Jim Cramer names six fashion stocks he says investors should consider

Jim Cramer named Ralph Lauren, Tapestry, Levi Strauss, VF Corp., Kontoor Brands and Reformation as fashion stocks he likes beyond the artificial-intelligence trade. The CNBC host’s list is commentary, not a guarantee of returns, but it gives investors a view of the company-specific stories he sees in apparel as technology shares have faced pressure.

CNBC reported that the SPDR S&P Retail ETF had gained 10% during the quarter, while the Technology Select Sector SPDR Fund had dropped 11%. Cramer said lower interest rates could add support for apparel companies going into the holiday shopping period, though that potential benefit remains forward-looking.

What are Jim Cramer’s six fashion stocks?

• Ralph Lauren: Cramer called it his preferred apparel name. He pointed to what CNBC described as consistent growth under Chief Executive Patrice Louvet, momentum in women’s clothing, accessories and outerwear, and expansion abroad, particularly in Asia. The shares had recovered after declines in August and September, CNBC said, and Cramer was optimistic ahead of the company’s Thursday earnings report.

• Tapestry: Cramer focused on Coach, the Tapestry brand he sees as well positioned in accessible luxury and popular with younger women. The case comes with a clear recent setback: CNBC said Tapestry shares had fallen 20% since its August report, after guidance disappointed investors. Cramer said he hoped Thursday’s results would mark the beginning of a recovery.

• Levi Strauss: Cramer described Levi’s as a way to gain exposure to reported strength in denim. CNBC said its shares fell below $20 following disappointing earnings, and Chief Executive Michelle Gass told Cramer the company moved quickly to address shortages of popular styles. Cramer cited a valuation of about 14 times earnings and a 2.8% dividend yield. A price-to-earnings ratio compares a share price with per-share profit, and is one starting point for comparing stock valuations.

• VF Corp.: The owner of Vans, The North Face and Timberland is a turnaround idea, according to Cramer. He cited a Piper Sandler survey of teens and a strong quarterly report as signs that the long-running difficulties at Vans could be easing. CNBC reported that the company had struggled for years, so the turnaround was not established.

• Kontoor Brands: Cramer’s case rests on the company’s plan to sell its Lee brand for as much as $1 billion and concentrate on Wrangler and Helly Hansen. He expects meaningful share repurchases after a transaction, while saying the remaining operations have room to grow. CNBC put Kontoor at about 14 times earnings with a dividend yield near 3%.

• Reformation: Cramer labeled this the more speculative choice. The women’s fashion company struggled after its late-July initial public offering, CNBC said. Cramer cited its growth, profitability and differentiated shopping experience with a technology element. CNBC also reported that the stock rose more than 31% in October after he discussed it in late September.

The six names represent different setups rather than one shared outcome: established brand momentum at Ralph Lauren, a possible recovery at Tapestry, operating improvements at Levi’s and VF, a planned portfolio change at Kontoor, and a higher-risk growth story at Reformation. Each thesis depends on future execution and market conditions.

This story draws on original reporting from CNBC.