← 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	720	-35	-5%	$13.9B
2	2 ResMed RMD $33.1B	687	+25	+4%	$25.4B
3	3 Lamb Weston LW $7.31B	559	-49	-8%	$7.54B
4	4 DaVita DVA $11.5B	511	-4	-0.8%	$10.4B
5	5 Medifast MED $132M	296	-5	-2%	$1.93B
6	6 Inspire Medical Systems INSP $1.97B	253	+5	+2%	$5.91B
7	7 Accendra Health ACH $24.1M	247	-13	-5%	$2.24B
8	8 Herbalife HLF $1.49B	231	-17	-7%	$4.34B
9	9 DELISTED WW International WW	205	-23	-10%	$1.2B
10	TWNK 10 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	185	-5	-3%	$2.64B
11	11 Fresenius Medical Care FMS $11.5B	160	-13	-8%	$905M
12	12 Tootsie Roll Industries TR $2.87B	154	-10	-6%	$366M
13	13 BellRing Brands BRBR $1.01B	153	+14	+10%	$1.23B
14	14 AdaptHealth AHCO $834M	142	+5	+4%	$1.68B
15	15 Utz Brands UTZ $1.27B	136	-18	-12%	$1B
16	16 Krispy Kreme DNUT $529M	76	+76	–	$518M
17	17 Torrid Holdings CURV $237M	60	+60	–	$247M
18	APEN 18 DELISTED Apollo Endosurgery, Inc. APEN	55	+9	+20%	$159M
19	19 Destination XL Group DXLG $24M	54	+52	+2,600%	$167M
20	20 AirSculpt Technologies AIRS $102M	–	–	–	–
21	21 DELISTED Allurion Technologies ALUR	–	–	–	–
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	–	–	–	–