Key Takeaways
Take-Two Interactive is set for explosive growth with Grand Theft Auto VI and strong recurring revenue streams.
On Holding continues to disrupt the activewear market with premium appeal and global expansion.
Lululemon Athletica, despite setbacks, has strong international growth potential and trades at a bargain valuation.
Why Long-Term Investors Should Pay Attention
Spotting tomorrow’s winners requires a long-term perspective. If you’re investing with a 5+ year horizon, you want to find companies riding powerful growth tailwinds. Here are three stocks that could potentially double your money by 2030.
Take-Two Interactive is one of the world’s leading video game publishers, best known for the Grand Theft Auto and NBA 2K franchises.
Massive release ahead: GTA VI is set for May 2026, expected to drive record-breaking sales.
Recurring revenue strength: 83% of revenue comes from in-game spending and add-ons, growing 17% YoY.
Analyst projections: Revenue could hit $9.2 billion in FY27 with annualized earnings growth of 42%.
Valuation: Trades at a reasonable 27x forward P/E, making a potential double by 2030 realistic.
Swiss-based On Holding is disrupting the sportswear market dominated by Nike, Adidas, and Lululemon.
Low market penetration: Despite strong demand, brand awareness is still in early stages globally (e.g., only 6% in NYC).
Growth strategy: Focus on innovation, global expansion, and direct-to-consumer channels.
Financials: Q2 sales jumped 38% YoY, with direct-to-consumer sales up 54%. Gross margin is industry-leading at 61.6%.
Outlook: With a targeted CAGR of 26% through 2030, revenue could triple — giving investors a chance at massive returns.
Lululemon Athletica (NASDAQ: LULU) – A Beaten-Down Growth Gem
Lululemon has faced challenges in 2024, including slowing U.S. sales and shifting fashion trends. Shares are down 57% YTD, making it one of the worst performers on the S&P 500.
Valuation reset: Now trades at a forward P/E of just 13, offering deep value.
Growth drivers: Rapid expansion in China (25% Q2 revenue growth), new product innovations, and global store openings.
Long-term potential: If demand stabilizes, doubling by 2030 would only recover part of its recent losses.
Final Thoughts
While past performance never guarantees future results, Take-Two, On Holding, and Lululemon all have strong catalysts that could fuel significant growth by 2030.
Investors should always diversify and consider risks, but these three companies show monster potential for long-term portfolios.
Disclaimer
This article is for informational purposes only and does not constitute financial advice. Market investments carry risk. Please conduct your own research or consult a licensed advisor before making any investment decisions.