← 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	872	+24	+3%	$11.7B
2	2 ResMed RMD $33.9B	773	+55	+8%	$16.4B
3	3 Lamb Weston LW $7.5B	755	-35	-4%	$11.7B
4	4 DaVita DVA $11.9B	561	+16	+3%	$10.6B
5	5 BellRing Brands BRBR $1.05B	447	+25	+6%	$7.06B
6	6 DELISTED WK Kellogg Co KLG	390	-14	-3%	$1.19B
7	7 Embecta EMBC $369M	362	-10	-3%	$697M
8	8 Inspire Medical Systems INSP $2B	325	-3	-0.9%	$4.23B
9	9 Accendra Health ACH $22.1M	221	-9	-4%	$1.04B
10	10 Utz Brands UTZ $1.27B	217	+18	+9%	$1.24B
11	11 AdaptHealth AHCO $851M	207	-3	-1%	$1.16B
12	12 Herbalife HLF $1.52B	180	-4	-2%	$1.15B
13	13 Fresenius Medical Care FMS $11.8B	167	-5	-3%	$598M
14	14 Medifast MED $136M	158	-28	-15%	$228M
15	15 Tootsie Roll Industries TR $2.9B	156	-2	-1%	$356M
16	16 Krispy Kreme DNUT $538M	146	-6	-4%	$813M
17	17 DELISTED WW International WW	132	-39	-23%	$85.2M
18	18 Destination XL Group DXLG $25M	93	-4	-4%	$174M
19	19 AirSculpt Technologies AIRS $104M	55	-1	-2%	$149M
20	20 Torrid Holdings CURV $243M	53	+3	+6%	$649M
21	21 DELISTED Allurion Technologies ALUR	32	+4	+14%	$10.3M
22	22 DELISTED Smart for Life, Inc. Common Stock SMFL	6	+2	+50%	$355K
23	TWNK 23 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	1	-3	-75%	$1.61K
24	APEN 24 DELISTED Apollo Endosurgery, Inc. APEN	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11.2B	–	–	–	–