← 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	873	+1	+0.1%	$13.2B
2	2 ResMed RMD $33.1B	802	+29	+4%	$21.3B
3	3 Lamb Weston LW $7.31B	687	-68	-9%	$8.45B
4	4 DaVita DVA $11.5B	601	+40	+7%	$12.2B
5	5 BellRing Brands BRBR $1.01B	450	+3	+0.7%	$7.33B
6	6 DELISTED WK Kellogg Co KLG	378	-12	-3%	$1.27B
7	7 Embecta EMBC $350M	367	+5	+1%	$771M
8	8 Inspire Medical Systems INSP $1.97B	346	+21	+6%	$7.03B
9	9 AdaptHealth AHCO $834M	217	+10	+5%	$1.39B
10	10 Accendra Health ACH $24.1M	214	-7	-3%	$1.2B
11	11 Utz Brands UTZ $1.27B	213	-4	-2%	$1.33B
12	12 Herbalife HLF $1.49B	187	+7	+4%	$784M
13	13 Fresenius Medical Care FMS $11.5B	168	+1	+0.6%	$713M
14	14 Krispy Kreme DNUT $529M	162	+16	+11%	$870M
15	15 Tootsie Roll Industries TR $2.87B	161	+5	+3%	$345M
16	16 Medifast MED $132M	140	-18	-11%	$175M
17	17 DELISTED WW International WW	106	-26	-20%	$54.9M
18	18 Destination XL Group DXLG $24M	98	+5	+5%	$135M
19	19 Torrid Holdings CURV $237M	87	+34	+64%	$337M
20	20 AirSculpt Technologies AIRS $102M	50	-5	-9%	$189M
21	21 DELISTED Allurion Technologies ALUR	28	-4	-13%	$10.2M
22	TWNK 22 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	1	0	0%	$1.61K
23	23 DELISTED Smart for Life, Inc. Common Stock SMFL	0	-6	-100%	$0
24	APEN 24 DELISTED Apollo Endosurgery, Inc. APEN	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–