In this article, we’ll look at the 11 Best High Growth Consumer Stocks to Buy Right Now.
High-growth consumer stocks are in focus as asset managers point to a more resilient demand backdrop than many expected. In its Quarterly Market Update: First Quarter 2026, Fidelity wrote that “US consumer spending remained stable during Q4, supported by positive real wage growth and strong household balance sheets.”
Bank of America Institute’s monthly consumer snapshot described 2026’s narrative as “resilient”, highlighting that even amid uneven segments, spending, wages, and income continue to grow for both higher-and lower-income groups. That sets up a backdrop where companies positioned to capture broad-based demand could deliver differentiated growth.
Looking more broadly at asset manager outlooks, Macquarie Asset Management expects “a supportive backdrop for asset prices and returns, underpinned by resilient consumer spending in developed markets.” If developed market consumers continue to spend despite rate volatility and shifting trade dynamics, companies with strong brands, pricing power, and category leadership are positioned to translate that resilience into sustained revenue growth.
With spending momentum intact, investors are increasingly looking for companies that can translate resilient consumer spending into strong topline expansion. Against that backdrop, we’ll look at 11 Best High-Growth Consumer Stocks to Buy Right Now.
Our Methodology
To identify the 11 Best High-Growth Consumer Stocks to Buy Right Now, we used the Finviz screener to generate a list of consumer stocks with an EPS growth of at least 20% in the past 3 years and ranked the stocks according to their 3Y EPS growth. We have also included the number of hedge funds that hold the stock as of Q3 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
11. The Clorox Company (NYSE:CLX)
EPS Growth Past 3Y: 20.46%
Number of Hedge Fund Holders: 37
On February 17, 2026, Wells Fargo analyst Chris Carey raised the price target on The Clorox Company (NYSE:CLX) to $125 from $115 and maintained an Equal Weight rating. Chris Carey noted this marks the best start for Staples versus the S&P 500 on record and said Wells Fargo is refreshing price targets to reflect sector moves.
On February 13, 2026, Rothschild & Co Redburn raised the price target to $117 from $115 and kept a Neutral rating, stating that after a challenging 2025, the home and personal care sector has gained 14% in 2026, and category growth rates appear to be stabilizing. On February 4, 2026, BofA analyst Anna Lizzul raised the price target to $112 from $110 and maintained a Neutral rating after fiscal Q2 adjusted EPS came in below BofA’s estimate due to gross margin pressure from higher costs. Anna Lizzul maintained “more tepid forecasts” for the second half, citing uncertainty around improvements in consumption and margins.
On February 3, 2026, Clorox reported Q2 revenue of $1.67B, above consensus of $1.64B. Chair and CEO Linda Rendle said results were “generally in line with our expectations” and reflect continued progress against strategic priorities, supporting the company’s ability to reaffirm its fiscal year outlook despite a challenging environment. Linda Rendle added that Clorox remains focused on executing second-half plans, advancing its transformation, and expanding its leadership position in health and hygiene through the recently announced acquisition of GOJO Industries.
The Clorox Company (NYSE:CLX) manufactures and markets consumer and professional products worldwide across Health and Wellness, Household, Lifestyle, and International segments.
10. Sprouts Farmers Market, Inc. (NASDAQ:SFM)
EPS Growth Past 3Y: 21.30%
Number of Hedge Fund Holders: 53
On February 18, 2026, UBS lowered its price target on Sprouts Farmers Market, Inc. (NASDAQ:SFM) to $75 from $108 previously and maintained a Neutral rating. UBS said the company is structurally stronger than pre-COVID, but prior growth was driven by a unique 2023-2025 tailwind including easy comparisons, trade-down dynamics, natural and organic demand, and strategic maturation, which has shifted to tougher comps, cost-of-living pressures, and slower population growth impacting recent performance.
Also on February 18, 2026, Barclays lowered its price target on Sprouts Farmers Market, Inc. (NASDAQ:SFM) to $100 from $122 previously and kept an Overweight rating. On February 12, 2026, Wells Fargo analyst Edward Kelly lowered the price target on Sprouts Farmers Market, Inc. (NASDAQ:SFM) to $110 from $135 previously and maintained an Overweight rating, stating that the set-up into earnings looks mixed. Edward Kelly expects fourth-quarter results to be in line but anticipates a below-Street FY26 guide with soft first-half same-store sales, while still seeing the foundation for a second-half recovery.
Sprouts Farmers Market, Inc. (NASDAQ:SFM) operates retail stores in the United States focused on fresh, natural, and organic food products.
