Theme · live manifest · live theme JSON
GLP-1 Long '24: Healthy Foods
18 tickers · $583.89B total market cap
Group: GLP-1 Long
The current thesis for the GLP-1 '24: Healthy Foods subtheme is bullish as of Spring 2025. The increasing adoption of GLP-1 drugs is driving a shift in consumer preferences towards healthier food options, which is benefiting companies offering nutritious and low-calorie products. This trend is expected to continue as more people prioritize health and wellness, thus creating growth opportunities for companies in this sector.
GLP-1 Long '24: Healthy Foods tracks 18 publicly listed stocks in this theme. Sample tickers: BN.PA, BRBR, CAVA, CELH, CMG, IFF, KO, LWAY, MNST, NATR, NGVC, POST, and 6 more. Use the table below for the full list.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
The Coca-Cola CompanyKO | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 0.81% | 4.55% | -4.02% | 3.87% | $352.60B | 5.5556 |
Monster Beverage CorporationMNST | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -1.57% | 11.77% | -10.94% | 0.07% | $84.45B | 5.5556 |
Danone S.A.BN.PA | 02/20/2026 (BMO) | — | -0.57% | — | -14.66% | — | $47.18B | 5.5556 |
Chipotle Mexican Grill, Inc.CMG | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -1.84% | 3.41% | -14.20% | -2.79% | $43.03B | 5.5556 |
International Flavors & Fragrances Inc.IFF | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 7.83% | 18.32% | -14.73% | -13.19% | $18.38B | 5.5556 |
CAVA Group, Inc.CAVA | 02/24/2026 (AMC) | — | 24.99% | — | -8.81% | — | $9.09B | 5.5556 |
Sprouts Farmers Market, Inc.SFM | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -0.55% | 15.71% | 5.41% | 9.98% | $8.47B | 5.5556 |
Celsius Holdings, Inc.CELH | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 5.93% | -1.55% | -38.82% | -9.79% | $7.48B | 5.5556 |
Post Holdings, Inc.POST | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 9.77% | -1.63% | -10.14% | -4.27% | $4.43B | 5.5556 |
United Natural Foods, Inc.UNFI | 03/10/2026 (BMO) | — | 4.94% | — | 23.33% | — | $3.06B | 5.5556 |
BellRing Brands, Inc.BRBR | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -6.70% | -36.06% | -45.43% | -19.91% | $1.03B | 5.5556 |
The Simply Good Foods CompanySMPL | 04/09/2026 (BMO) | 04/09/2026 (BMO) | 10.48% | -27.55% | -32.66% | 9.29% | $1.03B | 5.5556 |
Sweetgreen, Inc.SG | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -9.61% | 1.89% | 23.78% | 23.29% | $1.03B | 5.5556 |
SunOpta Inc.STKL | 03/04/2026 (BMO) | — | -0.31% | — | 0.93% | — | $769.4M | 5.5556 |
Natural Grocers by Vitamin Cottage, Inc.NGVC | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -2.22% | -2.58% | 5.03% | 11.93% | $681.1M | 5.5556 |
Vital Farms, Inc.VITL | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -14.93% | -25.50% | -43.10% | 2.57% | $410.8M | 5.5556 |
Lifeway Foods, Inc.LWAY | 05/14/2026 (AMC) | 05/14/2026 (AMC) | -7.23% | -11.16% | 45.82% | 4.09% | $385.1M | 5.5556 |
Nature's Sunshine Products, Inc.NATR | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 0.48% | -7.66% | -2.58% | -10.85% | $379.8M | 5.5556 |
| Average | 1.09% | -4.15% | -7.54% | 0.31% | $32.44B | 5.5556 | ||
| Median | -0.43% | -1.59% | -9.48% | 1.32% | $3.75B | 5.5556 | ||
| Std Dev | 8.67% | 15.63% | 23.21% | 11.08% | $80.68B | 0.0% | ||
| Min | -14.93% | -36.06% | -45.43% | -19.91% | $379.8M | 5.5556 | ||
| Max | 24.99% | 18.32% | 45.82% | 23.29% | $352.60B | 5.5556 | ||
| % Positive Tickers | 44.44% | 42.86% | 33.33% | 57.14% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.