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Jim Cramer says these six fashion stocks are buys beyond the AI trade
CNBC's Jim Cramer names six fashion and apparel stocks as alternatives to the struggling AI trade.
Key points
- Cramer said falling interest rates could give apparel companies an additional boost heading into the holiday shopping season.
- Kontoor Brands plans to sell its Lee brand for up to $1 billion, and Cramer expects substantial share repurchases to follow.
- Reformation shares surged more than 31% in October after initially struggling following its late-July IPO.
Why it matters. The picks point to a possible rotation from the struggling AI trade into consumer stocks, as the article notes technology shares have come under pressure in recent weeks.
On Monday, CNBC host Jim Cramer named six apparel stocks he likes: Ralph Lauren, Tapestry, Levi Strauss, VF Corp, Kontoor Brands and Reformation. The SPDR S&P Retail ETF (XRT) gained 10% this quarter while the Technology Select Sector SPDR Fund (XLK) fell 11%, and Cramer said falling rates could help apparel firms. Levi Strauss shares have rebounded more than 20% from their post-earnings low, and Tapestry shares have fallen 20% since its August earnings report.
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Jim Cramer says these six fashion stocks are buys beyond the AI trade
While technology stocks have come under pressure in recent weeks, consumer stocks have been resilient. Monday - Friday, 6:00 - 7:00 PM ET Mad Money Published Mon, Nov 2 2026 6:54 PM EST Key Points CNBC’s Jim Cramer highlighted six fashion stocks he likes as investors look beyond the struggling AI trade. His picks include Ralph Lauren, Tapestry, Levi Strauss, VF Corp, Kontoor Brands and Reformation. watch now CNBC's Jim Cramer highlighted six fashion and apparel stocks on Monday for investors looking for alternatives to the struggling AI trade. While technology stocks have come under pressure in recent weeks, consumer stocks have been resilient. The SPDR S&P Retail ETF (XRT) gained 10% this quarter, while the Technology Select Sector SPDR Fund (XLK) fell 11%. Cramer said falling interest rates could provide an additional boost to apparel companies heading into the holiday shopping season. "Ralph Lauren, Tapestry, Levi's, VF Corp, Kontoor Brands and Reformation are some of the fashion stocks that we think look best right now," the " Mad Money " host said. Ralph Lauren remains Cramer's favorite apparel stock, thanks to its consistent growth under CEO Patrice Louvet. The company has continued gaining momentum across women's apparel, accessories and outerwear, and has been strengthening its international presence, particularly in Asia. Although the stock pulled back in August and Se.