What Is One of the Best Consumer Goods Stocks to Buy Right Now?

Key Points

• Consumer goods stocks are poised to recover and join the tech-driven bull market.

• Shopify stock is surging in 2025 and closing in on a new all-time high.

• It has expanded its e-commerce solutions to cover needs across all commerce.

• 10 stocks we like better than Shopify ›

The current bull market in stocks has been mostly driven by tech and artificial intelligence (AI), but consumer-related stocks could be on the verge of joining the rally. This is evident when looking at the performance of the SPDR S&P Retail ETF, which has surged 25% since April 1 and is closing in on its all-time high from late 2021.

A breakout for consumer goods stocks could extend the bull market for several more years. One top stock that could lead the new bull market for consumer goods is Shopify (NASDAQ: SHOP). After climbing 44% year to date, the stock is closing in on an all-time high.

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Shopify stock is a long-term compounder

While Amazon dominates U.S. e-commerce, there are millions of small businesses that need solutions to reach more shoppers and grow their business in a digital economy. Shopify not only offers all the tools needed to set up an online storefront, it offers AI tools that can help small businesses achieve greater efficiency.

Image source: Getty Images.

The company has continued to expand its offerings in recent years, which has stretched its addressable market and widened its competitive moat. Revenue increased from $205 million in 2015 to over $8 billion last year. It's still going strong, with revenue up 31% year over year in the second quarter. This consistent, high growth reflects Shopify's small share of global e-commerce, which ended 2024 at 12%.

Shopify can grow for many years. It is attracting larger brands, and it also offers business-to-business and offline solutions, which are both showing robust momentum right now. Shopify is not just about e-commerce anymore; it's becoming the go-to solutions provider for all commerce. Investors who buy and hold the stock for at least 10 years should see market-beating returns on their investment.

Should you invest $1,000 in Shopify right now?

Before you buy stock in Shopify, consider this:

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John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon and Shopify. The Motley Fool has a disclosure policy.