Jim Cramer Says Tariff Pain Isn’t Over Yet And Reviews These 9 Stocks

6. Levi Strauss & Co. (NYSE:LEVI)

Number of Hedge Fund Holders: 31

Despite the tariff headwinds that are shaking global apparel makers, Levi Strauss & Co. (NYSE:LEVI) remains as one of Cramer’s favorite. He emphasized the company’s resilient earnings, strong direct-to-consumer pivot, and upbeat analyst upgrades, suggesting it may be an overlooked opportunity amid broader retail weakness.

“[Talking about the CEO of Levi Strauss] She’s trying to figure out what to do where. But what matters is they have tremendous organic growth. Management reiterated their earnings per share guidance of $1.20-$1.25. Our friend Matt Boss has a terrific piece out saying it’s the early innings. Upgrades to overweight. Don’t forget they have a 3.8% yield. And denim is doing incredibly well. And you come into stocks at 10 times earnings. This is the kind of thing that I like. Stock that is just being crushed where the fundamentals are actually improving. And there are enough out there that you just have to find them. So I like Levi Strauss very much. And look, I think that their direct-to-consumer initiative is very strong.”

Here’s exactly what Jim Cramer said during his Mad Money program about Levi Strauss & Co. (NYSE:LEVI) the day before:

“Levi Strauss is a great American company that should not have been able to deliver such a great number if things are so bad. […] We had a strong quarter, a very strong beat on EPS […] All regions around the world and all categories were positive this quarter, and it is a testament and a proof point that these strategies are working.”