← 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	694	+8	+1%	$15.8B
2	2 DaVita DVA $11.5B	482	-20	-4%	$11.2B
3	3 ResMed RMD $33.1B	375	+13	+4%	$5.84B
4	4 Accendra Health ACH $24.1M	286	+3	+1%	$2.03B
5	5 Herbalife HLF $1.49B	232	-10	-4%	$6.27B
6	6 Fresenius Medical Care FMS $11.5B	182	+12	+7%	$681M
7	7 Tootsie Roll Industries TR $2.87B	176	+1	+0.6%	$509M
8	8 Medifast MED $132M	165	+12	+8%	$395M
9	9 DELISTED WW International WW	137	-16	-10%	$583M
10	10 Destination XL Group DXLG $24M	70	+1	+1%	$175M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	58	+38	+190%	$359M
12	APEN 12 DELISTED Apollo Endosurgery, Inc. APEN	10	-1	-9%	$250K
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	–	–	–	–