Looking to 2025, Telsey expects consumer companies to experience low-single-digits to mid-single-digits sales growth on low-single-digit comparables and a return to EPS growth. Additionally, the firm believes the second half of the year to be better than the first, driven by more efficient operations. The firm anticipates 2025 will be the year of the “S,” specifically leveraging social media to sell products, servicing consumers, enhancing supply chains, and the impact of surprises. Telsey’s top picks for 2025 include: Birkenstock (BIRK) in Apparel and Footwear; Amazon (AMZN) and Warby Parker (WRBY) in Consumer Technology; Burlington Stores (BURL) in Department Stores and Off-Price; Costco (COST), Target (TGT), and Walmart (WMT) in Discounters and Supermarkets; BRC (BRCC) in Food Brands; Tractor Supply (TSCO) in Hardlines; Abercrombie & Fitch (ANF) and Bath & Body Works (BBWI) in Specialty, Luxury, and Beauty; Adidas (ADDYY) and On Holding (ONON) in Sporting Goods.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
