← 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	743	+33	+5%	$11.6B
2	2 Lamb Weston LW $7.31B	547	+19	+4%	$8.14B
3	3 DaVita DVA $11.5B	479	-19	-4%	$10.5B
4	4 ResMed RMD $33.1B	465	+19	+4%	$9.58B
5	5 DELISTED WW International WW	261	+37	+17%	$6.18B
6	6 Medifast MED $132M	258	+33	+15%	$1.69B
7	7 Accendra Health ACH $24.1M	229	-13	-5%	$944M
8	8 Fresenius Medical Care FMS $11.5B	225	-8	-3%	$763M
9	9 Herbalife HLF $1.49B	223	+17	+8%	$7.46B
10	10 Tootsie Roll Industries TR $2.87B	173	-3	-2%	$430M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	152	+3	+2%	$1.52B
12	12 Inspire Medical Systems INSP $1.97B	76	+76	–	$337M
13	13 Destination XL Group DXLG $24M	51	-2	-4%	$85.7M
14	APEN 14 DELISTED Apollo Endosurgery, Inc. APEN	37	+10	+37%	$59.7M
15	15 AdaptHealth AHCO $834M	13	+13	–	$73.5M
16	16 AirSculpt Technologies AIRS $102M	–	–	–	–
17	17 DELISTED Allurion Technologies ALUR	–	–	–	–
18	18 BellRing Brands BRBR $1.01B	–	–	–	–
19	19 Torrid Holdings CURV $237M	–	–	–	–
20	20 Krispy Kreme DNUT $529M	–	–	–	–
21	21 Embecta EMBC $350M	–	–	–	–
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	–	–	–	–