When warmer weather arrives, it's the perfect time to add some good summer stocks -- stocks of companies that thrive in the summertime -- to your portfolio.
A theme park company is the ultimate example of a summer stock because amusement parks are generally packed with crowds from Memorial Day until Labor Day. And even though these companies are seasonal stock picks, they're capable of generating returns on a long-term basis.
Top summer stocks of 2025
Top summer stocks of 2025
Let's take a closer look at stocks that might be a good buy in the summer of 2025:
| Company | Market Capitalization | Description |
|---|---|---|
| Pool Corp. (NASDAQ:POOL) | $12.7 billion | Wholesale distributor of swimming pool supplies and equipment. |
| Brookfield Renewable (NYSE:BEPC) | $9.7 billion | Renewable energy company that owns and operates power-generating facilities. |
| Home Depot (NYSE:HD) | $390.2 billion | Home improvement retailer that sells construction products and services. |
| Avis Budget Group (NASDAQ:CAR) | $2.9 billion | Rental car company with more than 10,000 locations in approximately 180 countries. |
| Camping World Holdings (NYSE:CWH) | $1.3 billion | Recreational vehicle retailer offering new and used vehicles, parts, and service. |
| Delta Air Lines (NYSE:DAL) | $42.0 billion | Major U.S. airline with service to more than 300 destinations across 60 countries. |
| Walt Disney Company (NYSE:DIS) | $195.8 billion | Entertainment leader with films, theme parks, merchandise, and streaming services. |
1. Pool Corp
1. Pool Corp
There might not be a more fitting summertime stock than Pool Corp. True to its name, Pool Corp. is a leading wholesale distributor of swimming pool equipment, parts, supplies, and related outdoor living products.
Pool Corp. hit a rough patch in 2022 through 2024, in large part due to interest rate hikes. Consumers are reluctant to finance expensive home improvement projects, like putting in a pool, when they’re going to pay a high interest rate. But rates have cooled off since then, and there’s still a lot to like about Pool Corp. as an investment.
It’s the biggest company in the swimming pool industry. It manages its money well, and it pays a solid dividend that has consistently increased year after year. Pool installations also tend to lead to long-term business. Pool Corp. reports that about 60% of consumer spending in the pool industry is for pool maintenance and repairs. This stock has also gotten the attention of legendary investor Warren Buffett - - he bought 1.1% of it in 2024 through his holding company, Berkshire Hathaway.
2. Brookfield Renewable
2. Brookfield Renewable
Solar energy stocks often see a bump in their performance when the weather gets warmer. Brookfield Renewable operates a diverse portfolio of renewable energy facilities, with more than 150 spread across the U.S. These include solar farms, wind farms, and hydropower facilities.
Brookfield sells most of this renewable energy through long-term contracts with corporations and utilities companies. This provides a stable source of income, and Brookfield rewards shareholders with a hefty dividend. Its dividend yield is normally around 5%.
There’s considerable demand for renewable energy, and it’s only going to grow. Many states have set clean energy targets for the coming years. With its current production capabilities and a focus on acquisition opportunities, Brookfield has great upside potential.
3. Home Depot
3. Home Depot
Home Depot does well during the summer months. The home improvement leader tends to post its biggest revenue numbers during the second and third quarters of the year when many people work on their homes. In the third quarter of fiscal 2024, it recorded $40.2 billion in sales, a year-over-year increase of 6.6%.
Since Home Depot has a dominant position in the market, it generally delivers solid, if unspectacular, returns. It’s also resilient, and it has usually been able to maintain sales even during economic downturns.
As the largest home improvement retailer, Home Depot is well-positioned to continue growing and is one of the safer investments to hold. The company's stock is also well-suited for dividend investors since Home Depot has increased its dividend for more than a decade.
4. Avis Budget Group
4. Avis Budget Group
Avis Budget Group is a rental car company that boasts more than 10,000 locations worldwide. Its biggest brands are Avis Rental Car, Budget Rental Car, and Zipcar, the innovative car rental company that allows members to use cars for as little as 30 minutes. The busy summer travel season is good for Avis since many travelers need rental cars after arriving at their destinations.
Although Avis was heavily affected by the COVID-19 pandemic, it has recovered extremely well. It reported record revenues of $12 billion in both 2022 and 2023. In the third quarter of 2024, it bought back 526,000 shares. It also has quite a bit of cash to spend and well-structured debt, with no meaningful maturities until 2027.
5. Camping World
5. Camping World
Summer is when many families go on camping trips or hit the road in recreational vehicles (RVs). That makes it a profitable time of year for Camping World, the world’s largest retailer of RVs and related products and services, which also includes camping and outdoor equipment.
Camping World has been focused on expansion in recent years, for both online and in-store shopping. It has made improving its online sales channels a point of emphasis, and it entered an agreement to acquire seven locations from Lazydays (LAZY -9.35%) near the end of 2024. It currently operates sales and service locations in more than 40 states.
Financial results for Camping World have been up and down. In the third quarter of 2024, it had strong new vehicle revenue of $824.9 million, a 21.5% year-over-year increase. Used vehicle revenue, on the other hand, decreased by 24.2%. Even with some challenges, Camping World is in an excellent position going forward, considering the popularity of outdoor activities in the U.S.
Fiscal Quarter
6. Delta Air Lines
6. Delta Air Lines
Most airline stocks are solid picks for the summer since that's the busiest season for air travel. That's especially true now after several years of increasing travel demand.
Of the major carriers, Delta is a strong long-term play because it has plenty of international routes and hubs in multiple big cities. Delta is also known for its customer service, regularly ranking near or at the top of the J.D. Power ratings for customer satisfaction.
Delta has partnered with American Express (AXP -0.58%) since 1996, and the companies offer several co-branded credit cards. The partnership adds another source of revenue and helps to further boost customer loyalty.
7. Walt Disney Company
7. Walt Disney Company
With a long history of blockbuster movies and family-friendly theme parks worldwide, The Walt Disney Company has consistently been one of the top summer stocks to buy.
Disney owns several of the top film production companies, including Marvel Studios, Lucasfilm, and Pixar, and it strategically schedules many of its tentpole films during the summer blockbuster season.
Summer vacation is a popular time of year for Disney's parks and resorts, but Disney isn't wholly reliant on the summer season. Its diverse revenue streams allow it to thrive even during colder weather.
Disney+, in particular, has been a big winner for the company's media and entertainment segment. That's not its only streaming service, either. It also owns ESPN+ and Hulu.
Related investing topics
Should you invest?
Should you invest in summer stocks?
Investors historically have been cautioned against investing in the summer months. The well-known adage to "sell in May and go away" is based on expectations for muted gains when the weather is nice.
In recent years, the stock market has performed well throughout the summer. This season of the year is an important time for many businesses, making it worthwhile to consider adding some high-quality summer stocks to your portfolio.
American Express is an advertising partner of Motley Fool Money. Lyle Daly has positions in Delta Air Lines. The Motley Fool has positions in and recommends Home Depot and Walt Disney. The Motley Fool recommends Brookfield Renewable, Camping World, and Delta Air Lines. The Motley Fool has a disclosure policy.
