Jim Cramer Discusses These 11 Stocks & President Trump’s Tariffs

5. Kenvue Inc. (NYSE:KVUE)

Number of Hedge Fund Holders In Q4 2024: 38

Kenvue Inc. (NYSE:KVUE) is an American consumer goods company focusing on personal care and well-being. Its shares have gained 17% over the past year, primarily on the back of a 17% jump since February’s start. Kenvue Inc. (NYSE:KVUE)’s shares rose in February after the firm’s fiscal fourth quarter and full-year results led to a 2% drop. The results saw the firm forecast a 1% midpoint 2025 profit-per-share growth, which sharply contrasted with analyst estimates of 5.6%. Here’s what Cramer said about Kenvue Inc. (NYSE:KVUE):

“I am more in favor of Kenvue than I was yesterday, David. Appreciate you coming in early to do that one. But no, this is a good example.”

“Don’t you think that there is a belief with adjustment that there’s not a lot of urgency here. That they’ve kind of been taking their time at the same time this could be a tremendous consolidator of all these companies that have been spun off that really all have their own boards and the administrative stuff. You really don’t want that. When you’re selling into Amazon, direct-to-consumer, you’re selling into clubs, that’s where you sell this stuff. Now Larry Merlo, chairman of the board, he comes from CVS, but he is there. I thought that both Hofstetter and Mann, sounded like total hitters. . . And I have more respect for Jeff Smith than, I mean Jeff Smith will come on the board with a real plan. And I think if they don’t go with the plan, I think that there could be a change . . .”