← 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	638	-19	-3%	$13.6B
2	2 DaVita DVA $11.5B	471	-26	-5%	$13B
3	3 ResMed RMD $33.1B	314	+1	+0.3%	$3.93B
4	4 Accendra Health ACH $24.1M	251	+12	+5%	$2.09B
5	5 Herbalife HLF $1.49B	211	-1	-0.5%	$5.29B
6	6 Tootsie Roll Industries TR $2.87B	167	+4	+2%	$422M
7	7 Fresenius Medical Care FMS $11.5B	141	-3	-2%	$450M
8	8 Medifast MED $132M	125	-4	-3%	$255M
9	9 DELISTED WW International WW	115	0	0%	$352M
10	10 Destination XL Group DXLG $24M	74	-1	-1%	$234M
11	APEN 11 DELISTED Apollo Endosurgery, Inc. APEN	17	+4	+31%	$328K
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	–	–	–	–