Jim Cramer on Kenvue: "I Don't Want to Dump it Right Here"

Kenvue Inc. (NYSE:KVUE) is one of the stocks Jim Cramer recently gave takes on. When a caller mentioned the company’s litigation risk, Cramer commented:

“I don’t think the litigation risk is nearly as bad as people think. This stock is at 4.5%. It’s got new leadership. I don’t want to dump it right here. I just don’t, but I don’t expect a lot of upside here. That’s the problem.”

Kenvue Inc. (NYSE:KVUE) is a consumer health company that provides self-care, skin health, beauty, and essential health products under its brands. Meridian Hedged Equity Fund stated the following regarding Kenvue Inc. (NYSE:KVUE) in its second quarter 2025 investor letter:

“Kenvue Inc. (NYSE:KVUE) is a consumer health company with leading brands like Tylenol, Listerine, and Neutrogena. Spun off from Johnson & Johnson, we see significant opportunities for Kenvue to unlock value by reinvesting in historically underfunded brands, optimizing its cost structure, and improving margins toward peer levels. The stock underperformed in the period due to operational challenges that may slow the turnaround timeline, a new 145% import tariff that negatively impacted margins, and softer-than-expected demand for some of its products. Despite near-term challenges, we continue to believe that the stock appears inexpensive on a sum-of-the-parts basis relative to the quality of its brand portfolio.”

While we acknowledge the potential of KVUE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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