← 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 $6.77B	791	+40	+5%	$13.8B
2	2 ResMed RMD $34.1B	677	-5	-0.7%	$20.3B
3	3 Lamb Weston LW $7.47B	557	+30	+6%	$9.14B
4	4 Embecta EMBC $365M	483	+446	+1,205%	$1.38B
5	5 DaVita DVA $12.1B	462	-48	-9%	$6.53B
6	6 Inspire Medical Systems INSP $2.03B	287	-12	-4%	$5.01B
7	7 Medifast MED $135M	284	-4	-1%	$1.75B
8	8 BellRing Brands BRBR $1.05B	276	+23	+9%	$2.76B
9	TWNK 9 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	253	+3	+1%	$3.04B
10	10 Accendra Health ACH $20.1M	249	-16	-6%	$2.47B
11	11 Herbalife HLF $1.53B	204	-25	-11%	$2.05B
12	12 DELISTED WW International WW	192	-21	-10%	$449M
13	13 Tootsie Roll Industries TR $2.88B	172	+6	+4%	$416M
14	14 Fresenius Medical Care FMS $11.8B	167	-12	-7%	$805M
15	15 Utz Brands UTZ $1.27B	161	-14	-8%	$873M
16	16 AdaptHealth AHCO $852M	149	-5	-3%	$1.68B
17	17 Krispy Kreme DNUT $538M	122	-7	-5%	$722M
18	18 Destination XL Group DXLG $24.4M	104	+11	+12%	$135M
19	19 Torrid Holdings CURV $244M	65	+1	+2%	$381M
20	20 AirSculpt Technologies AIRS $102M	64	+10	+19%	$214M
21	APEN 21 DELISTED Apollo Endosurgery, Inc. APEN	63	-8	-11%	$110M
22	22 DELISTED Smart for Life, Inc. Common Stock SMFL	8	+1	+14%	$138K
23	23 DELISTED Allurion Technologies ALUR	–	–	–	–
24	24 DELISTED WK Kellogg Co KLG	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11.1B	–	–	–	–