{"id":109222,"date":"2026-05-11T23:34:09","date_gmt":"2026-05-11T23:34:09","guid":{"rendered":"https:\/\/www.europesays.com\/iran\/109222\/"},"modified":"2026-05-11T23:34:09","modified_gmt":"2026-05-11T23:34:09","slug":"jim-cramer-iran-war-fears-are-crushing-these-stocks-that-should-be-winners","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/iran\/109222\/","title":{"rendered":"Jim Cramer: Iran war fears are crushing these stocks that should be winners"},"content":{"rendered":"<p>CNBC&#8217;s <a href=\"https:\/\/www.cnbc.com\/jim-cramer\/\" rel=\"nofollow noopener\" target=\"_blank\">Jim Cramer<\/a> said Monday that fears surrounding the Iran war are even crushing stocks that have historically been winners when consumers begin pulling back.<\/p>\n<p>&#8220;If the consumer&#8217;s really getting weaker thanks to gasoline at $4-and-change, then they should be buying the stocks of TJX, Dollar General, Dollar Tree, Ross Stores and Five Below,&#8221; the &#8220;<a href=\"https:\/\/www.cnbc.com\/mad-money\/\" rel=\"nofollow noopener\" target=\"_blank\">Mad Money<\/a>&#8221; host said.<\/p>\n<p>But that&#8217;s not happening.<\/p>\n<p>As concerns grow that the Iran war could drag on after President <a href=\"https:\/\/www.cnbc.com\/donald-trump\/\" rel=\"nofollow noopener\" target=\"_blank\">Donald Trump<\/a> <a href=\"https:\/\/www.cnbc.com\/2026\/05\/10\/stock-market-today-live-updates.html\" rel=\"nofollow noopener\" target=\"_blank\">rejected Tehran&#8217;s latest proposal<\/a> to end the conflict, investors have increasingly sold consumer-facing stocks amid fears that elevated <a href=\"https:\/\/www.cnbc.com\/2026\/05\/11\/gas-prices-hurt-restaurant-spending-at-dominos-applebees.html\" rel=\"nofollow noopener\" target=\"_blank\">oil prices will weigh<\/a> on household spending. The <a href=\"https:\/\/www.cnbc.com\/quotes\/XRT\/\" rel=\"nofollow noopener\" target=\"_blank\">SPDR S&amp;P Retail ETF<\/a> fell roughly 3.6% on Monday, getting no help from discount retailers and off-price chains, which tend to outperform during tougher economic periods as consumers trade down.<\/p>\n<p>Cramer pointed to <a href=\"https:\/\/www.cnbc.com\/quotes\/TJX\/\" rel=\"nofollow noopener\" target=\"_blank\">TJX<\/a> \u2014 parent company of T.J. Maxx and Marshalls \u2014 as one retailer that is typically &#8220;superb in this environment&#8221; because it benefits when other chains are stuck with excess inventory. Cramer added that his <a href=\"https:\/\/www.cnbc.com\/investingclub\/charitable-trust\/\" rel=\"nofollow noopener\" target=\"_blank\">Charitable Trust<\/a>, the portfolio used by the CNBC Investing Club, owns the stock and has discussed buying more given its recent decline. TJX lost almost 3% on the session.<\/p>\n<p>Other names that have historically held up in weaker consumer environments are also struggling. <a href=\"https:\/\/www.cnbc.com\/quotes\/FIVE\/\" rel=\"nofollow noopener\" target=\"_blank\">Five Below<\/a>, which sells entirely discretionary products, has been &#8220;slaughtered,&#8221; Cramer said. The stock dropped roughly 6.7%.<\/p>\n<p>Despite posting strong results, <a href=\"https:\/\/www.cnbc.com\/quotes\/ROST\/\" rel=\"nofollow noopener\" target=\"_blank\">Ross<\/a> has become one of the market&#8217;s worst performers. &#8220;Ross had the best numbers of the group, yet it is one of the worst performers in the entire <a href=\"https:\/\/www.cnbc.com\/quotes\/.SPX\/\" rel=\"nofollow noopener\" target=\"_blank\">S&amp;P 500<\/a>,&#8221; he said. Ross sank approximately 5%.<\/p>\n<p>For Cramer, the disconnect suggests investors are reacting emotionally to headlines around war and oil rather than following the typical playbook for a weakening consumer. <\/p>\n<p>&#8220;It&#8217;s now pretty clear that this war&#8217;s with us for the long haul,&#8221; he said. &#8220;Certainly, now that&#8217;s how Wall Street is judging it.&#8221; <\/p>\n<p>Ultimately, Cramer cautioned against trading on headlines and argued that investors betting on a weaker consumer may need to rethink where they&#8217;re placing their bets. <\/p>\n<p>&#8220;Buying retail because the wrong stocks have gotten cheap?&#8221; he said. &#8220;That hasn&#8217;t worked.&#8221;<\/p>\n<p>Jim Cramer&#8217;s Guide to Investing<a href=\"https:\/\/www.google.com\/preferences\/source?q=https:\/\/www.cnbc.com\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"CNBC&#8217;s Jim Cramer said Monday that fears surrounding the Iran war are even crushing stocks that have historically&hellip;\n","protected":false},"author":2,"featured_media":109223,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[32769,1005,328,135,9206,9210,37607,160,38,9208,7920,698,34,1084,207,37606,8184,22906,574,37605,570,22907],"class_list":{"0":"post-109222","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-iran","8":"tag-lco26n","9":"tag-breaking-news-business","10":"tag-business","11":"tag-business-news","12":"tag-dollar-general-corp","13":"tag-dollar-tree-inc","14":"tag-dominos-pizza-inc","15":"tag-donald-j-trump","16":"tag-donald-trump","17":"tag-five-below-inc","18":"tag-food-and-drink","19":"tag-investment-strategy","20":"tag-iran","21":"tag-jim-cramer","22":"tag-markets","23":"tag-mcdonalds-corp","24":"tag-retail-industry","25":"tag-ross-stores-inc","26":"tag-sp-500-index","27":"tag-spdr-sp-retail-etf","28":"tag-stock-markets","29":"tag-tjx-companies-inc"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@iran\/116558565411993387","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/109222","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/comments?post=109222"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/posts\/109222\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media\/109223"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/media?parent=109222"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/categories?post=109222"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/iran\/wp-json\/wp\/v2\/tags?post=109222"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}