Jim Cramer flags the pharma-versus-food gap in the GLP-1 era
As seen on the 24/7 Wall St. homepage on August 17, 2026.
Cramer is flagging the widest pharma-versus-packaged-food gap of the GLP-1 era, and calling food "so hated" is how the value crowd starts sniffing around beaten-down staples.
Hard to believe the drug stocks are so out of sync with food stocks. Food so hated
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On August 17, Cramer posted that drug stocks and food stocks are deeply "out of sync," adding that food is "so hated" right now. The observation lands against the backdrop of what the commentary describes as the widest pharma-versus-packaged-food performance gap of the GLP-1 era.
The GLP-1 weight-loss drug boom has been a double-edged story for markets: pharmaceutical names have attracted enormous investor enthusiasm, while packaged-food companies have faced the opposite pressure as traders worry the drugs will structurally reduce calorie consumption.
When a commentator as closely watched as Cramer publicly calls a sector "so hated," it tends to signal that value-oriented investors are beginning to circle. Beaten-down staples often attract contrarian interest precisely because sentiment has moved so far in one direction.
The post drew 22 replies, suggesting the observation resonated among followers thinking through the rotation trade. Whether the gap narrows from the food side recovering or the pharma side cooling is the open question investors are sitting with.