Consumer Discretionary
•811 stocks
•
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Market Cap Distribution
Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (811)
%
| Company | Market Cap | Price |
|---|---|---|
|
XPeng's core product line is electric vehicles (P7, G6, G9, X9 Kunpeng, etc.), evidenced by record deliveries and multiple model launches.
|
$21.32B |
$11.97
|
|
RBI operates a multi-brand restaurant network across Tim Hortons, Burger King, Popeyes and Firehouse Subs, aligning with the Casual Dining Restaurants investable theme.
|
$21.27B |
$64.98
+0.11%
|
|
Darden operates multiple restaurant brands in the casual dining space and provides dine-in, takeout, and delivery services.
|
$21.20B |
$181.17
-2.37%
|
|
AC segment includes e-commerce offerings (Online Store, Websites + Marketing) - a core revenue stream.
|
$21.06B |
$147.83
+2.91%
|
|
Casey’s operates primarily as a grocery retailer within its network of convenience stores, selling food, beverages and everyday items.
|
$20.70B |
$556.67
+0.73%
|
|
The planned opening of ~80 new stores, including hard discount formats, aligns with Discount Stores retail theme.
|
$20.55B |
$98.52
+0.53%
|
|
RB Global operates an online marketplace for commercial assets and vehicles (B2B e-commerce).
|
$20.19B |
$109.02
-1.52%
|
|
Fairfax's non-insurance subsidiary Sleep Country contributes to Specialty Retail within its diversified portfolio.
|
$19.93B |
$17.93
|
|
XPeng is an electric vehicle manufacturer delivering BEVs and related electric mobility solutions.
|
$19.90B |
$21.02
-6.33%
|
|
Lululemon directly designs and manufactures athletic apparel, a core product category.
|
$19.90B |
$173.48
-0.93%
|
|
Ralph Lauren operates a Luxury Retail business with branded stores and e-commerce, a core part of its revenue and brand strategy.
|
$18.67B |
$309.42
-4.48%
|
|
Company markets Home Appliances including water heaters via the Ariston JV, expanding beyond core HVAC into domestic appliance offerings.
|
$18.61B |
$524.50
-2.38%
|
|
Dollar Tree operates as a discount store delivering a broad assortment of everyday low-priced goods.
|
$18.58B |
$89.02
+1.00%
|
|
Core business: distribution and sale of automotive replacement parts via the NAPA network.
|
$18.09B |
$130.34
-0.90%
|
|
E-commerce: digital ordering capability among customers supported by a digital platform.
|
$17.99B |
$82.32
-1.41%
|
|
Southwest offers travel booking/reservation services (and distributes via OTA partnerships), i.e., travel planning/ticketing.
|
$17.83B |
$31.29
-1.76%
|
|
Aptiv is a major auto parts supplier, fabricating electrical architectures, wire harnesses, and other automotive components directly sold to OEMs.
|
$17.57B |
$80.70
-3.81%
|
|
Mattress Firm operates as a specialty mattress retailer; SGI's acquisition makes this a core specialty retail platform for the company's bedding products.
|
$17.46B |
$83.73
-1.25%
|
|
MOXe and related ordering platforms indicate a significant e-commerce channel for customer ordering and platform services.
|
$17.39B |
$75.16
-0.36%
|
|
Snap-on directly manufactures and sells professional automotive tools and components through its Snap-on Tools Group and related product lines.
|
$17.12B |
$327.33
-1.72%
|
|
Burlington sells apparel as a core product category.
|
$16.99B |
$260.47
-2.87%
|
|
Core business is Sporting Goods Retail, selling athletic equipment, apparel, and footwear through omni-channel channels.
|
$16.94B |
$211.58
-5.76%
|
|
Realtor.com and REA Group operate online marketplaces; fall under E-commerce.
|
$16.39B |
$28.95
-5.27%
|
|
Watsco has a significant e-commerce platform driving a substantial portion of sales (annualized >$2.6B), a core digital channel.
