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
- Replies22
- Reposts1
- Likes34
Continue ReadingShow less
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.
Disclosure
*$149 for two years (or $1.43 per week) is an introductory promotion for new members only. 62% discount based on the current list price of Stock Advisor of $199/year. Membership will renew at the then-current list price at the end of the membership term. Stock Advisor returns are 930% as compared to the S&P 500 returns of 185% as of April 7, 2026.
The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted.
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.