--- title: "三月份值得购买的三只最佳零售股票" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/278261331.md" description: "这篇文章讨论了三只在三月份值得关注的零售股票：亚马逊、Ollie's Bargain Outlet 和塔吉特。尽管亚马逊的资本支出较高，但其云计算和电子商务部门显示出增长潜力。Ollie's 正在全国范围内扩张，并报告了收入增长，而在新任首席执行官迈克尔·菲德尔克的领导下，塔吉特旨在通过战略计划和门店改进来弥补过去的失误。每家公司在充满挑战的经济环境中都提供了独特的投资机会" datetime: "2026-03-08T10:45:44.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278261331.md) - [en](https://longbridge.com/en/news/278261331.md) - [zh-HK](https://longbridge.com/zh-HK/news/278261331.md) --- # 三月份值得购买的三只最佳零售股票 ## Key Points - Fear driven by huge capital expenditures is a likely opportunity for Amazon investors. - Ollie's has built a rapidly-expanding retail empire on closeout and overstock merchandise. - With new leadership, Target may finally stop missing the mark with consumers. - 10 stocks we like better than Amazon › Earnings season has nearly come to an end for most of America's retailers, and many of the ones that reported over the last few weeks were some of the top chains. This was an area of focus, particularly amid an uncertain economy. Fortunately, the reports highlighted some opportunities for investors. As prospective shareholders ponder various choices, these three consumer discretionary stocks are arguably excellent picks to pursue in the current economy. _**Will AI create the world's first trillionaire?** Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »_ ![A person looking at a laptop intently.](https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg1ODQ2Mi9pbnZlc3Rvci1yZXNlYXJjaGVzLXN0b2Nrcy5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Image source: Getty Images. ## 1\. Amazon As the company that pioneered e-commerce and cloud computing, **Amazon** (NASDAQ: AMZN) has become the country's second-largest retailer. Its cloud computing arm, AWS, has long generated the majority of Amazon's operating income. To that end, the company may have unnerved investors by pledging $200 billion in capital expenditures for this year alone. Moreover, it has typically traded at a premium valuation, likely leading to the stock's slower growth recently. Retailing is a low-margin business, so having AWS is an advantage because it can help subsidize AI. Also, its businesses such as digital advertising and third-party seller services likely help raise its margins. As for Amazon's valuation, its price-to-earnings ratio (P/E) of 30 closely approximates the **S&P 500** average. Considering that its $78 billion in net income in 2025 grew by 31% compared to year-ago levels, that earnings multiple arguably looks inexpensive. Investors should also note that Grand View Research forecasts a compound annual growth rate (CAGR) of 31% for AI through 2033. In other words, what was a $391 billion market last year could reach $3.5 trillion by 2033, which means that Amazon's huge investment could pay off. Switching back to retail, Grand View forecasts a 19% CAGR for e-commerce through 2030. That could also stoke significant growth, meaning Amazon's best days could be yet to come. ## 2\. Ollie's **Ollie's Bargain Outlet** (NASDAQ: OLLI) is not necessarily on the radar of investors, but it is worth a closer look. The company obtains closeout and overstock merchandise from well-known brands and sells it to consumers at a considerable discount. It is also in the middle of expanding from a regional chain to a national one, a strategy that has turned out well for the stocks of now-established retailers in the past. Its acquisition of Big Lots and 99 Cents Only locations recently fueled that expansion, and it now has about 645 locations, with the goal of growing to more than 1,000 stores across the U.S. Ollie's is slated to report fiscal fourth-quarter earnings on March 12, but amid that expansion, its revenue in the first nine months of fiscal 2025 (ended Nov. 1, 2025) rose by 17% yearly. That led to $155 million in net income over the same period, an 18% annual increase. It delivered flat stock performance over the last year, primarily