Retail, autos, travel, and restaurants — the discretionary consumer sector ranked by market cap.
| # | Company | Market Cap | Price | 1D | 1Y | QL Signal |
|---|---|---|---|---|---|---|
| 1 | Amazon.Com Inc AMZN |
$2.7Tlarge | $254 | +1.22% | +9.7% | Buy |
| 2 | Tesla, Inc. TSLA |
$1.4Tlarge | $364 | -0.55% | -12.6% | Buy |
| 3 | Walmart Inc. WMT |
$847Blarge | $107 | +0.03% | +3.0% | Buy |
| 4 | Costco Wholesale Corp COST |
$397Blarge | $895 | +0.31% | -6.0% | Neutral |
| 5 | Home Depot, Inc. HD |
$299Blarge | $300 | -0.77% | -28.1% | Underweight |
| 6 | Alibaba Group Holding Limited American Depositary Shares, each represents eight BABA |
$281Blarge | $113 | +5.21% | -30.3% | Neutral |
| 7 | Toyota Motor Corporation TM |
$227Blarge | $192 | -1.23% | -4.5% | Underweight |
| 8 | The Walt Disney Company DIS |
$177Blarge | $103 | -2.52% | -10.6% | Underweight |
| 9 | McDonald's Corporation MCD |
$176Blarge | $248 | +0.17% | -17.6% | Buy |
| 10 | TJX Companies, Inc. (The) TJX |
$140Blarge | $127 | +0.91% | -9.1% | Buy |
| 11 | PDD Holdings Inc. PDD |
$112Blarge | $78.90 | +1.63% | -40.7% | Underweight |
| 12 | Starbucks Corp SBUX |
$109Blarge | $95.83 | -0.71% | +14.9% | Underweight |
| 13 | Lowe's Companies Inc. LOW |
$108Blarge | $192 | -0.68% | -28.1% | Underweight |
| 14 | Airbnb, Inc. ABNB |
$98Blarge | $166 | +0.17% | +32.5% | Underweight |
| 15 | Mercado Libre, Inc MELI |
$91Blarge | $1787 | -1.86% | -27.8% | Underweight |
| 16 | Marriott International MAR |
$88Blarge | $339 | +1.51% | +28.4% | Buy |
| 17 | Cintas Corp CTAS |
$79Blarge | $198 | -0.16% | -0.9% | Underweight |
| 18 | The Sherwin-Williams Company SHW |
$78Blarge | $321 | -0.07% | -8.2% | Underweight |
| 19 | Ross Stores Inc ROST |
$72Blarge | $227 | -1.25% | +55.1% | Neutral |
| 20 | General Motors Company GM |
$72Blarge | $82.20 | -4.65% | +38.7% | Underweight |
| 21 | Target Corporation TGT |
$72Blarge | $158 | -1.03% | +76.9% | Underweight |
| 22 | Ferrari N.V. RACE |
$71Blarge | $407 | -1.77% | -15.9% | Underweight |
| 23 | Hilton Worldwide Holdings Inc. HLT |
$69Blarge | $306 | +1.05% | +14.8% | Neutral |
| 24 | O'Reilly Automotive, Inc. ORLY |
$69Blarge | $84.71 | -0.21% | -18.3% | Underweight |
| 25 | Paccar Inc PCAR |
$61Blarge | $116 | -1.11% | +14.4% | Underweight |
| 26 | W.W. Grainger, Inc. GWW |
$60Blarge | $1267 | +0.32% | +26.0% | Underweight |
| 27 | Fastenal Co FAST |
$56Blarge | $49.01 | +0.85% | +3.8% | Neutral |
| 28 | Nike, Inc. NKE |
$53Blarge | $35.51 | -2.23% | -50.7% | Underweight |
| 29 | Ford Motor Company F |
$53Blarge | $13.21 | -2.87% | +12.5% | Underweight |
| 30 | Carvana Co. CVNA |
$47Blarge | $65.11 | -0.70% | -13.9% | Underweight |
| 31 | AutoZone, Inc. AZO |
$47Blarge | $2855 | +0.39% | -30.9% | Underweight |
| 32 | Chipotle Mexican Grill, Inc. CMG |
$42Blarge | $33.43 | -0.21% | -16.0% | Underweight |
| 33 | Honda Motor Co., Ltd. American Depositary Share, each representing three (3) shares of HMC |
$42Blarge | $32.20 | -1.01% | -4.7% | Neutral |
| 34 | Live Nation Entertainment Inc. LYV |
$39Blarge | $167 | -0.72% | +1.5% | Underweight |
| 35 | Yum! Brands, Inc. YUM |
$38Blarge | $138 | +1.66% | -5.0% | Neutral |
| 36 | JD.com, Inc. JD |
