← 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 Conagra Brands CAG $6.61B	585	-21	-3%	$8.7B
2	2 DaVita DVA $11.5B	414	-17	-4%	$10.4B
3	3 ResMed RMD $33.1B	322	+9	+3%	$4.53B
4	4 Herbalife HLF $1.49B	303	+23	+8%	$7.04B
5	5 Accendra Health ACH $24.1M	227	-1	-0.4%	$2.18B
6	6 DELISTED WW International WW	180	+12	+7%	$2.15B
7	7 Medifast MED $132M	140	-4	-3%	$316M
8	8 Tootsie Roll Industries TR $2.87B	138	-2	-1%	$445M
9	9 Fresenius Medical Care FMS $11.5B	130	-17	-12%	$569M
10	10 Destination XL Group DXLG $24M	83	0	0%	$244M
11	APEN 11 DELISTED Apollo Endosurgery, Inc. APEN	13	-2	-13%	$10.7M
12	12 AdaptHealth AHCO $834M	–	–	–	–
13	13 AirSculpt Technologies AIRS $102M	–	–	–	–
14	14 DELISTED Allurion Technologies ALUR	–	–	–	–
15	15 BellRing Brands BRBR $1.01B	–	–	–	–
16	16 Torrid Holdings CURV $237M	–	–	–	–
17	17 Krispy Kreme DNUT $529M	–	–	–	–
18	18 Embecta EMBC $350M	–	–	–	–
19	19 Inspire Medical Systems INSP $1.97B	–	–	–	–
20	20 DELISTED WK Kellogg Co KLG	–	–	–	–
21	21 Lamb Weston LW $7.31B	–	–	–	–
22	22 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–
23	23 DELISTED Smart for Life, Inc. Common Stock SMFL	–	–	–	–
24	TWNK 24 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	–	–	–	–
25	25 Utz Brands UTZ $1.27B	–	–	–	–