We recently published a list of Jim Cramer’s Game Plan: 10 Stocks in Focus. In this article, we are going to take a look at where Levi Strauss & Co. (NYSE: LEVI) stands against other stocks in Jim Cramer’s focus. On Friday, Jim Cramer, the host of Mad Money, commented on the current state of the markets as he emphasized that this week’s earnings reports will be the first real indicator of how CEOs are managing tariff-related challenges ahead. Cramer highlighted the continuing collapse in the markets and remarked that there is a “manmade obliteration”. He mentioned that the crisis is far from over. He also expressed concerns about the rising tariffs, especially with the White House’s current stance on trade policy.
READ ALSO: 10 Stocks on Jim Cramer’s Radar Recently and Jim Cramer’s Take on These 10 Stocks Cramer warned that tariffs could drive prices up even further which can lead to reduced consumer purchasing power. Highlighting the scale of President Trump’s tariffs, Cramer said that it was nearly impossible for these tariffs not to raise consumer prices. He noted that the Federal Reserve’s attempts to lower interest rates to stimulate the economy will be met with challenges by inflationary pressure. He added:“Right now, I’m most worried about inflation, which is something… let’s say something that we’ll be thinking about a lot when? When we have the CPI report. This is what really matters, see, because this is where we are not going to be able to cut rates if these numbers start being bad. Inflation became very sticky, and it was no longer going the Fed’s way even before the tariffs.”
“I say the Fed’s locked in a box here and can’t do nearly as much as they might like because they don’t want to spur another route of inflation on their own.”
Cramer pointed out that various banks are predicting that there will be a recession. He mentioned that some are focusing on the 10-year Treasury yield dropping below 4% as a signal of an impending recession. He went on to acknowledge the difficulty of the day and week for investors. He added:
“Our only real hope is that the president comes up with something that can turn this bear into a bull and he can do it even as he seems unwilling to scale back the tariffs. All he has to do is offer our companies a path to get out of this hell that they did not create and they do not deserve. But the bottom line: That’s a very glass-half-full hope in what feels like a glass totally empty market.”
Levi Strauss & Co. (NYSE:LEVI) creates and sells a variety of clothing and accessories for men, women, and children. It offers jeans, activewear, tops, footwear, and other items under different brand names. Overall, LEVI ranks 1st on our list of stocks in Jim Cramer’s focus. While we acknowledge the potential of LEVI 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 LEVI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey .“We will soon find out what CEOs can do to deal with tariffs because Levi Strauss reports on Monday and it manufactures jeans all over the map from Japan and Mexico, Turkey, other places in Asia.
Levi’s offered some weaker guidance last quarter and it got hammered. Apparel’s been a mixed bag, people. The last company that spoke in the space, we just did a piece on, PVH, said very good things. Calvin Klein, Tommy Hilfiger, are doing well. Maybe Levi Strauss made the quarter too.”
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