← 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 $6.79B	642	+28	+5%	$8.46B
2	2 DaVita DVA $12B	471	-2	-0.4%	$12.9B
3	3 ResMed RMD $34.1B	313	-6	-2%	$3.87B
4	4 Herbalife HLF $1.52B	288	-20	-6%	$6.35B
5	5 Accendra Health ACH $20.8M	242	-3	-1%	$2.12B
6	6 Tootsie Roll Industries TR $2.88B	148	+8	+6%	$415M
7	7 DELISTED WW International WW	148	+11	+8%	$1.19B
8	8 Fresenius Medical Care FMS $11.8B	132	+5	+4%	$454M
9	9 Medifast MED $135M	132	0	0%	$384M
10	10 Destination XL Group DXLG $24.6M	75	-7	-9%	$226M
11	APEN 11 DELISTED Apollo Endosurgery, Inc. APEN	23	+6	+35%	$10.1M
12	12 AdaptHealth AHCO $851M	–	–	–	–
13	13 AirSculpt Technologies AIRS $103M	–	–	–	–
14	14 DELISTED Allurion Technologies ALUR	–	–	–	–
15	15 BellRing Brands BRBR $1.03B	–	–	–	–
16	16 Torrid Holdings CURV $245M	–	–	–	–
17	17 Krispy Kreme DNUT $538M	–	–	–	–
18	18 Embecta EMBC $371M	–	–	–	–
19	19 Inspire Medical Systems INSP $2.02B	–	–	–	–
20	20 DELISTED WK Kellogg Co KLG	–	–	–	–
21	21 Lamb Weston LW $7.48B	–	–	–	–
22	22 The Magnum Ice Cream Company N.V. MICC $11.1B	–	–	–	–
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	–	–	–	–