Top European Retail Stocks Poised for Growth in 2025

Published 21/10/2025, 14:02
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Investing.com -- European retail stocks are showing divergent performance patterns heading into 2025, with several standouts offering compelling investment cases through a combination of growth, dividends, and operational excellence.

The retail landscape across Europe continues to evolve amid changing consumer behaviors and economic conditions. Three companies have distinguished themselves as particularly noteworthy based on their financial metrics and growth trajectories.

Dino Polska (WSE:DNP)

Poland’s retail powerhouse continues its impressive expansion with industry-leading 19.0% revenue growth in Q2 2025. Trading at zł45.46, analysts see significant upside potential with a fair value of zł54.51 (19.9% above current levels).

The company’s forward P/E of 25.4x reflects investors’ willingness to pay a premium for its projected 16.6% EPS growth in 2025. While offering no dividend, Dino’s exceptional 23.7% return on equity and 21.0% return on invested capital demonstrate management’s ability to efficiently deploy capital for growth. Technical indicators support a bullish outlook, particularly on hourly charts.

Jumbo SA (ATSE:BELA)

This Greek retail giant stands out as the dividend champion of the group with an impressive 6.0% yield. Currently priced at €27.58, Jumbo boasts sector-leading EBITDA margins of 36.1% and a strong Pro Score of 3.21. With a forward P/E of just 11.0x, the stock appears undervalued relative to its profitability and growth profile.

Analysts are particularly bullish, setting a target of €33.75, suggesting 22.4% potential upside. The company’s exceptional 4.3x current ratio provides financial stability, though investors should note some technical divergence between strong hourly buy signals and cautionary daily indicators.

RVRC Holding (OM:RVRC)

Trading at kr55.85, this Nordic retailer offers a balanced approach with 12.0% upside to fair value (kr62.54) and a 2.7% dividend yield. RVRC stands out with projected 21.6% EPS growth for 2026 and a five-year dividend growth streak.

With a Pro Score of 3.27 and exceptional cash flow metrics (3.81), the company’s financial health appears robust. Technical indicators are unanimously positive across all timeframes, though the RSI of 68.86 suggests the stock is approaching overbought territory. Investors should note RVRC’s higher beta (1.86), indicating greater volatility but potentially higher returns in favorable market conditions.

Each of these retailers presents a distinct investment case, from Dino Polska’s pure growth focus to Jumbo’s income-generation potential and RVRC’s balanced approach combining growth with dividend income.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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