← 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	696	+2	+0.3%	$13.4B
2	2 DaVita DVA $11.5B	479	-3	-0.6%	$10.7B
3	3 Lamb Weston LW $7.31B	449	+449	–	$4.29B
4	4 ResMed RMD $33.1B	362	-13	-3%	$5.47B
5	5 Accendra Health ACH $24.1M	285	-1	-0.3%	$2.06B
6	6 Herbalife HLF $1.49B	210	-22	-9%	$4.82B
7	7 Fresenius Medical Care FMS $11.5B	185	+3	+2%	$665M
8	8 Tootsie Roll Industries TR $2.87B	182	+6	+3%	$546M
9	9 Medifast MED $132M	162	-3	-2%	$438M
10	10 DELISTED WW International WW	138	+1	+0.7%	$688M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	85	+27	+47%	$683M
12	12 Destination XL Group DXLG $24M	74	+4	+6%	$171M
13	APEN 13 DELISTED Apollo Endosurgery, Inc. APEN	9	-1	-10%	$18.3M
14	14 AdaptHealth AHCO $834M	–	–	–	–
15	15 AirSculpt Technologies AIRS $102M	–	–	–	–
16	16 DELISTED Allurion Technologies ALUR	–	–	–	–
17	17 BellRing Brands BRBR $1.01B	–	–	–	–
18	18 Torrid Holdings CURV $237M	–	–	–	–
19	19 Krispy Kreme DNUT $529M	–	–	–	–
20	20 Embecta EMBC $350M	–	–	–	–
21	21 Inspire Medical Systems INSP $1.97B	–	–	–	–
22	22 DELISTED WK Kellogg Co KLG	–	–	–	–
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	–	–	–	–