Jim Cramer Highlights Six Apparel Stocks Ahead of Earnings

The CNBC host named six apparel companies on Monday's Mad Money segment as holiday shopping approaches.

Updated on Nov. 3, 2026 in Retail

Unlabeled apparel garments hang on a bare metal rail in a clean, modern retail interior, evoking the apparel sector ahead of the holiday shopping season. — Jim Cramer named six apparel stocks on CNBC's Mad Money on Monday, citing lower interest rates as a possible boost before the holiday shopping season. AI Illustration. Upload story photo >

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Do you expect clothing prices to get better or worse this holiday season?

Jim Cramer highlighted six apparel companies on Mad Money, citing lower interest rates as a possible support for apparel sellers heading into the holiday shopping season. Ralph Lauren and Tapestry are scheduled to report quarterly results on Thursday, November 5.

Why it matters

Apparel stocks have shown mixed performance, with the SPDR S&P Retail ETF up 10% this quarter while Tapestry has fallen 20% since its August earnings release. Investors are weighing how the sector will perform during the critical holiday period.

The SPDR S&P Retail ETF rose 10% this quarter, outpacing the Technology Select Sector SPDR Fund's 11% quarterly decline. Tapestry shares have dropped 20% since its August earnings release, while Levi Strauss shares slipped below $20 after a disappointing report before climbing more than 20% from that low.

The players

Jim Cramer

Jim Cramer is a television personality and former hedge fund manager known for hosting CNBC's Mad Money program.

Ralph Lauren

Ralph Lauren is a major American luxury fashion company founded by designer Ralph Lauren and known for its polo brand.

Tapestry

Tapestry is a New York-based holding company that owns luxury accessories brands including Coach and Kate Spade.

Levi Strauss

Levi Strauss is an American apparel company best known for its Levi's denim jeans, founded in San Francisco in 1853.

Kontoor Brands

Kontoor Brands is an apparel company that owns the Wrangler and Lee denim brands and was spun off from VF Corporation.

The details

Cramer named the six companies in a Monday Mad Money segment, pointing to lower interest rates as a potential tailwind for apparel sellers. Kontoor Brands plans to sell its Lee brand for as much as $1 billion, and Reformation, which went public in late July, rose more than 31% in October.

August 2026: Tapestry released earnings, and its outlook disappointed investors.
Late July 2026: Reformation went public.
October 2026: Reformation shares rose more than 31%.
Monday, November 2, 2026: Cramer highlighted six apparel stocks on Mad Money.
Thursday, November 5, 2026: Ralph Lauren and Tapestry release quarterly results.

Market Landscape

Cramer's argument that lower interest rates may support apparel sellers builds on the Federal Reserve's rate cuts of 2024 and 2025, which were expected to ease pressure on discretionary spending. The divergence between the retail ETF's gain and Tapestry's post-earnings slide suggests investors are rewarding some apparel names while punishing others.

Shoppers may see apparel pricing and promotions shift as retailers respond to the holiday season and changing demand. Investors holding apparel stocks should watch the November 5 earnings reports for guidance on margins and outlook.

The takeaway

Stock performance in apparel can diverge sharply even within one sector, so earnings guidance often matters more than broad sector sentiment. Readers tracking the holiday retail season can use the November 5 results from Ralph Lauren and Tapestry as a near-term checkpoint.

What happens next

Ralph Lauren and Tapestry are scheduled to release quarterly results on Thursday, November 5, which will show how the apparel names performed heading into the holiday season.