$36Blarge | $26.92 | +0.98% | -23.9% | Neutral |
| 37 | Copart Inc CPRT |
$27Blarge | $29.28 | -1.28% | -35.6% | Underweight |
| 38 | Dollar General Corp. DG |
$27Blarge | $122 | -1.80% | +14.5% | Underweight |
| 39 | Williams-Sonoma, Inc. WSM |
$26Blarge | $224 | +2.41% | +12.3% | Neutral |
| 40 | Las Vegas Sands Corp. LVS |
$26Blarge | $39.98 | -1.65% | -24.9% | Underweight |
| 41 | Coupang, Inc. CPNG |
$26Blarge | $14.29 | -0.49% | -57.2% | Underweight |
| 42 | Restaurant Brands International Inc. QSR |
$25Blarge | $72.88 | -0.56% | +15.8% | Underweight |
| 43 | Darden Restaurants, Inc. DRI |
$24Blarge | $209 | +1.23% | +8.6% | Neutral |
| 44 | SharkNinja, Inc. SN |
$23Blarge | $166 | -0.25% | +41.7% | Underweight |
| 45 | Ulta Beauty, Inc. ULTA |
$23Blarge | $541 | -0.51% | +1.2% | Underweight |
| 46 | Tapestry, Inc. TPR |
$23Blarge | $115 | -0.90% | +1.5% | Underweight |
| 47 | Casey's General Stores Inc CASY |
$22Blarge | $597 | -1.64% | +9.9% | Underweight |
| 48 | Entegris Inc ENTG |
$22Blarge | $142 | +5.63% | +48.2% | Neutral |
| 49 | Rivian Automotive, Inc. RIVN |
$22Blarge | $14.99 | -2.21% | +2.1% | Underweight |
| 50 | Dollar Tree Inc. DLTR |
$21Blarge | $112 | -2.13% | +13.9% | Underweight |
137 of the top 150 consumer discretionary names by market cap, grouped into 5 clusters on seven daily features — 20-day momentum, RSI, the QL composite, 1-year and 6-month return, size and news sentiment. The layout is a principal-components projection of those features (40.9% + 19.3% of the variance), so distance on the map is similarity in the data, not a drawing. 13 ranked names lacked a feature and are left off rather than imputed. Hover a bubble or a cluster card; click a bubble for the stock page.
| Stock | Cluster | Market cap | 1Y | 20D | RSI | QL Signal |
|---|---|---|---|---|---|---|
| AMZN Amazon.Com Inc | Mega-cap core · positive news flow | $2.7T | +9.7% | -2.5% | 48.2 | Buy |
| TSLA Tesla, Inc. | Mega-cap core · positive news flow | $1.4T | -12.6% | +5.6% | 53.9 | Buy |
| WMT Walmart Inc. | Mega-cap core · positive news flow | $847B | +3.0% | +2.8% | 45.7 | Buy |
| COST Costco Wholesale Corp | Mega-cap core · positive news flow | $397B | -6.0% | -4.1% | 35.9 | Neutral |
| DIS The Walt Disney Company | Mega-cap core · positive news flow | $177B | -10.6% | -4.3% | 42.8 | Underweight |
| MCD McDonald's Corporation | Mega-cap core · positive news flow | $176B | -17.6% | -7.8% | 31.5 | Buy |
| TJX TJX Companies, Inc. (The) | Mega-cap core · positive news flow | $140B | -9.1% | -9.6% | 30.9 | Buy |
| ABNB Airbnb, Inc. | Mega-cap core · positive news flow | $98B | +32.5% | -10.1% | 40.4 | Underweight |
| MAR Marriott International | Mega-cap core · positive news flow | $88B | +28.4% | -5.0% | 44.5 | Buy |
| CTAS Cintas Corp | Mega-cap core · positive news flow | $79B | -0.9% | -2.9% | 43.8 | Underweight |
| ROST Ross Stores Inc | Mega-cap core · positive news flow | $72B | +55.1% | -1.0% | 42.1 | Neutral |
| GM General Motors Company | Mega-cap core · positive news flow | $72B | +38.7% | -4.6% | 41.8 | Underweight |
| RACE Ferrari N.V. | Mega-cap core · positive news flow | $71B | -15.9% | -5.1% | 48.1 | Underweight |
