<p>如果你知道在哪里寻找，消费领域仍然有很多增长机会。尽管关税仍然是一个潜在的阻力，但目前美国经济似乎表现良好。</p>
<p>让我们看看我现在在消费品领域最喜欢的五只股票。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjc0MjcvZ2V0dHlpbWFnZXMtMTQ3MjI5MjM0OS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjc0MjcvZ2V0dHlpbWFnZXMtMTQ3MjI5MjM0OS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 亚马逊</h2>
<p><strong>亚马逊</strong>(AMZN -8.09%) 在任何行业中都建立了最具防御性的商业平台之一。它的优势很简单——它投资以赢得胜利。无论是在物流、机器人技术还是人工智能（AI）方面，该公司都在大力投资以获得丰厚回报。这仍然是今天的故事。</p>
<p>亚马逊早已建立了区域化的履行网络，成为电子商务的领导者。然而，它并没有止步于此。该公司已成为全球领先的机器人公司之一，部署机器人以提高其仓库运营的效率。同时，它还在部署人工智能，以改善配送路线，为司机提供更好的复杂卸货导航工具，并预测最佳仓库以存储物品，从而减少交货时间。综合来看，这带来了大量的运营杠杆，推动了盈利增长。</p>
<p>与此同时，亚马逊网络服务（AWS）继续在云计算市场中占据市场份额的领导地位。亚马逊的定制 AI 芯片为其提供了成本优势，其软件解决方案帮助客户在其基础设施上构建和运行 AI 模型。在其电子商务业务和云业务之间，亚马逊拥有两个强大的增长驱动因素——并且它在不断改善这两者。这是一个值得长期持有的名字。</p>
<h2>2. E.l.f. 美妆</h2>
<p><strong>E.l.f. 美妆</strong>(ELF -3.77%) 重新塑造了大众化妆品市场，现在正通过即将收购 Rhode 向高端市场迈进。Rhode 的销售额已经超过 2 亿美元，几乎没有零售足迹，几乎没有付费营销，产品种类也很少。预计在 e.l.f.的管理下，这种情况将会改变。</p>
<p>Rhode 已经准备在 Sephora 开始销售，而 e.l.f.在 <strong>Target</strong> 和 <strong>Ulta</strong> 等商店拥有强大的零售分销网络。该品牌还带来了更高的价格点、更好的利润率和强大的护肤产品线。这与 e.l.f.的核心化妆品产品相得益彰，并为交叉销售打开了大门。Rhode 的创始人 Hailey Bieber 将继续留任，帮助产品开发，但也预计 e.l.f.会寻求扩展 Rhode 的产品种类。</p>
<p>E.l.f.也知道如何在不花费大量资金的情况下实现增长。其网红营销策略有效，这也是它在过去几年能够在大众化妆品领域获得如此巨大市场份额的重要原因。再加上国际扩张和进入新类别（如香水）的潜力，该公司应该有很长的增长空间。</p>
