3 Stocks That Could Benefit If The US Dollar Stays Strong

Simply Wall St.07-28

With the Federal Reserve holding rates steady for now, dropping forward guidance, and keeping inflation control front and center, currency moves are back on the radar for many investors. A stronger US...

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A stronger US...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nasdaq-arko/arko/news/3-stocks-that-could-benefit-if-the-us-dollar-stays-strong\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"VGFPF","symbol_name":"Vanguard Funds PLC","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nasdaq-arko/arko/news/3-stocks-that-could-benefit-if-the-us-dollar-stays-strong","article_id":"2654350020","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551705-choice1-main-header/1585186890631"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nasdaq-arko/arko/news/3-stocks-that-could-benefit-if-the-us-dollar-stays-strong","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2654350020","pubTimestamp":1785198701,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"With the Federal Reserve holding rates steady for now, dropping forward guidance, and keeping inflation control front and center, currency moves are back on the radar for many investors. A stronger US dollar can subtly reshape earnings for global companies, especially those with cross border costs and revenues. This article focuses on three large, financially solid stocks from our US Dollar Beneficiary Stocks screener that appear closely linked to the latest Fed backdrop and geopolitical...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"VGFPF":"Vanguard Funds PLC","FARX":"Frontier Asset Absolute Return ETF","BK4539":"次新股","RJZ":"ELEMENTS Linked to the Rogers International Commodity Index - Metals Total Return","APE.AU":"Eagers Automotive Ltd","FEBU":"AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF","JOYT":"JPMorgan Equity and Options Total Return ETF","AAUB":"Alpha Architect US Equity 4 ETF","BINT":"Bluemonte Global Equity ETF","DBMF":"iMGP DBi Managed Futures Strategy ETF","RERE":"爱回收","DECU":"AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF","BAMA":"Brookstone Active ETF","TCTL":"Premise Capital Diversified Tactical ETF","BK4076":"电脑与电子产品零售","BK4503":"景林资产持仓","PMDE":"PGIM S&P 500 Max Buffer ETF - December","VOTE":"TCW Transform 500 ETF","BK4122":"互联网与直销零售","FITZ":"Fitz-Gerald Must Have Portfolio ETF","VEXC":"Vanguard Emerging Markets Ex-China ETF","GDMA":"Gadsden Dynamic Multi-Asset ETF","RGLO":"Global Equity Active ETF","CDIG":"City Different Investments Global Equity ETF","NELS":"Nelson Select ETF","ARKO":"ARKO Corp","DARP":"GRIZZLE GROWTH ETF","BK7143":"汽车零售","BAMO":"Brookstone Opportunities ETF","GXDW":"Global X Dorsey Wright Thematic ETF","BK4214":"汽车零售","FLXI":"Invesco Flexible Income ETF"},"translate_title":"如果美元保持强势，3只股票可能受益","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BAMO":0.63,"CDIG":0.81,"NELS":0.63,"RJZ":0.63,"RERE":1,"VGFPF":0.81,"DBMF":0.63,"DARP":0.63,"APE.AU":1,"TCTL":0.63,"JOYT":0.9,"VEXC":0.63,"AAUB":0.63,"ARKO":1,"GDMA":0.63,"VOTE":0.9,"DECU":0.9,"BINT":0.72,"FEBU":0.81,"BAMA":0.72,"FLXI":0.63,"FITZ":0.72,"RGLO":0.9,"PMDE":0.9,"GXDW":0.9,"FARX":0.63},"content_text":"With the Federal Reserve holding rates steady for now, dropping forward guidance, and keeping inflation control front and center, currency moves are back on the radar for many investors. A stronger US dollar can subtly reshape earnings for global companies, especially those with cross border costs and revenues. This article focuses on three large, financially solid stocks from our US Dollar Beneficiary Stocks screener that appear closely linked to the latest Fed backdrop and geopolitical tension. Across these picks, you will see how different business models could respond if the dollar stays firm or policy eventually tilts toward cuts. AdvertisementArko (ARKO) Overview: Arko is a Richmond based convenience store and fuel retailer that operates thousands of sites across the United States, selling fuel, food, beverages, tobacco products and everyday essentials, while also supplying fuel on a wholesale basis and through fleet fueling programs. Operations: Arko generates most of its revenue in the US, with about US$4.9b from GPMP fuel distribution, US$4.3b from retail stores, US$2.8b from wholesale fuel supply and US$0.5b from fleet fueling, partly offset by inter segment eliminations. Market Cap: US$890m Arko provides exposure to a strong US dollar through a business closely tied to the real economy, as imported inventory costs can ease when the currency is firm, while fuel margins and higher margin in store categories become more important. The company is working to improve profitability through dealerization, remodels and digital loyalty, even as fuel and merchandise volumes face pressure and earnings remain sensitive to interest costs. Recent quarterly results still showed a loss, and index removals