← 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 $33.9B	920	+34	+4%	$23.9B
2	2 Conagra Brands CAG $6.86B	836	-3	-0.4%	$9.02B
3	3 Lamb Weston LW $7.5B	621	-13	-2%	$6.7B
4	4 DaVita DVA $11.9B	593	-5	-0.8%	$10B
5	5 BellRing Brands BRBR $1.05B	485	-21	-4%	$7.34B
6	6 DELISTED WK Kellogg Co KLG	379	-16	-4%	$1.18B
7	7 Embecta EMBC $369M	360	-7	-2%	$557M
8	8 Inspire Medical Systems INSP $2B	356	-7	-2%	$4.39B
9	9 Utz Brands UTZ $1.27B	238	0	0%	$1.01B
10	10 Accendra Health ACH $22.1M	235	-8	-3%	$681M
11	11 AdaptHealth AHCO $851M	219	-7	-3%	$1.29B
12	12 Herbalife HLF $1.52B	210	-4	-2%	$904M
13	13 Fresenius Medical Care FMS $11.8B	208	+6	+3%	$1.05B
14	14 Tootsie Roll Industries TR $2.9B	193	+21	+12%	$450M
15	15 Krispy Kreme DNUT $538M	170	0	0%	$235M
16	16 Medifast MED $136M	120	-4	-3%	$121M
17	17 AirSculpt Technologies AIRS $104M	86	+18	+26%	$206M
18	18 Torrid Holdings CURV $243M	82	+11	+15%	$253M
19	19 Destination XL Group DXLG $25M	74	-12	-14%	$40.1M
20	20 DELISTED Allurion Technologies ALUR	21	-3	-13%	$6.84M
21	21 DELISTED WW International WW	2	-95	-98%	$13.8K
22	22 WW International WW $144M	2	+2	–	$2.54M
23	TWNK 23 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	1	0	0%	$1.61K
24	APEN 24 DELISTED Apollo Endosurgery, Inc. APEN	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11.2B	–	–	–	–