We recently published a list of 10 Stocks on Jim Cramer’s Radar Recently. In this article, we are going to take a look at where Ralph Lauren Corporation (NYSE:RL) stands against other stocks on Jim Cramer’s radar.
On Tuesday, Jim Cramer, host of Mad Money, discussed the impact of tariff-induced market volatility and he also discussed how it affects some retail companies.
“The market looked terrific when I went out to lunch today … Then I came back and all the gains that I saw were gone. So many wins had turned into losses. So much had melted down. I mean, holy cow. An incredible reversal, a severe reminder of the fragility of this market.”
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Cramer then turned his attention to the decision by the U.S. government to impose a 46% tariff on goods from Vietnam. He noted that Vietnam floods the U.S. market with products while importing very little in return. However, he pointed out that Vietnam is a poor country and questioned what it could even afford to purchase.
“So why did the White House hit Vietnam with a 46% tariff? Because the trade team believes that Vietnam’s a transshipment country. They think the Chinese use it as a backdoor to get around the tariffs.”
Cramer remarked that when companies shifted their manufacturing operations from China to Vietnam, they believed they were making a prudent move. He had expected that American companies manufacturing in Vietnam would face a lower tariff, which he believed was a way to “beat China”. However, it did not materialize. He pointed out that the fallout from the policy is significant as the stocks of these companies take a hit.
He observed that until the situation is resolved, companies that rely on overseas manufacturing will likely continue to see their stock prices fall. Cramer also noted that the Trump administration’s aim seemed to be to penalize foreign trading partners while pushing U.S. companies to bring their manufacturing operations back to America.
“The bottom line: You could conclude that I shouldn’t go to lunch. Or maybe you should accept that things are going to be treacherous for companies that make things overseas no matter what. It’s just too difficult to own these stocks until the estimates are brought down to levels that can be beaten. And obviously from today’s action, we just aren’t there yet.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 8. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A man and woman in business attire walking down a street, bags of clothing in hand.
Ralph Lauren Corporation (NYSE:RL)
Number of Hedge Fund Holders: 43
Ralph Lauren Corporation (NYSE:RL) received a comment during the episode as Cramer stated:
“Finally, there’s Ralph Lauren. Exact same pattern, $289 goes down to $182. And in this case, the company reported a dramatic upside surprise… CEO Patrice Louvet was hailed as the exec who really got it right. Unfortunately, Ralph Lauren also makes a lot of clothes, you guessed it, in Vietnam. So the stock’s been obliterated.”
Ralph Lauren (NYSE:RL) is a well-known designer, marketer, and seller of lifestyle products, including apparel, home items, and accessories. Last week on Squawk on the Street, Cramer said:
“You know I look at Williams Sonoma that’s getting killed. Patrice Louvet does a fantastic job. Ralph Lauren that getting killed. PVH had a great quarter. I don’t even have to mention how that’s ridiculous.”
Overall, RL ranks 6th on our list of stocks on Jim Cramer’s radar. While we acknowledge the potential of RL as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than RL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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