← 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 $6.95B	751	-23	-3%	$13.7B
2	2 ResMed RMD $33.8B	682	-42	-6%	$23.6B
3	3 Lamb Weston LW $7.49B	527	-21	-4%	$7.48B
4	4 DaVita DVA $11.7B	510	+18	+4%	$9.27B
5	5 Inspire Medical Systems INSP $2.01B	299	+10	+3%	$6.92B
6	6 Medifast MED $134M	288	-9	-3%	$1.7B
7	7 Accendra Health ACH $23.9M	265	-6	-2%	$3.39B
8	8 BellRing Brands BRBR $1.06B	253	+100	+65%	$2.48B
9	TWNK 9 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	250	+51	+26%	$3.15B
10	10 Herbalife HLF $1.52B	229	-16	-7%	$3.1B
11	11 DELISTED WW International WW	213	+13	+7%	$691M
12	12 Fresenius Medical Care FMS $11.7B	179	+5	+3%	$1.03B
13	13 Utz Brands UTZ $1.27B	175	+27	+18%	$925M
14	14 Tootsie Roll Industries TR $2.94B	166	-3	-2%	$419M
15	15 AdaptHealth AHCO $840M	154	+2	+1%	$1.52B
16	16 Krispy Kreme DNUT $538M	129	+26	+25%	$791M
17	17 Destination XL Group DXLG $24.2M	93	+13	+16%	$173M
18	APEN 18 DELISTED Apollo Endosurgery, Inc. APEN	71	-1	-1%	$179M
19	19 Torrid Holdings CURV $238M	64	+4	+7%	$552M
20	20 AirSculpt Technologies AIRS $101M	54	+7	+15%	$497M
21	21 Embecta EMBC $365M	37	+37	–	$116M
22	22 DELISTED Smart for Life, Inc. Common Stock SMFL	7	+7	–	$523K
23	23 DELISTED Allurion Technologies ALUR	–	–	–	–
24	24 DELISTED WK Kellogg Co KLG	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11.2B	–	–	–	–