Consumer Growth Stocks to Watch Amid Market Dynamics

Investors are urged to take note of key consumer growth stocks. With Amazon's profitability, e.l.f. Beauty's challenges, and Philip Morris' unexpected growth, each company offers unique opportunities and risks that could influence stock prices.

Date: 25-02-2025

AI Rating: 6

Earnings Per Share (EPS): There is no specific mention of EPS for the companies analyzed.

Revenue Growth: Amazon's AWS has shown a revenue increase of 19% in the fourth quarter. e.l.f. Beauty had a notable revenue growth of 31%, although it projects a much lower growth of 1-2% for the upcoming quarter due to industry trends and a potential TikTok ban. Philip Morris International is experiencing volume growth, particularly from its smokeless products with Zyn reporting a 46% surge in sales last quarter.

Net Income: The analysis does not specify net income figures for any of the companies discussed.

Profit Margins (Gross, Operating, Net): There is no detailed information on profit margins provided in the report.

Free Cash Flow (FCF): The report does not include information about FCF for any analyzed company.

Return on Equity (ROE): There are no details on ROE for any of the companies presented.

Amazon: As the leader in e-commerce and cloud services, Amazon continues to grow its AWS business, despite some competition. The focus on AI and operational efficiency positions the company favorably for future growth, although challenges in market share may create price volatility.

e.l.f. Beauty: Despite experiencing rapid revenue growth, the company faces challenges ahead, particularly with lowered projections and potential disruptions from TikTok. The strong potential for international expansion and new partnerships at major retailers could help mitigate risks.

Philip Morris International: The transition to smokeless products like Zyn and Iqos presents a unique growth opportunity within a typically defensive sector. The company is not experiencing declines in cigarette sales, which bodes well for its sustainability in changing markets.

Stocks: AMZN ELF PM