← 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	853	+46	+6%	$11.5B
2	2 Lamb Weston LW $7.31B	769	+18	+2%	$13.9B
3	3 ResMed RMD $33.1B	688	+30	+5%	$14B
4	4 DaVita DVA $11.5B	536	+33	+7%	$8.3B
5	5 DELISTED WK Kellogg Co KLG	424	+408	+2,550%	$883M
6	6 BellRing Brands BRBR $1.01B	383	+54	+16%	$6.88B
7	7 Embecta EMBC $350M	374	+1	+0.3%	$1.05B
8	8 Inspire Medical Systems INSP $1.97B	343	-21	-6%	$6.32B
9	9 Accendra Health ACH $24.1M	227	+17	+8%	$1.5B
10	10 Medifast MED $132M	216	-7	-3%	$699M
11	11 Utz Brands UTZ $1.27B	204	+14	+7%	$1.23B
12	12 DELISTED WW International WW	204	+1	+0.5%	$578M
13	13 Herbalife HLF $1.49B	197	0	0%	$1.6B
14	14 AdaptHealth AHCO $834M	192	+1	+0.5%	$823M
15	15 Tootsie Roll Industries TR $2.87B	165	+9	+6%	$342M
16	16 Fresenius Medical Care FMS $11.5B	160	+12	+8%	$690M
17	17 Krispy Kreme DNUT $529M	133	+2	+2%	$951M
18	18 Destination XL Group DXLG $24M	105	-11	-9%	$195M
19	19 AirSculpt Technologies AIRS $102M	61	-8	-12%	$287M
20	20 Torrid Holdings CURV $237M	41	-2	-5%	$491M
21	21 DELISTED Allurion Technologies ALUR	26	+4	+18%	$28.4M
22	TWNK 22 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	3	-289	-99%	$10.7K
23	23 DELISTED Smart for Life, Inc. Common Stock SMFL	2	-2	-50%	$34.7K
24	APEN 24 DELISTED Apollo Endosurgery, Inc. APEN	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–