12 Stocks Jim Cramer Recently Talked About In His “Idea-Driven” Market

1. Kontoor Brands, Inc. (NASDAQ:KTB)

Number of Hedge Fund Holders In Q1 2025: 32

Kontoor Brands, Inc. (NASDAQ:KTB)’s shares, like its peers in the retail and apparel industry, haven’t performed well in 2025 as they are down by 15% year-to-date. The firm has struggled from weak consumer sentiment that led to a disappointing full year guidance in February and dealt a massive blow to the stock. However, Kontoor Brands, Inc. (NASDAQ:KTB) has benefited recently from its acquisition of retailer Helly Hansen, which has a strong presence in Vietnam. Cramer commented on the deal:

“Just watch this. Kontoor Brands. This morning, Goldman puts it on its Conviction List. Why? Because of Helly. . .well Helly Hansen is a brand that is so huge in Canada they bought it the deal has just closed. I think they’re going to blow out Helly Hansen, which makes the best outdoor clothes I have ever had. We used it exclusively in British Columbia. And, now that stock is going to go up five. Because people want, ooh, Hally Hansen, Goldman Sachs recommended, I know HH, that’s a good brand. I think that’s a good idea. I’m going to go buy it. Because that’s what happening. Not basis points!”

Cramer discussed the acquisition and the earnings in March:

“I got blown up there, I had them on to introduce the HH purchase. And it seemed really great and I got blown up, because I had the, they had preannounced the numbers but they didn’t talk the forecast so I apologize to anyone who watched the report. Because I didn’t know that the forecast was bad. And the forecast is, I always tell David, is the forecast.”

While we acknowledge the potential of KTB to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than KTB and that has 100x upside potential, check out our report about this cheapest AI stock.

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