← 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	-50	-7%	$12B
2	2 Lamb Weston LW $7.31B	600	-46	-7%	$7.23B
3	3 ResMed RMD $33.1B	584	+24	+4%	$14.5B
4	4 DaVita DVA $11.5B	483	+30	+7%	$8.64B
5	5 Medifast MED $132M	201	-18	-8%	$779M
6	6 DELISTED WW International WW	200	-48	-19%	$936M
7	7 Herbalife HLF $1.49B	195	-20	-9%	$3.69B
8	8 Tootsie Roll Industries TR $2.87B	190	-3	-2%	$550M
9	9 Accendra Health ACH $24.1M	182	+2	+1%	$504M
10	10 Fresenius Medical Care FMS $11.5B	176	+5	+3%	$296M
11	11 Inspire Medical Systems INSP $1.97B	169	-2	-1%	$1.4B
12	TWNK 12 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	165	-24	-13%	$1.47B
13	13 BellRing Brands BRBR $1.01B	89	+3	+3%	$654M
14	14 Utz Brands UTZ $1.27B	50	+2	+4%	$316M
15	15 Destination XL Group DXLG $24M	36	-9	-20%	$10.2M
16	16 AdaptHealth AHCO $834M	35	+12	+52%	$390M
17	APEN 17 DELISTED Apollo Endosurgery, Inc. APEN	31	0	0%	$16.6M
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	–	–	–	–