<h2>3. Dutch Bros</h2>
<p>如果你不住在西海岸，可能对咖啡店运营商 <strong>Dutch Bros</strong>(BROS -4.30%) 不太熟悉，但它是餐饮行业中最好的增长故事之一。该公司刚刚突破 1000 个门店，长期目标是 7000 个。其门店占地面积小，主要是自驾取餐，使得扩张非常经济。</p>
<p>但这不仅仅是关于新门店，它的同店销售也表现良好，并且有机会进一步增长。Dutch Bros 在移动订餐方面相对较新，这应该有助于加快服务速度并提升高峰时段的销售量。它还在测试早餐产品——这一举措可能会开启一个新的收入来源。该公司承认，不提供食品可能抑制了销售，尤其是在关键的早餐时段。</p>
<p>该品牌与年轻客户的联系良好，并不依赖重营销来驱动流量。它的价格通常低于竞争对手 <strong>星巴克</strong>，并建立了真正的追随者。通过扩张、技术升级和新产品，Dutch Bros 有多种增长方式。这是一个仍处于早期阶段的长期增长故事。</p>
<h2>4. 菲利普莫里斯国际</h2>
<p><strong>菲利普莫里斯国际</strong>(PM -0.64%) 正在消费品领域进行最佳转型之一。尽管其他烟草公司在美国的香烟销售迅速下降，但菲利普莫里斯的国际市场表现要好得多。同时，它在无烟产品组合中也实现了强劲增长，主要由 Zyn 尼古丁袋和 Iqos 加热烟草设备推动。Zyn 在美国的出货量在上个季度增长了 40%，该品牌现在已进入 44 个国家。</p>
<p>与此同时，Iqos 在欧洲和日本的市场份额持续增长，并在新市场上取得进展。该公司现在拥有美国的销售权，并在等待 FDA 的批准以在这里推出其最新设备。如果那发生，它将增加另一个潜在的增长杠杆。</p>
<p>在公司报告出色的第二季度财报后，股价下跌。这主要是由于公司预测下半年香烟销售量将大幅下降。然而，这一下降中大约一半是由于其土耳其供应链的临时问题。与此同时，真正的故事围绕着 Zyn 和 Iqos 的增长。</p>
<p>菲利普莫里斯提供了罕见的增长与防御的结合，而最近的股价回调提供了一个良好的入场点。</p>
<h2>5. Toast</h2>
<p><strong>Toast</strong>(TOST -4.26%) 正在成为餐饮行业中最重要的参与者之一。它不仅仅是一个支付处理平台；它已成为超过 140,000 家餐厅的中央运营中心。</p>
<p>该公司一直是创新者，并不断推出新工具，帮助餐厅提高销售和运营效率。这包括员工优化、菜单规划、营销等模块。它还拥抱人工智能，推出了如 ToastIQ 和 Sous Chef 等 AI 解决方案，帮助餐厅实时进行调整。</p>
<p>餐厅面临着在资源有限的情况下做更多事情的压力，而 Toast 正是帮助他们实现这一目标。随着其平台的发展，用户粘性增强，当客户通过其支付处理增加销售时，Toast 也会受益。这种一致性很重要，考虑到仍有大量市场待开发，Toast 拥有广阔的增长空间。</p>

