← 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	711	+48	+7%	$12.1B
2	2 Lamb Weston LW $7.31B	506	+49	+11%	$6.68B
3	3 DaVita DVA $11.5B	479	+36	+8%	$11.4B
4	4 ResMed RMD $33.1B	416	+53	+15%	$7.57B
5	5 Accendra Health ACH $24.1M	230	-30	-12%	$1.13B
6	6 Fresenius Medical Care FMS $11.5B	220	+15	+7%	$779M
7	7 Herbalife HLF $1.49B	204	+11	+6%	$5.89B
8	8 Medifast MED $132M	201	+33	+20%	$736M
9	9 DELISTED WW International WW	194	+26	+15%	$2.64B
10	10 Tootsie Roll Industries TR $2.87B	178	+16	+10%	$500M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	158	+25	+19%	$1.56B
12	12 Destination XL Group DXLG $24M	54	-3	-5%	$87.9M
13	APEN 13 DELISTED Apollo Endosurgery, Inc. APEN	23	+3	+15%	$30.3M
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	–	–	–	–