Why Food Delivery Stocks Are Thriving Amid Inflation: Cramer's Take

Jim Cramer explained why food delivery stocks are thriving despite inflation affecting other consumer discretionary sectors. He noted that food delivery has become a habit consumers are unwilling to break, valuing the convenience over other luxuries.

"DoorDash, Uber Eats, and Instacart are seeing success because food delivery is now a habit for many consumers," Cramer said.

These companies recently exceeded Wall Street's expectations, with strong retention and usage rates. Despite inflation, consumers continue to view delivery as a necessity, keeping the sector strong even as restaurants struggle.