<p>识别具有广阔扩展空间的成长型公司是发现明日赢家的方法。关键在于保持长期视角，因为短期市场情绪的波动总是会试图诱使你过早卖出股票。</p>
<p>只要业务持续执行和增长，你就会走上财富积累的道路。让我们来看两家仍处于长期增长早期阶段的公司，它们可以帮助你为退休积累财富。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU1MTUvc3RvY2stY2hhcnRzLWFuZC1jYXNoLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU1MTUvc3RvY2stY2hhcnRzLWFuZC1jYXNoLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Dutch Bros</h2>
<p>识别有前景的财富创造者的一种方法是关注与新一代消费者产生共鸣的新兴品牌。<strong>Dutch Bros</strong>(BROS -2.12%) 围绕赢得 Z 世代量身定制了其营销策略，这为这家特色饮料连锁店带来了令人瞩目的增长。</p>
<p>Dutch Bros 成立于 1992 年，因此并不是一个未经验证的商业概念。事实上，它的表现超过了行业领导者 <strong>Starbucks</strong>。在最近一个季度，Dutch Bros 的同店销售同比增长 6%，而 Starbucks 仍在努力应对可比销售下滑。</p>
<p>Dutch Bros 的菜单以咖啡为中心，但也包括丰富多样的汽水、冰沙和其他饮品。它运用巧妙的营销策略来建立忠实的客户群。例如，该公司在 5 月进行了一项限时促销，顾客购买至少两杯饮品即可获得配对的友谊手链。</p>
<p>赠送免费物品在年轻人中产生了共鸣，使这个品牌在竞争激烈的市场中脱颖而出。其成功建立忠实客户基础的表现可以通过其忠诚度计划看出，该计划在第二季度推动了 72% 的系统交易。</p>
<p>Dutch Bros 在上个季度结束时在 19 个州拥有 1,043 家门店，但管理层相信长期内可以达到 7,000 家。随着公司继续扩展，投资者应该会获得回报，因为该公司在过去 12 个月的收入为 14 亿美元，利润为 8900 万美元。随着业务规模的扩大，这一利润率将继续增长，推动强劲的盈利增长，以支持超越市场的股东回报。</p>
<h2>2. Shopify</h2>
<p>得益于 <strong>Shopify</strong>(SHOP 1.28%)，创业从未像今天这样容易。通过相对实惠的订阅，企业主可以快速建立在线商店，与全球购物者连接。其价格实惠、易于使用以及强大的工具套件为 Shopify 建立了坚实的竞争壁垒，确保了股东多年的增长。</p>
<p>在第二季度，订阅收入同比增长 16%，达到 6.56 亿美元。然而，其商户解决方案业务同比增长 36%，这正是 Shopify 商业模式的亮点。商户解决方案收入包括支付处理、资本借贷和运输服务，占 Shopify 总收入的 75%。</p>
<p>这意味着 Shopify 的商业模式围绕客户的成功构建。如果商户在发展业务方面不成功，Shopify 也不会增长。这激励管理层进行创新，不仅是为了提升自身的底线，也是为了提升支付 Shopify 订阅费用的企业的底线。</p>
<p>Shopify 还通过其销售点产品扩展到电子商务之外。Shopify 销售点在第二季度的商品交易总额同比增长 29%。它最近被 IDC 认定为销售点软件的领导者。这最终使 Shopify 能够在 Statista 估计的 28 万亿美元全球零售市场中竞争。</p>
<p>Shopify 可以长期增长。投资者预计该公司将利用这一巨大的可寻址市场，因为该股票目前的交易价格是今年共识盈利预期的 100 倍。该股票接近新的历史高点，并应在未来几年内提供优越的复合回报。</p>

