← 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	803	+12	+2%	$12.9B
2	2 ResMed RMD $33.1B	668	-9	-1%	$21B
3	3 Lamb Weston LW $7.31B	595	+38	+7%	$10B
4	4 Embecta EMBC $350M	461	-22	-5%	$1.57B
5	5 DaVita DVA $11.5B	441	-21	-5%	$6.61B
6	6 Inspire Medical Systems INSP $1.97B	301	+14	+5%	$5.01B
7	7 BellRing Brands BRBR $1.01B	275	-1	-0.4%	$2.6B
8	8 Medifast MED $132M	263	-21	-7%	$1.03B
9	TWNK 9 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	256	+3	+1%	$3.31B
10	10 Accendra Health ACH $24.1M	225	-24	-10%	$1.85B
11	11 Herbalife HLF $1.49B	201	-3	-1%	$1.94B
12	12 DELISTED WW International WW	193	+1	+0.5%	$227M
13	13 AdaptHealth AHCO $834M	183	+34	+23%	$1.94B
14	14 Utz Brands UTZ $1.27B	178	+17	+11%	$989M
15	15 Tootsie Roll Industries TR $2.87B	169	-3	-2%	$391M
16	16 Fresenius Medical Care FMS $11.5B	141	-26	-16%	$458M
17	17 Krispy Kreme DNUT $529M	115	-7	-6%	$591M
18	18 Destination XL Group DXLG $24M	112	+8	+8%	$229M
19	19 AirSculpt Technologies AIRS $102M	68	+4	+6%	$233M
20	20 Torrid Holdings CURV $237M	66	+1	+2%	$362M
21	APEN 21 DELISTED Apollo Endosurgery, Inc. APEN	53	-10	-16%	$174M
22	22 DELISTED Smart for Life, Inc. Common Stock SMFL	6	-2	-25%	$43K
23	23 DELISTED Allurion Technologies ALUR	–	–	–	–
24	24 DELISTED WK Kellogg Co KLG	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–