|
$16.37B |
$402.56
|
|
Chewy operates as a large online retailer selling pet food, supplies, and related products via an e-commerce platform.
|
$16.21B |
$39.03
+0.36%
|
|
Amer Sports directly manufactures footwear (e.g., Salomon, Arc'teryx footwear lines) and footwear is a core, high-growth product category highlighted in the report.
|
$15.64B |
$30.94
-4.89%
|
|
Yum China operates casual dining/quick-service restaurant brands (KFC, Pizza Hut) and new formats, which aligns with the 'Casual Dining Restaurants' investable theme.
|
$15.57B |
$43.12
+0.54%
|
|
Kaspi's core business is a unified e-commerce marketplace combining payments, merchant tools, and consumer shopping within a single platform.
|
$15.47B |
$73.72
-3.00%
|
|
Core product category; Deckers manufactures footwear across UGG and HOKA.
|
$15.18B |
$99.00
-2.54%
|
|
Flywheel Digital and Omni's digital retail measurement capabilities connect to e-commerce platforms and analytics services.
|
$14.93B |
$76.50
-1.82%
|
|
Best Buy operates an online marketplace and e-commerce platform.
|
$14.89B |
$70.43
-7.27%
|
|
Watsco runs a sizable e-commerce platform representing a substantial portion of sales, aligning with the E-commerce theme.
|
$14.87B |
$366.95
-4.29%
|
|
Rivian designs, manufactures, and sells electric vehicles (R1/R2) and uses a direct-to-consumer model.
|
$14.67B |
$12.80
-2.44%
|
|
Domino's operates a chain of casual dining/QSR pizza restaurants.
|
$13.91B |
$406.37
-0.15%
|
|
NIO directly designs and sells electric vehicles across three brands (NIO, ONVO, Firefly), the core product line.
|
$13.79B |
$6.71
-9.81%
|
|
ONON directly designs and manufactures athletic footwear, including its Cloudmonster, Cloudsurfer and Cloudboom MAX lines, a core product category.
|
$13.54B |
$41.86
-3.55%
|
|
ITT's Friction/Auto segment produces automotive brake pads and related components for high-margin vehicle applications.
|
$13.45B |
$170.91
-1.67%
|
|
Automotive segment contributes revenue; Fabrinet manufactures automotive components and related assemblies.
|
$12.97B |
$361.94
-5.92%
|
|
Joby is developing autonomy technology for civil aerospace via integration with autonomous systems and ElevateOS.
|
$12.76B |
$16.11
+2.45%
|
|
EV Charging Infrastructure via the Velion 150 kW charger extending LECO into electric vehicle charging market.
|
$12.72B |
$227.93
-3.27%
|
|
Wynn operates casual dining dining experiences as part of its hotel and resort offerings.
|
$12.54B |
$119.89
-2.81%
|
|
Magna is a leading global auto parts supplier and contract manufacturer (Body Exteriors & Structures, Seating Systems, Power & Vision, Complete Vehicles).
|
$12.51B |
$43.54
-3.07%
|
|
SharkNinja primarily manufactures and sells home appliances for consumer markets, including vacuums and other cleaning devices.
|
$12.39B |
$88.37
-4.84%
|
|
Strategic investments in autonomous driving (Plus PRC) and deployment of an intelligent trucking fleet.
|
$12.26B |
$11.78
-7.75%
|
|
BJ's Wholesale Club operates as a warehouse-style grocery retailer with a broad assortment of foods and everyday essentials sold to members.
|
$11.77B |
$88.59
-2.07%
|
|
Autonomous Driving Technology encompasses Mobileye Drive, Surround ADAS, and Robotaxi platforms.
|
$11.56B |
$14.24
-6.56%
|
|
Retail and duty-free/food retail within airports contribute to non-aeronautical revenues, aligning with Specialty Retail.
|
$11.41B |
$225.88
-1.08%
|
|
Penske Automotive Group's core business is franchised new and used car dealerships (Auto Dealerships).
