How are consumer discretionary stocks doing?
Retailers, carmakers, restaurants, hotels and homebuilders: what people buy when they have money to spare. Here is how they have done as a group against the S&P 500, and which of them are leading and lagging.
Updated Oct 9, 2026
Lagging
Consumer discretionary stocks are down 8% over the past year as an equal-weighted group, against +16% for the S&P 500. 24 of 128 beat the index. SharkNinja (SN) leads at +102% and Lucid Motors (LCID) trails at −83%. Over the past month the group is −1%, against +3% for the S&P.
The past year
The group against the S&P 500, each set to $100 a year ago. Select a stock in the table to chart it against the group.
All 128 consumer discretionary stocks
Sorted by the past year’s return. Select a row to chart the stock against the group, or its ticker to open its page. Select a column to sort.
| Stock | P3 | 1M | 3M | YTD | 1Y | Type |
|---|---|---|---|---|---|---|
| SN SharkNinja | 90Strong | +13.8% | +23% | +65% | +102% | Bellwether |
| GM General Motors | 31Weak | −3.9% | +8% | +2% | +47% | Faith Trade |
| ROST Ross Stores | 49Middling | −1.4% | +1% | +23% | +46% | Hot Hand |
| BWA BorgWarner | 65Middling | −6.7% | −4% | +36% | +43% | Churning Winner |
| ARMK Aramark | 57Middling | −3.2% | −6% | +49% | +42% | Churning Winner |
| CROX Crocs | 27Weak | +5.7% | −12% | +34% | +42% | Rolling Over |
| MUSA Murphy USA | 62Middling | +0.6% | −13% | +31% | +41% | Distribution Top |
| FIVE Five Below | 87Strong | −11.0% | +12% | +14% | +40% | Distribution Top |
| ABNB Airbnb | 45Middling | −1.1% | +13% | +22% | +38% | Speculative Pop |
| MAR Marriott International | 55Middling | +11.2% | +1% | +18% | +37% | Hot Hand |
| VIK Viking | 35Middling | −2.8% | −17% | +14% | +37% | Churning Winner |
| EXPE Expedia | 63Middling | −1.0% | +3% | −3% | +29% | Churning Winner |
| W Wayfair | 87Strong | +8.5% | +22% | +5% | +28% | Bellwether |
| M Macy's | 66Middling | +10.6% | 0% | +3% | +28% | Bellwether |
| WSM Williams-Sonoma | 23Weak | +8.1% | +12% | +35% | +27% | Speculative Pop |
| CZR Caesars Entertainment | 24Weak | −0.5% | −1% | +26% | +26% | Exhausted Rally |
| HLT Hilton Worldwide | 65Middling | +6.6% | +1% | +14% | +26% | Churning Winner |
| HAS Hasbro | 57Middling | +3.5% | +17% | +14% | +23% | Hot Hand |
| EBAY eBay | 28Weak | +6.8% | −3% | +29% | +22% | Speculative Pop |
| KMX CarMax | 55Middling | −13.1% | −4% | +36% | +19% | Faith Trade |
| YETI Yeti | 28Weak | +0.8% | −18% | −10% | +18% | Exhausted Rally |
| AMZN Amazon | 15Weak | +4.2% | +6% | +14% | +17% | Exhausted Rally |
| LEA Lear | 54Middling | −7.7% | −13% | +3% | +17% | Churning Winner |
| PAG Penske Automotive | 35Middling | −9.4% | +2% | +24% | +16% | Speculative Pop |
| DDS Dillard's | 41Middling | +11.4% | +32% | +15% | +14% | Faith Trade |
