Apr 9, 2026 · 44 min
Aru tests how GLP-1s could reshape consumer spending
Mad Money w/ Jim Cramer 4/9/26
The episode connects stock-picking questions with a broader challenge for investors: predicting how AI, health trends, and changing consumer behavior will alter businesses.
- 1Levi Strauss gains momentum as apparel winners separate from weaker peers and benefit from a stronger turnaround narrative.
- 2Aru uses behavioral data and simulations to model how GLP-1 drugs could change restaurant, retail, and purchasing decisions.
- 3Cramer weighs Kimberly-Clark’s weakness, Amazon’s stalled stock, and rapid-fire bets across speculative and established companies.
Don't miss
Aru’s discussion of how GLP-1 use could reshape restaurant products, pricing, marketing, and demand.
The brief
Jim Cramer moves from Levi Strauss’ apparel turnaround and Vita Coco’s wellness-driven growth to Kimberly-Clark’s post-fire weakness, framing markets as a contest between momentum and damaged expectations.
The episode’s central idea arrives with Aru, whose behavioral data and simulations examine how GLP-1 drugs could change eating, shopping, and demand across consumer businesses.
Cameron Fink, Aru’s co-founder and CEO, explains how the company models choices in regulated industries and translates behavioral shifts into commercial strategy.
That framework points toward difficult questions for McDonald’s, Starbucks, and Chipotle, while also challenging the assumption that newer AI companies automatically outrank established software businesses.
Cramer closes by testing the framework against viewer calls, including quantum stocks, Plug Power, Regeneron, and Amazon’s months-long stock stagnation.
What was said on this episode
26 statements · 21 positive · 2 negative · 1 mixed · 2 neutral
Cramer recommends buying the unnamed retailer after its apparent rebound.
“Buy it.”
Listen at 8:52
Cramer assesses Reddit as a good company despite current stock weakness.
“Reddit's a good company.”
Listen at 9:58
Cramer says Reddit's stock bottom cannot currently be identified.
“I don't know where the bottom is.”
Listen at 10:07
Cramer judges Levi Strauss to be on the right strategic track.
“Levi truly seems to be on the right track here.”
Listen at 12:00
Cramer expects Levi Strauss stock to have substantial upside if strong results continue.
“if Levi's can keep putting up strong numbers, which I think it can, then this stock could have lots of upside ahead of it”
Listen at 17:07
Cramer views Vitacoco's pullback as a favorable buying opportunity.
“I think it should be a nice buy-off opportunity.”
Listen at 18:43
Vitacoco holds 42% of the U.S. coconut-water market.
“Vitacoco has a 42% market share.”
Listen at 20:22
Cramer recommends buying Vitacoco after its pullback.
“I think you should take it.”
Listen at 23:59
Cramer assesses Mastercard as an excellent company currently.
“It's such a great company. It still is.”
Listen at 24:31
Cramer recommends buying more Kimberly-Clark and averaging down.
“I think you should buy more, Dave. I really do. I think you should average down.”
Listen at 25:18
Cramer says he wants to own Kimberly-Clark at its current yield.
“I want to own Kimberly Carr.”
Listen at 25:28
Cramer judges Aru's behavioral predictions to have been highly accurate so far.
“You're really predicting in a way that so far I have found to be astoundingly accurate.”
Listen at 27:33
Aru claims its behavioral models can be more accurate than competitors.
“in order to be more accurate than anyone else on the club.”
Listen at 28:23
Aru claims unique ability to reach GLP-1 users for research.
“we're actually able to reach that GLP-1 user audience in a way that no one else is.”
Listen at 30:01
GLP-1 users exhibit consistently different behaviors from the general population.
“GLP-1 users are breaking away from the general population in some very consistent ways.”
Listen at 30:48
Some restaurant and consumer brands are better positioned for GLP-1-related changes.
“there are certainly brands that are better positioned for this than others.”
Listen at 32:29
Cramer recommends remaining open-minded about Salesforce as a potential investment.
“I'd keep an open mind. Salesforce goes down consistently. Maybe it's an interesting idea.”
Listen at 34:45
Cramer judges CUNY Electronics the most undervalued data-center stock.
“It's probably the most undervalued of the data center stocks right now.”
Listen at 36:16
Cramer characterizes D-Wave as more speculative than established.
“it is more of a science project.”
Listen at 36:58
Cramer evaluates Plug Power negatively because it remains unprofitable.
“I don't care for it. It should have made money by now.”
Listen at 37:50
Cramer believes Regeneron stock is beginning an upward breakout.
“I think the stock is breaking out here.”
Listen at 39:07
Amazon Web Services grew from an afterthought by acquiring startup customers.
“AWS was a bit of an afterthought until it started taking on startup clients”
Listen at 40:56
Amazon Web Services is expected to generate $161 billion in sales this year.
“Amazon Web Services should do. $161 billion in sales this year.”
Listen at 41:03
Amazon's $4 billion commitment may enable up to one billion additional packages annually.
“The $4 billion they've committed will lead to as many as maybe $1 billion more packages per year.”
Listen at 41:14
Cramer thinks Amazon may achieve at least a four-to-one return on its AI chips.
“I think it sure seems likely maybe even more.”
Listen at 43:20
Cramer is considering buying more Amazon stock on a future decline.
“I'm tempted to buy more on the next dip.”
Listen at 43:33
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
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