← 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	671	+15	+2%	$14.9B
2	2 DaVita DVA $11.5B	475	-28	-6%	$12.9B
3	3 ResMed RMD $33.1B	375	+23	+7%	$4.83B
4	4 Accendra Health ACH $24.1M	286	+16	+6%	$2.54B
5	5 Herbalife HLF $1.49B	227	+14	+7%	$6.22B
6	6 Fresenius Medical Care FMS $11.5B	173	+25	+17%	$608M
7	7 Tootsie Roll Industries TR $2.87B	171	0	0%	$492M
8	8 DELISTED WW International WW	149	+5	+3%	$849M
9	9 Medifast MED $132M	133	+2	+2%	$314M
10	10 Destination XL Group DXLG $24M	72	+3	+4%	$210M
11	APEN 11 DELISTED Apollo Endosurgery, Inc. APEN	20	-1	-5%	$362K
12	TWNK 12 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	20	+5	+33%	$163M
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	–	–	–	–