John Ballard, Jeremy Bowman, and Jennifer Saibil, The Motley Fool

Sat, Jun 7, 2025, 5:00 AM6 min read

• Shopify is benefiting from organic growth in e-commerce, and it's aiding that by expanding its addressable market in multiple ways.

• Cava stock's recent dip offers a great opportunity to invest in this fast-growing restaurant business.

• After years of setbacks, the pieces are in place for a recovery at Nike.

• 10 stocks we like better than Shopify ›

Investors can set themselves up for life with a portfolio of well-chosen growth stocks. Investing in companies that are likely to be earning substantially higher revenue and profits in 10 years than they are today will help you multiply your savings.

To give you some ideas, three Fool.com contributors recently selected three stocks that they believe are positioned to deliver excellent returns in the coming years. Here's why they like Shopify (NASDAQ: SHOP), Cava Group (NYSE: CAVA), and Nike (NYSE: NKE).

Jennifer Saibil (Shopify): Shopify is the largest e-commerce services provider in the U.S., with about 30% of the market, according to Statista. That gives it a strong moat against the competition, and it's constantly releasing new features and tools to satisfy demand and keep its top position.

The company has developed a complete ecosystem offering everything an omnichannel retailer needs to operate. It has moved way past its origins as an e-commerce website developer to offer full commerce services, from back-end management systems to point-of-sale devices for physical retailers.

Merchant clients can sign up for whole packages or individual components. That gives it access to large leading companies that might need specific services, and it counts businesses like Kraft Heinz and Mattel as clients. It also has partnerships with major tech players like Amazon and Meta Platforms.

Not only has business been good, but revenue also grew in the 2025 first quarter by 27% year over year. It's now been eight quarters of revenue growth above 25%, and profits are also on the rise. Operating income nearly doubled in the first quarter, and free-cash-flow margin expanded from 12% to 15%.

Management sees a long runway. E-commerce is still increasing as a percentage of retail sales, providing organic growth opportunities for years. According to eMarketer, e-commerce made up 20.3% of sales last year, and it's expected to increase to 23% by 2027. That represents trillions of dollars, and a large chunk of that will end up in Shopify's system as its millions of merchants benefit.

It has many other growth drivers. Its merchants get stronger with time, and that's true across different time periods. Barriers to entry for entrepreneurs continue to come down, and more small businesses create new opportunities for Shopify as the leader in e-commerce. It's expanding its addressable market through increasing its product line, its geographies, and the size of its clients. And its market opportunity increased from $46 billion when it started in 2015 to almost $900 billion by 2023.