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.
12. General Mills, Inc. (NYSE:GIS)
General Mills, Inc. (NYSE:GIS) is one of the stocks Jim Cramer evaluated, along with the fragile food market. Cramer highlighted why the company had to cut its earnings forecast, as he commented:
This is not the only example. When General Mills spoke at CAGNY, a key industry conference, they told a slightly better story. When Mills reports next week, I bet pet food will shine. But there’s heavy discounting in cereal, and management doesn’t seem to recognize that the stock’s turned into a very suboptimal situation. Their review, they say, is “resulting in significantly improved competitiveness.” They do have eight leading brands, each generates a billion dollars in sales. But in the end, General Mills, a justifiably proud company, had to cut its earnings forecast, and it was the talk of the whole conference. Why? “Weak consumer sentiment, heightened uncertainty, and significant volatility have weighed on category growth and impacted consumer purchase patterns, resulting in a slower pace and higher cost of volume recovery than initially expected.” That doesn’t sound all that positive.
General Mills, Inc. (NYSE:GIS) provides branded foods, including cereals, snacks, meals, baking products, frozen items, ice cream, and pet food.
11. The Campbell’s Company (NASDAQ:CPB)
The Campbell’s Company (NASDAQ:CPB) is one of the stocks Jim Cramer evaluated, along with the fragile food market. Cramer noted that the company’s latest quarter was “awful across the board.” The Mad Money host said:
The food group is in so much trouble that they may need to do something radical to turn things around. Yesterday, Campbell’s reported one of the worst quarters I’ve seen in ages. It was awful across the board. Revenues fell 5%. Organic sales dropped 3%. The snack business, chips and pretzels, unbelievably bad. Even the bright spots like the recent acquisition of Rao’s pasta sauce got canceled out by Prego. Stock hit a 17-year low as people started wondering if Campbell’s would be able to cover their dividend. Yet management was defiant in their conviction that things are going well, which made it agonizing to listen to the conference call.
The Campbell’s Company (NASDAQ:CPB) manufactures and sells soups, broths, sauces, juices, frozen meals, and beverages. In addition, it offers a wide range of snacks through brands such as Pepperidge Farm, Goldfish, Snyder’s of Hanover, Cape Cod, and Kettle Brand.
10. B&G Foods, Inc. (NYSE:BGS)
B&G Foods, Inc. (NYSE:BGS) is one of the stocks Jim Cramer evaluated, along with the fragile food market. Answering a caller’s query toward the end of the lightning round, Cramer said:
Yeah, I would sell that stock. I mean, we’ve been around the block with those guys forever, and I don’t like what they’ve done for years and years now. It’s been disappointing, and I don’t think it’s worth investing in.
B&G Foods, Inc. (NYSE:BGS) produces and distributes an extensive collection of frozen and shelf-stable products, including vegetables, oils, spices, and specialty household items. On March 3, the company reported Q4 and FY2025 results. It reported a Q4 non-GAAP EPS of $0.28, a $0.02 miss. The company’s revenue fell 2.2% year over year to $539.6 million, but it outperformed estimates by $2.1 million.
For FY25, B&G Foods, Inc.’s (NYSE:BGS) net sales were down 5.4% to $1.83 billion. Furthermore, it posted a net loss of $43.3 million, or $0.54 per diluted share. For FY26, the company expects net sales of $1.655 billion to $1.695 billion and an adjusted diluted earnings per share in the range of $0.55 to $0.65.
We also mentioned the stock while discussing the best stocks to buy for passive income. You can read about it here.
9. United States Antimony Corporation (NYSE:UAMY)
United States Antimony Corporation (NYSE:UAMY) is one of the stocks Jim Cramer evaluated, along with the fragile food market. When a caller mentioned that they have owned the stock for the last three years, Cramer commented:
Well, look, I’m a big believer in minerals and metals, and I think you’ve got an interesting one. I think that [if] the company just could break even, do a little bit better, I’ll hold on to that one.
