Jim Cramer on Kimberly-Clark: “I Think Michael Hsu Is Doing a Fantastic Job With What the Hand He’s Got”

Kimberly-Clark Corporation (NASDAQ:KMB) is one of the stocks Jim Cramer recently looked at. During the episode, a caller asked if they should hold or sell it. In response, Cramer said:

“Okay, so I think a lot of the weakness is more involved with Kenvue, but remember, Procter, which we own for the Charitable Trust, also went down. But they’re buying Kenvue, and people don’t like that because it’s got all this, it’s got some issues. I’m not going to say liabilities, that’s too mean. I mean, it’s too negative. But I will say that I think Michael Hsu is doing a fantastic job with what the hand he’s got. It’s got a 5% yield. I think it seems very intriguing to me here at 13 times earnings.”

Photo by Adam Nowakowski on Unsplash

Kimberly-Clark Corporation (NASDAQ:KMB) manufactures personal care products and provides items such as diapers, wipes, feminine and incontinence care products, and household paper goods. Its brands include Huggies, Kotex, Depend, Kleenex, Scott, and Cottonelle. Cramer discussed the company’s planned acquisition of Kenvue during the episode aired on November 20, 2025. He stated:

“Alright, this is one we’ve talked about a bunch, Kimberly-Clark’s bold, nearly $49 billion bid to buy Kenvue, which is the J&J’s old over-the-counter business that makes Tylenol, Band-Aids, Aveeno, and so many other household names. I think it’s incredibly compelling as Kenvue stock has… near cut in half from where it came public. Of course, there are risks. The Secretary of Health and Human Services has blamed Tylenol for causing autism. But he seems to think kind of everything causes autism.

At the same time, Kenvue is still being sued overseas for its talc exposure, the same kind of lawsuit that weighed down J&J for years here in America. But our country has a uniquely lottery-like legal system than the rest of the world… You just can’t sue for… infinite damages like you could here. They standardize these things. No jackpot justice overseas. To me, that means it’s time to buy the stock of Kimberly-Clark. Worst case, another acquirer comes in, at which point, Kimberly-Clark goes right back up. You’d be getting a premium consumer packaged goods company for 14 times earnings with an almost 5% yield. I like that.”

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Disclosure: None. This article is originally published at Insider Monkey.