← 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	848	-5	-0.6%	$12.1B
2	2 Lamb Weston LW $7.31B	790	+21	+3%	$13.7B
3	3 ResMed RMD $33.1B	718	+30	+4%	$16.5B
4	4 DaVita DVA $11.5B	545	+9	+2%	$10.8B
5	5 BellRing Brands BRBR $1.01B	422	+39	+10%	$7.35B
6	6 DELISTED WK Kellogg Co KLG	404	-20	-5%	$1.29B
7	7 Embecta EMBC $350M	372	-2	-0.5%	$738M
8	8 Inspire Medical Systems INSP $1.97B	328	-15	-4%	$6.84B
9	9 Accendra Health ACH $24.1M	230	+3	+1%	$2.15B
10	10 AdaptHealth AHCO $834M	210	+18	+9%	$1.31B
11	11 Utz Brands UTZ $1.27B	199	-5	-2%	$1.37B
12	12 Medifast MED $132M	186	-30	-14%	$440M
13	13 Herbalife HLF $1.49B	184	-13	-7%	$1.08B
14	14 Fresenius Medical Care FMS $11.5B	172	+12	+8%	$641M
15	15 DELISTED WW International WW	171	-33	-16%	$90.3M
16	16 Tootsie Roll Industries TR $2.87B	158	-7	-4%	$336M
17	17 Krispy Kreme DNUT $529M	152	+19	+14%	$978M
18	18 Destination XL Group DXLG $24M	97	-8	-8%	$164M
19	19 AirSculpt Technologies AIRS $102M	56	-5	-8%	$233M
20	20 Torrid Holdings CURV $237M	50	+9	+22%	$421M
21	21 DELISTED Allurion Technologies ALUR	28	+2	+8%	$13.3M
22	22 DELISTED Smart for Life, Inc. Common Stock SMFL	4	+2	+100%	$88.4K
23	TWNK 23 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	4	+1	+33%	$1.9M
24	APEN 24 DELISTED Apollo Endosurgery, Inc. APEN	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–