Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on Kimberly-Clark 10/9/26
Oct 9, 2026
Jim Cramer discusses why Kimberly-Clark’s yield and planned Kenvue merger make it an overlooked consumer-staples opportunity. He also weighs FedEx’s pricing power, a cautious banking position, and Boeing’s fuel-efficiency advantage as oil prices rise.
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Kimberly-Clark’s Merger Could Outweigh Rate Risk
- Kimberly-Clark’s roughly 5% yield could suffer if the 10-year Treasury reaches 6%.
- Cramer accepts that rate risk because the anticipated merger could fundamentally change the company’s competitive position.
Cramer Bets On Kimberly-Clark’s Kenvue Merger
- Jim Cramer bought 50 Kimberly-Clark shares despite its vulnerability to higher long-term rates.
- He expects its merger with Kenvue to create a dominant soft-goods company resembling a new Procter & Gamble.
FedEx Could Finally Pass UPS
- Cramer expects a strong Christmas season to favor FedEx over UPS.
- He predicts FedEx could surpass UPS for the first time, making the stock’s decline an opportunity to build a position.