| HLT Hilton Worldwide Holdings Inc. | Mega-cap core · positive news flow | $69B | +14.8% | -7.2% | 39.8 | Neutral |
| ORLY O'Reilly Automotive, Inc. | Mega-cap core · positive news flow | $69B | -18.3% | -4.9% | 39.8 | Underweight |
| FAST Fastenal Co | Mega-cap core · positive news flow | $56B | +3.8% | -3.3% | 46.6 | Neutral |
| F Ford Motor Company | Mega-cap core · positive news flow | $53B | +12.5% | -5.6% | 40.1 | Underweight |
| AZO AutoZone, Inc. | Mega-cap core · positive news flow | $47B | -30.9% | -3.6% | 40.2 | Underweight |
| LYV Live Nation Entertainment Inc. | Mega-cap core · positive news flow | $39B | +1.5% | -8.2% | 33.5 | Underweight |
| YUM Yum! Brands, Inc. | Mega-cap core · positive news flow | $38B | -5.0% | -9.4% | 37.3 | Neutral |
| HD Home Depot, Inc. | Engine underweights · negative news flow | $299B | -28.1% | -10.3% | 28.6 | Underweight |
| SBUX Starbucks Corp | Engine underweights · negative news flow | $109B | +14.9% | -7.8% | 28.9 | Underweight |
| LOW Lowe's Companies Inc. | Engine underweights · negative news flow | $108B | -28.1% | -11.4% | 30.8 | Underweight |
| MELI Mercado Libre, Inc | Engine underweights · negative news flow | $91B | -27.8% | -7.0% | 38.1 | Underweight |
| SHW The Sherwin-Williams Company | Engine underweights · negative news flow | $78B | -8.2% | -7.5% | 36.9 | Underweight |
| PCAR Paccar Inc | Engine underweights · negative news flow | $61B | +14.4% | -10.0% | 26.5 | Underweight |
| CVNA Carvana Co. | Engine underweights · negative news flow | $47B | -13.9% | -9.0% | 39.1 | Underweight |
| CMG Chipotle Mexican Grill, Inc. | Engine underweights · negative news flow | $42B | -16.0% | -5.3% | 38.4 | Underweight |
| LVS Las Vegas Sands Corp. | Engine underweights · negative news flow | $26B | -24.9% | -13.0% | 24.3 | Underweight |
| QSR Restaurant Brands International Inc. | Engine underweights · negative news flow | $25B | +15.8% | -8.4% | 36.6 | Underweight |
| CASY Casey's General Stores Inc | Engine underweights · negative news flow | $22B | +9.9% | -27.9% | 23.5 | Underweight |
| RIVN Rivian Automotive, Inc. | Engine underweights · negative news flow | $22B | +2.1% | -6.4% | 39.7 | Underweight |
| DLTR Dollar Tree Inc. | Engine underweights · negative news flow | $21B | +13.9% | -12.8% | 32.4 | Underweight |
| AMCR Amcor plc | Engine underweights · negative news flow | $19B | +0.8% | -12.4% | 32.9 | Underweight |
| GPC Genuine Parts Company | Engine underweights · negative news flow | $18B | -7.1% | -3.6% | 38.7 | Underweight |
| ROL Rollins, Inc. | Engine underweights · negative news flow | $16B | -41.8% | -10.9% | 23.9 | Underweight |
| HAS Hasbro, Inc. | Engine underweights · negative news flow | $12B | +17.0% | -6.4% | 35.6 | Underweight |
| ALSN ALLISON TRANSMISSION HOLDINGS, INC. | Engine underweights · negative news flow | $9.7B | +31.5% | -9.3% | 36.9 | Underweight |
| EAT Brinker International, Inc. | Engine underweights · negative news flow | $8.2B | +41.7% | -15.6% | 34.7 | Underweight |
| KMX CarMax Inc. | Engine underweights · negative news flow | $8.1B | -4.6% | -6.3% | 38.8 | Underweight |
| LAD Lithia Motors, Inc. | Engine underweights · negative news flow | $7.0B | -6.2% | -14.7% | 27 | Underweight |
