← 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 ResMed RMD $33.1B	872	+70	+9%	$20.7B
2	2 Conagra Brands CAG $6.61B	853	-20	-2%	$11.4B
3	3 Lamb Weston LW $7.31B	704	+17	+2%	$9.53B
4	4 DaVita DVA $11.5B	597	-4	-0.7%	$11B
5	5 BellRing Brands BRBR $1.01B	503	+53	+12%	$9.3B
6	6 DELISTED WK Kellogg Co KLG	400	+22	+6%	$1.46B
7	7 Embecta EMBC $350M	368	+1	+0.3%	$1.14B
8	8 Inspire Medical Systems INSP $1.97B	358	+12	+3%	$6.2B
9	9 Utz Brands UTZ $1.27B	223	+10	+5%	$1.23B
10	10 AdaptHealth AHCO $834M	200	-17	-8%	$1.25B
11	11 Accendra Health ACH $24.1M	199	-15	-7%	$993M
12	12 Herbalife HLF $1.49B	199	+12	+6%	$677M
13	13 Fresenius Medical Care FMS $11.5B	190	+22	+13%	$770M
14	14 Tootsie Roll Industries TR $2.87B	160	-1	-0.6%	$358M
15	15 Krispy Kreme DNUT $529M	154	-8	-5%	$959M
16	16 Medifast MED $132M	129	-11	-8%	$157M
17	17 DELISTED WW International WW	114	+8	+8%	$23.1M
18	18 Destination XL Group DXLG $24M	88	-10	-10%	$116M
19	19 Torrid Holdings CURV $237M	74	-13	-15%	$468M
20	20 AirSculpt Technologies AIRS $102M	61	+11	+22%	$195M
21	21 DELISTED Allurion Technologies ALUR	25	-3	-11%	$6.3M
22	TWNK 22 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	1	0	0%	$1.61K
23	APEN 23 DELISTED Apollo Endosurgery, Inc. APEN	–	–	–	–
24	24 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–
25	25 DELISTED Smart for Life, Inc. Common Stock SMFL	–	–	–	–