| BBY Best Buy | 25Weak | −1.2% | +7% | +30% | +13% | Speculative Pop |
| SBUX Starbucks | 14Weak | −8.5% | −15% | +8% | +13% | Exhausted Rally |
| RL Ralph Lauren | 43Middling | +10.3% | −1% | +5% | +13% | Hot Hand |
| NWL Newell Brands | 72Strong | −3.9% | +10% | +52% | +12% | Bellwether |
| H Hyatt Hotels | 36Middling | +0.3% | −12% | +1% | +12% | Exhausted Rally |
| GAP Gap | 42Middling | +11.1% | +17% | −9% | +12% | Faith Trade |
| ETSY Etsy | 37Middling | +7.2% | −5% | +38% | +9% | Faith Trade |
| GME GameStop | 61Middling | +30.3% | +21% | +32% | +9% | Coiled Spring |
| COLM Columbia Sportswear | 13Weak | +1.1% | −10% | +4% | +7% | Exhausted Rally |
| VFC VF | 40Middling | +18.9% | −11% | −17% | +7% | Bottom Fished |
| RIVN Rivian | 55Middling | −13.0% | −19% | −29% | +6% | Rolling Over |
| DRI Darden Restaurants | 42Middling | −4.8% | 0% | +7% | +5% | Hot Hand |
| QSR Restaurant Brands International | 29Weak | −7.2% | −6% | +4% | +5% | Exhausted Rally |
| CHH Choice Hotels | 30Weak | +7.5% | −3% | +11% | +4% | Falling Knife |
| F Ford Motor | 32Weak | −12.3% | −12% | −7% | +4% | Broken Year |
| TNL Travel + Leisure | 30Weak | −4.2% | −14% | −11% | +4% | Broken Year |
| GRMN Garmin | 21Weak | −1.4% | +10% | +32% | +3% | Churning Winner |
| BURL Burlington Stores | 53Middling | +16.4% | −15% | −4% | +3% | Rolling Over |
| TOL Toll Brothers | 18Weak | +0.5% | −10% | −2% | +1% | Show-Me Grower |
| ULTA Ulta Beauty | 50Middling | +6.5% | +21% | −6% | +1% | Bottom Fished |
| HOG Harley-Davidson | 15Weak | −0.2% | +6% | +31% | 0% | Broken Year |
| UAA Under Armour | 50Middling | −0.8% | −27% | −1% | 0% | Sleepy Staple |
| TPR Tapestry | 47Middling | +0.3% | −15% | −9% | 0% | Show-Me Grower |
| UA Under Armour | 48Middling | −1.2% | −28% | 0% | −1% | Sleepy Staple |
| YUM Yum! Brands | 30Weak | +0.6% | −10% | −4% | −1% | Show-Me Grower |
| TJX TJX Companies | 43Middling | +9.8% | −8% | −10% | −1% | Show-Me Grower |
| PVH PVH | 33Middling | +17.3% | +5% | +21% | −3% | Bottom Fished |
| MHK Mohawk Industries | 58Middling | −5.0% | +10% | +8% | −3% | Coiled Spring |
| TXRH Texas Roadhouse | 31Weak | −10.8% | −16% | −3% | −3% | Broken Year |
| BC Brunswick | 31Weak | −12.0% | −20% | −17% | −3% | Broken Year |
| LAD Lithia Motors | 24Weak | −20.7% | −9% | −13% | −4% | Sleepy Staple |
| GPC Genuine Parts | 32Weak | −5.3% | +3% | +3% | −5% | Show-Me Grower |
| MTN Vail Resorts | 27Weak | +9.5% | −4% | +10% | −6% | Falling Knife |
| SCI Service Corporation International | 20Weak | −3.5% | −3% | −1% | −6% | Broken Year |
| WH Wyndham Hotels & Resorts | 18Weak | +7.9% | −4% | −2% | −7% | Falling Knife |
| PENN Penn Entertainment | 29Weak | −9.5% | −24% | +5% | −8% | Broken Year |
| RCL Royal Caribbean | 41Middling | +9.0% | −2% | +1% | −8% | Wallflower |