9. Church & Dwight Co., Inc. (NYSE:CHD)
EPS Growth Past 3Y: 21.52%
Number of Hedge Fund Holders: 44
On February 17, 2026, Wells Fargo raised its price target on Church & Dwight Co., Inc. (NYSE:CHD) to $110 from $105 previously and maintained an Overweight rating, noting that Staples are off to their best start versus the S&P 500 on record and that price targets are being refreshed to reflect sector moves.
On February 13, 2026, Rothschild & Co Redburn analyst Edward Lewis upgraded Church & Dwight to Neutral from Sell and raised the price target to $91 from $81. Edward Lewis said the prior cautious stance was based on expectations of slowing growth that were not adequately reflected in the stock’s premium valuation and added that the firm has become more constructive at current valuation levels.
On February 2, 2026, BofA raised its price target on Church & Dwight Co., Inc. (NYSE:CHD) to $115 from $105 previously and maintained a Buy rating following the company’s analyst day after Q4 earnings. BofA believes a higher multiple is justified for consistent volume growth supported by innovation and low risk of private label trade-down, with minimal tariff risk, and also sees potential for strategic acquisitions in the near term.
On January 30, 2026, Church & Dwight reported Q4 revenue of $1.64B, in line with the consensus of $1.64B. CEO Rick Dierker said, “In a mixed consumer and macroeconomic environment, we are pleased to deliver another year of industry-leading results,” citing continued dollar and volume share gains and strong cash flow generation. Rick Dierker noted that after repositioning the portfolio by exiting the VMS, FLAWLESS, SPINBRUSH, and WATERPIK showerhead businesses, U.S. consumption growth for 2025 was 3.5% excluding the exited businesses, compared to 0.9% on a reported basis, and said the company is positioned for stronger organic growth.
Church & Dwight Co., Inc. (NYSE:CHD) develops, manufactures, and markets household, personal care, and specialty products across its Consumer Domestic, Consumer International, and Specialty Products Division segments.
8. Birkenstock Holding plc (NYSE:BIRK)
EPS Growth Past 3Y: 23.02%
Number of Hedge Fund Holders: 40
On February 13, 2026, Deutsche Bank lowered its price target on Birkenstock Holding plc (NYSE:BIRK) to $49 from $50 and maintained a Buy rating.
On February 12, 2026, Birkenstock Holding plc (NYSE:BIRK) reported Q1 revenue of EUR 401.9M compared to EUR 361.72M last year. CEO Oliver Reichert said results reflected “continued strong demand for our brand throughout the important holiday season” and reiterated the company’s three-year plan targeting 13-15% revenue growth in constant currency and 30%+ EBITDA margin. Oliver Reichert added that the vertically integrated supply chain is “capacity constrained by design” and that the company will steer the business by geography, channel, and product to maximize profit per pair and maintain brand equity.
On February 3, 2025, Williams Trading upgraded Birkenstock Holding plc (NYSE:BIRK) to Buy from Hold with an unchanged $49 price target, stating that there were few surprises from the recent Capital Markets Day and that the upgrade was based “purely on valuation.”
Birkenstock Holding plc (NYSE:BIRK) manufactures and sells footwear, skincare products, and accessories globally through e-commerce, retail stores, and wholesale channels.
7. Smithfield Foods, Inc. (NASDAQ:SFD)
EPS Growth Past 3Y: 26.39%
Number of Hedge Fund Holders: 44
On February 16, 2026, Smithfield Foods, Inc. (NASDAQ:SFD) announced it had initiated the approval process to build a new state-of-the-art packaged meats and fresh pork processing facility in Sioux Falls, South Dakota. The proposed facility, subject to permitting and other regulatory and design approvals, will be constructed in Foundation Park, a 1,000+-acre heavy industrial park in northwest Sioux Falls, and will replace the company’s existing plant. Smithfield currently employs 3,200 people in Sioux Falls, pays approximately $200M in annual wages, and supports thousands of indirect jobs across agriculture and related sectors.
On January 21, 2026, Smithfield Foods and Nathan’s Famous (NATH) entered into a definitive merger agreement under which Smithfield will acquire all outstanding shares of Nathan’s Famous for $102.00 per share in cash, representing an enterprise value of approximately $450M. The transaction values Nathan’s at approximately 12.4x LTM adjusted EBITDA and about 10.0x post-synergies. Smithfield expects to achieve approximately $9M in annual cost synergies by the second anniversary of closing, and the acquisition is expected to be immediately accretive to adjusted diluted EPS from continuing operations attributable to Smithfield. The deal will be funded with cash on hand, is not subject to a financing contingency, and is expected to close in the first half of 2026, subject to stockholder approval, regulatory clearances, including Hart-Scott-Rodino and CFIUS, and other customary conditions. The agreement allows Nathan’s Famous to declare and pay two regular quarterly cash dividends prior to closing.
