Weight Loss. Weight Loss. Don’t Tell Me.

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 25 August 2025

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

There are new ways to tackle weight loss, but the stocks leading the way are lagging. Today on Motley Fool Money, Rick Munarriz, with analysts Karl Thiel and Jason Hall dig into the problems with weight loss stocks. There’s also a look at some investments that can survive next month’s potential volatility as well as a long-term view at disruptors of the future that you probably didn’t see coming. They unpack: Three companies that can ride high through what could be a volatile September. A reality check for GLP-1 and other weight loss stocks. Finding the next great disruptor that could be hiding in plain sight. Companies discussed: VKTX, NVO, LLY, UNH, TREX, DIS, TBBB, LEN Host: Rick Munarriz, Karl Thiel, Jason Hall Producer: Anand Chokkavelu Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Are weight-lost stocks losing too much weight?
0:07.1	Looking for investments that can survive next month's fate?
0:10.3	Finding the next wave of disruptors before they appreciate.
0:13.2	Motley Fool Money starts now, and you look great.
0:27.3	I'm Rick Menars, and today I'm joined by fellow analyst Carl Thiel and Jason Hall with a look at what's eating at weight loss stocks this summer.
0:31.2	We'll also take a look at some potential disruptors that could be hiding in plain sight.
0:34.7	But first, wake me up when September ends.
0:37.6	We enter the final trading week of August with renewed hopes for a Fed rate cut next month. However, the economy is still fuzzy, inflationary pressures are
0:42.5	percolating, and the stock market upticks keep coming. A lot can go wrong next month,
0:47.0	but let's make this a September to remember. I know next month could prove challenging,
0:51.6	but I want to go around the room to see if there's a company that you think can overcome any potential market obstacles in September and move
0:57.4	higher. Let's start with you, Jason.
0:58.8	I think a good way to decouple from U.S. interest rate policies, just leave the U.S.
1:03.7	Let's talk about a company that sells primarily consumer staples in Mexico and has what I
1:09.5	think is an exceptional and resilient business.
1:12.1	That's TienDus Trace Bay in its native Spanish.
1:15.0	I apologize to all the Spanish speakers for murdering the pronunciation there.
1:18.6	It's BB Foods and its corporate parlance, it's ticker TBB.
1:23.9	I've been following the business since our friend and colleague, Tyler Crow, put it on my radar. It's been a couple years ago since before it went public back in February 2024.
1:31.3	I first bought shares this past January.
1:34.3	BBB Foods is a very fast-growing operator of hard-discount grocery stores in Mexico.
1:39.3	It's a business that's, like I said, it's pretty decoupled from most of the ongoing cross-border trade disputes with the U.S., U.S. monetary and trade policy. However, it has about $400 million
	...

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