← 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 $6.85B	713	-30	-4%	$11.8B
2	2 Lamb Weston LW $7.49B	544	-3	-0.5%	$7.88B
3	3 ResMed RMD $33.9B	497	+32	+7%	$10.9B
4	4 DaVita DVA $11.9B	490	+11	+2%	$10.5B
5	5 DELISTED WW International WW	297	+36	+14%	$4.47B
6	6 Medifast MED $136M	266	+8	+3%	$2.42B
7	7 Herbalife HLF $1.52B	261	+38	+17%	$7.71B
8	8 Fresenius Medical Care FMS $11.8B	222	-3	-1%	$772M
9	9 Accendra Health ACH $22.1M	219	-10	-4%	$928M
10	10 Tootsie Roll Industries TR $2.9B	172	-1	-0.6%	$411M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	141	-11	-7%	$1.24B
12	12 Inspire Medical Systems INSP $2B	87	+11	+14%	$390M
13	13 Destination XL Group DXLG $25M	47	-4	-8%	$83.9M
14	APEN 14 DELISTED Apollo Endosurgery, Inc. APEN	38	+1	+3%	$64.4M
15	15 AdaptHealth AHCO $851M	22	+9	+69%	$110M
16	16 AirSculpt Technologies AIRS $104M	–	–	–	–
17	17 DELISTED Allurion Technologies ALUR	–	–	–	–
18	18 BellRing Brands BRBR $1.05B	–	–	–	–
19	19 Torrid Holdings CURV $243M	–	–	–	–
20	20 Krispy Kreme DNUT $538M	–	–	–	–
21	21 Embecta EMBC $369M	–	–	–	–
22	22 DELISTED WK Kellogg Co KLG	–	–	–	–
23	23 The Magnum Ice Cream Company N.V. MICC $11.2B	–	–	–	–
24	24 DELISTED Smart for Life, Inc. Common Stock SMFL	–	–	–	–
25	25 Utz Brands UTZ $1.27B	–	–	–	–