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GLP-1 & Weight Loss Economy

31M Americans (12.4%) now use GLP-1 drugs — grocery spending is down 5.3%, fast food down 8%, and the oral pill is expanding access even further

Scores as of Sunday, Oct 4

All 12 names

#NameLikeFolio ScoreMain StreetWall StreetGapMain Street 7-dayRatingData linkPriceUpsideModel Portfolio
1PODDInsulet9287978————
2ONONON Running81722151————
3ALGNAlign79692148————
4HIMSHims & Hers Health79713635————
5DXCMDexCom78736211————
6CELHCelsius71591742————
7SFMSprouts71571047————
8BRBRBellRing5042636————
9PLNTPlanet Fitness4740832————
10TEMTempus AI404366-23————
11ELFElf Beauty394048-8————
12HAINHain Celestial2015105————