← 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 $6.86B	638	-10	-2%	$11.6B
2	2 DaVita DVA $11.9B	485	-11	-2%	$14.9B
3	3 ResMed RMD $33.9B	326	+17	+6%	$5.27B
4	4 Accendra Health ACH $22.1M	233	+4	+2%	$2.07B
5	5 Herbalife HLF $1.52B	202	-40	-17%	$4.42B
6	6 Tootsie Roll Industries TR $2.9B	161	+9	+6%	$466M
7	7 Fresenius Medical Care FMS $11.8B	140	-3	-2%	$489M
8	8 DELISTED WW International WW	133	-24	-15%	$393M
9	9 Medifast MED $136M	127	+3	+2%	$315M
10	10 Destination XL Group DXLG $25M	72	+3	+4%	$203M
11	APEN 11 DELISTED Apollo Endosurgery, Inc. APEN	23	-2	-8%	$10.6M
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 $7.49B	–	–	–	–
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	–	–	–	–