← 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	886	+14	+2%	$21.1B
2	2 Conagra Brands CAG $6.61B	839	-14	-2%	$11B
3	3 Lamb Weston LW $7.31B	634	-70	-10%	$7.15B
4	4 DaVita DVA $11.5B	598	+1	+0.2%	$10.9B
5	5 BellRing Brands BRBR $1.01B	506	+3	+0.6%	$9.37B
6	6 DELISTED WK Kellogg Co KLG	395	-5	-1%	$1.62B
7	7 Embecta EMBC $350M	367	-1	-0.3%	$728M
8	8 Inspire Medical Systems INSP $1.97B	363	+5	+1%	$5.46B
9	9 Accendra Health ACH $24.1M	243	+44	+22%	$670M
10	10 Utz Brands UTZ $1.27B	238	+15	+7%	$1.06B
11	11 AdaptHealth AHCO $834M	226	+26	+13%	$1.44B
12	12 Herbalife HLF $1.49B	214	+15	+8%	$915M
13	13 Fresenius Medical Care FMS $11.5B	202	+12	+6%	$874M
14	14 Tootsie Roll Industries TR $2.87B	172	+12	+8%	$365M
15	15 Krispy Kreme DNUT $529M	170	+16	+10%	$470M
16	16 Medifast MED $132M	124	-5	-4%	$111M
17	17 DELISTED WW International WW	97	-17	-15%	$7.85M
18	18 Destination XL Group DXLG $24M	86	-2	-2%	$60.4M
19	19 Torrid Holdings CURV $237M	71	-3	-4%	$505M
20	20 AirSculpt Technologies AIRS $102M	68	+7	+11%	$91M
21	21 DELISTED Allurion Technologies ALUR	24	-1	-4%	$4.44M
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	–	–	–	–