Consumer discretionary stocks like Tapestry Inc., On Holding AG, and Viking Holdings Ltd. show strong potential

From Nasdaq: 2025-05-01 08:00:00

Many low to middle-income consumers are reducing credit card debt, leading to selective spending habits. Despite market uncertainty, some companies are still delivering strong revenue and earnings growth.

Consumer discretionary stocks like Tapestry Inc. (NYSE: TPR) cater to affluent consumers with strong earnings growth and a 38% net paydown yield. Analysts have a Moderate Buy rating on TPR with a consensus price target of 12% upside.

On Holding AG (NYSE: ONON) offers high-end footwear and apparel, with a focus on sustainable materials. Despite profit fluctuations, analysts remain bullish on ONON stock, with a $58.77 consensus price target for a 23% increase.

Viking Holdings Ltd. (NYSE: VIK), a luxury cruise line, has seen volatility since going public but is up nearly 50% overall. The company’s unique business model and tariff-proof industry make it an appealing investment option. Viking has reported strong booking numbers for 2025.

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Read more at Nasdaq:: 3 Consumer Discretionary Stocks to Buy in a Divided Economy