Jim Cramer on Kenvue: “I Don’t Want to Dump it Right Here”

Group 1 - Kenvue Inc. (NYSE:KVUE) is perceived to have litigation risks that are not as severe as commonly believed, with current stock performance at 4.5% and new leadership in place [1] - Kenvue is a consumer health company with notable brands such as Tylenol, Listerine, and Neutrogena, and has opportunities to unlock value through reinvestment in underfunded brands and cost structure optimization [1] - The stock has underperformed due to operational challenges, a new 145% import tariff affecting margins, and lower-than-expected product demand, but is considered inexpensive relative to its brand portfolio quality [1] Group 2 - Despite the potential of Kenvue as an investment, certain AI stocks are viewed as having greater upside potential and lower downside risk [1]