On August 19, a CNBC interview with Joanne Feeney, partner and portfolio manager at Advisors Capital Management, shed light on the current dynamics influencing the American consumer. Feeney cautioned about the impact of reciprocal tariffs.
Feeney said, “The consumer is under pressure, going to be under increasing pressure as more and more of these tariffs move from affecting the PPI over to consumer prices. And we are likely to see that in the coming months.” This was in reference to the PPI inflation heating up to 3.3% in July, as against 2.4% in June. Feeney believes that the lower end of the consumer stratum is likely to be hit more, “You really have to separate the consumer into the high and mid-high range to the lower end. The lower end [is] clearly under continuing pressure because of past inflation and coming price increases from tariffs.”
Feeney’s comments on the U.S. consumer point to an impending stress in the consumer sector. Her insights highlight why resilient, high-growth consumer stocks are worth considering. Companies catering the the high to mid-range consumers like Williams-Sonoma offer stability, pricing power, and upside despite rising economic pressure on lower-income consumers.
A retail employee stocking shelves with consumer packaged goods/manufacturing products.
Our Methodology
To identify the 10 best high growth consumer stocks to buy now, we focused on companies operating across consumer staples, discretionary, and consumer electronics sectors. These firms span categories such as packaged foods, personal care, retail, and household goods. However, we excluded e-commerce and other internet-related consumer stocks from the list. From this broader universe, we used the Finviz screener to include only those stocks that have a 5-year average growth of at least 25%. We sorted the final list in ascending order of hedge fund sentiments as of Q1 2025. We broke a tie by ranking a stock with a larger market cap higher.
Note: All data was recorded on August 20, 2025.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10 Best High Growth Consumer Stocks to Buy Now
10. Nio Inc. (NYSE:NIO)
5-Year Average Revenue Growth: 55.08%
Number of Hedge Fund Holders: 21
Market Cap: $11.09 billion
Nio Inc. (NYSE:NIO) is one of the best high growth consumer stocks to buy now. On August 16, Morgan Stanley said that it expects Nio Inc. (NYSE:NIO) to report record Q3 sales guidance given the strong order backlog for the Chinese EV maker’s new Onvo L90 SUV. The company is expected to report its Q2 financial results on September 4.
The investment bank expects Nio to give guidance of 78,000 to 80,000 for Q3, which would be a robust 8.3%-11.1% growth on a quarter-on-quarter basis. Nio reported 72,000 to 75,000 deliveries in Q2.
Analysts expect revenue of around 19.5 billion to 20.1 billion renminbi (approximately $2.71 billion to $2.90 billion) for Q2, representing a year-over-year growth of up to 20.3%. A stark difference in growth compared to its American counterpart Tesla, Inc. (NASDAQ:TSLA), which saw an 11.7% decline in revenue, year-over-year.
Unlike Tesla, Nio is deep in the red. In 2024, the company saw a net loss of $3.15 billion, with a net margin of -34.47%. However, Morgan Stanley expects the Q3 net loss to narrow to about 5.5 billion yuan ($766 million) from 6.9 billion yuan ($947 million) in Q1. The company spends heavily on R&D towards building its own autonomous vehicles. In Q1, the company reported R&D expenses of 3.18 billion renminbi or $438.4 million, which explains nearly half of its net loss for Q1.
9. Vital Farms Inc. (NASDAQ:VITL)
5-Year Average Revenue Growth: 29.25%
Number of Hedge Fund Holders: 22
Market Cap: $2.16 billion
Vital Farms, Inc. (NASDAQ:VITL) is one of the best high growth consumer stocks to buy now. On August 11, DA Davidson maintained its Buy rating on Vital Farms, Inc. (NASDAQ:VITL), while raising the price target from $51 to $52. That is an implied upside of 7.2%, from the current market price of $48.51. The stock has risen over 33% since reporting its Q2 earnings.
According to DA Davidson, the setup for the stock remains compelling heading into the second half of the year. DA Davidson noted high earnings visibility, evident in last quarter’s results, and added that easing supply constraints and inventory tightness should further support growth.
The company continues to grow at a robust pace. The company reported revenue of $184.77 million in Q2, a 25.36% year-over-year growth, comfortably beating analysts’ estimates of $170.84 million. However, analysts contend that the growth may not be sustainable, given that its “pasture-raised” eggs may be easily mimicable.
Nonetheless, the company has built a brand around its reputation for sourcing ethically. The company has been building on this by reducing landfill waste. Vital Farms, Inc. (NASDAQ:VITL) has expanded on its ethical sourcing reputation by reducing landfill waste, improving soil health, and working to enhance the broader ecosystem around egg farming.