirSculpt Technologies AIRS $102M	102	+13	+15%	$205M
18	18 Torrid Holdings CURV $237M	89	+7	+9%	$168M
19	19 WW International WW $143M	77	-4	-5%	$125M
20	20 Destination XL Group DXLG $24M	47	-11	-19%	$23.4M
21	21 DELISTED Smart for Life, Inc. Common Stock SMFL	1	+1	–	–
22	TWNK 22 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	1	0	0%	$1.61K
23	23 DELISTED WW International WW	1	0	0%	–
24	24 DELISTED Allurion Technologies ALUR	0	-1	-100%	$0
25	25 DELISTED WK Kellogg Co KLG	0	-2	-100%	$0