3 Top Consumer Stocks Building Durable Growth
Written by John Ballard for The Motley Fool -> Tapestry's Coach remains a popular luxury brand and is winning over a new generation of customers. On Holding's performance footwear continues to resonate with consumers, yet the stock trades reasonably. SharkNinja is building a d
Tapestry's Coach remains a popular luxury brand and is winning over a new generation of customers.
On Holding's performance footwear continues to resonate with consumers, yet the stock trades reasonably.
SharkNinja is building a durable growth engine across multiple household products.
Consumer goods companies have reported mixed results. Inflation and other macroeconomic headwinds have made it difficult to drive sales growth. But a few are still growing, suggesting a huge opportunity.
Tapestry (NYSE: TPR) , On Holding (NYSE: ONON) , and SharkNinja (NYSE: SN) have delivered consistent double-digit sales increases over the past few years. These companies are not just riding hot trends; they are building durable growth through strong brand power and execution, and their modest valuations leave room for upside in 2026 and beyond.
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Tapestry just reported another impressive quarter of growth. The owner of brands Coach and Kate Spade beat expectations in the recent quarter, with pro forma net sales surging 25% year over year and adjusted earnings up 62%.
Management is making the right decisions to generate long-term shareholder returns. Last year, it sold the Stuart Weitzman business. This freed up resources to invest in Coach, which makes up 88% of Tapestry's total sales. Over the past three years, the company's gross profit margin has steadily improved, a clear sign of the brand strength and pricing power of its biggest brand.