Smithfield Foods, Inc. (NASDAQ:SFD) produces packaged meats and fresh pork in the United States and internationally through its Packaged Meats segment, serving retail and foodservice customers.
6. Oatly Group AB (NASDAQ:OTLY)
EPS Growth Past 3Y: 27.47%
Number of Hedge Fund Holders: 4
On February 17, 2026, Morgan Stanley lowered its price target on Oatly Group AB (NASDAQ:OTLY) to $14.50 from $16 and maintained an Equal Weight rating following the company’s Q4 report, updating its model accordingly.
On February 11, 2026, Oatly Group AB (NASDAQ:OTLY) reported fourth-quarter revenue of $233.779M, above the consensus of $216.05M. CEO Jean-Christophe Flatin said the company delivered “profitable growth in both the fourth quarter and the full year,” reflecting actions taken over the past three years to strengthen the business foundation. Jean-Christophe Flatin cited a right-sized supply chain and overhead structure alongside reinvestment behind a refreshed growth strategy, noting growth in fully deployed markets and improved profitability and cash flow across the business.
For 2026, Oatly Group AB (NASDAQ:OTLY) expects constant currency revenue growth of +3% to +5%, Adjusted EBITDA of $25 million to $35 million, and capital expenditures of $20 million to $30 million.
Oatly Group AB (NASDAQ:OTLY) produces and sells plant-based dairy products made from oats across Europe, North America, Asia, and other international markets.
5. The Cheesecake Factory Incorporated (NASDAQ:CAKE)
EPS Growth Past 3Y: 46.76%
Number of Hedge Fund Holders: 28
On February 18, 2026, The Cheesecake Factory Incorporated (NASDAQ:CAKE) reported Q4 revenue of $961.6M, above consensus of $948.89M, while comparable restaurant sales at The Cheesecake Factory locations declined 2.2% year over year in fiscal Q4 2025. Chairman and CEO David Overton said the company delivered “solid fourth quarter and full-year results” and generated record annual revenue supported by 25 new restaurant openings. David Overton added that revenue finished within the expected range despite a challenging operating environment, with margins and adjusted diluted EPS toward the higher end of expectations, citing improvements in labor productivity, wage management, retention, and guest satisfaction.
On February 12, 2026, Mizuho analyst Nick Setyan raised the price target on The Cheesecake Factory Incorporated (NASDAQ:CAKE) to $70 from $65 previously and maintained an Outperform rating. On February 9, 2026, Citi raised its price target on The Cheesecake Factory Incorporated (NASDAQ:CAKE) to $72 from $65 previously and kept a Buy rating on the shares.
The Cheesecake Factory Incorporated (NASDAQ:CAKE) operates and licenses restaurant brands, including The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts, and produces baked goods through its bakery operations.
4. Wingstop Inc. (NASDAQ:WING)
EPS Growth Past 3Y: 52.03%
Number of Hedge Fund Holders: 39
On February 18, 2026, Goldman Sachs raised its price target on Wingstop Inc. (NASDAQ:WING) to $335 from $315 and maintained a Buy rating following a Q4 earnings beat. Goldman Sachs cited better-than-expected Q4 comps and restaurant-level margins of 24.4%, representing approximately 200 basis points of year-over-year expansion, partially driven by lower bone-in chicken wing costs.
Also on February 18, 2026, TD Cowen modestly raised its 2026 same-store sales forecast to up 0.5% from down 0.5% after what TD Cowen described as “better than feared” Q4 results, but maintained a Hold rating and $285 price target. TD Cowen said “underlying challenges persist” and sees risk of guidance “proving too optimistic,” similar to the dynamic seen in 2025.
On February 18, 2026, Wingstop reported Q4 revenue of $175.7M, compared to consensus of $177.36M, and system-wide sales of $1.3B, up 9.3% versus 2024. President and CEO Michael Skipworth said the company opened 493 net new restaurants and expanded into six new international markets, while implementing the Wingstop Smart Kitchen across all 2,586 domestic restaurants in 10 months. Michael Skipworth also highlighted 15% Adjusted EBITDA growth in 2025 and reiterated the vision of reaching more than 10,000 restaurants globally.
Wingstop Inc. (NASDAQ:WING) franchises and operates Wingstop restaurants across the United States and several international markets.
