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3 No-Brainer Retail Stocks to Buy Right Now

3 No-Brainer Retail Stocks to Buy Right Now

現在可以買入的3只毫不費腦的零售股票
The Motley Fool ·  2024/12/31 09:45

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.

當投資者正在加拿大尋找一些最值得購買的股票時,有許多行業需要考慮。但是,零售行業可能不一定位居榜首,但從長遠來看,有許多最佳股票可供購買。

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.

總體而言,零售股被視爲非必需消費品業務,在經濟強勁時其銷售額可能會大幅增加,但在經濟惡化時將對銷售產生負面影響。

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.

儘管該行業的許多股票可能都是如此,但有少數高質量的股票可以快速持續增長。實際上,即使是加拿大一些質量最高的防禦性成長型股票也屬於零售業。

So, if you're looking to increase your exposure to retail stocks, here are three no-brainer investments to buy right now.

因此,如果你想增加零售股票的敞口,那麼現在可以買入以下三種不費吹灰之力的投資。

Two of the best defensive growth stocks in Canada

加拿大兩隻最好的防禦性成長型股票

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.

如果你正在尋找零售行業的投資機會,但更喜歡防禦性更強的投資,那麼Dollarama(多倫多證券交易所股票代碼:DOL)和Alimentation Couche-Tard(多倫多證券交易所股票代碼:ATD)都是加拿大最值得考慮的股票之一。

Both Dollarama and Couche-Tard have a bunch of similarities as well as a bunch of differences.

Dollarama 和 Couche-Tard 都有很多相似之處,也有很多不同之處。

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,這兩隻股票在過去十年中都產生了可觀的回報,更重要的是,回報率穩定。例如,在過去的10年中,Dollarama爲投資者贏得了630%的總回報。這是22%的複合年增長率(CAGR)。同時,Couche-Tard在這段時間內創造了240%的總回報率,複合年增長率超過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.

兩者之間的另一個相似之處是,兩家公司銷售的許多產品都是必需品,這有助於使它們都具有防禦性。

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.

就Dollarama而言,消費者轉向其折扣零售業務,儘可能便宜地購買家庭必需品。同時,除了加油站的燃料外,Couche-Tard便利店的許多產品也是必需品,在經濟疲軟時對銷售幾乎沒有影響。

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.

一個主要區別是,Dollarama傾向於通過有機方法實現更多增長,例如增加門店數量和改善銷售,而Couche-Tard多年來的增長大部分來自增值收購。

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也是防禦性更強的股票,當經濟惡化而不是改善時,其銷售額通常會有更大的增長。但是,它也是兩隻股票中更昂貴的股票,交易價格大幅上漲。

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.

不管你喜歡什麼,這不僅是加拿大兩隻頂級零售股票;它們是你在此期間可以買到的最好的兩隻股票。因此,儘管它們在高點之間進行權衡,但無疑是當今最值得投資的投資之一。

One of the best retail stocks to buy now and hold for years

現在可以買入並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Dollarama和Couche-Tard外,銷售非必需消費品的更傳統的零售股票是Aritzia(多倫多證券交易所股票代碼: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.

儘管Aritzia的防禦性遠不如Couche-Tard或Dollarama,但它仍然是目前最值得買入的零售股票之一。

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.

多年來,Aritzia一直是加拿大最令人印象深刻的成長型股票之一。其產品一直引起消費者的共鳴,並繼續在加拿大和美國開設新的精品店。

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幾年前還投入了大量資金來建立其電子商務平台,多年來,尤其是在大流行期間,這爲企業帶來了巨大的好處。

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,如今,儘管Aritzia仍然通過在線購物產生可觀的銷售額,但其電子商務平台還有助於確定哪些地區最具增長潛力,以及應該在哪裏開設下一個精品店。

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,隨着該股現在從通貨膨脹飆升所面臨的不利因素中恢復過來,它很容易成爲目前最值得買入的零售股票之一。

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.

分析師不僅預計Aritzia今年的銷售額將增長10%以上,而且他們還估計明年的銷售額將增長16%以上。

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,儘管您仍然可以買入低於歷史最高水平的Aritzia股票,但它無疑是目前考慮增加投資組合的最佳零售股票之一。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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