← 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	710	-1	-0.1%	$11.5B
2	2 Lamb Weston LW $7.31B	528	+22	+4%	$6.97B
3	3 DaVita DVA $11.5B	498	+19	+4%	$10.3B
4	4 ResMed RMD $33.1B	446	+30	+7%	$8.89B
5	5 Accendra Health ACH $24.1M	242	+12	+5%	$892M
6	6 Fresenius Medical Care FMS $11.5B	233	+13	+6%	$781M
7	7 Medifast MED $132M	225	+24	+12%	$1,000M
8	8 DELISTED WW International WW	224	+30	+15%	$3.84B
9	9 Herbalife HLF $1.49B	206	+2	+1%	$7.79B
10	10 Tootsie Roll Industries TR $2.87B	176	-2	-1%	$411M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	149	-9	-6%	$1.64B
12	12 Destination XL Group DXLG $24M	53	-1	-2%	$69.4M
13	APEN 13 DELISTED Apollo Endosurgery, Inc. APEN	27	+4	+17%	$35.8M
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	–	–	–	–