|
$10.96B |
$165.65
-1.35%
|
|
POOL360 functions as a digital ordering/commerce platform for wholesale pool products.
|
$10.90B |
$289.91
-2.32%
|
|
Core casual-dining restaurant operator across three brands (Texas Roadhouse, Bubba's 33, Jaggers) with company-owned locations.
|
$10.84B |
$163.33
-2.51%
|
|
E-commerce channel enabling online reservations and transactions.
|
$10.65B |
$54.32
-2.48%
|
|
Operates as an online retailer with a primary e-commerce channel for games, collectibles, and hardware.
|
$10.42B |
$23.30
-3.24%
|
|
MMYT operates an online travel marketplace (OTA), effectively an e-commerce platform for travel services.
|
$10.36B |
$91.66
-3.28%
|
|
Walgreens is expanding omnichannel retail with same-day delivery and digital shopping experiences, aligning with E-commerce.
|
$10.36B |
$11.98
|
|
Sprouts operates a grocery retail chain delivering a curated health/natural product assortment.
|
$10.05B |
$102.74
-1.83%
|
|
Hasbro's core business includes designing and selling toys and related products.
|
$9.94B |
$70.95
-5.39%
|
|
Operates an online grocery marketplace, i.e., e-commerce platform for grocery ordering and delivery.
|
$9.89B |
$35.41
-6.62%
|
|
Albertsons operates e-commerce platforms and online fulfillment as a core channel for shopping.
|
$9.86B |
$17.12
-1.10%
|
|
Vipshop operates primarily as an online retail platform (Vip.com) enabling e-commerce transactions.
|
$9.78B |
$19.05
-4.80%
|
|
E-commerce capabilities enable online ordering for building products.
|
$9.64B |
$18.58
-6.59%
|
|
Water heaters are consumer/household appliances, aligning with Home Appliances.
|
$9.63B |
$67.75
-2.87%
|
|
Wayfair is a leading online marketplace and retailer for home goods, i.e., an e-commerce platform.
|
$9.53B |
$74.28
-6.27%
|
|
Skechers designs and manufactures footwear, which is the core product line.
|
$9.44B |
$63.13
|
|
Gildan actively manufactures athletic apparel and sportswear, core product category.
|
$9.31B |
$59.38
-2.61%
|
|
Operates specialty coffee retail stores, a distinct retail category.
|
$9.19B |
$39.50
+0.66%
|
|
Lyft has strategic AV partnerships and positions itself to integrate autonomous driving technology as a platform for AV commercialization.
|
$9.18B |
$21.82
-0.73%
|
|
Aurora Driver is the core autonomous driving technology platform enabling driverless trucking operations.
|
$9.13B |
$5.16
-6.01%
|
|
Dillard's operates as a department store retailer, a core tag for its business model.
|
$9.06B |
$579.32
-3.88%
|
|
BorgWarner is a global automotive supplier manufacturing powertrain components and related systems.
|
$9.05B |
$41.21
-1.74%
|
|
Autoliv is a leading designer/manufacturer of airbags, seatbelts, and passive safety systems, directly aligning with Auto Parts & Suppliers.
|
$8.94B |
$115.59
-2.63%
|
|
Business operates as a drive-thru beverage-focused quick-service restaurant with company-operated shops, aligning with casual dining/restaurants.
|
$8.73B |
$53.10
-0.86%
|
|
Levi's core product category is apparel sold under its brands (Levi's, Dockers, Beyond Yoga), making Apparel Retail the primary business.
|
$8.49B |
$21.46
-3.72%
|
|
Kanopi is AWI's online selling/e-commerce platform for customers.
|
$8.41B |
$193.61
-0.98%
|
|
Operates an online store and mobile app with home delivery and buy-online-pickup-in-store (omnichannel) capabilities.
|
$8.31B |
$150.96
-1.67%
|
|
East Buy's private label products and multi-channel e-commerce presence indicate substantial online retail operations within EDU's portfolio.