| CCL Carnival | 53Middling | +17.3% | −1% | −14% | −9% | Wallflower |
| MAT Mattel | 15Weak | +20.9% | +21% | −16% | −9% | Falling Knife |
| MGM MGM Resorts | 34Middling | −28.1% | −38% | −20% | −9% | Sleepy Staple |
| PHM PulteGroup | 15Weak | −3.7% | −9% | −4% | −12% | Broken Year |
| CVNA Carvana | 39Middling | −9.3% | −2% | −24% | −12% | Coiled Spring |
| HRB H&R Block | 42Middling | −1.8% | +8% | +1% | −13% | Turning Up |
| MELI MercadoLibre | 37Middling | −0.9% | +1% | −6% | −13% | Turning Up |
| TSLA Tesla | 16Weak | +5.3% | −3% | −15% | −13% | Falling Knife |
| ORLY O’Reilly Automotive | 19Weak | +1.1% | −1% | −5% | −14% | Falling Knife |
| CHDN Churchill Downs | 42Middling | −3.4% | −5% | −30% | −14% | Sleepy Staple |
| DHI D. R. Horton | 16Weak | −0.5% | −9% | −6% | −15% | Broken Year |
| CAVA Cava | 51Middling | −0.7% | −26% | −9% | −15% | Coiled Spring |
| BYD Boyd Gaming | 11Weak | −9.8% | −20% | −19% | −18% | Broken Year |
| DECK Deckers Brands | 35Middling | +3.8% | −23% | −20% | −18% | Show-Me Grower |
| AS Amer Sports | 44Middling | +2.7% | −18% | −25% | −19% | Wallflower |
| MCD McDonald's | 26Weak | −7.0% | −14% | −23% | −20% | Broken Year |
| ONON On Holding | 37Middling | +30.7% | −7% | −25% | −20% | Turning Up |
| GNTX Gentex | 31Weak | −7.2% | −12% | −10% | −21% | Show-Me Grower |
| BROS Dutch Bros | 50Middling | −12.4% | −43% | −38% | −21% | Wallflower |
| LOW Lowe's | 36Middling | −5.4% | −10% | −23% | −22% | Show-Me Grower |
| BKNG Booking | 34Middling | −8.0% | −9% | −25% | −22% | Show-Me Grower |
| JD JD.com | 24Weak | +0.3% | −6% | −6% | −23% | Sleepy Staple |
| CMG Chipotle Mexican Grill | 16Weak | −12.6% | −14% | −15% | −23% | Falling Knife |
| LOPE Grand Canyon Education | 25Weak | +5.7% | +4% | −4% | −24% | Turning Up |
| HD Home Depot | 33Middling | −4.9% | −14% | −16% | −24% | Sleepy Staple |
| BIRK Birkenstock | 36Middling | +9.6% | −25% | −18% | −24% | Wallflower |
| NVR NVR | 11Weak | −3.1% | −8% | −19% | −24% | Broken Year |
| DPZ Domino's | 28Weak | −2.5% | 0% | −26% | −25% | Show-Me Grower |
| ADT ADT | 27Weak | −8.3% | −5% | −20% | −26% | Show-Me Grower |
| LKQ LKQ | 17Weak | −7.6% | −14% | −28% | −26% | Broken Year |
| AZO AutoZone | 9Weak | +2.0% | −5% | −13% | −27% | Falling Knife |
| AN AutoNation | 17Weak | −24.1% | −19% | −24% | −27% | Broken Year |
| SGI Somnigroup International | 44Middling | −5.9% | −13% | −30% | −27% | Wallflower |
| DASH DoorDash | 27Weak | −2.3% | +4% | −13% | −30% | Turning Up |
| BFAM Bright Horizons | 31Weak | +8.1% | −7% | −32% | −30% | Wallflower |
| WEN Wendy's | 12Weak | −16.3% | −17% | −25% | −31% | Sleepy Staple |
| MRP Millrose Properties | 18Weak | −24.4% | −21% | −25% | −32% | Show-Me Grower |
| LVS Las Vegas Sands | 32Weak | −15.1% | −21% | −44% | −32% | Show-Me Grower |
