In this article, we will look at the stocks Jim Cramer evaluated while discussing the fragile food market.

Jim Cramer, host of Mad Money, said Thursday that investors should not allow market swings driven by tensions with Iran to scare them away from owning stocks.

… We have to figure out why owning stocks at this very moment makes any sense at all. I do have a couple of good reasons, I think. First reason, trust me, everyone else is thinking just like you. They can’t imagine a way out now that Iran has decided that oil should go to $200 a barrel and they should profit from it because they can block the Strait of Hormuz by lobbing projectiles and ships…[on] non-friendly countries… So what good does it do right now to bet against the crowd? I actually think it’s an advantage because the lower the market goes, the more oversold it gets.

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Cramer also reminded viewers that he is a stock strategist and that wars eventually end. He mentioned that even though nobody knows exactly when or how the conflict will conclude, history shows it will end at some point. He said that when that moment arrives, investors who avoided stocks entirely ahead of a cease-fire will probably miss out and lose money as a result. He added that a handful of non-oil companies have managed to climb amid the turmoil, but he said the gains are not widespread enough to offset the broader pain investors are feeling in the market. Lastly, he asked investors to consider how frustrating it would be to sit on the sidelines when the fighting eventually stops.

Here’s the bottom line: Even if the current situation is terrifying, remember that under almost all circumstances, it makes sense to stick with the market if only because you’ll have a better chance to make back your losses once peace breaks out, and it will. Believe me, you’ll be kicking yourself if you sell everything, and then you will have to watch this market rebound without you. And there are so many good things that are going to happen. The rebound could be tremendous.

Our Methodology

For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 12. We listed the stocks in the order that Cramer mentioned them.

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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

Buy, Sell, or Hold? Jim Cramer Evaluates 14 Stocks and the Fragile Food Market

14. The Kraft Heinz Company (NASDAQ:KHC) 

The Kraft Heinz Company (NASDAQ:KHC) is one of the stocks Jim Cramer evaluated, along with the fragile food market. During the episode, Cramer suggested how the company’s CEO, Steve Cahillane, can orchestrate a consolidation, as he stated:

… My radical plan. It’s time for the food companies to consolidate. And the consolidator, the only person who’s actually been able to make money in this group for shareholders in a huge way, that’s Steve Cahillane. He’s the CEO of Kraft Heinz. Now if you remember, Steve split Kellogg into the old WK Kellogg for cereal and Kellanova for snacks. Less than a year later, he sold Kellanova, which he stayed with by the way, for huge amount to Mars. Then less than two years after that, WK Kellogg caught a bid from Ferrero. That’s much more than you return when you’ve gotten, you would’ve crushed the S&P over a three and a half year period with a food company. As for Kraft Heinz, it was going to split into two before Steve got there at the beginning of the year. He canned that plan quickly. He said that the company was weaker than he thought. Needed to improve. Forthright. That’s what I want. I say forget the noise. I am the signal.

It’s time that Steve Cahillane put together all four of these packaged food companies into one brand powerhouse. He could pick and choose the fast-growing brands. The slower-growing brands go to another company. The ones that shouldn’t be even brands anymore, well, he can just get rid of them. He can divide them into separate businesses like he did with Kellogg. There’s a million things he could do. Why now? Because under Trump, the Justice Department and the Federal Trade Commission will probably bless any of these deals. It’s a once-in-a-lifetime opportunity where they simply don’t need to worry about antitrust enforcement.

The Kraft Heinz Company (NASDAQ:KHC) produces food and beverage products, including condiments, dairy, meals, meats, beverages, and snacks.

13. Conagra Brands, Inc. (NYSE:CAG)

Conagra Brands, Inc. (NYSE:CAG) is one of the stocks Jim Cramer evaluated, along with the fragile food market. Cramer highlighted the company’s woes, as he said:

Conagra’s been a nightmare of a stock, even as the company’s put together a terrific family of brands, navigated a tough situation as best it could. At the same CAGNY conference I just referenced, Conagra reaffirmed guidance, but still said it sees full year sales at +1 to -1%. Not enough to get anyone excited. A year ago, Conagra was a $26 stock. Now, it’s a $16 stock. Sure, it has an 8.25% yield, but only because the stock’s been beaten down to such a low level, not because it keeps boosting its payout by leaps and bounds.

Conagra Brands, Inc. (NYSE:CAG) makes packaged foods, including pantry staples, frozen meals, and snacks. Some of its well-known brands include Marie Callender’s, Slim Jim, Birds Eye, and BOOMCHICKAPOP. During the episode aired on November 13, 2025, a caller inquired about the stock, and Cramer responded:

The revenues are flat for Conagra for multiple years. I do not invest in companies that have flat revenues for multiple years.