菲利普莫里斯

亚马逊

BROS

亚马逊每日 2 倍做多 ETF - Direxion

<p>这篇文章讨论了五只推荐的消费品行业股票：1. 亚马逊，凭借在物流和人工智能方面的重大投资，在电子商务和云计算领域表现出色；2. E.l.f. Beauty，因其收购 Rhode 和强大的营销策略而具备增长潜力；3. Dutch Bros，一家快速扩张的咖啡连锁店，专注于自驾取餐和移动订购；4. 菲利普莫里斯，成功转型为无烟产品，并在国际市场上实现强劲增长；5. 尽管面临潜在的关税挑战，消费领域的整体前景依然积极</p>

<p>There's still plenty of growth in the consumer space if you know where to look. And while tariffs are still a potential headwind, right now the U.S. economy seems to be holding up well.</p>
<div class="lb-trans"><p>如果你知道在哪里寻找，消费领域仍然有很多增长机会。尽管关税仍然是一个潜在的阻力，但目前美国经济似乎表现良好。</p>
</div><p>Let's look at five of my favorite stocks in the consumer goods sector right now.</p>
<div class="lb-trans"><p>让我们看看我现在在消费品领域最喜欢的五只股票。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjc0MjcvZ2V0dHlpbWFnZXMtMTQ3MjI5MjM0OS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F827427%2Fgettyimages-1472292349.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>1. Amazon</h2>
<div class="lb-trans"><h2>1. 亚马逊</h2>
</div><p><strong>Amazon</strong>(AMZN -8.09%) has built one of the most defensible platforms in any sector. Its edge is simple -- it invests to win. Whether it's with logistics, robotics, or artificial intelligence (AI), the company spends big to win big. That continues to be the story today.</p>
<div class="lb-trans"><p><strong>亚马逊</strong>(AMZN -8.09%) 在任何行业中都建立了最具防御性的商业平台之一。它的优势很简单——它投资以赢得胜利。无论是在物流、机器人技术还是人工智能（AI）方面，该公司都在大力投资以获得丰厚回报。这仍然是今天的故事。</p>
</div><p>Amazon long ago built a regionalized fulfillment network to become a leader in e-commerce. However, it didn't stop there. The company has become one of the leading robotics companies in the world, deploying robots to make its warehouse operations more efficient. Meanwhile, it's also deploying AI to improve delivery routes, give drivers better navigation tools for complex drop-offs, and predict the best warehouses to store items to reduce delivery times. Combined, this is leading to a lot of operating leverage, helping drive earnings growth.</p>
<div class="lb-trans"><p>亚马逊早已建立了区域化的履行网络，成为电子商务的领导者。然而，它并没有止步于此。该公司已成为全球领先的机器人公司之一，部署机器人以提高其仓库运营的效率。同时，它还在部署人工智能，以改善配送路线，为司机提供更好的复杂卸货导航工具，并预测最佳仓库以存储物品，从而减少交货时间。综合来看，这带来了大量的运营杠杆，推动了盈利增长。</p>
</div><p>At the same time, Amazon Web Services (AWS) continues to be the market-share leader in cloud computing. Amazon's custom AI chips give it a cost advantage, and its software solutions help customers build and run AI models on its infrastructure. Between its e-commerce operation and cloud business, Amazon has two powerful growth drivers -- and it keeps improving both. This is a name to own for the long haul.</p>
<div class="lb-trans"><p>与此同时，亚马逊网络服务（AWS）继续在云计算市场中占据市场份额的领导地位。亚马逊的定制 AI 芯片为其提供了成本优势，其软件解决方案帮助客户在其基础设施上构建和运行 AI 模型。在其电子商务业务和云业务之间，亚马逊拥有两个强大的增长驱动因素——并且它在不断改善这两者。这是一个值得长期持有的名字。</p>
</div><h2>2. E.l.f. Beauty</h2>
<div class="lb-trans"><h2>2. E.l.f. 美妆</h2>
</div><p><strong>E.l.f. Beauty</strong>(ELF -3.77%) helped reshape the mass cosmetics market, and now it's going upmarket with its impending Rhode acquisition. Rhode was already doing more than $200 million in sales with almost no retail footprint, little to no paid marketing, and a small product assortment. Expect that to change under e.l.f.</p>
<div class="lb-trans"><p><strong>E.l.f. 美妆</strong>(ELF -3.77%) 重新塑造了大众化妆品市场，现在正通过即将收购 Rhode 向高端市场迈进。Rhode 的销售额已经超过 2 亿美元，几乎没有零售足迹，几乎没有付费营销，产品种类也很少。预计在 e.l.f.的管理下，这种情况将会改变。</p>
