← 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	948	-2	-0.2%	$23.4B
2	2 Conagra Brands CAG $6.61B	797	+24	+3%	$7.1B
3	3 Lamb Weston LW $7.31B	627	+2	+0.3%	$5.32B
4	4 The Magnum Ice Cream Company N.V. MICC $11B	565	+565	–	$4.38B
5	5 DaVita DVA $11.5B	535	-28	-5%	$7.55B
6	6 BellRing Brands BRBR $1.01B	423	-14	-3%	$3.33B
7	7 Embecta EMBC $350M	363	+9	+3%	$691M
8	8 Inspire Medical Systems INSP $1.97B	343	+18	+6%	$3.12B
9	9 AdaptHealth AHCO $834M	231	+6	+3%	$1.39B
10	10 Herbalife HLF $1.49B	231	+13	+6%	$1.33B
11	11 Utz Brands UTZ $1.27B	229	-10	-4%	$782M
12	12 Fresenius Medical Care FMS $11.5B	214	+8	+4%	$894M
13	13 Tootsie Roll Industries TR $2.87B	213	-4	-2%	$478M
14	14 Accendra Health ACH $24.1M	169	-34	-17%	$193M
15	15 Krispy Kreme DNUT $529M	168	-7	-4%	$328M
16	16 Medifast MED $132M	109	-14	-11%	$86.5M
17	17 WW International WW $143M	93	+4	+4%	$175M
18	18 AirSculpt Technologies AIRS $102M	89	-2	-2%	$83.6M
19	19 Torrid Holdings CURV $237M	72	-3	-4%	$80.6M
20	20 Destination XL Group DXLG $24M	61	-7	-10%	$32.3M
21	21 DELISTED Allurion Technologies ALUR	27	+7	+35%	$8.2M
22	22 DELISTED WK Kellogg Co KLG	1	-6	-86%	$215K
23	TWNK 23 DELISTED Hostess Brands, Inc. Class A Common Stock TWNK	1	0	0%	$1.61K
24	24 DELISTED WW International WW	1	0	0%	–
25	APEN 25 DELISTED Apollo Endosurgery, Inc. APEN	–	–	–	–