3 No-Brainer Retail Stocks to Buy Right Now
3 No-Brainer Retail Stocks to Buy Right Now
When investors are looking for some of the best stocks to buy right now in Canada, there are many industries to consider. However, one industry that may not necessarily be at the top of the list but has many of the best stocks to buy for the long haul is the retail sector.
当投资者在寻找加拿大目前最佳的股票时,有许多行业可供考虑。然而,有一个行业可能并不一定位于列表的最上方,但却拥有许多适合长期投资的最佳股票,那就是零售板块。
In general, retail stocks are thought of as consumer discretionary businesses that can see a significant uptick in sales when the economy is strong but will see a negative impact on sales when the economy is worsening.
一般来说,零售股票被视为消费可选业务,当经济强劲时,销售会显著上升,但当经济恶化时,销售会受到负面影响。
And while that may be true for many stocks in the sector, there are a handful of high-quality stocks that can grow rapidly and consistently. In fact, even some of the highest-quality defensive growth stocks in Canada are in the retail sector.
虽然这对该板块的许多股票可能是正确的,但有一些高质量股票可以快速而稳定地增长。事实上,加拿大一些最高质量的防御性增长股票就属于零售板块。
So, if you're looking to increase your exposure to retail stocks, here are three no-brainer investments to buy right now.
所以,如果你希望增加对零售股票的投资,这里有三个没有争议的投资建议,值得现在买入。
Two of the best defensive growth stocks in Canada
加拿大两个最好的防御性增长股票
If you're looking for exposure to the retail sector but prefer a more defensive investment, both Dollarama (TSX:DOL) and Alimentation Couche-Tard (TSX:ATD) are some of the best stocks in Canada to consider.
如果你希望接触零售板块,但更倾向于防御性投资,Dollarama(TSX:DOL)和Alimentation Couche-Tard(TSX:ATD)都是值得考虑的最佳股票。
Both Dollarama and Couche-Tard have a bunch of similarities as well as a bunch of differences.
Dollarama和Couche-Tard有很多相似之处,也有很多不同之处。
First off, both stocks have generated impressive and, more importantly, consistent returns over the last decade. For example, Dollarama has earned investors a total return of 630% over the last 10 years. That's a compound annual growth rate (CAGR) of 22%. Meanwhile, Couche-Tard has generated a total return of 240% over that stretch, a CAGR of more than 13%.
首先,这两只股票在过去十年中产生了令人印象深刻且更重要的是稳定的回报。例如,Dollarama在过去10年中为投资者带来了630%的总回报。这是22%的复合年增长率(CAGR)。与此同时,Couche-Tard在此期间产生了240%的总回报,复合年增长率超过13%。
Another similarity between the two is the fact that many of the products each company sells are staples, which is what helps to make them both so defensive.
两者之间的另一个相似之处在于,它们销售的许多产品都是日常用品,这使得它们在市场上表现得非常防御。
In Dollarama's case, consumers turn to its discount retail operations to buy household staples as cheaply as possible. Meanwhile, many of the products at Couche-Tard's convenience stores, in addition to fuel at its gas stations, are also staples that see little to no impact on sales when the economy weakens.
在Dollarama的情况下,消费者选择其折扣零售业务,以尽可能便宜地购买家庭日用品。同时,Couche-Tard便利店中的许多产品,以及其加油站的燃料,也是日常用品,当经济弱化时,这些产品的销售几乎没有受到影响。
The one main difference is that Dollarama tends to grow more through organic methods, such as increasing its store count and improving its merchandising, whereas much of Couche-Tard's growth over the years has come from value-accretive acquisitions.
主要的区别在于,Dollarama往往通过有机方法实现更多增长,例如增加门店数量和改善商品销售,而Couche-Tard多年来的增长则主要来自于增值收购。
Dollarama is also the more defensive stock, often seeing larger increases in its sales when the economy is worsening rather than improving. However, it's also the more expensive stock of the two, trading at a significant growth premium.
Dollarama也是更具防御性的股票,当经济恶化时,其销售额通常会大幅增长,而不是在改善时。然而,在这两者中,它也是价格更高的股票,交易时有显著的增长溢价。
Whichever you prefer, these aren't just two of the top retail stocks in Canada; they are two of the best stocks you can buy, period. Therefore, while they trade off their highs, they're undoubtedly some of the best to invest in today.
无论你更喜欢哪一个,这两者不仅是加拿大顶级零售股票;它们也是你可以买入的最佳股票之一。因此,尽管它们的价格已经回落,但无疑是当今最佳的投资选择。
One of the best retail stocks to buy now and hold for years
这是现在购买并持有多年的最佳零售股票之一
In addition to Dollarama and Couche-Tard, a more traditional retail stock selling consumer discretionary goods is Aritzia (TSX:ATZ).
除了Dollarama和Couche-Tard,另一种更传统的零售股票是销售消费品的Aritzia(TSX:ATZ)。
Although Aritzia is much less defensive than Couche-Tard or Dollarama, it's still one of the best retail stocks to buy right now.
尽管Aritzia的防御性远不及Couche-Tard或Dollarama,但它仍然是现在最佳的零售股票之一。
For years, Aritzia has been one of the most impressive growth stocks in Canada. Its products consistently resonate with consumers, and it continues to open up new boutiques in Canada and the United States.
多年来,Aritzia 一直是加拿大最令人印象深刻的成长股票之一。它的产品始终与消费者产生共鸣,并且在加拿大和美国不断开设新的专卖店。
Furthermore, Aritzia also invested heavily in building its e-commerce platform years ago, which has been a massive benefit for the business over the years, especially through the pandemic.
此外,Aritzia 还在多年前大量投资于构建其电子商务平台,这在多年中对业务带来了巨大的好处,尤其是在疫情期间。
Plus, today, while Aritzia still generates significant sales from its online shopping, its e-commerce platform also helps to identify which regions have the most growth potential and where it should look to open up its next boutiques.
此外,今天虽然 Aritzia 仍然从在线购物中产生显著销售,但是其电子商务平台也有助于识别最具增长潜力的地区,以及何处应该考虑开设下一个专卖店。
So, with the stock now recovering from the headwinds it faced as inflation was surging, it's easily one of the best retail stocks to buy now.
因此,随着股票从面临的逆风中复苏,尤其是在通货膨胀飙升的情况下,它无疑是目前最值得买入的零售股票之一。
Not only do analysts expect Aritzia's sales will grow by more than 10% this year, but they're also estimating a more than 16% jump in sales next year.
分析师不仅预计 Aritzia 的销售额在今年将增长超过 10%,而且他们还估计明年的销售额将跳升超过 16%。
Therefore, while you can still buy Aritzia stock below its all-time high, it's certainly one of the best retail stocks to consider adding to your portfolio right now.
因此,尽管你仍然可以以低于历史最高点的价格购买 Aritzia 股票,但无疑它是目前值得考虑加入你投资组合的最佳零售股票之一。