</div><p>Rhode was already set to start being sold at Sephora, and e.l.f. has strong retail distribution at stores like <strong>Target</strong> and <strong>Ulta</strong>. The brand also brings higher price points, better margins, and a strong skincare lineup. That pairs well with e.l.f.'s core cosmetics products and opens the door to cross-selling. Rhode founder Hailey Bieber will stay on board to help with product development, but also expect e.l.f. to look to expand Rhode's product assortment.</p>
<div class="lb-trans"><p>Rhode 已经准备在 Sephora 开始销售，而 e.l.f.在 <strong>Target</strong> 和 <strong>Ulta</strong> 等商店拥有强大的零售分销网络。该品牌还带来了更高的价格点、更好的利润率和强大的护肤产品线。这与 e.l.f.的核心化妆品产品相得益彰，并为交叉销售打开了大门。Rhode 的创始人 Hailey Bieber 将继续留任，帮助产品开发，但也预计 e.l.f.会寻求扩展 Rhode 的产品种类。</p>
</div><p>E.l.f. also knows how to grow without throwing money at the problem. Its influencer marketing strategy works, and is a big reason why it was able to take such a huge market share in the mass cosmetics space over the past few years. Add in international expansion and the potential to move into new categories, such as fragrance, and the company should have a long runway of growth ahead of it.</p>
<div class="lb-trans"><p>E.l.f.也知道如何在不花费大量资金的情况下实现增长。其网红营销策略有效，这也是它在过去几年能够在大众化妆品领域获得如此巨大市场份额的重要原因。再加上国际扩张和进入新类别（如香水）的潜力，该公司应该有很长的增长空间。</p>
</div><h2>3. Dutch Bros</h2>
<div class="lb-trans"><h2>3. Dutch Bros</h2>
</div><p>If you don't live on the West Coast, you might not be familiar with coffee shop operator <strong>Dutch Bros</strong>(BROS -4.30%), but it is one of the best growth stories in the restaurant space. The company just crossed 1,000 locations and has a long-term goal of 7,000. Its units have a small footprint and are largely just drive-thru, making expansion very affordable.</p>
<div class="lb-trans"><p>如果你不住在西海岸，可能对咖啡店运营商 <strong>Dutch Bros</strong>(BROS -4.30%) 不太熟悉，但它是餐饮行业中最好的增长故事之一。该公司刚刚突破 1000 个门店，长期目标是 7000 个。其门店占地面积小，主要是自驾取餐，使得扩张非常经济。</p>
</div><p>But this isn't just about new units, it's also seeing solid same-store sales, and it has an opportunity to grow them even more. Dutch Bros is pretty new to mobile ordering, which should help speed up service and boost peak-hour volume. It's also testing breakfast items -- a move that could unlock a big new revenue stream. The company has admitted that not offering food has likely held back sales, especially during key breakfast hours.</p>
<div class="lb-trans"><p>但这不仅仅是关于新门店，它的同店销售也表现良好，并且有机会进一步增长。Dutch Bros 在移动订餐方面相对较新，这应该有助于加快服务速度并提升高峰时段的销售量。它还在测试早餐产品——这一举措可能会开启一个新的收入来源。该公司承认，不提供食品可能抑制了销售，尤其是在关键的早餐时段。</p>
</div><p>The brand connects well with younger customers and doesn't rely on heavy marketing to drive traffic. It's generally cheaper than rival <strong>Starbucks</strong> and has built a real following. Between expansion, tech upgrades, and new offerings, Dutch Bros has multiple ways to grow. It's a long-term growth story that's still early.</p>
<div class="lb-trans"><p>该品牌与年轻客户的联系良好，并不依赖重营销来驱动流量。它的价格通常低于竞争对手 <strong>星巴克</strong>，并建立了真正的追随者。通过扩张、技术升级和新产品，Dutch Bros 有多种增长方式。这是一个仍处于早期阶段的长期增长故事。</p>
</div><h2>4. Philip Morris International</h2>
<div class="lb-trans"><h2>4. 菲利普莫里斯国际</h2>
