10 stocks of consumer companies expected to -2-

Going back to the full list of 53 stocks in the S&P 500 consumer-discretionary sector, here are the 10 companies expected to show the highest compound annual growth rates for sales from calendar 2023 through 2025:

   Company                       Ticker   Two-year estimated sales CAGR through 2025  Estimated sales, 2023  Estimated sales, 2024  Estimated sales, 2025 
   Tesla Inc.                     TSLA                                         23.6%                $97,574               $119,471               $149,063 
   Lululemon Athletica Inc.       LULU                                         13.6%                 $9,468                $10,774                $12,217 
   Chipotle Mexican Grill Inc.    CMG                                          13.1%                 $9,836                $11,142                $12,588 
   Airbnb Inc. Class A            ABNB                                         12.0%                 $9,857                $11,004                $12,356 
   Amazon.com Inc.                AMZN                                         11.8%               $570,560               $636,944               $713,481 
   Las Vegas Sands Corp.          LVS                                          11.8%                $10,361                $12,118                $12,945 
   Royal Caribbean Group          RCL                                          10.6%                $13,897                $15,717                $17,013 
   Booking Holdings Inc.          BKNG                                         10.4%                $21,277                $23,575                $25,916 
   Starbucks Corp.                SBUX                                         10.2%                $36,868                $40,676                $44,751 
   Expedia Group Inc.             EXPE                                          9.0%                $12,831                $14,042                $15,258 
                                                                                                                                          Source: FactSet 

Despite the large recent decline in its consensus sales estimate for 2024, Tesla is still expected to show the highest rate of revenue growth in the sector through 2025.

Leaving this list of 10 socks in the same order, here's a summary of analysts' opinions:

   Company                       Ticker   Share buy ratings  Share neutral ratings  Share sell ratings  Nov. 14 price  Consensus price target  Implied 12-month upside potential 
   Tesla Inc.                     TSLA                  45%                    40%                 15%        $237.41                 $239.38                                 1% 
   Lululemon Athletica Inc.       LULU                  76%                    16%                  8%        $430.33                 $442.35                                 3% 
   Chipotle Mexican Grill Inc.    CMG                   74%                    26%                  0%      $2,166.02               $2,175.87                                 0% 
   Airbnb Inc. Class A            ABNB                  36%                    49%                 15%        $126.68                 $133.65                                 6% 
   Amazon.com Inc.                AMZN                  98%                     2%                  0%        $145.80                 $175.22                                20% 
   Las Vegas Sands Corp.          LVS                   82%                    18%                  0%         $49.47                  $65.98                                33% 
   Royal Caribbean Group          RCL                   80%                    20%                  0%        $102.81                 $120.06                                17% 
   Booking Holdings Inc.          BKNG                  64%                    33%                  3%      $3,173.50               $3,438.71                                 8% 
   Starbucks Corp.                SBUX                  41%                    59%                  0%        $105.60                 $113.55                                 8% 
   Expedia Group Inc.             EXPE                  50%                    44%                  6%        $122.63                 $127.80                                 4% 
                                                                                                                                                                 Source: FactSet 

Click on the tickers for more about each company, including news coverage, business profiles, financials and estimates.

Click here for Tomi Kilgore's detailed guide to the wealth of information available for free on the MarketWatch quote page.

From the ratings consensus price target, it appears analysts believe Tesla is fairly valued, at least for the next year. Amazon has the highest percentage of buy or equivalent ratings, while Las Vegas Sands Corp. (LVS) has the most aggressive consensus price target.

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11-15-23 1113ET

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