|
$8.30B |
$51.43
-4.05%
|
|
Core product category: color cosmetics (lip, eye, face makeup) sold by elf.
|
$8.17B |
$145.07
-1.81%
|
|
AutoNation operates franchised new vehicle stores across 244 locations, making Auto Dealerships the core business.
|
$8.03B |
$213.08
-3.07%
|
|
Oshkosh manufactures electric vehicles, including NGDV and Volterra ZSL electric refuse/recycling vehicles.
|
$8.00B |
$124.22
-6.33%
|
|
Birkenstock's core business is premium footwear sold through owned retail and wholesale channels, corresponding to the Apparel Retail category.
|
$7.94B |
$42.26
-2.87%
|
|
Core discount retail model offering closeout merchandise across categories.
|
$7.82B |
$126.48
+0.02%
|
|
Lithia is the franchised new and used car retailer with extensive dealership network.
|
$7.76B |
$298.14
-2.01%
|
|
Auto parts/suppliers category applies to automotive-grade RF components and content growth.
|
$7.74B |
$83.24
-6.95%
|
|
OutRun autonomous grain cart and other autonomous capability initiatives align with Autonomous Driving Technology.
|
$7.74B |
$103.77
-4.96%
|
|
Operates an e-commerce platform for distributing dental/medical supplies and equipment.
|
$7.69B |
$63.17
-2.35%
|
|
Murphy USA operates Murphy Express and QuickChek as grocery and convenience-store retailers selling consumables.
|
$7.67B |
$388.26
-0.63%
|
|
Modine supplies automotive cooling components (engine cooling modules, charge air coolers, EGR coolers) as auto parts & suppliers.
|
$7.61B |
$145.23
-3.33%
|
|
Toro offers electric-powered construction equipment (zero-emission solutions) as part of its alternative power strategy.
|
$7.60B |
$74.24
-3.61%
|
|
VinFast designs, manufactures, and sells electric vehicles (VF3, VF5, VF6, VF7, etc.).
|
$7.46B |
$3.19
-2.74%
|
|
Allison Transmission designs and manufactures medium- and heavy-duty automatic transmissions and related torque converters, core auto-parts products.
|
$7.44B |
$88.03
-0.40%
|
|
LKQ is a global distributor and seller of vehicle replacement parts and specialty aftermarket products, including salvage and remanufactured components.
|
$7.40B |
$28.68
-2.48%
|
|
E-commerce: Wix enables online stores and merchant solutions within its platform (GPV, Wix Payments, PayPal integration).
|
$7.39B |
$134.15
-3.40%
|
|
Core product category: apparel and related accessories across Gap's brands.
|
$7.35B |
$19.70
-3.90%
|
|
Company is an electric vehicle manufacturer delivering premium NEVs (ZEEKR/Lynk & Co brands).
|
$7.33B |
$28.70
-3.66%
|
|
Operates an e-commerce platform enabling online shopping for flooring products.
|
$7.19B |
$66.83
-4.50%
|
|
Core business is operating casual dining restaurants delivering Mediterranean bowls and pitas.
|
$7.19B |
$62.15
-5.43%
|
|
Etsy operates an online marketplace for handmade, vintage, and unique items, i.e., an e-commerce platform.
|
$7.17B |
$68.73
-5.94%
|
|
Pony AI's core offering is the Gen-7 autonomous driving system and the PonyWorld AI model, i.e., autonomous driving technology.
|
$7.10B |
$20.29
-11.59%
|
|
Lucid is an electric vehicle manufacturer, directly producing and selling Electric Vehicles (Air, Gravity, etc.).
|
$7.01B |
$22.98
+1.55%
|
|
Supports e-commerce payments and unified commerce across channels.
|
$6.84B |
$77.23
-3.22%
|
|
Produces residential/home kitchen appliances as part of the Residential Kitchen segment.
|
$6.74B |
$133.52
-0.37%
|
Showing page 2 of 9 (811 total stocks)
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