</div><p><strong>Philip Morris International</strong>(PM -0.64%) is pulling off one of the best transitions in the consumer goods space. While other tobacco companies are seeing rapidly shrinking cigarette sales in the U.S., Philip Morris' international markets are holding up much better. Meanwhile, it is seeing strong growth in its smoke-free portfolio, led by its Zyn nicotine pouches and Iqos heated-tobacco units. Zyn shipment volumes jumped 40% last quarter in the U.S., and the brand is now in 44 countries.</p>
<div class="lb-trans"><p><strong>菲利普莫里斯国际</strong>(PM -0.64%) 正在消费品领域进行最佳转型之一。尽管其他烟草公司在美国的香烟销售迅速下降，但菲利普莫里斯的国际市场表现要好得多。同时，它在无烟产品组合中也实现了强劲增长，主要由 Zyn 尼古丁袋和 Iqos 加热烟草设备推动。Zyn 在美国的出货量在上个季度增长了 40%，该品牌现在已进入 44 个国家。</p>
</div><p>Iqos, meanwhile, continues to gain share across Europe and Japan and is making progress in newer markets. The company now owns the U.S. rights and is waiting on FDA approval to launch its latest device here. If that happens, it adds another potential growth lever.</p>
<div class="lb-trans"><p>与此同时，Iqos 在欧洲和日本的市场份额持续增长，并在新市场上取得进展。该公司现在拥有美国的销售权，并在等待 FDA 的批准以在这里推出其最新设备。如果那发生，它将增加另一个潜在的增长杠杆。</p>
</div><p>The stock sold off after the company reported solid Q2 earnings. This was largely due to it forecasting a steeper decline in cigarette sales volumes in the second half. However, about half of that decline is due to a temporary issue around its Turkish supply chain. Meanwhile, the real story centers around the growth of Zyn and Iqos.</p>
<div class="lb-trans"><p>在公司报告出色的第二季度财报后，股价下跌。这主要是由于公司预测下半年香烟销售量将大幅下降。然而，这一下降中大约一半是由于其土耳其供应链的临时问题。与此同时，真正的故事围绕着 Zyn 和 Iqos 的增长。</p>
</div><p>Philip Morris offers a rare combination of growth and defense, and the recent pullback in the stock offers a solid entry point.</p>
<div class="lb-trans"><p>菲利普莫里斯提供了罕见的增长与防御的结合，而最近的股价回调提供了一个良好的入场点。</p>
</div><h2>5. Toast</h2>
<div class="lb-trans"><h2>5. Toast</h2>
</div><p><strong>Toast</strong>(TOST -4.26%) is becoming one of the most important players in the restaurant industry. It's not just a payment processing platform; it's become the central operating hub for more than 140,000 restaurants.</p>
<div class="lb-trans"><p><strong>Toast</strong>(TOST -4.26%) 正在成为餐饮行业中最重要的参与者之一。它不仅仅是一个支付处理平台；它已成为超过 140,000 家餐厅的中央运营中心。</p>
</div><p>The company has always been an innovator, and it just keeps rolling out new tools to help restaurants improve sales and operate more efficiently. This includes modules for staffing optimization, menu planning, marketing, and more. It's also embraced AI, introducing AI solutions like ToastIQ and Sous Chef to help restaurants make adjustments in real time.</p>
<div class="lb-trans"><p>该公司一直是创新者，并不断推出新工具，帮助餐厅提高销售和运营效率。这包括员工优化、菜单规划、营销等模块。它还拥抱人工智能，推出了如 ToastIQ 和 Sous Chef 等 AI 解决方案，帮助餐厅实时进行调整。</p>
</div><p>Restaurants are under pressure to do more with less, and Toast helps them do exactly that. Its platform gets stickier as it grows, and it benefits when its customers increase sales through its payment processing. That alignment matters, and with a large market still up for grabs, Toast has a long growth runway ahead.</p>
<div class="lb-trans"><p>餐厅面临着在资源有限的情况下做更多事情的压力，而 Toast 正是帮助他们实现这一目标。随着其平台的发展，用户粘性增强，当客户通过其支付处理增加销售时，Toast 也会受益。这种一致性很重要，考虑到仍有大量市场待开发，Toast 拥有广阔的增长空间。</p>
</div>

My 5 Favorite Stocks to Buy Right Now

- 美国经济表现良好，消费品领域仍有增长潜力。  
- 亚马逊、E.l.f. Beauty、Dutch Bros、Philip Morris、Toast 是当前值得关注的股票。  
- 这些公司在各自领域内展现出强劲的增长动力和市场适应能力。

我目前最喜欢购买的 5 只股票