In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed President Trump’s announcement that US companies would now report earnings results twice a year instead of on a quarterly basis. Cramer took a nuanced approach and started by quoting Intel founder Andy Grove:
“. . .because a lot of countries, you can do it that way. And, basically it is better. I remember Andy Grove, only the paranoid survive, said that quarter is the essence. That’s exactly the time we should use to measure CEOs. And it was brutal, he said it’s a brutal thing. To use a quarter as a measure, but it’s the right thing. And I think it is brutal, I think that you, you kind of, you have to put it together in 90 days. How many people”
However, he then argued in favor of the President’s assertion:
“Candidly, I think it would be better. I think that we’re too short sighted. . . .I just think that there’s too many companies trying to do a turn that are intimidated by the next quarter That people think about the next quarter. You deal with a lot of companies that look, next quarter, next quarter, next, or this. I mean, it’s a very tough timeframe. Now look, I used to agree with Grove. I now find, there’s companies that are trying to do long term thinking. And they’re just whacked by the quarter. Whacked.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on September 15th.
For these stocks, we also mentioned the number of hedge fund investors. 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).
9. CAVA Group, Inc. (NYSE:CAVA)
Number of Hedge Fund Holders In Q2 2025: 41
CAVA Group, Inc. (NYSE:CAVA) is a fast casual restaurant chain that has struggled in 2025. Its shares are down by 44% year-to-date, with media reports ascribing the dip to weak same-store sales and other factors. CAVA Group, Inc. (NYSE:CAVA)’s woes have also made it a frequent appearance on Cramer’s morning show. The CNBC TV host has discussed the firm’s pricing in his previous comments and wondered whether a $15 price point makes consumers shift to other restaurants. Cramer has also compared CAVA Group, Inc. (NYSE:CAVA) to Chili’s parent Brinker and used the latter as an example of how to perform well in an economy constrained with tight consumer spending. In this appearance, he spent a large portion of his time discussing turnarounds. The firm’s management has shared some details that it believes can help improve its business. These include automating back-of-the-house operations for digital orders and using camera vision for stock replenishment. Due to CAVA Group, Inc. (NYSE:CAVA)’s struggles, Cramer also discussed the firm and was quite upbeat:
“CAVA is very good and I think that stock went too high.”
8. Sweetgreen, Inc. (NYSE:SG)
Number of Hedge Fund Holders In Q2 2025: 27
Sweetgreen, Inc. (NYSE:SG) is another fast casual restaurant chain whose shares are in the red so far this year. In his previous comments about the firm, Cramer has compared it to CAVA and lumped them together as being a victim of high prices. The $15 price point has been on Cramer’s mind when it comes to Sweetgreen, Inc. (NYSE:SG) struggles with demand. However, while it is struggling, the firm is still trying to revitalize its operations. Sweetgreen, Inc. (NYSE:SG) is currently aiming to expand its automated kitchen operations and grow its restaurant count. The initiatives are highly needed as the firm’s latest earnings report saw its same-store sales drop by 7.5% as it posted a 20-cent loss per share. Both of these outpaced analyst estimates, which makes it unsurprising that Sweetgreen, Inc. (NYSE:SG)’s shares have lost an unbelievable 73% year-to-date. The firm’s struggles have consistently caught Cramer’s attention, and in this appearance, he discussed Sweetgreen, Inc. (NYSE:SG) as part of his comments regarding turnarounds. Here is what Cramer said about the firm:
“Sweetgreen, no. That’s going to be too hard. Chipotle very difficult, I think that they’re way, way away.”
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