← 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	774	+54	+8%	$13.7B
2	2 ResMed RMD $33.1B	724	+37	+5%	$24.6B
3	3 Lamb Weston LW $7.31B	548	-11	-2%	$7.83B
4	4 DaVita DVA $11.5B	492	-19	-4%	$9.61B
5	5 Medifast MED $132M	297	+1	+0.3%	$2.05B
6	6 Inspire Medical Systems INSP $1.97B	289	+36	+14%	$5.95B
7	7 Accendra Health ACH $24.1M	271	+24	+10%	$3.14B
8	8 Herbalife HLF $1.49B	245	+14	+6%	$4.16B
9	9 DELISTED WW International WW	200	-5	-2%	$1.03B
10	TWNK 10 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	199	+14	+8%	$2.83B
11	11 Fresenius Medical Care FMS $11.5B	174	+14	+9%	$899M
12	12 Tootsie Roll Industries TR $2.87B	169	+15	+10%	$433M
13	13 BellRing Brands BRBR $1.01B	153	0	0%	$1.29B
14	14 AdaptHealth AHCO $834M	152	+10	+7%	$2.15B
15	15 Utz Brands UTZ $1.27B	148	+12	+9%	$964M
16	16 Krispy Kreme DNUT $529M	103	+27	+36%	$762M
17	17 Destination XL Group DXLG $24M	80	+26	+48%	$190M
18	APEN 18 DELISTED Apollo Endosurgery, Inc. APEN	72	+17	+31%	$239M
19	19 Torrid Holdings CURV $237M	60	0	0%	$951M
20	20 AirSculpt Technologies AIRS $102M	47	+47	–	$617M
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	–	–	–	–