← 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 $6.96B	702	-3	-0.4%	$12.1B
2	2 Lamb Weston LW $7.5B	645	+30	+5%	$9.64B
3	3 ResMed RMD $33.8B	478	-24	-5%	$10.2B
4	4 DaVita DVA $11.7B	440	-11	-2%	$8.04B
5	5 Herbalife HLF $1.51B	269	+16	+6%	$7.7B
6	6 Medifast MED $134M	246	-1	-0.4%	$1.53B
7	7 DELISTED WW International WW	209	-61	-23%	$1.16B
8	8 Tootsie Roll Industries TR $2.94B	188	+10	+6%	$583M
9	9 Accendra Health ACH $23.9M	187	-23	-11%	$235M
10	10 Fresenius Medical Care FMS $11.7B	182	-15	-8%	$363M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	155	+10	+7%	$1.4B
12	12 Inspire Medical Systems INSP $2.01B	143	+40	+39%	$1.01B
13	13 Destination XL Group DXLG $24.2M	51	+1	+2%	$79.2M
14	APEN 14 DELISTED Apollo Endosurgery, Inc. APEN	31	-4	-11%	$34.2M
15	15 Utz Brands UTZ $1.27B	30	+9	+43%	$137M
16	16 AdaptHealth AHCO $840M	25	+2	+9%	$119M
17	17 AirSculpt Technologies AIRS $102M	–	–	–	–
18	18 DELISTED Allurion Technologies ALUR	–	–	–	–
19	19 BellRing Brands BRBR $1.06B	–	–	–	–
20	20 Torrid Holdings CURV $238M	–	–	–	–
21	21 Krispy Kreme DNUT $541M	–	–	–	–
22	22 Embecta EMBC $364M	–	–	–	–
23	23 DELISTED WK Kellogg Co KLG	–	–	–	–
24	24 The Magnum Ice Cream Company N.V. MICC $11.2B	–	–	–	–
25	25 DELISTED Smart for Life, Inc. Common Stock SMFL	–	–	–	–