← 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	695	-1	-0.1%	$13.3B
2	2 DaVita DVA $11.5B	482	+3	+0.6%	$11.1B
3	3 Lamb Weston LW $7.31B	452	+3	+0.7%	$4.85B
4	4 ResMed RMD $33.1B	375	+13	+4%	$6.25B
5	5 Accendra Health ACH $24.1M	284	-1	-0.4%	$2.11B
6	6 Herbalife HLF $1.49B	201	-9	-4%	$6.09B
7	7 Fresenius Medical Care FMS $11.5B	186	+1	+0.5%	$697M
8	8 Tootsie Roll Industries TR $2.87B	173	-9	-5%	$512M
9	9 Medifast MED $132M	167	+5	+3%	$486M
10	10 DELISTED WW International WW	138	0	0%	$866M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	114	+29	+34%	$1.37B
12	12 Destination XL Group DXLG $24M	71	-3	-4%	$110M
13	APEN 13 DELISTED Apollo Endosurgery, Inc. APEN	10	+1	+11%	$21.5M
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	–	–	–	–