← 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	674	-21	-3%	$11.9B
2	2 DaVita DVA $11.5B	477	-5	-1%	$10.6B
3	3 Lamb Weston LW $7.31B	470	+18	+4%	$5.21B
4	4 ResMed RMD $33.1B	340	-35	-9%	$6.76B
5	5 Accendra Health ACH $24.1M	273	-11	-4%	$1.95B
6	6 Herbalife HLF $1.49B	207	+6	+3%	$7.18B
7	7 Fresenius Medical Care FMS $11.5B	189	+3	+2%	$774M
8	8 Tootsie Roll Industries TR $2.87B	172	-1	-0.6%	$479M
9	9 Medifast MED $132M	161	-6	-4%	$443M
10	10 DELISTED WW International WW	151	+13	+9%	$1.91B
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	134	+20	+18%	$1.63B
12	12 Destination XL Group DXLG $24M	69	-2	-3%	$87.7M
13	APEN 13 DELISTED Apollo Endosurgery, Inc. APEN	7	-3	-30%	$12.1M
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	–	–	–	–