| LEA Lear Corporation | Engine underweights · negative news flow | $6.0B | +12.4% | -3.8% | 38.7 | Underweight |
| GOLF Acushnet Holdings Corp. | Engine underweights · negative news flow | $4.7B | +6.6% | -9.7% | 22.3 | Underweight |
| GWW W.W. Grainger, Inc. | Overbought tape · momentum leaders | $60B | +26.0% | -2.6% | 40.7 | Underweight |
| DG Dollar General Corp. | Overbought tape · momentum leaders | $27B | +14.5% | +1.5% | 46.2 | Underweight |
| WSM Williams-Sonoma, Inc. | Overbought tape · momentum leaders | $26B | +12.3% | -4.9% | 44.6 | Neutral |
| DRI Darden Restaurants, Inc. | Overbought tape · momentum leaders | $24B | +8.6% | -4.0% | 45.9 | Neutral |
| ULTA Ulta Beauty, Inc. | Overbought tape · momentum leaders | $23B | +1.2% | +5.0% | 52.5 | Underweight |
| ENTG Entegris Inc | Overbought tape · momentum leaders | $22B | +48.2% | -1.6% | 53.2 | Neutral |
| CDW CDW Corporation | Overbought tape · momentum leaders | $18B | -10.2% | +9.5% | 50.6 | Underweight |
| NWS News Corporation | Overbought tape · momentum leaders | $18B | -2.6% | -3.3% | 43 | Underweight |
| NWSA News Corporation | Overbought tape · momentum leaders | $16B | -2.2% | +0.4% | 49.4 | Underweight |
| WMG Warner Music Group Corp. | Overbought tape · momentum leaders | $15B | -17.1% | +3.4% | 50.5 | Buy |
| TKO TKO Group Holdings, Inc. | Overbought tape · momentum leaders | $14B | -6.7% | -3.2% | 49 | Underweight |
| SGI Somnigroup International Inc. | Overbought tape · momentum leaders | $13B | -26.3% | -1.4% | 41.6 | Underweight |
| BWA BorgWarner Inc. | Overbought tape · momentum leaders | $13B | +42.5% | -2.3% | 44 | Underweight |
| FIVE Five Below, Inc. | Overbought tape · momentum leaders | $13B | +50.6% | -0.9% | 45.8 | Underweight |
| UHAL U-Haul Holding Company | Overbought tape · momentum leaders | $12B | +13.8% | -10.2% | 35.7 | Underweight |
| BJ BJs Wholesale Club Holdings, Inc. | Overbought tape · momentum leaders | $12B | -5.9% | +0.8% | 48.2 | Neutral |
| NYT New York Times Co. | Overbought tape · momentum leaders | $11B | +20.1% | +7.5% | 55.4 | Buy |
| UHAL.B U-Haul Holding Company | Overbought tape · momentum leaders | $11B | +10.8% | -10.4% | 33.7 | Neutral |
| MOD Modine Manufacturing Co | Overbought tape · momentum leaders | $10B | +19.0% | -1.1% | 48 | Buy |
| DDS Dillards Inc. | Overbought tape · momentum leaders | $9.9B | +5.7% | +6.4% | 53 | Underweight |
| R Ryder System, Inc. | Overbought tape · momentum leaders | $9.1B | +28.5% | -3.8% | 34 | Neutral |
| OSK Oshkosh Corp. | Overbought tape · momentum leaders | $9.1B | +7.6% | -4.0% | 44.7 | Underweight |
| ALV Autoliv, Inc. | Overbought tape · momentum leaders | $8.6B | -7.6% | -3.9% | 41.9 | Underweight |
| MHK Mohawk Industries, Inc. | Overbought tape · momentum leaders | $8.5B | -5.0% | -5.5% | 45.7 | Underweight |
| AOS A.O. Smith Corporation | Overbought tape · momentum leaders | $7.7B | -22.1% | -8.8% | 37.1 | Neutral |
| GAP The Gap, Inc. | Overbought tape · momentum leaders | $7.2B | -10.8% | +4.5% | 46.3 | Neutral |
| FSS Federal Signal Corp. | Overbought tape · momentum leaders | $6.9B | -10.8% | -6.7% | 41.4 | Neutral |
| URBN Urban Outfitters Inc | Overbought tape · momentum leaders | $6.4B | +4.8% | +3.3% | 44.8 | Underweight |