United States Antimony Corporation (NYSE:UAMY) produces antimony, zeolite, and precious metals, serving applications in flame retardants, batteries, ammunition, and industrial processes. Its products are also used in environmental cleanup, agriculture, filtration, and various specialty markets. A caller asked about the stock during the September 29, 2025, episode, and Cramer responded:
Normally, I would say, because of my new… view about specs, that I would not pull the trigger. But it’s a spec that actually makes money, and that’s the difference. So I’m willing to bless that as a spec because it makes money.
It is worth noting that since the above comment was aired, the company’s stock is up by 51.5%.
8. Nordic American Tankers Limited (NYSE:NAT)
Nordic American Tankers Limited (NYSE:NAT) is one of the stocks Jim Cramer evaluated, along with the fragile food market. A caller asked Cramer what they should do with their position in the stock, and he replied:
Okay, Nordic American. I want you to cut half of it because it’s been not a great stock. And then you probably play with the rest of the house’s money and see where it goes. That’s my best advice.
Nordic American Tankers Limited (NYSE:NAT) owns, operates, and charters a fleet of Suezmax crude oil tankers. During the March 3 episode, a caller mentioned that they were a long-term holder of the stock and asked whether they should sell it. The Mad Money host responded:
I want you to sell half right now. I want you to sell half. I actually don’t even want to talk to you. I want you to get off the phone and sell half. It’s really key. Then you can play with the house’s money because this thing has been a blight on shareholders for so long. I can’t have it hurt you.
7. Eaton Corporation plc (NYSE:ETN)
Eaton Corporation plc (NYSE:ETN) is one of the stocks Jim Cramer evaluated, along with the fragile food market. When a caller asked about the stock, Cramer said:
Well, you know, it’s funny if it were, you know, this is a silly asterisk if it were not for the war, but I think because of the war, it’s going to make everyone feel a little bit dicier about owning stocks. So you have people selling it. But I do think the answer is yes, I do want to own Eaton.
Eaton Corporation plc (NYSE:ETN) is a power management company that provides electrical, aerospace, and vehicle components. Its products include power distribution equipment, circuit protection devices, and specialized systems for aircraft refueling, engine valves, and electronic controls. RS Investments stated the following regarding Eaton Corporation plc (NYSE:ETN) in its fourth quarter 2025 investor letter:
Eaton Corporation plc (NYSE:ETN) provides products and services which manage power for electrical, hydraulic and mechanical systems. Eaton components and technologies primarily serve the utility, aerospace and automotive industries. Strong demand for data centers and the need for upgraded electric grids have accelerated sales for Eaton. The company has been able to increase margins with the increased demand and has been improving its return on invested capital (ROIC). Eaton has underperformed recently as the market is trying to determine the duration of increased sales for companies benefiting from AI and the buildout of associated data centers. Despite the stock lagging recently, we continue to believe that Eaton has strong long-term demand for its products, as the process of electrification and grid investment should provide improvements in ROIC for the company along with additional benefits from AI infrastructure spend.
6. Energy Transfer LP (NYSE:ET)
Energy Transfer LP (NYSE:ET) is one of the stocks Jim Cramer evaluated, along with the fragile food market. During the lightning round, a caller inquired about the stock, and Cramer said:
That is the kind of stock that you want to own in this environment. You’re going to make money, you’ve got a great yield. Even though it’s up in [an] almost parabolic move, I would buy some more if it came down.
Energy Transfer LP (NYSE:ET) operates natural gas, natural gas liquids, and crude oil pipelines and facilities. The company provides transportation, storage, processing, and marketing services. Cramer was bullish on the company’s stock when a caller asked about it during the January 1 episode. He remarked:
Let me tell you something. The yield 7.3, very inexpensive stock, great pipeline company, Kelcy Warren. Okay, so I was mad at him for like the first five years of the show. But hey, bygones be bygones. Buy ET.
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