← 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	746	+28	+4%	$14.7B
2	2 ResMed RMD $33.1B	664	+37	+6%	$21.6B
3	3 Lamb Weston LW $7.31B	602	+25	+4%	$9.82B
4	4 DaVita DVA $11.5B	525	+36	+7%	$11.6B
5	5 Medifast MED $132M	261	+21	+9%	$1.96B
6	6 Herbalife HLF $1.49B	253	+24	+10%	$5.53B
7	7 Inspire Medical Systems INSP $1.97B	240	+36	+18%	$4.73B
8	8 Accendra Health ACH $24.1M	232	+29	+14%	$1.76B
9	9 DELISTED WW International WW	215	+9	+4%	$1.47B
10	10 Tootsie Roll Industries TR $2.87B	181	-2	-1%	$500M
11	11 Fresenius Medical Care FMS $11.5B	179	-3	-2%	$436M
12	TWNK 12 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	176	+2	+1%	$2.21B
13	13 AdaptHealth AHCO $834M	134	+55	+70%	$1.6B
14	14 Utz Brands UTZ $1.27B	117	+33	+39%	$1.04B
15	15 BellRing Brands BRBR $1.01B	116	+15	+15%	$943M
16	APEN 16 DELISTED Apollo Endosurgery, Inc. APEN	28	-2	-7%	$44.2M
17	17 Destination XL Group DXLG $24M	4	-35	-90%	$44K
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	–	–	–	–