due to the costs of its rapid expansion. Also, valuation had become a concern, since its P/E briefly exceeded 40 last summer. Fortunately, the pullback has taken its earnings multiple down to 30. That leaves it at a level where it is likely to recover as it starts to reap the benefits of its larger store footprint. ## 3\. Target The stock of **Target** (NYSE: TGT) has suffered since the pandemic. Missteps such as higher inventories, less desirable merchandise, messier stores, and controversial political stances helped lead to huge sell-offs. Consequently, its financials deteriorated, with net sales falling by 2% in fiscal 2025 (ended Jan. 31, 2026). Although it remains profitable, its $3.7 billion in net income for fiscal 2025 dropped by more than 9% yearly. Nonetheless, investors now have more reason for optimism. Michael Fiddelke, who started at Target as an intern in 2003 and worked his way through the ranks, became CEO on Feb. 1. In his first report since then, he forecast net sales growth of 2% for 2026, indicating the stock's declines could be ending. He also announced a strategic plan that includes reformatting and remodeling stores, increasing spending on payroll and training, investing in technology and the supply chain, and returning to its roots as an "upscale discounter" by improving its product selection. The good news is that Target has maintained its 54-year streak of payout hikes. With that, its 3.7% dividend yield far surpasses the S&P 500 average of 1.2%. Lastly, assuming its plan succeeds, it could hold considerable upside. Target's 15 P/E is well below **Walmart**'s 47 earnings multiple. If Fiddelke's plan succeeds and Target could return to growth, it is likely to substantially enrich its shareholders. ## Should you buy stock in Amazon right now? Before you buy stock in Amazon, consider this: The _Motley Fool Stock Advisor_ analyst team just identified what they believe are the **10 best stocks** for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when **Netflix** made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, **you’d have $534,008**!\* Or when **Nvidia** made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, **you’d have $1,090,073**!\* Now, it’s worth noting _Stock Advisor’s_ total average return is 949% — a market-crushing outperformance compared to 192% for the S&P 500. **Don't miss the latest top 10 list, available with _Stock Advisor_, and join an investing community built by individual investors for individual investors.** See the 10 stocks » _\*Stock Advisor returns as of March 8, 2026._ _Will Healy has positions in Target. The Motley Fool has positions in and recommends Amazon, Target, and Walmart. The Motley Fool recommends Ollie's Bargain Outlet. The Motley Fool has a disclosure policy._ The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. ### 相关股票 - [TGT.US](https://longbridge.com/zh-CN/quote/TGT.US.md) - [EBIZ.US](https://longbridge.com/zh-CN/quote/EBIZ.US.md) - [XRT.US](https://longbridge.com/zh-CN/quote/XRT.US.md) - [OLLI.US](https://longbridge.com/zh-CN/quote/OLLI.US.md) - [AMZW.US](https://longbridge.com/zh-CN/quote/AMZW.US.md) - [ONLN.US](https://longbridge.com/zh-CN/quote/ONLN.US.md) - [RTH.US](https://longbridge.com/zh-CN/quote/RTH.US.md) - [CLOU.US](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [IBUY.US](https://longbridge.com/zh-CN/quote/IBUY.US.md) - [AMZZ.US](https://longbridge.com/zh-CN/quote/AMZZ.US.md) - [AMZU.US](https://longbridge.com/zh-CN/quote/AMZU.US.md) - [AMZN.US](https://longbridge.com/zh-CN/quote/AMZN.US.md) ## 相关资讯与研究 - [AI 算力通胀：云厂商密集涨价 Token 经济重塑产业规则](https://longbridge.com/zh-CN/news/282938997.md) - [亚马逊员工不幸去世后，公司面临严峻质疑](https://longbridge.com/zh-CN/news/282736769.md) - [亚马逊支持的核能新星 X-energyIPO 定价 16-19 美元 拟筹资 7.5 亿美元](https://longbridge.com/zh-CN/news/282959751.md) - [在塔吉特和沃尔玛销售的 5000 余件 Graco 婴儿汽车安全座椅被召回](https://longbridge.com/zh-CN/news/282891099.md) - [亚马逊云科技推出可持续发展控制台，支持 API 访问及 Scope 1-3 碳排放报告](https://longbridge.com/zh-CN/news/282929999.md)