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Market Crash: 2 Stocks I'd Buy Without Hesitation

newsfeedback@fool.com (Will Healy)
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⚡ Quantum Brief
Two Latin American and U.S. consumer stocks—MercadoLibre and Dutch Bros—are highlighted as strong buys during a potential market downturn, leveraging their growth trajectories despite economic challenges. MercadoLibre, Latin America’s Amazon-PayPal hybrid, reported 39% 2025 revenue growth despite margin pressure and rising bad loans, mitigated by AI-driven lending controls and fintech investments. The company’s Mercado Pago and Mercado Envios divisions address regional gaps in payments and logistics, reinforcing its dominance amid competition, with a P/E of 43 justifying its expansion. Dutch Bros, a fast-growing coffee chain, targets national expansion from 1,136 to 7,000 locations, mirroring Starbucks’ early strategy, with 28% 2025 revenue growth and 5.6% same-store sales increases. Both stocks’ high valuations (P/E 43 and 81) could become attractive in a crash, offering long-term upside as their aggressive growth plans unfold.
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By Will Healy – Apr 8, 2026 at 4:15AM ESTKey PointsMercadoLibre continues to report considerable revenue growth amid its challenges.Dutch Bros' regional to national expansion could enrich shareholders over time.Nobody likes to see the value of a portfolio fall, and the doom and gloom that usually appear with a downturn can make it feel like the market is never going to recover. Fortunately, the overall market has rebounded from every previous downturn, making it likely that nearly every high-quality individual stock will follow suit. Thus, if a market crash happens, these are two consumer discretionary stocks where I would use the opportunity to add shares. Image source: Getty Images. 1. MercadoLibre MercadoLibre (MELI +1.87%) is like a combination of Amazon, eBay, and PayPal, operating within Latin America. It has stood out by turning economic or political adversity into business opportunities. The region's high number of cash-based customers inspired the formation of Mercado Pago, which is Latin America's largest fintech company. Also, a lack of shipping options led to it launching Mercado Envios, which brought same-day and next-day delivery to its region. Unfortunately, e-commerce competition has squeezed margins, and the company's aggressive expansion of lending has led to a spike in bad loans. Nonetheless, MercadoLibre has invested more in shipping and fintech to address the e-commerce competition. And it has employed AI and loan limits to reduce bad-loan expenses. ExpandNASDAQ: MELIMercadoLibreToday's Change(1.87%) $31.93Current Price$1742.30Key Data PointsMarket Cap$88BDay's Range$1691.91 - $1744.9152wk Range$1593.21 - $2645.22Volume2KAvg Vol577KGross Margin44.50% Despite challenges, the company's revenue increased by 39% in 2025. Also, its 43 price-to-earnings ratio (P/E) is arguably reasonable given the revenue growth. This is the value proposition that led me to buy shares years ago. Still, if the stock price fell further, it would likely make it advantageous to add shares as MercadoLibre continues to bolster its e-commerce and fintech leadership in Latin America. 2.

Dutch Bros Dutch Bros (BROS +0.00%) is another stock I'm watching carefully for an opportunity to buy shares. Although the coffee business is highly competitive, Dutch Bros has stood out by fostering a "broista" culture, which makes it popular with consumers. Customers also like its highly customizable beverages, and its drive-thru approach means it does not have to maintain larger indoor spaces like Starbucks. Investors should also like Dutch Bros because it is in the middle of a regional to national expansion. This strategy greatly enriched shareholders in its largest rival, Starbucks, in that company's early years. In the case of Dutch Bros, it wants to more than triple its store count in existing markets and eventually grow its 1,136 shops to around 7,000 locations. This rapid expansion led to 28% revenue growth in 2025, including a 5.6% rise in same-shop sales. ExpandNYSE: BROSDutch BrosToday's Change(0.00%) $0.00Current Price$53.03Key Data PointsMarket Cap$8.7BDay's Range$52.16 - $53.7052wk Range$44.58 - $77.88Volume5.5KAvg Vol5MGross Margin25.68% Investors have taken well to that approach. Unfortunately, that has led to an 81 P/E ratio. Still, if a market crash leads to a more reasonable valuation, perhaps significantly closer to the S&P 500 average earnings multiple of 28, this is a stock that could lead to outsize returns as its aggressive expansion continues.Read NextApr 7, 2026 •By Adam LevyBest Growth Stocks to Buy in 2026Apr 2, 2026 •By Prosper Junior BakinyNasdaq Correction: 2 Outstanding Growth Stocks to Buy on the DipMar 28, 2026 •By Jeremy BowmanMercadoLibre Stock Is on Sale. Here's What $5,000 Invested Today Could Do for Your Portfolio.Mar 27, 2026 •By Catie HoganThe U.S. Market Is in Turmoil. Here's 1 Reason MercadoLibre Looks Better Than Ever.Mar 22, 2026 •By Rick Munarriz3 Latin American Fintechs That Are Growing Faster Than You ThinkMar 20, 2026 •By Josh Kohn-Lindquist3 Soaring Stocks to Hold for the Next 20 YearsAbout the AuthorWill Healy is a contributing Motley Fool stock market analyst covering technology and consumer goods industries.

Before The Motley Fool, Will was a freelance writer covering stocks and personal finance for MSN Money, Yahoo! Finance, and Nasdaq. Earlier in his career, he was an expert in geographic information systems, applying spatial and IT skills to perform RF and demographic analysis in the telecom industry. He holds a bachelor’s degree in journalism from Texas A&M University and an MBA in finance and strategy from the University of Texas at Dallas.TMFWillHealyX@HealyWritingStocks MentionedMercadoLibreNASDAQ: MELI$1,742.30(+1.87%)+$31.93StarbucksNASDAQ: SBUX$95.21(+0.45%)+$0.43AmazonNASDAQ: AMZN$213.57(+0.37%)+$0.78eBayNASDAQ: EBAY$96.01(-1.74%)-$1.70PayPalNASDAQ: PYPL$44.83(-1.44%)-$0.66Dutch BrosNYSE: BROS$53.03(0.00%)+$0.00*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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