← 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	673	+11	+2%	$13.2B
2	2 Lamb Weston LW $7.31B	602	+3	+0.5%	$9.46B
3	3 ResMed RMD $33.1B	528	+43	+9%	$13.1B
4	4 DaVita DVA $11.5B	416	+16	+4%	$7.21B
5	5 Medifast MED $132M	239	-12	-5%	$1.36B
6	6 DELISTED WW International WW	237	+25	+12%	$2.03B
7	7 Herbalife HLF $1.49B	196	-21	-10%	$4.84B
8	8 Tootsie Roll Industries TR $2.87B	192	+5	+3%	$602M
9	TWNK 9 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	176	+9	+5%	$1.96B
10	10 Accendra Health ACH $24.1M	175	+2	+1%	$322M
11	11 Fresenius Medical Care FMS $11.5B	161	-14	-8%	$286M
12	12 Inspire Medical Systems INSP $1.97B	155	+7	+5%	$1.33B
13	13 Destination XL Group DXLG $24M	44	0	0%	$53.2M
14	14 AdaptHealth AHCO $834M	38	+9	+31%	$204M
15	15 Utz Brands UTZ $1.27B	35	+4	+13%	$219M
16	APEN 16 DELISTED Apollo Endosurgery, Inc. APEN	29	+1	+4%	$26.9M
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	–	–	–	–