BROS

SHOP

<p>本文讨论了两只有前景的长期财富积累股票：Dutch Bros 和 Shopify。Dutch Bros 是一家特色饮品连锁店，成功地瞄准了 Z 世代，实现了 6% 的同店销售增长，并计划从 1,043 家扩展到 7,000 家门店。Shopify 提供了一个便捷的平台，帮助企业建立在线商店，订阅收入增长了 16%，商户解决方案收入增长了 36%。这两家公司都处于显著增长的有利位置，使它们成为未来具有吸引力的投资</p>

<p>Identifying growing companies with ample room for expansion is how you spot tomorrow's winners. The key is to maintain a long-term perspective because the whims of market sentiment in the short term will always try to trick you into selling your shares too early.</p>
<div class="lb-trans"><p>识别具有广阔扩展空间的成长型公司是发现明日赢家的方法。关键在于保持长期视角，因为短期市场情绪的波动总是会试图诱使你过早卖出股票。</p>
</div><p>As long as the business continues to execute and grow, you'll be on the path to building wealth. Let's look at two companies that are still in the early stages of their long-term growth and can help you build wealth for retirement.</p>
<div class="lb-trans"><p>只要业务持续执行和增长，你就会走上财富积累的道路。让我们来看两家仍处于长期增长早期阶段的公司，它们可以帮助你为退休积累财富。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzU1MTUvc3RvY2stY2hhcnRzLWFuZC1jYXNoLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835515%2Fstock-charts-and-cash.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. Dutch Bros</h2>
<div class="lb-trans"><h2>1. Dutch Bros</h2>
</div><p>One way to identify promising wealth builders is to look at emerging brands that are resonating with a new generation of consumers. <strong>Dutch Bros</strong>(BROS -2.12%) has tailored its marketing strategy around winning over Gen Z, and it's driving impressive growth for this specialty beverage chain.</p>
<div class="lb-trans"><p>识别有前景的财富创造者的一种方法是关注与新一代消费者产生共鸣的新兴品牌。<strong>Dutch Bros</strong>(BROS -2.12%) 围绕赢得 Z 世代量身定制了其营销策略，这为这家特色饮料连锁店带来了令人瞩目的增长。</p>
</div><p>Dutch Bros was founded in 1992, so it's not an unproven business concept. In fact, it's outperforming industry leader <strong>Starbucks</strong>. Dutch Bros' same-shop sales grew 6% year over year in the most recent quarter, while Starbucks continues to struggle with declining comparable sales.</p>
<div class="lb-trans"><p>Dutch Bros 成立于 1992 年，因此并不是一个未经验证的商业概念。事实上，它的表现超过了行业领导者 <strong>Starbucks</strong>。在最近一个季度，Dutch Bros 的同店销售同比增长 6%，而 Starbucks 仍在努力应对可比销售下滑。</p>
</div><p>Dutch Bros' menu is centered around coffee, but also includes a flavorful range of soda, smoothies, and other drinks. It uses clever marketing tactics to build a loyal following. For example, the company ran a limited-time promotion in May where customers received matching friendship bracelets for purchasing at least two drinks.</p>
<div class="lb-trans"><p>Dutch Bros 的菜单以咖啡为中心，但也包括丰富多样的汽水、冰沙和其他饮品。它运用巧妙的营销策略来建立忠实的客户群。例如，该公司在 5 月进行了一项限时促销，顾客购买至少两杯饮品即可获得配对的友谊手链。</p>
</div><p>Giving away free items has resonated with a younger crowd and made this brand stand out in a competitive market. Its success building a loyal customer base can be seen through its loyalty program, which drove 72% of systemwide transactions in the second quarter.</p>
<div class="lb-trans"><p>赠送免费物品在年轻人中产生了共鸣，使这个品牌在竞争激烈的市场中脱颖而出。其成功建立忠实客户基础的表现可以通过其忠诚度计划看出，该计划在第二季度推动了 72% 的系统交易。</p>
