Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTJohn Ballard, The Motley FoolSun, June 14, 2026 at 7:20 PM GMT+2 5 min readConsumer goods companies have reported mixed results. Inflation and other macroeconomic headwinds have made it difficult to drive sales growth. But a few are still growing, suggesting a huge opportunity.Tapestry (NYSE: TPR), On Holding (NYSE: ONON), and SharkNinja (NYSE: SN) have delivered consistent double-digit sales increases over the past few years. These companies are not just riding hot trends; they are building durable growth through strong brand power and execution, and their modest valuations leave room for upside in 2026 and beyond.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »Image source: Getty Images.1. TapestryTapestry just reported another impressive quarter of growth. The owner of brands Coach and Kate Spade beat expectations in the recent quarter, with pro forma net sales surging 25% year over year and adjusted earnings up 62%.Management is making the right decisions to generate long-term shareholder returns. Last year, it sold the Stuart Weitzman business. This freed up resources to invest in Coach, which makes up 88% of Tapestry's total sales. Over the past three years, the company's gross profit margin has steadily improved, a clear sign of the brand strength and pricing power of its biggest brand.It is winning big with Gen Z and gaining market share across North America, Europe, and China. The marketing strategy is working, as management aims to build emotional connections with customers. Tapestry is seeing more customers make repeat purchases, increasing lifetime value and returns on marketing spending.Overall, it's impressive for any apparel or luxury goods maker to report 20%-plus sales growth in a challenging environment, where consumers are still dealing with higher prices for groceries and gas. Analysts expect adjusted earnings per share to grow 13% on an annualized basis over the coming years, with recent estimates increasing. In this context, the stock looks compelling, trading at a reasonable forward price-to-earnings (P/E) ratio of 18.2. On HoldingAnother consumer goods stock delivering strong growth in a tough environment is On Holding. The fast-growing footwear brand is now in more than 90 countries but continues to deliver exceptional growth, with constant-currency revenue surging 26% year over year in the first quarter.On is building durable growth and strong brand awareness. Gross margin increased four percentage points over the past year to 64.2% in Q1 2026. This increase shows it is driving more full-price sales and not resorting to discounts to boost demand.Terms and Privacy PolicyPrivacy & Cookie SettingsMore Info