← 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	755	+4	+0.5%	$14.8B
2	2 ResMed RMD $33.1B	662	-1	-0.2%	$23.9B
3	3 Lamb Weston LW $7.31B	608	-11	-2%	$9.99B
4	4 DaVita DVA $11.5B	515	+24	+5%	$11.1B
5	5 Medifast MED $132M	301	+24	+9%	$2.82B
6	6 Accendra Health ACH $24.1M	260	+8	+3%	$2.92B
7	7 Herbalife HLF $1.49B	248	+4	+2%	$5.55B
8	8 Inspire Medical Systems INSP $1.97B	248	-3	-1%	$4.83B
9	9 DELISTED WW International WW	228	+10	+5%	$2.32B
10	TWNK 10 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	190	-7	-4%	$2.49B
11	11 Fresenius Medical Care FMS $11.5B	173	+6	+4%	$848M
12	12 Tootsie Roll Industries TR $2.87B	164	-2	-1%	$425M
13	13 Utz Brands UTZ $1.27B	154	+23	+18%	$1.23B
14	14 BellRing Brands BRBR $1.01B	139	+18	+15%	$1.23B
15	15 AdaptHealth AHCO $834M	137	-8	-6%	$1.88B
16	APEN 16 DELISTED Apollo Endosurgery, Inc. APEN	46	+4	+10%	$127M
17	17 Destination XL Group DXLG $24M	2	0	0%	$64K
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	–	–	–	–