← 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	890	+11	+1%	$15.1B
2	2 Lamb Weston LW $7.31B	742	+56	+8%	$13.2B
3	3 ResMed RMD $33.1B	677	-53	-7%	$20.9B
4	4 DaVita DVA $11.5B	439	-5	-1%	$6.32B
5	5 Embecta EMBC $350M	433	-10	-2%	$1.57B
6	6 Inspire Medical Systems INSP $1.97B	373	+33	+10%	$6.68B
7	7 BellRing Brands BRBR $1.01B	311	+29	+10%	$4.29B
8	8 Medifast MED $132M	267	-10	-4%	$1.06B
9	TWNK 9 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	264	-21	-7%	$3.42B
10	10 Accendra Health ACH $24.1M	217	0	0%	$1.09B
11	11 Herbalife HLF $1.49B	210	-6	-3%	$1.72B
12	12 Utz Brands UTZ $1.27B	198	+19	+11%	$1.1B
13	13 Tootsie Roll Industries TR $2.87B	191	+17	+10%	$565M
14	14 AdaptHealth AHCO $834M	171	-21	-11%	$1.38B
15	15 DELISTED WW International WW	159	-21	-12%	$276M
16	16 Fresenius Medical Care FMS $11.5B	155	+2	+1%	$837M
17	17 Krispy Kreme DNUT $529M	141	-2	-1%	$890M
18	18 Destination XL Group DXLG $24M	133	0	0%	$267M
19	APEN 19 DELISTED Apollo Endosurgery, Inc. APEN	89	+9	+11%	$442M
20	20 AirSculpt Technologies AIRS $102M	57	-2	-3%	$186M
21	21 Torrid Holdings CURV $237M	54	-8	-13%	$378M
22	22 DELISTED Smart for Life, Inc. Common Stock SMFL	6	-5	-45%	$74.7K
23	23 DELISTED Allurion Technologies ALUR	–	–	–	–
24	24 DELISTED WK Kellogg Co KLG	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–