Validea's Top Consumer Discretionary Stocks Based On Martin Zweig - 8/12/2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 12 2025
0mins
Source: NASDAQ.COM
Top Rated Consumer Discretionary Stocks: Validea's Growth Investor model highlights SONY GROUP CORP and LEVI STRAUSS & CO as top-rated stocks with a score of 77%, indicating strong fundamentals and reasonable valuations, while TRAVEL + LEISURE CO, ARHAUS INC, and JD.COM INC received lower ratings around 69%.
Investment Strategy Overview: The analysis is based on Martin Zweig's strategy focusing on growth stocks with accelerating earnings, sales growth, low debt, and reasonable valuations, aiming to identify potential investment opportunities in the consumer discretionary sector.
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Analyst Views on TNL
Wall Street analysts forecast TNL stock price to rise
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 72.220
Low
65.14
Averages
72.68
High
80.00
Current: 72.220
Low
65.14
Averages
72.68
High
80.00
About TNL
Travel + Leisure Co. is a vacation ownership and membership travel company. The Company’s segments include Vacation Ownership and Travel and Membership. The Vacation Ownership segment develops, markets, and sells vacation ownership interests (VOIs) to individual consumers, provides consumer financing in connection with the sale of VOIs, and provides property management services at resorts. This segment includes its Vacation Ownership business line. It provides day-to-day property management services, including oversight of housekeeping services, maintenance, and certain accounting and administrative services for property owners’ associations and clubs. These services may also include reservation and resort renovation activities. Travel and Membership segment operates a variety of travel businesses, including vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals. This segment is comprised of its Exchange and Travel Club business lines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Travel + Leisure Co. Recognized as One of America's Best Large Employers
- Employer Recognition: Travel + Leisure Co. has been named one of America's Best Large Employers by Forbes for the fourth consecutive year, reflecting the company's excellence in workplace culture, compensation, and career development, thereby reinforcing its leadership position in the industry.
- Employee Satisfaction: This recognition is based on an independent survey of over 170,000 U.S. employees, where participants rated the company highly on salary, work environment, and training opportunities, indicating strong employee approval and satisfaction with the company culture.
- Business Growth Momentum: The company is experiencing strong business momentum driven by sustained leisure demand and a resilient multi-brand strategy, with employees actively executing growth initiatives such as the launch of Sports Illustrated Resorts in Nashville and Chicago, enhancing market competitiveness.
- Investment in People: Chief Human Resources Officer Kimberly Marshall emphasized the company's commitment to creating a valued and inspiring environment for employees, highlighting the importance of employee development, which further boosts loyalty and enthusiasm among the workforce.
See More
Cognizant Renews Strategic Collaboration with Travel + Leisure Co.
- Strategic Renewal: Cognizant has renewed a multi-million dollar strategic collaboration with Travel + Leisure Co. aimed at modernizing technology infrastructure and infusing AI to enhance member experiences and accelerate digital transformation.
- Technology Optimization Goals: Cognizant will leverage its hospitality domain expertise to optimize Travel + Leisure Co.'s technology ecosystem, targeting improved digital service experiences for 800,000 owner families and travel club members.
- Infrastructure Modernization: Throughout the agreement, Cognizant will assist in modernizing the application landscape, enhancing infrastructure scalability and reliability, while harnessing data- and AI-driven capabilities to meet evolving market demands.
- Aligned Vision: Sy Esfahani, CTO of Travel + Leisure Co., noted that renewing the partnership reflects the deep trust built over the years, with Cognizant's technology expertise set to propel their digital transformation and enhance service quality.
See More
Cognizant Renews Strategic Collaboration with Travel + Leisure Co.
- Strategic Renewal: Cognizant has renewed a multi-million dollar strategic collaboration with Travel + Leisure Co. to modernize technology infrastructure and infuse AI, aiming to enhance member experiences and accelerate digital transformation.
- Optimization Goals: Leveraging its hospitality expertise, Cognizant will optimize Travel + Leisure Co.'s technology ecosystem, targeting improved digital service experiences for 800,000 owner families and travel club members.
- Infrastructure Enhancement: Throughout the agreement, Cognizant will assist in modernizing the application landscape, strengthening infrastructure scalability and reliability, while harnessing data and AI-driven capabilities to improve service quality.
- Aligned Vision: Sy Esfahani, CTO of Travel + Leisure Co., emphasized that the deep collaboration and trust between the two companies will propel digital transformation, with Cognizant's technology expertise helping deliver innovative solutions at every touchpoint.
See More
Travel + Leisure Co. Opens New Global Headquarters in Orlando with Over $36 Million Investment
- Headquarters Opening Ceremony: Travel + Leisure Co. celebrated the grand opening of its new global headquarters in downtown Orlando, attracting local leaders and partners, marking a significant step in the company's evolution within the leisure travel industry.
- Enhanced Employee Experience: The new headquarters is designed to elevate employee experience by providing a flexible work environment and modern facilities, supporting over 900 associates in collaboration and innovation, thereby enhancing the company's overall competitiveness.
- Community Impact: The establishment of the new headquarters not only brings over $36 million in capital investment to the company but also contributes to Orlando's economic vitality, reinforcing the city's position as a hub for corporate leadership and talent.
- Business Growth Momentum: With sustained leisure demand and the implementation of a multi-brand strategy, Travel + Leisure Co. is actively expanding its brand portfolio, including the launch of Sports Illustrated Resorts in Nashville and Chicago, further driving business development.
See More
Leisure & Recreation Industry Sees Strong Demand, 8.7% Stock Growth
- Strong Industry Demand: The leisure and recreation industry is benefiting from robust bookings in North American and European sailings, driving overall demand growth and expected to enhance company profitability.