| NPO Enpro Inc. | Overbought tape · momentum leaders | $6.2B | +28.6% | -6.5% | 42.2 | Buy |
| CZR Caesars Entertainment, Inc. | Overbought tape · momentum leaders | $6.0B | +12.3% | 0.0% | 46 | Neutral |
| M Macy's Inc. | Overbought tape · momentum leaders | $5.7B | +24.6% | -2.8% | 45.2 | Neutral |
| RUSHA Rush Enterprises Inc | Overbought tape · momentum leaders | $5.7B | +28.4% | -4.8% | 42.5 | Underweight |
| FTDR Frontdoor, Inc. | Overbought tape · momentum leaders | $5.4B | +16.7% | -4.4% | 42.4 | Underweight |
| PSMT Pricesmart Inc | Overbought tape · momentum leaders | $5.2B | +43.6% | -0.5% | 40.7 | Buy |
| MTN Vail Resorts, Inc. | Overbought tape · momentum leaders | $5.0B | -7.3% | -6.9% | 48.9 | Buy |
| LAUR Laureate Education, Inc. | Overbought tape · momentum leaders | $5.0B | +22.0% | -3.8% | 44.1 | Neutral |
| GHC GRAHAM HOLDINGS COMPANY | Overbought tape · momentum leaders | $4.8B | -1.4% | -0.8% | 48.6 | Buy |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | Overbought tape · momentum leaders | $4.5B | -45.2% | +1.5% | 52.6 | Neutral |
| NKE Nike, Inc. | Momentum laggards · past-year losers | $53B | -50.7% | -11.7% | 32.1 | Underweight |
| CPRT Copart Inc | Momentum laggards · past-year losers | $27B | -35.6% | -14.7% | 38.8 | Underweight |
| CPNG Coupang, Inc. | Momentum laggards · past-year losers | $26B | -57.2% | -12.1% | 32.7 | Underweight |
| TPR Tapestry, Inc. | Momentum laggards · past-year losers | $23B | +1.5% | -11.4% | 31.5 | Underweight |
| RL Ralph Lauren Corporation | Momentum laggards · past-year losers | $20B | +6.7% | -10.0% | 35.8 | Underweight |
| TSCO Tractor Supply Co | Momentum laggards · past-year losers | $17B | -46.2% | -8.1% | 37.7 | Underweight |
| APG APi Group Corporation | Momentum laggards · past-year losers | $16B | +5.4% | -10.8% | 36.6 | Neutral |
| BURL BURLINGTON STORES, INC. | Momentum laggards · past-year losers | $15B | -10.5% | -28.8% | 26.6 | Underweight |
| H Hyatt Hotels Corporation | Momentum laggards · past-year losers | $15B | +8.6% | -13.6% | 29.9 | Neutral |
| STLA Stellantis N.V. | Momentum laggards · past-year losers | $14B | -51.7% | -8.4% | 36 | Underweight |
| YUMC Yum China Holdings, Inc. | Momentum laggards · past-year losers | $14B | -6.2% | -15.9% | 27.7 | Underweight |
| CSL Carlisle Companies, Inc. | Momentum laggards · past-year losers | $12B | -5.1% | -12.0% | 33.6 | Underweight |
| QXO QXO, Inc. | Momentum laggards · past-year losers | $12B | -45.9% | -14.7% | 32.4 | Underweight |
| TXRH Texas Roadhouse, Inc. | Momentum laggards · past-year losers | $11B | +4.9% | -16.7% | 21.3 | Underweight |
| LULU lululemon athletica inc. | Momentum laggards · past-year losers | $11B | -42.2% | -15.2% | 36.6 | Underweight |
| DKNG DraftKings Inc. | Momentum laggards · past-year losers | $11B | -49.8% | -13.1% | 34.5 | Underweight |
| DKS Dick's Sporting Goods, Inc. | Momentum laggards · past-year losers | $11B | -46.7% | -32.4% | 23.9 | Underweight |
| DECK Deckers Outdoor Corp | Momentum laggards · past-year losers | $11B | -32.0% | -11.7% | 33.2 | Underweight |
