Public Markets / Consumer Discretionary

Top Consumer Discretionary Stocks by Market Cap

Retail, autos, travel, and restaurants — the discretionary consumer sector ranked by market cap.

440tracked stocks
$10.7Tcombined market cap
27/50advancing today
+8.4%median 1y return
#CompanyMarket CapPrice1D1YQL Signal
1 Amazon.Com Inc
AMZN
$2.8Tlarge $263 -0.75% +13.7% Buy
2 Tesla, Inc.
TSLA
$1.4Tlarge $342 +0.49% +2.0% Sell
3 Walmart Inc.
WMT
$917Blarge $115 -0.33% +14.3% Sell
4 Costco Wholesale Corp
COST
$426Blarge $961 -0.12% -1.5% Sell
5 Home Depot, Inc.
HD
$338Blarge $339 -0.92% -15.3% Sell
6 Alibaba Group Holding Limited American Depositary Shares, each represents eight
BABA
$297Blarge $124 +1.42% +1.3% Neutral
7 Toyota Motor Corporation
TM
$226Blarge $191 +1.27% -0.7% Neutral
8 McDonald's Corporation
MCD
$193Blarge $273 +0.28% -11.7% Sell
9 The Walt Disney Company
DIS
$184Blarge $107 +2.10% -8.1% Neutral
10 TJX Companies, Inc. (The)
TJX
$168Blarge $152 -1.14% +14.4% Neutral
11 Starbucks Corp
SBUX
$123Blarge $108 -0.78% +15.7% Neutral
12 Lowe's Companies Inc.
LOW
$122Blarge $218 +0.11% -13.7% Strong Sell
13 PDD Holdings Inc.
PDD
$121Blarge $84.79 +1.02% -26.1% Neutral
14 Airbnb, Inc.
ABNB
$110Blarge $184 -0.54% +47.7% Neutral
15 Mercado Libre, Inc
MELI
$94Blarge $1845 +0.67% -20.5% Neutral
16 Marriott International
MAR
$93Blarge $357 +1.09% +33.8% Sell
17 The Sherwin-Williams Company
SHW
$87Blarge $359 -0.68% -1.8% Sell
18 Carvana Co.
CVNA
$83Blarge $75.59 +2.37% +10.3% Neutral
19 Cintas Corp
CTAS
$80Blarge $200 -0.59% -9.9% Sell
20 Ross Stores Inc
ROST
$79Blarge $245 +0.16% +66.5% Neutral
21 General Motors Company
GM
$76Blarge $86.77 +0.44% +53.8% Sell
22 O'Reilly Automotive, Inc.
ORLY
$74Blarge $91.05 -1.58% -10.3% Sell
23 Hilton Worldwide Holdings Inc.
HLT
$74Blarge $327 +1.99% +21.0% Sell
24 Ferrari N.V.
RACE
$73Blarge $415 +0.62% -10.7% Sell
25 Target Corporation
TGT
$70Blarge $154 -0.64% +48.2% Sell
26 Paccar Inc
PCAR
$69Blarge $131 +0.05% +31.2% Sell
27 W.W. Grainger, Inc.
GWW
$62Blarge $1323 +0.10% +35.7% Sell
28 Nike, Inc.
NKE
$60Blarge $40.73 -1.04% -46.7% Sell
29 Fastenal Co
FAST
$59Blarge $51.02 -0.74% +4.8% Neutral
30 Ford Motor Company
F
$57Blarge $14.37 +3.52% +25.6% Buy
31 AutoZone, Inc.
AZO
$49Blarge $3025 -0.51% -24.2% Strong Sell
32 Live Nation Entertainment Inc.
LYV
$44Blarge $188 +1.29% +16.6% Sell
33 Chipotle Mexican Grill, Inc.
CMG
$42Blarge $33.50 +2.87% -22.4% Sell
34 Honda Motor Co., Ltd. American Depositary Share, each representing three (3) shares of
HMC
$41Blarge $31.58 +1.22% -5.0% Neutral
35 Yum! Brands, Inc.
YUM
$40Blarge $148 -1.82% +0.9% Sell
36 JD.com, Inc.
JD
$39Blarge $29.06 -0.89% -8.0% Neutral
37 Casey's General Stores Inc
CASY
$31Blarge $846 -0.83% +66.6% Sell
38 Las Vegas Sands Corp.
LVS
$30Blarge $46.23 +1.01% -14.6% Neutral
39 Copart Inc
CPRT
$29Blarge $31.61 +7.79% -32.5% Buy
40 Coupang, Inc.
CPNG
$29Blarge $16.12 -0.92% -43.1% Neutral
41 Williams-Sonoma, Inc.
WSM
$28Blarge $242 -0.35% +17.6% Sell
42 Dollar General Corp.
DG
$27Blarge $123 +0.98% +7.5% Strong Sell
43 Restaurant Brands International Inc.
QSR
$27Blarge $77.64 +1.37% +19.1% Neutral
44 SharkNinja, Inc.
SN
$26Blarge $185 -1.85% +55.2% Strong Sell
45 Tapestry, Inc.
TPR
$26Blarge $129 +0.09% +34.8% Sell
46 Darden Restaurants, Inc.
DRI
$26Blarge $225 +0.79% +9.3% Sell
47 Dollar Tree Inc.
DLTR
$25Blarge $129 -0.18% +12.9% Sell
48 Entegris Inc
ENTG
$25Blarge $162 -1.31% +105.1% Strong Sell
49 Ralph Lauren Corporation
RL
$23Blarge $389 +0.39% +33.9% Sell
50 Rivian Automotive, Inc.
RIVN
$22Blarge $15.36 -2.78% +27.4% Sell

Frequently Asked Questions

What are the largest consumer discretionary companies by market cap in 2026?

The largest listed consumer discretionary companies by market cap are Amazon.Com Inc ($2.8T), Tesla, Inc. ($1.4T), Walmart Inc. ($917B), Costco Wholesale Corp ($426B), Home Depot, Inc. ($338B). The full ranking of 440 stocks refreshes daily at quantlogix.ai/public/consumer-discretionary.

Which large consumer discretionary stocks performed best over the past year?

Among the top-50 consumer discretionary stocks by market cap, the best 1-year returns are Entegris Inc (+105.1%), Casey's General Stores Inc (+66.6%), Ross Stores Inc (+66.5%), measured to 2026-08-14. Past performance does not predict future results.

How fresh are these consumer discretionary prices and rankings?

Market caps, prices, and day changes come from the daily universe build (last refreshed 2026-08-17 05:37); 1-year returns come from the performance-rankings build (measured to 2026-08-14). A stock without a price or return history says so rather than showing zero.

Methodology. Rankings are by market capitalization from the daily universe build (last refreshed 2026-08-17 05:37) — prices and day changes carry the same stamp, not live quotes. 1-year returns come from the performance-rankings build (measured to 2026-08-14); a stock without return history says so. The QL Signal is the QuantLogix 5-factor composite — an educational read on technical posture, not investment advice. Every row links to the full stock page with signals, fundamentals, and news.