← 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	656	+18	+3%	$14B
2	2 DaVita DVA $11.5B	503	+32	+7%	$12.3B
3	3 ResMed RMD $33.1B	352	+38	+12%	$4.45B
4	4 Accendra Health ACH $24.1M	270	+19	+8%	$2.26B
5	5 Herbalife HLF $1.49B	213	+2	+0.9%	$5.25B
6	6 Tootsie Roll Industries TR $2.87B	171	+4	+2%	$426M
7	7 Fresenius Medical Care FMS $11.5B	148	+7	+5%	$426M
8	8 DELISTED WW International WW	144	+29	+25%	$1.37B
9	9 Medifast MED $132M	131	+6	+5%	$297M
10	10 Destination XL Group DXLG $24M	69	-5	-7%	$223M
11	APEN 11 DELISTED Apollo Endosurgery, Inc. APEN	21	+4	+24%	$410K
12	TWNK 12 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	15	+15	–	$114M
13	13 AdaptHealth AHCO $834M	–	–	–	–
14	14 AirSculpt Technologies AIRS $102M	–	–	–	–
15	15 DELISTED Allurion Technologies ALUR	–	–	–	–
16	16 BellRing Brands BRBR $1.01B	–	–	–	–
17	17 Torrid Holdings CURV $237M	–	–	–	–
18	18 Krispy Kreme DNUT $529M	–	–	–	–
19	19 Embecta EMBC $350M	–	–	–	–
20	20 Inspire Medical Systems INSP $1.97B	–	–	–	–
21	21 DELISTED WK Kellogg Co KLG	–	–	–	–
22	22 Lamb Weston LW $7.31B	–	–	–	–
23	23 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–
24	24 DELISTED Smart for Life, Inc. Common Stock SMFL	–	–	–	–
25	25 Utz Brands UTZ $1.27B	–	–	–	–