← 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	879	+76	+9%	$15.1B
2	2 ResMed RMD $33.1B	730	+62	+9%	$19.7B
3	3 Lamb Weston LW $7.31B	686	+91	+15%	$11.3B
4	4 DaVita DVA $11.5B	444	+3	+0.7%	$5.75B
5	5 Embecta EMBC $350M	443	-18	-4%	$1.45B
6	6 Inspire Medical Systems INSP $1.97B	340	+39	+13%	$7.1B
7	TWNK 7 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	285	+29	+11%	$2.86B
8	8 BellRing Brands BRBR $1.01B	282	+7	+3%	$3.27B
9	9 Medifast MED $132M	277	+14	+5%	$1.05B
10	10 Accendra Health ACH $24.1M	217	-8	-4%	$1.41B
11	11 Herbalife HLF $1.49B	216	+15	+7%	$1.55B
12	12 AdaptHealth AHCO $834M	192	+9	+5%	$2.04B
13	13 DELISTED WW International WW	180	-13	-7%	$221M
14	14 Utz Brands UTZ $1.27B	179	+1	+0.6%	$1.01B
15	15 Tootsie Roll Industries TR $2.87B	174	+5	+3%	$472M
16	16 Fresenius Medical Care FMS $11.5B	153	+12	+9%	$721M
17	17 Krispy Kreme DNUT $529M	143	+28	+24%	$562M
18	18 Destination XL Group DXLG $24M	133	+21	+19%	$315M
19	APEN 19 DELISTED Apollo Endosurgery, Inc. APEN	80	+27	+51%	$368M
20	20 Torrid Holdings CURV $237M	62	-4	-6%	$255M
21	21 AirSculpt Technologies AIRS $102M	59	-9	-13%	$126M
22	22 DELISTED Smart for Life, Inc. Common Stock SMFL	11	+5	+83%	$410K
23	23 DELISTED Allurion Technologies ALUR	–	–	–	–
24	24 DELISTED WK Kellogg Co KLG	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–