← 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	725	+52	+8%	$14.1B
2	2 ResMed RMD $33.1B	583	-1	-0.2%	$19.6B
3	3 Lamb Weston LW $7.31B	574	-26	-4%	$8.39B
4	4 DaVita DVA $11.5B	502	+19	+4%	$9B
5	5 Medifast MED $132M	224	+23	+11%	$1.69B
6	6 DELISTED WW International WW	223	+23	+12%	$1.4B
7	7 Herbalife HLF $1.49B	211	+16	+8%	$5.84B
8	8 Tootsie Roll Industries TR $2.87B	205	+15	+8%	$537M
9	9 Inspire Medical Systems INSP $1.97B	189	+20	+12%	$2.35B
10	10 Accendra Health ACH $24.1M	188	+6	+3%	$429M
11	11 Fresenius Medical Care FMS $11.5B	179	+3	+2%	$404M
12	TWNK 12 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	169	+4	+2%	$1.72B
13	13 BellRing Brands BRBR $1.01B	106	+17	+19%	$770M
14	14 Utz Brands UTZ $1.27B	72	+22	+44%	$449M
15	15 AdaptHealth AHCO $834M	53	+18	+51%	$166M
16	16 Destination XL Group DXLG $24M	37	+1	+3%	$14.4M
17	APEN 17 DELISTED Apollo Endosurgery, Inc. APEN	32	+1	+3%	$14.5M
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	–	–	–	–