| MGM MGM RESORTS INTERNATIONAL | Momentum laggards · past-year losers | $9.5B | +5.2% | -12.4% | 17.4 | Underweight |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | Momentum laggards · past-year losers | $9.5B | -12.9% | -11.5% | 35.1 | Neutral |
| APTV Aptiv PLC | Momentum laggards · past-year losers | $9.1B | -48.9% | -7.3% | 35.7 | Underweight |
| WYNN Wynn Resorts Ltd | Momentum laggards · past-year losers | $8.4B | -36.5% | -18.0% | 18.6 | Underweight |
| CHWY Chewy, Inc. | Momentum laggards · past-year losers | $8.3B | -46.3% | -13.6% | 38.2 | Underweight |
| ATR AptarGroup, Inc. | Momentum laggards · past-year losers | $7.9B | -7.5% | -6.4% | 36.1 | Underweight |
| LEVI Levi Strauss & Co. | Momentum laggards · past-year losers | $7.6B | -13.9% | -6.6% | 32.4 | Neutral |
| AWI Armstrong World Industries, Inc. | Momentum laggards · past-year losers | $6.7B | -19.1% | -10.4% | 34 | Underweight |
| BLDR Builders FirstSource, Inc. | Momentum laggards · past-year losers | $6.3B | -54.9% | -17.3% | 33.1 | Underweight |
| CAVA CAVA Group, Inc. | Momentum laggards · past-year losers | $6.0B | -18.7% | -28.3% | 31 | Underweight |
| LKQ LKQ Corporation | Momentum laggards · past-year losers | $5.9B | -25.1% | -10.3% | 40 | Underweight |
| CHDN Churchill Downs Inc | Momentum laggards · past-year losers | $5.7B | -15.0% | -12.0% | 40.4 | Underweight |
| AN AutoNation, Inc. | Momentum laggards · past-year losers | $5.6B | -23.9% | -15.9% | 22 | Underweight |
| BROS Dutch Bros Inc. | Momentum laggards · past-year losers | $5.5B | -31.1% | -18.9% | 24 | Underweight |
| BYD Boyd Gaming Corporation | Momentum laggards · past-year losers | $5.3B | -12.4% | -9.9% | 26.2 | Underweight |
| WH Wyndham Hotels & Resorts, Inc. | Momentum laggards · past-year losers | $5.1B | -18.1% | -9.6% | 35.7 | Underweight |
| FND Floor & Decor Holdings, Inc. | Momentum laggards · past-year losers | $5.0B | -45.7% | -13.6% | 38.6 | Underweight |
| VFC V.F. Corporation | Momentum laggards · past-year losers | $5.0B | -15.3% | -8.3% | 37.2 | Underweight |
| GNTX Gentex Corp | Momentum laggards · past-year losers | $4.7B | -23.4% | -5.7% | 37.6 | Underweight |
| CHH Choice Hotels Intnl. | Momentum laggards · past-year losers | $4.4B | -11.8% | -11.3% | 34.9 | Underweight |
| TGT Target Corporation | Six-month runners · past-year winners | $72B | +76.9% | 0.0% | 51.8 | Underweight |
| SN SharkNinja, Inc. | Six-month runners · past-year winners | $23B | +41.7% | -7.9% | 42.9 | Underweight |
| RS Reliance, Inc. | Six-month runners · past-year winners | $20B | +35.7% | +2.6% | 45.5 | Neutral |
| BBY Best Buy Company, Inc. | Six-month runners · past-year winners | $19B | +25.9% | +8.3% | 59.4 | Buy |
| WCC Wesco International Inc. | Six-month runners · past-year winners | $17B | +60.1% | +1.8% | 49.6 | Neutral |
| ARMK ARAMARK | Six-month runners · past-year winners | $15B | +49.6% | -4.9% | 42.1 | Underweight |
| W Wayfair Inc. | Six-month runners · past-year winners | $14B | +15.9% | -0.8% | 54 | Neutral |
| PAG Penske Automotive Group, Inc. | Six-month runners · past-year winners | $14B | +19.1% | -1.8% | 43.1 | Underweight |
| MUSA MURPHY USA INC. | Six-month runners · past-year winners | $9.7B | +37.8% | -7.7% | 45.5 | Buy |
| MSGS Madison Square Garden Sports Corp. | Six-month runners · past-year winners | $9.6B | +85.2% | +0.1% | 55.3 | Buy |
