← 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	751	+5	+0.7%	$15.2B
2	2 ResMed RMD $33.1B	663	-1	-0.2%	$19.2B
3	3 Lamb Weston LW $7.31B	619	+17	+3%	$9.64B
4	4 DaVita DVA $11.5B	491	-34	-6%	$10.3B
5	5 Medifast MED $132M	277	+16	+6%	$2.06B
6	6 Accendra Health ACH $24.1M	252	+20	+9%	$2.47B
7	7 Inspire Medical Systems INSP $1.97B	251	+11	+5%	$5.21B
8	8 Herbalife HLF $1.49B	244	-9	-4%	$4.61B
9	9 DELISTED WW International WW	218	+3	+1%	$1.98B
10	TWNK 10 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	197	+21	+12%	$2.19B
11	11 Fresenius Medical Care FMS $11.5B	167	-12	-7%	$715M
12	12 Tootsie Roll Industries TR $2.87B	166	-15	-8%	$440M
13	13 AdaptHealth AHCO $834M	145	+11	+8%	$2.4B
14	14 Utz Brands UTZ $1.27B	131	+14	+12%	$1.33B
15	15 BellRing Brands BRBR $1.01B	121	+5	+4%	$925M
16	APEN 16 DELISTED Apollo Endosurgery, Inc. APEN	42	+14	+50%	$74.3M
17	17 Destination XL Group DXLG $24M	2	-2	-50%	$19K
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	–	–	–	–