A strong balance sheet, international growth, and a low valuation make Lululemon a compelling investment. Deckers continues to see strong sales for its top footwear brands.
Dutch Bros has been performing well in a tough consumer environment. The company should continue to see strong same-store sales as it rolls out hot food items to more stores.
MercadoLibre serves a region that's underpenetrated in e-commerce, but where customers are joining its platform at a rapid rate. Dutch Bros' model is resonating with Americans everywhere, and customers are increasing their transaction frequency.
Dutch Bros is on the same type of regional-to-national growth path that boosted other consumer stocks in the past. Questions remain as to whether it can eventually match the historical growth of coffee giant Starbucks.
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