- Theme Parks and Live Entertainment: Theme park operators are gaining from increased visitation, with consumer spending at parks continuing to rise, indicating a strong recovery momentum in the industry.
- Digital Tools Enhancing Efficiency: The use of online booking systems and data analytics is enabling businesses to manage staffing and customer interactions more efficiently, thus maintaining profitability in a competitive market.
- Membership Models Driving Revenue Growth: Leisure operators are successfully increasing revenue per customer by offering premium options and membership services, enhancing customer loyalty and protecting profit margins.
See More
Timeshares Are Back in Style. Will Their Stocks Follow Suit?
- Timeshare Owners Seeking Escape: Timeshare owners, like other vacationers, are eager to distance themselves from the industry's negative reputation.
- Industry Revival: A revival in the timeshare industry is providing owners with new opportunities to enjoy their vacations without the associated stigma.
See More
Travel + Leisure Co. Recognized as One of America's Best Large Employers
- Employer Recognition: Travel + Leisure Co. has been named one of America's Best Large Employers by Forbes for the fourth consecutive year, reflecting the company's excellence in workplace culture, compensation, and career development, thereby reinforcing its leadership position in the industry.
- Employee Satisfaction: This recognition is based on an independent survey of over 170,000 U.S. employees, where participants rated the company highly on salary, work environment, and training opportunities, indicating strong employee approval and satisfaction with the company culture.
- Business Growth Momentum: The company is experiencing strong business momentum driven by sustained leisure demand and a resilient multi-brand strategy, with employees actively executing growth initiatives such as the launch of Sports Illustrated Resorts in Nashville and Chicago, enhancing market competitiveness.
- Investment in People: Chief Human Resources Officer Kimberly Marshall emphasized the company's commitment to creating a valued and inspiring environment for employees, highlighting the importance of employee development, which further boosts loyalty and enthusiasm among the workforce.
See More
Cognizant Renews Strategic Collaboration with Travel + Leisure Co.
- Strategic Renewal: Cognizant has renewed a multi-million dollar strategic collaboration with Travel + Leisure Co. aimed at modernizing technology infrastructure and infusing AI to enhance member experiences and accelerate digital transformation.
- Technology Optimization Goals: Cognizant will leverage its hospitality domain expertise to optimize Travel + Leisure Co.'s technology ecosystem, targeting improved digital service experiences for 800,000 owner families and travel club members.
- Infrastructure Modernization: Throughout the agreement, Cognizant will assist in modernizing the application landscape, enhancing infrastructure scalability and reliability, while harnessing data- and AI-driven capabilities to meet evolving market demands.
- Aligned Vision: Sy Esfahani, CTO of Travel + Leisure Co., noted that renewing the partnership reflects the deep trust built over the years, with Cognizant's technology expertise set to propel their digital transformation and enhance service quality.
See More
Cognizant Renews Strategic Collaboration with Travel + Leisure Co.
- Strategic Renewal: Cognizant has renewed a multi-million dollar strategic collaboration with Travel + Leisure Co. to modernize technology infrastructure and infuse AI, aiming to enhance member experiences and accelerate digital transformation.
- Optimization Goals: Leveraging its hospitality expertise, Cognizant will optimize Travel + Leisure Co.'s technology ecosystem, targeting improved digital service experiences for 800,000 owner families and travel club members.
- Infrastructure Enhancement: Throughout the agreement, Cognizant will assist in modernizing the application landscape, strengthening infrastructure scalability and reliability, while harnessing data and AI-driven capabilities to improve service quality.
- Aligned Vision: Sy Esfahani, CTO of Travel + Leisure Co., emphasized that the deep collaboration and trust between the two companies will propel digital transformation, with Cognizant's technology expertise helping deliver innovative solutions at every touchpoint.
See More
Travel + Leisure Co. Opens New Global Headquarters in Orlando with Over $36 Million Investment
- Headquarters Opening Ceremony: Travel + Leisure Co. celebrated the grand opening of its new global headquarters in downtown Orlando, attracting local leaders and partners, marking a significant step in the company's evolution within the leisure travel industry.
- Enhanced Employee Experience: The new headquarters is designed to elevate employee experience by providing a flexible work environment and modern facilities, supporting over 900 associates in collaboration and innovation, thereby enhancing the company's overall competitiveness.
- Community Impact: The establishment of the new headquarters not only brings over $36 million in capital investment to the company but also contributes to Orlando's economic vitality, reinforcing the city's position as a hub for corporate leadership and talent.
- Business Growth Momentum: With sustained leisure demand and the implementation of a multi-brand strategy, Travel + Leisure Co. is actively expanding its brand portfolio, including the launch of Sports Illustrated Resorts in Nashville and Chicago, further driving business development.
See More
Leisure & Recreation Industry Sees Strong Demand, 8.7% Stock Growth
- Strong Industry Demand: The leisure and recreation industry is benefiting from robust bookings in North American and European sailings, driving overall demand growth and expected to enhance company profitability.
- Theme Parks and Live Entertainment: Theme park operators are gaining from increased visitation, with consumer spending at parks continuing to rise, indicating a strong recovery momentum in the industry.
- Digital Tools Enhancing Efficiency: The use of online booking systems and data analytics is enabling businesses to manage staffing and customer interactions more efficiently, thus maintaining profitability in a competitive market.
- Membership Models Driving Revenue Growth: Leisure operators are successfully increasing revenue per customer by offering premium options and membership services, enhancing customer loyalty and protecting profit margins.
See More
Timeshares Are Back in Style. Will Their Stocks Follow Suit?
- Timeshare Owners Seeking Escape: Timeshare owners, like other vacationers, are eager to distance themselves from the industry's negative reputation.
- Industry Revival: A revival in the timeshare industry is providing owners with new opportunities to enjoy their vacations without the associated stigma.
See More
