← 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	945	-3	-0.3%	$21.8B
2	2 Conagra Brands CAG $6.61B	792	-5	-0.6%	$6.41B
3	3 DaVita DVA $11.5B	584	+49	+9%	$9.54B
4	4 Lamb Weston LW $7.31B	567	-60	-10%	$5.44B
5	5 The Magnum Ice Cream Company N.V. MICC $11B	498	-67	-12%	$3.66B
6	6 BellRing Brands BRBR $1.01B	378	-45	-11%	$2B
7	7 Embecta EMBC $350M	340	-23	-6%	$536M
8	8 Inspire Medical Systems INSP $1.97B	301	-42	-12%	$1.8B
9	9 Herbalife HLF $1.49B	253	+22	+10%	$1.54B
10	10 AdaptHealth AHCO $834M	242	+11	+5%	$1.68B
11	11 Utz Brands UTZ $1.27B	226	-3	-1%	$591M
12	12 Tootsie Roll Industries TR $2.87B	222	+9	+4%	$572M
13	13 Fresenius Medical Care FMS $11.5B	220	+6	+3%	$950M
14	14 Krispy Kreme DNUT $529M	176	+8	+5%	$269M
15	15 Accendra Health ACH $24.1M	143	-26	-15%	$144M
16	16 Medifast MED $132M	112	+3	+3%	$87.6M
17	17 AirSculpt Technologies AIRS $102M	89	0	0%	$116M
18	18 Torrid Holdings CURV $237M	82	+10	+14%	$152M
19	19 WW International WW $143M	81	-12	-13%	$98.8M
20	20 Destination XL Group DXLG $24M	58	-3	-5%	$17.7M
21	21 DELISTED WK Kellogg Co KLG	2	+1	+100%	$1.73K
22	22 DELISTED Allurion Technologies ALUR	1	-26	-96%	$1
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	–	–	–	–