← 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	705	-8	-1%	$8.82B
2	2 Lamb Weston LW $7.31B	615	+71	+13%	$8.94B
3	3 ResMed RMD $33.1B	502	+5	+1%	$11.1B
4	4 DaVita DVA $11.5B	451	-39	-8%	$7.61B
5	5 DELISTED WW International WW	270	-27	-9%	$2.38B
6	6 Herbalife HLF $1.49B	253	-8	-3%	$8.46B
7	7 Medifast MED $132M	247	-19	-7%	$1.42B
8	8 Accendra Health ACH $24.1M	210	-9	-4%	$381M
9	9 Fresenius Medical Care FMS $11.5B	197	-25	-11%	$370M
10	10 Tootsie Roll Industries TR $2.87B	178	+6	+3%	$483M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	145	+4	+3%	$1.2B
12	12 Inspire Medical Systems INSP $1.97B	103	+16	+18%	$628M
13	13 Destination XL Group DXLG $24M	50	+3	+6%	$70.9M
14	APEN 14 DELISTED Apollo Endosurgery, Inc. APEN	35	-3	-8%	$29.7M
15	15 AdaptHealth AHCO $834M	23	+1	+5%	$105M
16	16 Utz Brands UTZ $1.27B	21	+21	–	$97M
17	17 AirSculpt Technologies AIRS $102M	–	–	–	–
18	18 DELISTED Allurion Technologies ALUR	–	–	–	–
19	19 BellRing Brands BRBR $1.01B	–	–	–	–
20	20 Torrid Holdings CURV $237M	–	–	–	–
21	21 Krispy Kreme DNUT $529M	–	–	–	–
22	22 Embecta EMBC $350M	–	–	–	–
23	23 DELISTED WK Kellogg Co KLG	–	–	–	–
24	24 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–
25	25 DELISTED Smart for Life, Inc. Common Stock SMFL	–	–	–	–