| LTH Life Time Group Holdings, Inc. | Six-month runners · past-year winners | $9.1B | +44.2% | -8.9% | 37 | Underweight |
| RUSHB Rush Enterprises Inc | Six-month runners · past-year winners | $6.5B | +38.9% | +7.2% | 61.8 | Neutral |
| CROX Crocs, Inc. | Six-month runners · past-year winners | $5.9B | +52.1% | -0.7% | 53.3 | Buy |
| ANF Abercrombie & Fitch Co. | Six-month runners · past-year winners | $5.8B | +51.0% | +29.3% | 53.6 | Underweight |
| SPHR Sphere Entertainment Co. | Six-month runners · past-year winners | $5.2B | +139.0% | -7.1% | 47.1 | Neutral |
| GTX Garrett Motion Inc. | Six-month runners · past-year winners | $4.9B | +93.7% | -0.5% | 40.4 | Neutral |
| CAKE Cheesecake Factory (The) | Six-month runners · past-year winners | $4.8B | +75.1% | -9.4% | 38.2 | Underweight |
| NSIT Insight Enterprises Inc | Six-month runners · past-year winners | $4.5B | +28.9% | +5.9% | 52.3 | Neutral |
Which major wrappers carry this ranking — counted over 18 curated funds (sector SPDRs + broad-market index funds), not every ETF in existence. The full stock ↔ ETF passive-flow map is at Equities Network.
The largest listed consumer discretionary companies by market cap are Amazon.Com Inc ($2.7T), Tesla, Inc. ($1.4T), Walmart Inc. ($847B), Costco Wholesale Corp ($397B), Home Depot, Inc. ($299B). The full ranking of 441 stocks refreshes daily at quantlogix.ai/public/consumer-discretionary.
Among the top-50 consumer discretionary stocks by market cap, the best 1-year returns are Target Corporation (+76.9%), Ross Stores Inc (+55.1%), Entegris Inc (+48.2%), measured to 2026-09-18. Past performance does not predict future results.
Among 18 curated major wrappers, the funds holding the most of the top 50 consumer discretionary stocks are VTI (50), IVV (39), SPY (39). Full map: Equities Network.
137 of the top 150 consumer discretionary names are grouped by a seeded k-means over seven daily features (20-day momentum, RSI, the QL composite, 1-year and 6-month return, size, news sentiment) into 5 clusters: Mega-cap core · positive news flow (20); Engine underweights · negative news flow (23); Overbought tape · momentum leaders (38); Momentum laggards · past-year losers (38); Six-month runners · past-year winners (18). The map is a principal-components projection of the same features. Clusters describe the tape today, not a forecast.
Market caps, prices, and day changes come from the daily universe build (last refreshed 2026-09-21 05:30); 1-year returns come from the performance-rankings build (measured to 2026-09-18). 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 2026-09-21 05:30) — prices and day changes carry the same stamp, not live quotes. 1-year returns come from the performance-rankings build (measured to 2026-09-18); 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. The cluster map groups the ranked names by a deterministic k-means over seven standardized daily features and lays them out by principal components; clusters are named from their centroid's strongest traits and describe the tape today, not a forecast. Every row links to the full stock page with signals, fundamentals, and news.