← 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	718	-7	-1%	$14.5B
2	2 ResMed RMD $33.1B	627	+44	+8%	$17.3B
3	3 Lamb Weston LW $7.31B	577	+3	+0.5%	$8.45B
4	4 DaVita DVA $11.5B	489	-13	-3%	$8.96B
5	5 Medifast MED $132M	240	+16	+7%	$1.65B
6	6 Herbalife HLF $1.49B	229	+18	+9%	$5.37B
7	7 DELISTED WW International WW	206	-17	-8%	$1.03B
8	8 Inspire Medical Systems INSP $1.97B	204	+15	+8%	$3.38B
9	9 Accendra Health ACH $24.1M	203	+15	+8%	$1.36B
10	10 Tootsie Roll Industries TR $2.87B	183	-22	-11%	$513M
11	11 Fresenius Medical Care FMS $11.5B	182	+3	+2%	$389M
12	TWNK 12 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	174	+5	+3%	$1.74B
13	13 BellRing Brands BRBR $1.01B	101	-5	-5%	$805M
14	14 Utz Brands UTZ $1.27B	84	+12	+17%	$747M
15	15 AdaptHealth AHCO $834M	79	+26	+49%	$557M
16	16 Destination XL Group DXLG $24M	39	+2	+5%	$4.96M
17	APEN 17 DELISTED Apollo Endosurgery, Inc. APEN	30	-2	-6%	$18.8M
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	–	–	–	–