Jim Cramer Discussed These 10 Stocks & AI-Led Job Growth

7. The Procter & Gamble Company (NYSE:PG)

Number of Hedge Fund Holders In Q1 2025: 88

The Procter & Gamble Company (NYSE:PG) is one of the largest consumer goods companies in the world. Its shares have lost 7.9% year-to-date on the back of several headwinds, such as analyst downgrades and weak earnings performance. The Procter & Gamble Company (NYSE:PG) cut its full year outlook in April when it slashed midpoint core EPS growth to 3% from an earlier 6%, revenue growth to 2% from 4%, and EPS to $6.77 from $6.98. The Procter & Gamble Company (NYSE:PG) blamed the adjustments on the dynamic consumer and geopolitical environment. Cramer discussed a recent downgrade of the stock and linked The Procter & Gamble Company (NYSE:PG)’s woes with Amazon’s performance:

“[On a downgrade] I thought that made sense. They’re caught. I mean Proctor’s caught. They’ve got an Amazon problem. All those guys have an Amazon problem. . .You just can’t let them be in charge. But right now Amazon is in charge. And I think that’s what the episode of four days, the big takeaway is alright, there’s a boss in town. And you better figure out how to work with them. And whether you’re Proctor or Coca-Cola, doesn’t matter. You have to have a strategy, they’re too big.”

Previously, the CNBC TV host had discussed the impact of the dollar on The Procter & Gamble Company (NYSE:PG)’s financials:

“Let me give you another story. The dollar keeps getting killed, right? We keep hearing chatter all day about how it’s dangerous, that the greenback’s at a 4-year low, dangerous. I can’t believe my ears. Have these naysayers ever been on a consumer packaged goods conference call? Practically every country on earth loves to devalue their currency in order to make their exports more competitive and kill our competition, kill our commerce.

Go listen to Procter & Gamble call, any call, and you know what you hear? They’re always complaining that the dollar’s too strong. So when their big earnings from overseas, and this is a great company, are translated back to our currency, their profits are dramatically lower. Now, I don’t like Procter & Gamble stock that much here, but it’s pretty obvious they’ll be able to beat the numbers thanks to that weaker dollar.”