As I kind, the FTSE 100 is up over 6% in 2025 to this point. As respectable because the efficiency is, I reckon fairly just a few shares nonetheless supply nice worth for risk-tolerant, long-term-focused Fools. Listed here are two that notably catch my eye.

False begin

Having tumbled to a multi-year low in April, shares in JD Sports activities Style (LSE: JD) gave the impression to be turning a nook in current weeks. Nevertheless, this era of cautious optimism for holders was dropped at a swift finish following the discharge of a Q1 buying and selling replace.

On 21 Could, JD revealed a 2% drop in gross sales whereas additionally warning that increased costs within the US — because of Donald Trump’s tariffs — would possible hit demand. Contemplating the corporate makes roughly 40% of its cash from this a part of the world, sentiment was all the time going to be hit.

Alternative knocks

Analysts are already pencilling in a fall in pre-tax revenue this 12 months. Nevertheless, there’s an opportunity that the ultimate numbers show even worse than anticipated. The shortage of any shopping for exercise from administrators since January doesn’t precisely smack of confidence both.

Then once more, administration seems to be doing what it might probably to convey the agency by this tough time. This consists of controlling its value base and sourcing items from a spread of nations.

Given its multi-brand, multi-channel technique, I feel we may see a powerful restoration when client confidence returns. If one of many main manufacturers it sells, Nike, is concurrently capable of get its mojo again, we may very well be off to the races.

Which may seem to be a giant ask as issues stand. However the price-to-earnings (P/E) ratio of simply 7 suggests an terrible lot of dangerous information is already priced in.

Heavy faller

One other top-tier inventory that has the potential to be an ideal contrarian purchase is international distributor Bunzl (LSE: BNZL). Nevertheless, a dollop of endurance is perhaps required.

This usually-very-reliable FTSE 100 inventory misplaced 1 / 4 of its worth final month after chopping full-year steerage and suspending its share buyback. Underlying income is now anticipated to be “broadly flat“, driven primarily by “softness” throughout its North American companies. Working margins can even are available beneath 8% (in comparison with 8.3% in 2024).

The worrying factor is that these projections didn’t have in mind any penalties for financial development from the aforementioned US tariffs. So, this sticky patch may very well be extended, therefore the large sell-off.

Momentary wobble?

All this has no less than succeeded in bringing the valuation proper down. A P/E of 14 is unquestionably extra enticing than the five-year common P/E of 19. The shares additionally yield 3.2% with dividends anticipated to be simply be lined by revenue (no less than for now).

Once more, nothing is nailed on on the subject of investing and no less than some diversification feels prudent. However a scarcity of curiosity from quick sellers — those that wager a share price has additional to fall — and really wholesome shopping for from administrators implies this is perhaps a short lived wobble.

As boring because the objects that Bunzl provides are (suppose meals packaging, cleansing provides and face masks), they’re additionally important for companies to function successfully.

All this leads me to suppose the shares is perhaps value contemplating.