| BBWI Bath & Body Works | 21Weak | −0.6% | −15% | −14% | −33% | Sleepy Staple |
| LEN.B Lennar | 8Weak | −0.7% | −6% | −20% | −33% | Bottom Fished |
| OLLI Ollie's Bargain Outlet | 32Weak | +18.6% | +31% | −22% | −33% | Turning Up |
| NCLH Norwegian Cruise Line | 28Weak | +6.9% | −21% | −30% | −34% | Sleepy Staple |
| FND Floor & Decor | 29Weak | −2.9% | −17% | −25% | −35% | Sleepy Staple |
| LEN Lennar | 10Weak | −1.6% | −7% | −25% | −36% | Sleepy Staple |
| TSCO Tractor Supply | 15Weak | +0.5% | +11% | −33% | −38% | Falling Knife |
| WYNN Wynn Resorts | 14Weak | −15.0% | −23% | −38% | −38% | Broken Year |
| PDD PDD | 11Weak | +4.5% | −4% | −28% | −39% | Broken Year |
| THO Thor Industries | 15Weak | −11.3% | −11% | −38% | −39% | Broken Year |
| DKS Dick's Sporting Goods | 18Weak | +2.6% | −37% | −31% | −40% | Show-Me Grower |
| RH RH | 31Weak | −12.7% | −28% | −35% | −41% | Wallflower |
| DKNG DraftKings | 33Weak | −17.4% | −26% | −43% | −42% | Coiled Spring |
| TCOM Trip.com | 13Weak | +0.5% | −8% | −46% | −46% | Show-Me Grower |
| LULU Lululemon Athletica | 12Weak | −2.5% | −21% | −55% | −46% | Sleepy Staple |
| POOL Pool | 21Weak | −9.2% | −24% | −30% | −47% | Show-Me Grower |
| APTV Aptiv | 11Weak | −4.1% | −26% | −42% | −48% | Sleepy Staple |
| CHWY Chewy | 20Weak | −10.1% | −7% | −43% | −50% | Sleepy Staple |
| NKE Nike | 6Weak | −5.2% | −21% | −46% | −50% | Sleepy Staple |
| PLNT Planet Fitness | 23Weak | −4.0% | −5% | −56% | −50% | Wallflower |
| CPNG Coupang | 12Weak | +7.8% | −12% | −33% | −51% | Sleepy Staple |
| WING Wingstop | 23Weak | +10.6% | −21% | −49% | −51% | Coiled Spring |
| LI Li Auto | 6Weak | −0.9% | −5% | −32% | −53% | Sleepy Staple |
| DUOL Duolingo | 26Weak | +3.3% | +13% | −15% | −57% | Coiled Spring |
| WHR Whirlpool | 9Weak | −19.7% | −26% | −60% | −63% | Sleepy Staple |
| FLUT Flutter Entertainment | 13Weak | −19.2% | −29% | −63% | −68% | Sleepy Staple |
| QS QuantumScape | – | −11.6% | −27% | −56% | −70% | – |
| LCID Lucid Motors | 21Weak | −9.3% | −31% | −64% | −83% | Coiled Spring |
How to read this page
How it’s measured. Every stock in the Consumer Discretionary sector (the GICS classification) among the S&P 500, Nasdaq-100 and Russell 1000 companies with a page here, The group is equal-weighted, so each company counts the same whatever its size, and returns are share-price changes from daily closes.
Sources. Daily prices from Financial Modeling Prep; scores from Stox.
An equal-weighted group can read quite differently from a sector fund, which gives the biggest companies the most weight.
P3 is Stox’s combined score of market beat, staying power and business growth, from 0 to 100. Type is the stock’s Stox Atlas type. Both describe the past year, not what comes next.
This page is information, not investment advice. About our data and methods ›