← 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	807	-57	-7%	$11.1B
2	2 Lamb Weston LW $7.31B	751	-30	-4%	$11.8B
3	3 ResMed RMD $33.1B	658	-72	-10%	$13B
4	4 DaVita DVA $11.5B	503	+32	+7%	$7.5B
5	5 Embecta EMBC $350M	373	-26	-7%	$851M
6	6 Inspire Medical Systems INSP $1.97B	364	-43	-11%	$5.65B
7	7 BellRing Brands BRBR $1.01B	329	+18	+6%	$5.06B
8	TWNK 8 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	292	+19	+7%	$4.41B
9	9 Medifast MED $132M	223	-13	-6%	$724M
10	10 Accendra Health ACH $24.1M	210	-20	-9%	$1.31B
11	11 DELISTED WW International WW	203	+21	+12%	$696M
12	12 Herbalife HLF $1.49B	197	+5	+3%	$1.47B
13	13 AdaptHealth AHCO $834M	191	+9	+5%	$1.03B
14	14 Utz Brands UTZ $1.27B	190	+3	+2%	$943M
15	15 Tootsie Roll Industries TR $2.87B	156	-20	-11%	$313M
16	16 Fresenius Medical Care FMS $11.5B	148	+4	+3%	$713M
17	17 Krispy Kreme DNUT $529M	131	-6	-4%	$751M
18	18 Destination XL Group DXLG $24M	116	-1	-0.9%	$197M
19	19 AirSculpt Technologies AIRS $102M	69	-3	-4%	$261M
20	20 Torrid Holdings CURV $237M	43	-8	-16%	$188M
21	21 DELISTED Allurion Technologies ALUR	22	+22	–	$26.8M
22	22 DELISTED WK Kellogg Co KLG	16	+16	–	$197M
23	23 DELISTED Smart for Life, Inc. Common Stock SMFL	4	+1	+33%	$73.6K
24	APEN 24 DELISTED Apollo Endosurgery, Inc. APEN	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–