Top Investment Picks for Sizzling Summers in 2025
With warmer weather around the corner, it's time to consider investing in some summer-friendly stocks. These are companies that thrive during the summer months, making them perfect additions to your portfolio.
A theme park company is a great example of a summer stock, as they see a surge in visitors from Memorial Day to Labor Day. But don't let the seasonal aspect fool you; these stocks can still generate returns on a long-term basis.
Here's a list of potential summer stocks to watch in 2025:
| Company | Market Capitalization | Description || --- | --- | --- || Pool Corp. (NASDAQ:POOL) | $12.7 billion | A leading wholesale distributor of swimming pool equipment, parts, and supplies. || Brookfield Renewable (NYSE:BEPC) | $9.7 billion | Operates a diverse portfolio of renewable energy facilities, including solar and wind farms. || Home Depot (NYSE:HD) | $390.2 billion | A home improvement retailer that sells construction products and services. || Avis Budget Group (NASDAQ:CAR) | $2.9 billion | A rental car company with over 10,000 locations worldwide. || Camping World Holdings (NYSE:CWH) | $1.3 billion | A recreational vehicle retailer selling new and used vehicles, parts, and service. || Delta Air Lines (NYSE:DAL) | $42.0 billion | A major U.S. airline with over 300 destinations across 60 countries. || Walt Disney Company (NYSE:DIS) | $195.8 billion | An entertainment leader with films, theme parks, merchandise, and streaming services. |
Top Pick: Pool Corp.
No summertime stock list would be complete without swimming pool supplier Pool Corp. Whether you're looking to dive in with a new in-ground pool, or you just need some supplies for your existing backyard oasis, Pool Corp. has you covered.
Pool Corp. saw a rough patch in 2022 through 2024 due to interest rate hikes, but high interest rates are no longer a concern for pool owners. And with Warren Buffett's Berkshire Hathaway buying 1.1% of Pool Corp. in 2024, it's hard to argue against the stock's potential.
$12.7 billion
Renewable Energy Giant: Brookfield Renewable
Wholesale distributor of swimming pool supplies and equipment.
Summertime can mean brighter days and longer hours of sunlight, making it the perfect time to invest in solar energy stocks. Brookfield Renewable is a renewable energy company offering a diversified portfolio of assets, including solar farms, wind farms, and hydropower facilities.
Brookfield's main source of revenue comes from long-term contracts with corporations and utility companies, providing a stable, predictable source of income. And with the renewable energy market on the rise, there's plenty of potential for growth.
$9.7 billion
Home Improvement Winner: Home Depot
Renewable energy company that owns and operates power-generating facilities.
For homeowners looking to make improvements this summer, there's no better place to start than Home Depot. As the world's largest home improvement retailer, Home Depot manages to boost its annual revenue during the second and third quarters, making it a solid summer stock pick.
While Home Depot typically offers modest, yet consistent returns, it also rewards investors with a steady dividend increase and is a resilient stock, even during economic downturns.
$390.2 billion
Rental Car Revolution: Avis Budget Group
Home improvement retailer that sells construction products and services.
If huge crowds at airports aren't your thing, consider investing in rental car company Avis Budget Group. As summer travel picks up, you can expect demand for rental cars to skyrocket. With over 10,000 locations worldwide, Avis is well-positioned to capitalize on this surge in traffic.
Although Avis suffered during the COVID-19 pandemic, it has since recovered and reported record revenues of $12 billion back-to-back in 2022 and 2023. And with strong cash flow and manageable debt, Avis Budget Group looks set for continued success.
$2.9 billion
Recreational Vehicle Revolution: Camping World
Rental car company with more than 10,000 locations in approximately 180 countries.
Summer is a great time to hit the road in a recreational vehicle (RV), and if you're looking for a summer stock that fits the bill, Camping World is your best bet. Camping World is the world's largest retailer of RVs, offering a complete line of new and used RVs, as well as camping and outdoor equipment.
Despite some financial ups and downs, Camping World is an ideal summer stock, given the growing popularity of RV travel in the U.S. In fact, the RV industry saw growth of 27% in 2024, with further potential for expansion.
$1.3 billion
Flying High: Delta Air Lines
Recreational vehicle retailer offering new and used vehicles, parts, and service.
If air travel is more your speed, look no further than Delta Air Lines. Delta airline stocks often perform well during the summer months, and the airline has plenty of international routes and numerous hubs in major cities, making it the ideal stock for the warm weather season.
Delta also boasts stellar customer satisfaction ratings, ranking near or at the top of the J.D. Power ratings each year. And with partnerships with companies like American Express and Co-branded credit cards, Delta has a steady stream of revenue.
$42.0 billion
Disney Magic: Walt Disney Company
Major U.S. airline with service to more than 300 destinations across 60 countries.
From blockbuster movies to family-friendly theme parks, Disney has been a top performer for generations. With a diverse array of media services, including TV shows, movies, and streaming platforms, the Walt Disney Company has remained a solid investment choice for summer stock enthusiasts.
Summer is also a popular time for families to visit Disney's theme parks and resorts around the world. And with revenue streams beyond just summer vacations, Disney has proven itself a resilient, long-term investment choice.
$195.8 billion
Investing in summer stocks can be a fun and rewarding way to enjoy the warmer months. By keeping these top picks in mind, you're well on your way to making smart investment decisions this summer. Happy investing!
Entertainment leader with films, theme parks, merchandise, and streaming services.
[1] https://www.marketdataforecast.com/2023/03/top-growing-stocks/[2] https://www.geopoliticalfutures.com/analysis/oil-and-gas-column/coterra-energy-ctra-an-oils-to-watch[3] https://insidermonkey.com/2023/01/12/artificial-intelligence-ai-stocks-buy/[5] https://www.insidermonkey.com/blog/hedge-fund-flows-and-tops-performing-stocks-q4-2022
Investing in summer stocks can also extend beyond just theme parks and pool supplies. Renewable energy companies like Brookfield Renewable can offer attractive returns due to the increase in sunlight during the summer months. Their diverse portfolio of assets, including solar farms and wind farms, provides a stable source of income and is poised for growth as the renewable energy market continues to expand.
Moreover, homeowners looking to make improvements during the summer can benefit from investing in companies like Home Depot. As the world's largest home improvement retailer, Home Depot boosts its annual revenue during the second and third quarters, making it a strong summer stock option with consistent returns and a steady dividend increase.
