← 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	663	-11	-2%	$11.1B
2	2 Lamb Weston LW $7.31B	457	-13	-3%	$5.51B
3	3 DaVita DVA $11.5B	443	-34	-7%	$9.81B
4	4 ResMed RMD $33.1B	363	+23	+7%	$6.84B
5	5 Accendra Health ACH $24.1M	260	-13	-5%	$1.77B
6	6 Fresenius Medical Care FMS $11.5B	205	+16	+8%	$912M
7	7 Herbalife HLF $1.49B	193	-14	-7%	$6.76B
8	8 Medifast MED $132M	168	+7	+4%	$616M
9	9 DELISTED WW International WW	168	+17	+11%	$2.46B
10	10 Tootsie Roll Industries TR $2.87B	162	-10	-6%	$530M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	133	-1	-0.7%	$1.4B
12	12 Destination XL Group DXLG $24M	57	-12	-17%	$71.8M
13	APEN 13 DELISTED Apollo Endosurgery, Inc. APEN	20	+13	+186%	$19.1M
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	–	–	–	–