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GLP-1 Short '24: Weight Loss Plans
9 tickers · $2.28B total market cap
Group: GLP-1 Short
As of Spring 2025, the thesis for GLP-1 '24: Weight Loss Plans is bearish. The widespread adoption of GLP-1 drugs for weight loss has significantly impacted the demand for traditional weight loss plans and supplements offered by companies like Herbalife (HLF) and Medifast (MED). Despite efforts to adapt, these companies face declining revenues due to changing consumer preferences and the pharmaceutical advancements in weight management.
GLP-1 Short '24: Weight Loss Plans tracks 9 publicly listed stocks in this theme: BODI, FTLF, HLF, LFVN, LIMX, MED, NHTC, NUS, USNA. 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 |
|---|---|---|---|---|---|---|---|---|
Herbalife Nutrition Ltd.HLF | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 20.68% | -10.89% | -17.64% | -16.08% | $1.26B | 11.1111 |
USANA Health Sciences, Inc.USNA | 05/05/2026 | 05/05/2026 | -0.53% | 7.81% | -6.28% | -12.69% | $322.4M | 11.1111 |
Nu Skin Enterprises, Inc.NUS | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -18.12% | -2.45% | -16.03% | -20.39% | $276.7M | 11.1111 |
Medifast, Inc.MED | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -1.67% | 19.34% | 0.09% | -3.30% | $140.0M | 11.1111 |
FitLife Brands, Inc.FTLF | 05/14/2026 | 05/14/2026 | -25.28% | 10.18% | -3.49% | -4.76% | $93.9M | 11.1111 |
The Beachbody Company, Inc.BODI | 05/12/2026 | 05/12/2026 | 28.93% | 0.24% | 20.58% | -17.45% | $75.3M | 11.1111 |
LifeVantage CorporationLFVN | 05/06/2026 | 05/06/2026 | -9.37% | -8.56% | 20.45% | 4.78% | $66.4M | 11.1111 |
Natural Health Trends Corp.NHTC | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -4.25% | 4.70% | -20.59% | -11.22% | $31.8M | 11.1111 |
Limitless X Holdings Inc.LIMX | 11/19/2025 | — | 4.17% | — | -26.67% | — | $17.1M | 11.1111 |
| Average | -0.60% | 2.55% | -5.51% | -10.14% | $253.8M | 11.1111 | ||
| Median | -1.67% | 2.47% | -6.28% | -11.96% | $93.9M | 11.1111 | ||
| Std Dev | 16.18% | 9.40% | 16.07% | 7.90% | $369.6M | 0.0% | ||
| Min | -25.28% | -10.89% | -26.67% | -20.39% | $17.1M | 11.1111 | ||
| Max | 28.93% | 19.34% | 20.58% | 4.78% | $1.26B | 11.1111 | ||
| % Positive Tickers | 33.33% | 62.50% | 33.33% | 12.50% |
* 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%.