3. The Vita Coco Company, Inc. (NASDAQ:COCO)
EPS Growth Past 3Y: 104.43%
Number of Hedge Fund Holders: 28
On February 18, 2026, The Vita Coco Company, Inc. (NASDAQ:COCO) reported Q4 revenue of $128M, above consensus of $119.21M. Co-Founder and Executive Chairman Michael Kirban said the coconut water category remains “one of the fastest growing beverage categories” and that Vita Coco retail sales are growing at healthy rates in the United States and core international markets. Michael Kirban added that growth is being supported by investments as category leader, increased household penetration, new consumption occasions, and supply chain performance, and expressed confidence in 2026 expectations.
For the full year 2026, the company expects net sales between $680 million and $700 million, driven by projected Vita Coco Coconut Water growth in the low teens and improvements in Private Label trends. Gross margin is expected to be approximately 38%, benefiting from lower cost of goods due to reduced tariffs and higher pricing, partially offset by adverse product mix and increased branded promotion and incentives. SG&A expenses are expected to rise mid to high single digits versus 2025, and Adjusted EBITDA is projected in the range of $122 million to $128 million.
The Vita Coco Company, Inc. (NASDAQ:COCO) develops and distributes coconut water and related products under the Vita Coco brand and other beverage brands internationally.
2. Mohawk Industries, Inc. (NYSE:MHK)
EPS Growth Past 3Y: 146.88%
Number of Hedge Fund Holders: 40
On February 17, 2026, Truist analyst Keith Hughes raised the price target on Mohawk Industries, Inc. (NYSE:MHK) to $155 from $148 and maintained a Buy rating. Keith Hughes cited mixed quarterly results with demand remaining weak, though Remove/Replace trends were somewhat better than new construction. Keith Hughes added that the stock has experienced a dramatic multiple contraction and that substantial share repurchases could begin to shift the narrative.
Also on February 17, 2026, RBC Capital raised its price target to $135 from $122 and kept a Sector Perform rating following a Q4 earnings beat, noting that management’s outlook assumes a second-half volume recovery that remains elusive, while valuation appears relatively inexpensive. Evercore ISI raised its price target the same day to $143 from $118 and maintained an In Line rating after updating estimates post Q4.
On February 17, 2026, Evercore ISI raised the firm’s price target on Mohawk Industries to $143 from $118 and kept an In Line rating on the shares. The firm updated its estimates following the company’s Q4 report.
On February 12, 2026, Mohawk reported Q4 revenue of $2.7B, above consensus of $2.68B. Chairman and CEO Jeff Lorberbaum said results were “in line with our expectations,” with earnings benefiting from productivity, restructuring initiatives, product mix, and lower interest expense, partially offset by pricing pressure and higher input costs. Jeff Lorberbaum noted stable commercial demand but continued weakness in U.S. housing turnover and new construction. For the year, the company generated approximately $621 million in free cash flow and repurchased about 1.3 million shares for approximately $150 million
Mohawk Industries, Inc. (NYSE:MHK) designs, manufactures, and markets flooring products across residential remodeling, commercial, and new construction channels globally.
1. Celsius Holdings, Inc. (NASDAQ:CELH)
EPS Growth Past 3Y: 199.19%
Number of Hedge Fund Holders: 58
On February 11, 2026, Celsius Holdings, Inc. (NASDAQ:CELH) announced the appointment of Christy Jacoby and John Short to its Board of Directors following the resignation of Israel Kontorovsky and Michael Del Pozzo, effective immediately. Jacoby and Short were nominated by PepsiCo, Inc. Christy Jacoby currently serves as Senior Vice President and Chief Financial Officer of PepsiCo (PEP) North America Operations, overseeing financial strategy and performance across PepsiCo’s approximately $40 billion foods and beverages business, including Frito Lay, Quaker North America, and Pepsi Beverages, and brings more than two decades of finance and operational leadership experience across the company’s global organization.
On February 9, 2026, Roth Capital analyst Sean McGowan maintained a Buy rating and $65 price target, citing “encouraging” Q4 retail scan data with category sales growing low-to-mid-teens year over year. Sean McGowan said the data show the Celsius brand holding share despite tougher comparisons, while Alani Nu continues to grow faster than any other major energy drink brand and gain share. On January 29, 2026, JPMorgan raised its price target on Celsius Holdings, Inc. (NASDAQ:CELH) to $77 from $68 and maintained an Overweight rating as part of a Q4 earnings preview, pointing to a solid setup with potential upside to estimates and valuation multiples. JPMorgan said Celsius should benefit in 2026 from category captaincy under its expanded partnership with PepsiCo, while Alani Nu benefits from ramping distribution.
Celsius Holdings, Inc. (NASDAQ:CELH) develops, processes, manufactures, markets, sells, and distributes functional energy drinks in the United States, North America, Europe, the Asia Pacific, and internationally.
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