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Image source: Getty Images.<\/p>\n
1. Shopify: The other e-commerce giant<\/p>\n
Amazon garners a lot of attention thanks to its incredible hold on U.S. e-commerce, with a market share of around 38%. Walmart, in the No. 2 spot, only has a market share of about 6%. Shopify’s share isn’t usually factored in because it doesn’t sell products — it offers other sellers the tools to build and run their own e-commerce platforms. However, if you factor its gross merchandise volume (GMV) into the discussion, it’s responsible for a tremendous portion of e-commerce that would put it close to Amazon. For example, in the 2025 first quarter, Amazon’s online stores sales increased 5% over last year, and third-party sales increased 6%, with a total of $94 billion for both. Shopify’s GMV increased 23% over last year to $75 billion. Since its GMV is growing at a faster rate than Amazon’s e-commerce sales, it could get even closer to being the top e-commerce provider in the country.<\/p>\n
E-commerce is also growing as a percentage of retail sales again, and more companies are either creating digital presences or expanding their existing ones. As the leading e-commerce services provider in the U.S., that’s a natural growth driver for Shopify’s business.<\/p>\n
But Shopify has become so much more than e-commerce. Today, it provides its clients with a full suite of commerce services that span omnichannel shopping. It’s way past the days of just offering websites for small businesses; now, it offers single components as well as complete packages that include order management, payment processing, marketing, and analytics, and more. It’s also inking partnerships with most of the major commerce providers, including Amazon, which offers Shopify merchants easy integration with an Amazon store and the ability to control both from one dashboard, as well as the option to use Buy With Prime on Shopify sites. Shop Pay has become one of the most popular shopping apps, with a 57% year-over-year increase in GMV in the first quarter. This full platform appeals to the large enterprise market, and clients in that category have big budgets, which is also driving the company’s growth.<\/p>\n
Shopify stock is up 20% this year, and it isn’t cheap, trading at a forward 1-year P\/E ratio<\/a> of 71 and a price-to-sales ratio<\/a> of 18. Investors are giving it that premium largely because they see its potential. That could be setting it up for a correction at some point, but nobody can reliably time the market, and it’s not wise to try. If you buy Shopify stock now and hold it for many years, you’re likely to see your investment reward you many times over.<\/p>\n 2. On Holding: The new premium athletic uniform<\/p>\n On Holding is an up-and-coming luxury athletic apparel company that has become a real competitor in a field that has come to be dominated by a few top names. It’s still relatively small, with just $2.8 billion in trailing 12-month revenue, but it’s growing faster than the major players.<\/p>\n It began as a footwear company, launching a uniquely designed shoe with a sole full of holes that is supposed to be like walking on a cloud. In fact, it calls its flagship shoes “On Cloud,” and most of its footwear has some sort of take on that theme, with shoes such as Cloudsurfer and Cloudmonster. It charges premium prices for its products, and it has built an almost cult-like following in many upscale communities.<\/p>\n Its affluent target market is more resilient than the average mass-market consumer, which is why On Holding continues to churn out high sales growth even at a time when many of its competitors are feeling pressure on their sales due to macroeconomic headwinds. Its high pricing is also why it has the highest gross margins<\/a> in the business. In the first quarter, its sales increased 40% year over year (on a currency-neutral basis), and its gross margin expanded from 59.7% to 59.9%. Compare that to similar premium athletic wear names like Nike, Lululemon Athletica, and Adidas.<\/p>\n NKE Gross Profit Margin (Quarterly)<\/a> data by YCharts<\/a><\/p>\n On Holding stock isn’t cheap, but trading at a forward 1-year P\/E ratio of 33 and a price-to-sales ratio of 12, it looks well-priced considering its performance and potential. On Holding could be a massive market-beater over the next few years.<\/p>\n Don\u2019t miss this second chance at a potentially lucrative opportunity<\/p>\n Ever feel like you missed the boat in buying the most successful stocks? Then you\u2019ll want to hear this.<\/p>\n On rare occasions, our expert team of analysts issues a \u201cDouble Down\u201d stock<\/a> recommendation for companies that they think are about to pop. If you\u2019re worried you\u2019ve already missed your chance to invest, now is the best time to buy before it\u2019s too late. And the numbers speak for themselves:<\/p>\n Nvidia:if you invested $1,000 when we doubled down in 2009,you\u2019d have $450,583!*Apple: if you invested $1,000 when we doubled down in 2008, you\u2019d have $40,580!*Netflix: if you invested $1,000 when we doubled down in 2004, you\u2019d have $636,774!*<\/p>\n Right now, we\u2019re issuing \u201cDouble Down\u201d alerts for three incredible companies, available when you joinStock Advisor, and there may not be another chance like this anytime soon.<\/p>\n See the 3 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of July 21, 2025<\/p>\n Jennifer Saibil<\/a> has positions in On Holding and Walmart. The Motley Fool has positions in and recommends Amazon, Lululemon Athletica Inc., Nike, Shopify, and Walmart. The Motley Fool recommends On Holding. The Motley Fool has a disclosure policy<\/a>.<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":"Key Points After taking a tariff-induced breather for a few months earlier this year, the market is back…\n","protected":false},"author":2,"featured_media":25166,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[45,161,49,48,46,133,1828,1829,1830,1831,100,1836,1835,1834,1832,1833,1837],"class_list":["post-25165","post","type-post","status-publish","format-standard","has-post-thumbnail","category-markets","tag-business","tag-business-news","tag-ca","tag-canada","tag-economy","tag-finance","tag-financial-information","tag-investing","tag-investor","tag-market-news","tag-markets","tag-motley-fool","tag-press-releases","tag-sedar","tag-stock-research","tag-stock-valuation","tag-the-globe-and-mail"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/25165","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=25165"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/25165\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/25166"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=25165"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=25165"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=25165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"NKE](\"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/6d5d7a4d07cb785512bd2a3d0827911b\/%3Furl%3Dhttps%253a%252f%252fmedia.ycharts.com%252fcharts%252f84ae26f78a766d4e66f4833ea9695045.png%26amp%3Bw%3D700\"\/)
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