← 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	723	+50	+7%	$14.5B
2	2 Lamb Weston LW $7.31B	646	+44	+7%	$10.7B
3	3 ResMed RMD $33.1B	560	+32	+6%	$15.1B
4	4 DaVita DVA $11.5B	453	+37	+9%	$8.8B
5	5 DELISTED WW International WW	248	+11	+5%	$2.22B
6	6 Medifast MED $132M	219	-20	-8%	$1.46B
7	7 Herbalife HLF $1.49B	215	+19	+10%	$5.97B
8	8 Tootsie Roll Industries TR $2.87B	193	+1	+0.5%	$539M
9	TWNK 9 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	189	+13	+7%	$2.05B
10	10 Accendra Health ACH $24.1M	180	+5	+3%	$295M
11	11 Fresenius Medical Care FMS $11.5B	171	+10	+6%	$357M
12	12 Inspire Medical Systems INSP $1.97B	171	+16	+10%	$1.65B
13	13 BellRing Brands BRBR $1.01B	86	+86	–	$818M
14	14 Utz Brands UTZ $1.27B	48	+13	+37%	$275M
15	15 Destination XL Group DXLG $24M	45	+1	+2%	$39.4M
16	APEN 16 DELISTED Apollo Endosurgery, Inc. APEN	31	+2	+7%	$24M
17	17 AdaptHealth AHCO $834M	23	-15	-39%	$248M
18	18 AirSculpt Technologies AIRS $102M	–	–	–	–
19	19 DELISTED Allurion Technologies ALUR	–	–	–	–
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	–	–	–	–