On Wednesday’s episode of Mad Money, host Jim Cramer broke down what he saw as a sharply divided stock market.
“We got two markets, a set of stocks that goes higher and another set of stocks that seems to do nothing or drift lower. They seem pretty equal in number. To me, the differences couldn’t be more stark, though. The winner’s so obvious. The loser’s walking around with a[n] L on their forehead.”
READ ALSO: 14 Stocks Jim Cramer Recently Shared Insights On and 12 Stocks on Jim Cramer’s Radar Recently.
When turning to sectors he believed were underperforming, Cramer mentioned the auto industry. He described the situation these companies are facing as “tariff hell”. He admitted he could not guess what the final cost per vehicle might be under current and future tariffs. He noted that it is a sentiment that is shared within the industry itself.
Cramer pointed out the industry’s reliance on Chinese rare earth minerals, globally sourced parts, and access to affordable financing. He referred to these dependencies as a “real fearful trifecta” that is currently weighing heavily on the sector.
“So here is the bottom line: Now, you know the five ins and the five outs of what’s working in this market. Never forget it… Whenever we have downdrafts, even intraday downdrafts, remember what’s been working and what hasn’t… And things can change, but for the moment, I expect the winners to keep winning and the losers to keep losing.”
Our Methodology
For this article, we compiled a list of 13 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on June 25. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
13 Stocks Jim Cramer Recently Shed Light On
13. Constellation Brands, Inc. (NYSE:STZ)
Number of Hedge Fund Holders: 44
Constellation Brands, Inc. (NYSE:STZ) is one of the 13 stocks Jim Cramer recently shed light on. During the episode, Cramer called the company “four times cursed,” as he commented:
“Or how about Constellation Brands? The alcohol company has been four times cursed. GLP-1 drugs cut the craving for beer. Gummies give you the same high… I have no idea about that. Younger people don’t want to pollute their bodies with alcohol. I don’t know anything about that either. Its big Mexican beer brands, Corona, Modelo, and Pacifico, are victims of the White House immigration crackdown, which the CEO pointed out on their conference call in April. Unfortunate for Constellation shareholders, these immigration policies are impacting a meaningful chunk of their customer base.”
Constellation Brands (NYSE:STZ) produces and sells a diverse portfolio of beer, wine, and spirits under well-known brands across various markets. Oakmark Fund stated the following regarding Constellation Brands, Inc. (NYSE:STZ) in its Q1 2025 investor letter:
“Constellation Brands, Inc. (NYSE:STZ) is the leading imported beer company in the U.S. The company has a strong portfolio made up of iconic premium beer brands such as Modelo, Corona and Pacifico. We like that Constellation’s beer segment has consistently outgrown the industry and believe it can further benefit from demographic tailwinds, new distribution points, and future price increases. More recently, the stock price has come under pressure due to both stock specific and industry-wide challenges, some of which we believe will prove transitory. Despite the company’s strong historical performance and expectations for continued above-market beer growth, Constellation trades at a meaningful discount to other consumer packaged goods companies with similar growth outlooks. This dislocation afforded us the opportunity to initiate a position in the company at a significant discount to our estimate of intrinsic value.”
12. The J. M. Smucker Company (NYSE:SJM)
Number of Hedge Fund Holders: 37
The J. M. Smucker Company (NYSE:SJM) is one of the 13 stocks Jim Cramer recently shed light on. During the episode, Cramer discussed the impact of the company’s acquisition of Hostess Brands. He said:
“Meanwhile, usually strong stocks like Colgate or Procter & Gamble, they can’t get traction at all. Hey, two weeks ago, we got this quarterly report from J.M. Smucker. With a name like Smucker, it was horrendous, hurt by its ill-fated decision to buy Hostess Brands, the parent of Twinkies, right on the eve of the GLP-1. I am told that people who take GLP-1 are repulsed… by HoHos. They hate HoHos.”
J. M. Smucker (NYSE:SJM) produces a wide variety of branded food, beverage, and pet products, including coffee, spreads, baked goods, snacks, and pet food. The company’s offerings are sold under well-known names like Folgers, Café Bustelo, Dunkin’, Jif, Smucker’s, and Smucker’s Uncrustables, among others, through retail, online, and foodservice channels. Additionally, Cramer discussed the company on June 10 and said:
“But let’s look at the other way. Let’s talk about what old folks were interested in. There’s a company called J.M. Smucker. It makes coffee jams and pet food, Uncrustables, Twinkies. It’s covered by 15 different firms… It’s real. We’ve all bought their stuff. Two years ago, right at the time that the GLP-1 drugs came of age and we went nuts for the weight loss shots, J.M. Smucker didn’t seem to notice. They ran into the fire, they bought Hostess, that’s right, Hostess, maker of Twinkies, for $5.6 billion in November of 2023. Today, they took a $980 million impairment charge for that transaction. I doubt that’ll be the last one, as Twinkies and Ho Hos may not turn very well. Let’s just say they’re going nowhere. They also took a big hit from tariffs and higher coffee costs. Smucker’s talking about a 20% boost in coffee prices. That’s not going to help demand. In the wake of the news, the stock plunged more than 15%. Nearly every analyst who covers it had tough things to say about the business, all major firms.”