<p>識別具有廣闊擴展空間的成長型公司是發現明日贏家的方法。關鍵在於保持長期視角，因為短期市場情緒的波動總是會試圖誘使你過早賣出股票。</p>
<p>只要業務持續執行和增長，你就會走上財富積累的道路。讓我們來看兩家仍處於長期增長早期階段的公司，它們可以幫助你為退休積累財富。</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>圖片來源：Getty Images。</p>
<h2>1. Dutch Bros</h2>
<p>識別有前景的財富創造者的一種方法是關注與新一代消費者產生共鳴的新興品牌。<strong>Dutch Bros</strong>(BROS -2.12%) 圍繞贏得 Z 世代量身定製了其營銷策略，這為這家特色飲料連鎖店帶來了令人矚目的增長。</p>
<p>Dutch Bros 成立於 1992 年，因此並不是一個未經驗證的商業概念。事實上，它的表現超過了行業領導者 <strong>Starbucks</strong>。在最近一個季度，Dutch Bros 的同店銷售同比增長 6%，而 Starbucks 仍在努力應對可比銷售下滑。</p>
<p>Dutch Bros 的菜單以咖啡為中心，但也包括豐富多樣的汽水、冰沙和其他飲品。它運用巧妙的營銷策略來建立忠實的客户羣。例如，該公司在 5 月進行了一項限時促銷，顧客購買至少兩杯飲品即可獲得配對的友誼手鍊。</p>
<p>贈送免費物品在年輕人中產生了共鳴，使這個品牌在競爭激烈的市場中脱穎而出。其成功建立忠實客户基礎的表現可以通過其忠誠度計劃看出，該計劃在第二季度推動了 72% 的系統交易。</p>
<p>Dutch Bros 在上個季度結束時在 19 個州擁有 1,043 家門店，但管理層相信長期內可以達到 7,000 家。隨着公司繼續擴展，投資者應該會獲得回報，因為該公司在過去 12 個月的收入為 14 億美元，利潤為 8900 萬美元。隨着業務規模的擴大，這一利潤率將繼續增長，推動強勁的盈利增長，以支持超越市場的股東回報。</p>
<h2>2. Shopify</h2>
<p>得益於 <strong>Shopify</strong>(SHOP 1.28%)，創業從未像今天這樣容易。通過相對實惠的訂閲，企業主可以快速建立在線商店，與全球購物者連接。其價格實惠、易於使用以及強大的工具套件為 Shopify 建立了堅實的競爭壁壘，確保了股東多年的增長。</p>
<p>在第二季度，訂閲收入同比增長 16%，達到 6.56 億美元。然而，其商户解決方案業務同比增長 36%，這正是 Shopify 商業模式的亮點。商户解決方案收入包括支付處理、資本借貸和運輸服務，佔 Shopify 總收入的 75%。</p>
<p>這意味着 Shopify 的商業模式圍繞客户的成功構建。如果商户在發展業務方面不成功，Shopify 也不會增長。這激勵管理層進行創新，不僅是為了提升自身的底線，也是為了提升支付 Shopify 訂閲費用的企業的底線。</p>
<p>Shopify 還通過其銷售點產品擴展到電子商務之外。Shopify 銷售點在第二季度的商品交易總額同比增長 29%。它最近被 IDC 認定為銷售點軟件的領導者。這最終使 Shopify 能夠在 Statista 估計的 28 萬億美元全球零售市場中競爭。</p>
<p>Shopify 可以長期增長。投資者預計該公司將利用這一巨大的可尋址市場，因為該股票目前的交易價格是今年共識盈利預期的 100 倍。該股票接近新的歷史高點，並應在未來幾年內提供優越的複合回報。</p>

BROS

SHOP

<p>本文討論了兩隻有前景的長期財富積累股票：Dutch Bros 和 Shopify。Dutch Bros 是一家特色飲品連鎖店，成功地瞄準了 Z 世代，實現了 6% 的同店銷售增長，並計劃從 1,043 家擴展到 7,000 家門店。Shopify 提供了一個便捷的平台，幫助企業建立在線商店，訂閲收入增長了 16%，商户解決方案收入增長了 36%。這兩家公司都處於顯著增長的有利位置，使它們成為未來具有吸引力的投資</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>識別具有廣闊擴展空間的成長型公司是發現明日贏家的方法。關鍵在於保持長期視角，因為短期市場情緒的波動總是會試圖誘使你過早賣出股票。</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>只要業務持續執行和增長，你就會走上財富積累的道路。讓我們來看兩家仍處於長期增長早期階段的公司，它們可以幫助你為退休積累財富。</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>圖片來源：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>識別有前景的財富創造者的一種方法是關注與新一代消費者產生共鳴的新興品牌。<strong>Dutch Bros</strong>(BROS -2.12%) 圍繞贏得 Z 世代量身定製了其營銷策略，這為這家特色飲料連鎖店帶來了令人矚目的增長。</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 成立於 1992 年，因此並不是一個未經驗證的商業概念。事實上，它的表現超過了行業領導者 <strong>Starbucks</strong>。在最近一個季度，Dutch Bros 的同店銷售同比增長 6%，而 Starbucks 仍在努力應對可比銷售下滑。</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 的菜單以咖啡為中心，但也包括豐富多樣的汽水、冰沙和其他飲品。它運用巧妙的營銷策略來建立忠實的客户羣。例如，該公司在 5 月進行了一項限時促銷，顧客購買至少兩杯飲品即可獲得配對的友誼手鍊。</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>贈送免費物品在年輕人中產生了共鳴，使這個品牌在競爭激烈的市場中脱穎而出。其成功建立忠實客户基礎的表現可以通過其忠誠度計劃看出，該計劃在第二季度推動了 72% 的系統交易。</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 在上個季度結束時在 19 個州擁有 1,043 家門店，但管理層相信長期內可以達到 7,000 家。隨着公司繼續擴展，投資者應該會獲得回報，因為該公司在過去 12 個月的收入為 14 億美元，利潤為 8900 萬美元。隨着業務規模的擴大，這一利潤率將繼續增長，推動強勁的盈利增長，以支持超越市場的股東回報。</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>得益於 <strong>Shopify</strong>(SHOP 1.28%)，創業從未像今天這樣容易。通過相對實惠的訂閲，企業主可以快速建立在線商店，與全球購物者連接。其價格實惠、易於使用以及強大的工具套件為 Shopify 建立了堅實的競爭壁壘，確保了股東多年的增長。</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，訂閲收入同比增長 16%，達到 6.56 億美元。然而，其商户解決方案業務同比增長 36%，這正是 Shopify 商業模式的亮點。商户解決方案收入包括支付處理、資本借貸和運輸服務，佔 Shopify 總收入的 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>這意味着 Shopify 的商業模式圍繞客户的成功構建。如果商户在發展業務方面不成功，Shopify 也不會增長。這激勵管理層進行創新，不僅是為了提升自身的底線，也是為了提升支付 Shopify 訂閲費用的企業的底線。</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 還通過其銷售點產品擴展到電子商務之外。Shopify 銷售點在第二季度的商品交易總額同比增長 29%。它最近被 IDC 認定為銷售點軟件的領導者。這最終使 Shopify 能夠在 Statista 估計的 28 萬億美元全球零售市場中競爭。</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 可以長期增長。投資者預計該公司將利用這一巨大的可尋址市場，因為該股票目前的交易價格是今年共識盈利預期的 100 倍。該股票接近新的歷史高點，並應在未來幾年內提供優越的複合回報。</p>
</div>

兩隻可能輕鬆創造財富的股票