← 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 $6.86B	864	-26	-3%	$13.8B
2	2 Lamb Weston LW $7.5B	781	+39	+5%	$14.4B
3	3 ResMed RMD $33.9B	730	+53	+8%	$20.8B
4	4 DaVita DVA $11.9B	471	+32	+7%	$7.86B
5	5 Inspire Medical Systems INSP $2B	407	+34	+9%	$9.11B
6	6 Embecta EMBC $369M	399	-34	-8%	$1.16B
7	7 BellRing Brands BRBR $1.05B	311	0	0%	$4.6B
8	TWNK 8 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	273	+9	+3%	$3.46B
9	9 Medifast MED $136M	236	-31	-12%	$892M
10	10 Accendra Health ACH $22.1M	230	+13	+6%	$1.44B
11	11 Herbalife HLF $1.52B	192	-18	-9%	$1.44B
12	12 Utz Brands UTZ $1.27B	187	-11	-6%	$1.11B
13	13 AdaptHealth AHCO $851M	182	+11	+6%	$1.32B
14	14 DELISTED WW International WW	182	+23	+14%	$406M
15	15 Tootsie Roll Industries TR $2.9B	176	-15	-8%	$398M
16	16 Fresenius Medical Care FMS $11.8B	144	-11	-7%	$818M
17	17 Krispy Kreme DNUT $538M	137	-4	-3%	$838M
18	18 Destination XL Group DXLG $25M	117	-16	-12%	$227M
19	19 AirSculpt Technologies AIRS $104M	72	+15	+26%	$329M
20	20 Torrid Holdings CURV $243M	51	-3	-6%	$243M
21	21 DELISTED Smart for Life, Inc. Common Stock SMFL	3	-3	-50%	$655K
22	APEN 22 DELISTED Apollo Endosurgery, Inc. APEN	0	-89	-100%	$0
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	–	–	–	–