← 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 $6.85B	614	-6	-1%	$8.68B
2	2 DaVita DVA $11.9B	473	+17	+4%	$12.2B
3	3 ResMed RMD $33.9B	319	-10	-3%	$3.59B
4	4 Herbalife HLF $1.52B	308	-20	-6%	$6.68B
5	5 Accendra Health ACH $22.1M	245	+2	+0.8%	$2.17B
6	6 Tootsie Roll Industries TR $2.9B	140	+2	+1%	$414M
7	7 DELISTED WW International WW	137	-42	-23%	$1.19B
8	8 Medifast MED $136M	132	+5	+4%	$373M
9	9 Fresenius Medical Care FMS $11.8B	127	-8	-6%	$510M
10	10 Destination XL Group DXLG $25M	82	-9	-10%	$233M
11	APEN 11 DELISTED Apollo Endosurgery, Inc. APEN	17	+3	+21%	$12.5M
12	12 AdaptHealth AHCO $851M	–	–	–	–
13	13 AirSculpt Technologies AIRS $104M	–	–	–	–
14	14 DELISTED Allurion Technologies ALUR	–	–	–	–
15	15 BellRing Brands BRBR $1.05B	–	–	–	–
16	16 Torrid Holdings CURV $243M	–	–	–	–
17	17 Krispy Kreme DNUT $538M	–	–	–	–
18	18 Embecta EMBC $369M	–	–	–	–
19	19 Inspire Medical Systems INSP $2B	–	–	–	–
20	20 DELISTED WK Kellogg Co KLG	–	–	–	–
21	21 Lamb Weston LW $7.5B	–	–	–	–
22	22 The Magnum Ice Cream Company N.V. MICC $11.2B	–	–	–	–
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	–	–	–	–