← 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	950	+30	+3%	$25.1B
2	2 Conagra Brands CAG $6.61B	773	-63	-8%	$7.54B
3	3 Lamb Weston LW $7.31B	625	+4	+0.6%	$7.16B
4	4 DaVita DVA $11.5B	563	-30	-5%	$8.93B
5	5 BellRing Brands BRBR $1.01B	437	-48	-10%	$4.53B
6	6 Embecta EMBC $350M	354	-6	-2%	$791M
7	7 Inspire Medical Systems INSP $1.97B	325	-31	-9%	$2.31B
8	8 Utz Brands UTZ $1.27B	239	+1	+0.4%	$962M
9	9 AdaptHealth AHCO $834M	225	+6	+3%	$1.23B
10	10 Herbalife HLF $1.49B	218	+8	+4%	$871M
11	11 Tootsie Roll Industries TR $2.87B	217	+24	+12%	$584M
12	12 Fresenius Medical Care FMS $11.5B	206	-2	-1%	$956M
13	13 Accendra Health ACH $24.1M	203	-32	-14%	$349M
14	14 Krispy Kreme DNUT $529M	175	+5	+3%	$309M
15	15 Medifast MED $132M	123	+3	+3%	$126M
16	16 AirSculpt Technologies AIRS $102M	91	+5	+6%	$347M
17	17 WW International WW $143M	89	+87	+4,350%	$149M
18	18 Torrid Holdings CURV $237M	75	-7	-9%	$147M
19	19 Destination XL Group DXLG $24M	68	-6	-8%	$46.7M
20	20 DELISTED Allurion Technologies ALUR	20	-1	-5%	$5.75M
21	21 DELISTED WK Kellogg Co KLG	7	-372	-98%	$1.04M
22	TWNK 22 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	1	0	0%	$1.61K
23	23 DELISTED WW International WW	1	-1	-50%	$0
24	APEN 24 DELISTED Apollo Endosurgery, Inc. APEN	–	–	–	–
25	25 The Magnum Ice Cream Company N.V. MICC $11B	–	–	–	–