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Jim Cramer says it’s time to look beyond tech. Here are 4 consumer stocks he likes

A market summary identified Kimberly-Clark, Procter & Gamble, Constellation Brands and Coca-Cola as consumer stocks to watch after a strong October for the staples sector.

AI-generated illustration accompanying the story: Jim Cramer says it’s time to look beyond tech. Here are 4 consumer stocks he likes
AI-generated illustration / StoryBreak

A market summary identified Kimberly-Clark, Procter & Gamble, Constellation Brands and Coca-Cola as four consumer stocks highlighted by Jim Cramer.

The picks came as the Nasdaq-100 lost nearly 7% in October, while the consumer staples index gained 11.4%. The four stocks also posted gains during the month, although their results and valuation measures differed.

Kimberly-Clark shares climbed nearly 11% in October. The stock traded below 15 times earnings and carried a 4.7% dividend yield. Kimberly-Clark also said its planned acquisition of Kenvue was on track to close during the fourth quarter of 2026. The transaction still required regulatory approvals and customary closing conditions.

Procter & Gamble shares also rose 11% in October. The gain followed quarterly results that exceeded expectations.

Constellation Brands delivered the largest monthly advance among the four companies, with its shares rising 20% in October. The stock traded near 11 times earnings and had a dividend yield above 3%.

The company’s beer business reported 5% net-sales growth in its fiscal second quarter of 2027. Operating income for that business increased 1% during the same quarter. Constellation said its beer operation led the category in U.S. dollar and volume share gains.

Coca-Cola shares rose 9% in October after quarterly results showed higher volume. The company reported 5% growth in consolidated unit-case volume for the third quarter of 2026. Organic revenue increased 7% in the quarter, and Coca-Cola raised its full-year 2026 guidance after reporting the results.

Together, the figures provide several ways to compare the four names: share-price performance, valuation, income returns and recent operating results. Kimberly-Clark and Constellation Brands had the valuation measures cited in the summary, while the updates for Procter & Gamble and Coca-Cola focused on quarterly performance.

The research does not provide additional valuation details for Procter & Gamble or Coca-Cola, and it does not specify the full-year guidance figures Coca-Cola issued. It also does not include the original CNBC page, so the market context comes from a syndicated summary while company releases provide the operating and transaction details.

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