← 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 $6.81B	662	-40	-6%	$11.3B
2	2 Lamb Weston LW $7.47B	599	-46	-7%	$8.25B
3	3 ResMed RMD $34B	485	+7	+1%	$11.8B
4	4 DaVita DVA $11.9B	400	-40	-9%	$8.54B
5	5 Medifast MED $135M	251	+5	+2%	$1.53B
6	6 Herbalife HLF $1.52B	217	-52	-19%	$6.06B
7	7 DELISTED WW International WW	212	+3	+1%	$1.11B
8	8 Tootsie Roll Industries TR $2.89B	187	-1	-0.5%	$595M
9	9 Fresenius Medical Care FMS $11.8B	175	-7	-4%	$352M
10	10 Accendra Health ACH $21.2M	173	-14	-7%	$173M
11	TWNK 11 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	167	+12	+8%	$1.79B
12	12 Inspire Medical Systems INSP $2.01B	148	+5	+3%	$1.21B
13	13 Destination XL Group DXLG $24.6M	44	-7	-14%	$56.3M
14	14 Utz Brands UTZ $1.27B	31	+1	+3%	$165M
15	15 AdaptHealth AHCO $852M	29	+4	+16%	$150M
16	APEN 16 DELISTED Apollo Endosurgery, Inc. APEN	28	-3	-10%	$30.1M
17	17 AirSculpt Technologies AIRS $103M	–	–	–	–
18	18 DELISTED Allurion Technologies ALUR	–	–	–	–
19	19 BellRing Brands BRBR $1.04B	–	–	–	–
20	20 Torrid Holdings CURV $243M	–	–	–	–
21	21 Krispy Kreme DNUT $536M	–	–	–	–
22	22 Embecta EMBC $369M	–	–	–	–
23	23 DELISTED WK Kellogg Co KLG	–	–	–	–
24	24 The Magnum Ice Cream Company N.V. MICC $11.1B	–	–	–	–
25	25 DELISTED Smart for Life, Inc. Common Stock SMFL	–	–	–	–