Teladoc, Ollie's, and DexCom Could Benefit From GLP-1 Trend

Industry
โดย MarketBeat·Read original
Summary · why it matters

Three non-pharmaceutical companies—Teladoc Health, Ollie's Bargain Outlet, and DexCom—are positioned to benefit from the growing GLP-1 weight-loss drug market. Teladoc's telehealth platform is seeing rapid growth in obesity management and GLP-1 prescription initiation, helping it beat first-quarter 2026 revenue expectations by about $3 million at $614 million. Discount retailer Ollie's could gain from GLP-1 patients needing new wardrobes, reporting 14% year-over-year sales growth and planning 75 new store openings this year. DexCom's continuous glucose monitoring devices are increasingly paired with GLP-1 treatments, and the company has launched over-the-counter products to reach a wider population interested in metabolic health.

Impact on stocks 5

Biotech & Genomic Medicine▲ · 3 stocks
DexCom Inc
DXCM
▲ PositiveDemandrelevance

DexCom's CGM devices are increasingly paired with GLP-1 treatments, and OTC products expand reach to metabolic health users.

Health Care▲ · 1 stocks
Teladoc Inc
TDOC
▲ PositiveDemandrelevance

Teladoc's telehealth platform sees rapid growth in obesity management and GLP-1 prescription initiation, beating revenue expectations.

Consumer Discretionary▲ · 1 stocks
Ollie's Bargain Outlet Hldg
OLLI
▲ PositiveDemandrelevance

Ollie's could gain from GLP-1 patients needing new wardrobes, with 14% sales growth and 75 new store openings.

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