plus significant insider selling indicate that this is not a low risk situation. For investors who want to understand whether the potential margin upside and earnings growth assumptions justify today’s valuation, Arko warrants closer analysis. Arko’s dealerization push, remodel program and digital loyalty efforts could be masking where the real earnings power sits today, so review the 2 key rewards and 2 important warning signs (1 is major!) NasdaqCM:ARKO Revenue & Expenses Breakdown as at Jul 2026 Eagers Automotive (ASX:APE) Overview: Eagers Automotive is a large vehicle retailer in Australia and New Zealand, selling new and used cars, arranging finance, and providing servicing, parts, and aftermarket products through its dealership network, while also owning property used by these dealerships. Operations: Eagers Automotive generates most of its revenue from Car Retailing at about A$13.0b, with around A$60.7m from Property and a small offset from eliminations, supported by sales primarily in Australia and a smaller contribution from New Zealand. Market Cap: A$6.1b Eagers Automotive provides exposure to car demand and movements in the US dollar, as many imported vehicles are priced in US$. Cheaper import costs can support margins when currency movements are favourable. The company has grown earnings faster than the broader Australian market, is forecast for double digit revenue and profit growth, and has launched a sizeable buyback covering up to 10% of its shares. At the same time, a relatively high P/E, significant use of debt and exposure to shifts in dealer agreements, online sales and EV-related change mean the situation involves notable risks, which is why it may warrant closer inspection. Eagers Automotive’s earnings, growth forecasts and fresh buyback could be telling a different story than the headline P/E suggests. Check the 3 key rewards and 2 important warning signs investors may be missing one crucial twist. ASX:APE Earnings & Revenue Growth as at Jul 2026 ATRenew (RERE) Overview: ATRenew operates a recommerce platform for pre owned consumer electronics in China, sourcing used smartphones, laptops and other devices, refurbishing them, and reselling them through its own online platforms and other channels, while also helping third party merchants sell through its ecosystem. Operations: ATRenew generates its revenue primarily from retail electronics sales, with about CN¥22.6b coming from this segment. Market Cap: US$858m ATRenew provides focused exposure to the rise of device recycling in China at a time when a firm US dollar can lower sourcing costs and support margins on any US dollar linked revenue streams. The company benefits from policy support for trade in programs and growing consumer comfort with secondhand devices, while recent results show stronger earnings and guidance that indicates double digit revenue growth expectations. At the same time, thin margins, heavy reliance on government subsidies and higher fixed costs from its store network leave little room for error if competition intensifies or policy support changes. For investors seeking exposure to this recommerce trend with careful attention to risk, ATRenew may warrant closer examination. ATRenew’s accelerating recommerce push and policy support could be masking where future earnings really settle, so review the analyst forecasts for ATRenew before competition or subsidies shift the story in an unexpected way. NYSE:RERE Earnings & Revenue Growth as at Jul 2026 The three stocks highlighted here are just a starting point, and the full US Dollar Beneficiary Stocks screener surfaces 11 more large, financially solid companies that could have equally compelling currency and earnings stories tied to a firm US dollar. Use Simply Wall St to identify, analyze, and filter for the exact catalysts, balance sheet strength, and narrative drivers that matter most to you so you can focus on the highest conviction opportunities in this theme. Take Control of Your Investment Journey  If Arko or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Fresh Alternatives For Your Curiosity? New ideas move fast, and the best setups can be flying under the radar for now. Before the crowd catches up and pricing shifts, scan fresh stock candidates and act now.  Spot under the radar momentum by tracking companies in the 20 high quality undiscovered gems while the story is still forming and before wider attention starts driving valuations. Ride powerful income trends by reviewing the curated 8 dividend fortresses that can help you focus on companies pairing higher yields with balance sheets investors often overlook. Position ahead of infrastructure tailwinds by checking the 55 AI infrastructure stocks where select companies sit at the center of AI build out while it still matters.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Eagers Automotive might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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