Three Non-Pharmaceutical Companies Poised to Gain from the GLP-1 Boom

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The GLP-1 market is projected to triple in size over the coming years, creating new opportunities for investors and pharmaceutical companies. Leading manufacturers Novo Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY) continue to dominate with products like Ozempic and Zepbound. Teladoc Health (NYSE: TDOC) is leveraging this growth by providing telehealth services for obesity management, achieving Q1 2026 revenues of $614 million, surpassing expectations by approximately $3 million.

Ollie’s Bargain Outlet (NASDAQ: OLLI) reported a 14% year-over-year sales growth in Q1 2026, suggesting potential benefits from the GLP-1 trend as customers may seek new wardrobes following weight loss. DexCom (NASDAQ: DXCM), a producer of continuous glucose monitoring devices, is expected to see increased demand as more patients with Type 2 diabetes, and those utilizing GLP-1 treatment, seek glucose monitoring solutions.

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