← 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 $6.81B	648	+16	+3%	$11.3B
2	2 DaVita DVA $11.9B	496	+22	+5%	$13.7B
3	3 ResMed RMD $34B	309	+8	+3%	$4.2B
4	4 Herbalife HLF $1.52B	242	-13	-5%	$3.82B
5	5 Accendra Health ACH $21.2M	229	+5	+2%	$2.06B
6	6 DELISTED WW International WW	157	+11	+8%	$1.55B
7	7 Tootsie Roll Industries TR $2.89B	152	+8	+6%	$405M
8	8 Fresenius Medical Care FMS $11.8B	143	+13	+10%	$453M
9	9 Medifast MED $135M	124	0	0%	$348M
10	10 Destination XL Group DXLG $24.6M	69	-2	-3%	$230M
11	APEN 11 DELISTED Apollo Endosurgery, Inc. APEN	25	+3	+14%	$12.9M
12	12 AdaptHealth AHCO $852M	–	–	–	–
13	13 AirSculpt Technologies AIRS $103M	–	–	–	–
14	14 DELISTED Allurion Technologies ALUR	–	–	–	–
15	15 BellRing Brands BRBR $1.04B	–	–	–	–
16	16 Torrid Holdings CURV $243M	–	–	–	–
17	17 Krispy Kreme DNUT $536M	–	–	–	–
18	18 Embecta EMBC $369M	–	–	–	–
19	19 Inspire Medical Systems INSP $2.01B	–	–	–	–
20	20 DELISTED WK Kellogg Co KLG	–	–	–	–
21	21 Lamb Weston LW $7.47B	–	–	–	–
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	–	–	–	–