Group 1: Amazon - Amazon could face impacts from tariffs, potentially leading to inflation or recession, which may reduce e-commerce activity and increase costs for sellers [2] - Despite a challenging economic environment, Amazon's stock has declined this year, presenting a buying opportunity for investors [3] - The company has strengths such as a focus on customer service, strong cash flow, and growth opportunities in cloud computing and artificial intelligence [5] - Tariffs will not directly affect Amazon's cloud services, and the company benefits from a strong brand and network effects, making it a solid long-term investment [6] Group 2: Cava Group - Cava Group has seen significant revenue growth, with a 33.1% year-over-year increase to $954.3 million and adjusted net income rising to $50.2 million [8] - The stock has declined due to concerns over slowing growth and high valuation metrics, with a forward price-to-sales ratio of 8.6 [9] - Despite the decline, Cava continues to expand, with a 19% year-over-year increase in restaurant count and a digital revenue mix of 36.4% [10][11] - The stock is currently more attractive for investors, given its long-term growth potential and adaptation to modern trends [11]
Trump's Tariffs: 2 Growth Stocks That Are No-Brainer Buys on the Dip