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GLP-1 Long '24: Improved Looks
12 tickers · $445.13B total market cap
Group: GLP-1 Long
The current thesis for the subtheme **GLP-1 '24: Improved Looks** is bullish, focusing on the potential growth in consumer spending on products and services that enhance appearance and dating prospects. With the increasing prevalence of GLP-1 drugs, more individuals are experiencing significant weight loss, thus boosting demand in sectors like cosmetic surgery, online dating, and fashion. This trend is expected to continue as these drugs become more accessible, influencing consumer behavior towards improved self-image and social engagement.
GLP-1 Long '24: Improved Looks tracks 12 publicly listed stocks in this theme: ABBV, AIRS, APYX, BMBL, CURV, EOLS, ESTA, GALD.SW, GRND, LTH, MTCH, XPOF. See the constituent table for details.
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 |
|---|---|---|---|---|---|---|---|---|
AbbVie Inc.ABBV | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -2.94% | 6.89% | -9.74% | 1.15% | $377.67B | 8.3333 |
Galderma Group NGALD.SW | 03/05/2026 (AMC) | — | 1.36% | — | -1.75% | — | $46.06B | 8.3333 |
Match Group, Inc.MTCH | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 6.75% | -0.45% | 22.04% | -6.97% | $8.25B | 8.3333 |
Life Time Group Holdings, Inc.LTH | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -6.83% | 27.82% | -0.72% | -2.41% | $7.30B | 8.3333 |
Grindr Inc.GRND | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -2.82% | 11.86% | 21.35% | -13.25% | $2.33B | 8.3333 |
Establishment Labs Holdings Inc.ESTA | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -3.16% | 1.47% | -3.38% | -9.00% | $1.93B | 8.3333 |
Evolus, Inc.EOLS | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 37.05% | 19.51% | -1.41% | 0.94% | $423.4M | 8.3333 |
Bumble Inc.BMBL | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 32.75% | -19.67% | 13.79% | -7.87% | $367.6M | 8.3333 |
AirSculpt Technologies, Inc.AIRS | 04/02/2026 (BMO) | 04/02/2026 (BMO) | -41.66% | 16.12% | -55.39% | 53.31% | $342.9M | 8.3333 |
Xponential Fitness, Inc.XPOF | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -47.08% | -15.54% | 53.52% | -13.75% | $180.2M | 8.3333 |
Apyx Medical CorporationAPYX | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 4.93% | 25.68% | -1.66% | 7.36% | $165.0M | 8.3333 |
Torrid Holdings Inc.CURV | 03/19/2026 (AMC) | — | 28.00% | — | -18.12% | — | $130.1M | 8.3333 |
| Average | 0.53% | 7.37% | 1.54% | 0.95% | $37.09B | 8.3333 | ||
| Median | -0.73% | 9.38% | -1.54% | -4.69% | $1.17B | 8.3333 | ||
| Std Dev | 24.70% | 15.33% | 24.97% | 18.58% | $103.43B | 0.0% | ||
| Min | -47.08% | -19.67% | -55.39% | -13.75% | $130.1M | 8.3333 | ||
| Max | 37.05% | 27.82% | 53.52% | 53.31% | $377.67B | 8.3333 | ||
| % Positive Tickers | 50.00% | 70.00% | 33.33% | 40.00% |
* 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%.