</div><p>Dutch Bros ended the last quarter with 1,043 shops across 19 states, but management believes it can reach 7,000 over the long term. Investors should be rewarded as it continues to expand, since the company is already turning a profit of $89 million on $1.4 billion of revenue on a trailing-12-month basis. This margin will continue to grow as the business scales, driving robust earnings growth to support market-beating shareholder returns.</p>
<div class="lb-trans"><p>Dutch Bros 在上个季度结束时在 19 个州拥有 1,043 家门店，但管理层相信长期内可以达到 7,000 家。随着公司继续扩展，投资者应该会获得回报，因为该公司在过去 12 个月的收入为 14 亿美元，利润为 8900 万美元。随着业务规模的扩大，这一利润率将继续增长，推动强劲的盈利增长，以支持超越市场的股东回报。</p>
</div><h2>2. Shopify</h2>
<div class="lb-trans"><h2>2. Shopify</h2>
</div><p>Starting a business has never been easier than it is today thanks to <strong>Shopify</strong>(SHOP 1.28%). With a relatively affordable subscription, business owners can quickly set up an online storefront to connect with shoppers worldwide. The affordability, ease of use, and powerful suite of tools have built a solid competitive moat around Shopify that should ensure many years of growth for shareholders.</p>
<div class="lb-trans"><p>得益于 <strong>Shopify</strong>(SHOP 1.28%)，创业从未像今天这样容易。通过相对实惠的订阅，企业主可以快速建立在线商店，与全球购物者连接。其价格实惠、易于使用以及强大的工具套件为 Shopify 建立了坚实的竞争壁垒，确保了股东多年的增长。</p>
</div><p>Subscription revenue grew 16% year over year in the second quarter, reaching $656 million. However, its merchant solutions business grew 36% year over year, and this is where Shopify's business model shines. Merchant solutions revenue includes payment processing, capital lending, and shipping services. This comprised 75% of Shopify's total revenue.</p>
<div class="lb-trans"><p>在第二季度，订阅收入同比增长 16%，达到 6.56 亿美元。然而，其商户解决方案业务同比增长 36%，这正是 Shopify 商业模式的亮点。商户解决方案收入包括支付处理、资本借贷和运输服务，占 Shopify 总收入的 75%。</p>
</div><p>This means that Shopify has built its business model around the success of its customers. If merchants are not successful growing their business, Shopify won't grow either. This incentivizes management to innovate not just to boost its own bottom line, but the bottom line of the businesses that pay for a Shopify subscription.</p>
<div class="lb-trans"><p>这意味着 Shopify 的商业模式围绕客户的成功构建。如果商户在发展业务方面不成功，Shopify 也不会增长。这激励管理层进行创新，不仅是为了提升自身的底线，也是为了提升支付 Shopify 订阅费用的企业的底线。</p>
</div><p>Shopify is also expanding beyond e-commerce with its point-of-sale offering. Shopify Point of Sale saw its gross merchandise volume increase by 29% year over year in Q2. It was recently recognized as a leader in point-of-sale software by IDC. This ultimately positions Shopify to compete in the $28 trillion global retail market, according to Statista.</p>
<div class="lb-trans"><p>Shopify 还通过其销售点产品扩展到电子商务之外。Shopify 销售点在第二季度的商品交易总额同比增长 29%。它最近被 IDC 认定为销售点软件的领导者。这最终使 Shopify 能够在 Statista 估计的 28 万亿美元全球零售市场中竞争。</p>
</div><p>Shopify can grow for a long time. Investors expect the company to capitalize on this massive addressable market, as the stock currently trades at 100 times this year's consensus earnings estimate. The stock is closing in on a new all-time high and should deliver superior compounding returns for years to come.</p>
<div class="lb-trans"><p>Shopify 可以长期增长。投资者预计该公司将利用这一巨大的可寻址市场，因为该股票目前的交易价格是今年共识盈利预期的 100 倍。该股票接近新的历史高点，并应在未来几年内提供优越的复合回报。</p>
</div>

两只可能轻松创造财富的股票