The Bullish Bears break down a list of the largest consumer discretionary stocks and ETFs list. Consumer discretionary stocks refer to companies that produce and sell goods and services that are not essential for everyday living. These companies can also suffer during economic downturns, as consumers may cut back on these purchases.
These stocks can also be sensitive to supply chain disruptions, inflation, and price sensitivity, as consumers can choose to buy cheaper alternatives or not make discretionary purchases.
We are not affiliated with nor endorse any of these companies, and nothing on this site constitutes a recommendation to buy or sell.
Best Consumer Discretionary Stocks 2026
| Symbol | Name |
|---|---|
| ABNB | Airbnb, Inc. |
| AMZN | Amazon.com, Inc. |
| BKNG | Booking Holdings Inc. |
| LOW | Lowe's Companies, Inc. |
| NKE | NIKE, Inc. |
| SBUX | Starbucks Corporation |
| TSLA | Tesla, Inc. |
| HD | The Home Depot, Inc. |
| TJX | The TJX Companies, Inc. |
| CCL | Carnival Corp |
| MAR | Marriott International |
| CROX | Crocs |
| TPR | Tapestry |
| GM | General Motors |
| RCL | Royal Caribbean |
| SN | SharkNinja |
| RL | Ralph Lauren |
| CVNA | Carvana |
| MCD | McDonald's |
E-Commerce’s Impact on Consumer Discretionary
Many retailers like Macy’s failed to adapt to online shopping needs, which forced its customers to fill their needs elsewhere. If you’re looking for other stocks to trade, you can check out our consumer discretionary stocks list above.
Companies in this consumer discretionary stocks list sector often need to invest in innovation and effective marketing to stand out in a crowded market. Successful product launches and marketing campaigns can positively impact stock performance. Today, when we think of electric cars, the first brand that comes to mind is Tesla. Elon Musk created a product that stands out and that people talk about constantly.
A consumer discretionary stocks list can be divided into luxury and non-luxury segments. Luxury goods and services may be more sensitive to high-net-worth individuals’ spending patterns and economic downturns.
Below is a list of some of the largest consumer discretionary stocks in the US. As you browse them, you will see how their cyclical nature can impact their stock performance. When market conditions are favorable, consumers will use them frequently. These stocks operate in various industries, such as
- Retail
- Apparel and footwear
- Automobile
- Home Improvement
- Leisure
- Media
- Electronics
- Sporting goods
- Fitness and more
Consumer Discretionary Stocks Breakdown
Amazon (NASDAQ: AMZN)
Amazon is a part of our consumer discretionary stocks list. They are primarily an e-commerce giant that sells a vast array of non-essential products, which sell better during favorable market conditions. The company’s constant innovation and expansion into new product categories and services align with the characteristics of the consumer discretionary sector.
Tesla (NASDAQ: TSLA)
Tesla is primarily an electric vehicle (EV) manufacturer and clean energy company. While transportation is essential, purchasing electric vehicles is discretionary because it represents a choice beyond basic transportation needs. Consumers can opt for traditional gasoline vehicles, making Tesla’s products non-essential. Early models were considered pillars in the EV sector. Many rushed towards this innovative technology, which made Tesla a luxury brand. Are the Tesla competitors on our consumer discretionary stocks list?
The Home Depot (NYSE: HD)
Home Depot operates as a major home improvement retailer, providing consumers a wide range of products and services for various home-related projects. The company’s performance is tied to economic cycles and housing trends.
Nike (NYSE: NKE)
Nike is a global leader in designing, marketing, and selling athletic footwear, apparel, equipment, and accessories. They are one of the most popular sneaker stocks. Wearing a pair of Nikes or Air Jordan’s is a fashion statement. Nike sponsors many of our favorite athletes and celebrities; we want to look just like them. The company’s brand image is essential for its sales. However, there are many cheaper alternatives that many consumers turn to when funds are low.
Lowe’s Companies (NYSE: LOW)
Lowe’s customers engage in home improvement and renovation projects, similar to Home Depot’s. Our desire to upgrade our home rarely comes during a recession. Instead, we spend our hard-earned funds on these projects when we have a positive outlook on the economy.
Starbucks (NASDAQ: SBUX)
Starbucks is a global coffeehouse chain that offers specialty coffee, tea, and various food items. While coffee and food are essential, shopping at Starbucks can be easily replaced with a cheaper, maybe more nutritious, and tastier option.
The TJX Companies (NYSE: TJX)
TJX is a major off-price retailer that operates various brands, including T.J. Maxx, Marshalls, HomeGoods, and others. The company primarily offers discounted and value-oriented products across various categories, such as apparel, home goods, and accessories.
Booking Holdings (NASDAQ: BKNG)
Booking is an online travel company providing services related to travel and hospitality with its affiliates (Booking, Priceline, Agoda, Kayak, and others). Hotel reservations, flights, car rentals, and vacation packages are non-essential. Very few can afford a vacation home when funds are short. As a long-time traveler, I’ve mainly used Booking for rooms and car rentals, and I’ve had very few complaints about the company’s services. It’s no wonder this has been one of the hottest stocks.
Airbnb (NASDAQ: ABNB)
Airbnb was once the most popular short and long-term stay-booking website. However, the company has been adding various service charges, which have caused its stock price to stagnate. Many are finding alternative ways to book their ideal vacation getaway, causing Airbnb’s popularity to fall. While Booking’s stock kept rising during COVID, Airbnb struggled and never quite recovered despite an increasing number of vacationers around the globe.
Consumer Discretionary ETF List
| Symbol | Name | Industry |
|---|---|---|
| XLY | Consumer Discretionary Select Sector SPDR Fund | Broad Consumer Discretionary |
| VCR | Vanguard Consumer Discretionary ETF | Broad Consumer Discretionary |
| FDIS | Fidelity MSCI Consumer Discretionary Index ETF | Broad Consumer Discretionary |
| IYC | iShares U.S. Consumer Discretionary ETF | Consumer Services |
| RCD | Invesco S&P 500® Equal Weight Consumer Discretionary ETF | Broad Consumer Discretionary |
| PEJ | Invesco Dynamic Leisure & Entertainment ETF | Broad Consumer Discretionary |
| FXD | First Trust Consumer Discretionary AlphaDEX Fund | Broad Consumer Discretionary |
| CHIQ | Global X MSCI China Consumer Discretionary ETF | Broad Consumer Discretionary |
| XRT | SPDR S&P Retail ETF | Retail |
| RXI | iShares Global Consumer Discretionary ETF | Broad Consumer Discretionary |
| ESPO | VanEck Video Gaming and eSports ETF | Gaming |
| IBUY | Amplify Online Retail ETF | Retail |
| HERO | Global X Video Games & Esports ETF | Gaming |
| RTH | VanEck Retail ETF | Retail |
| TSLL | Direxion Daily TSLA Bull 1.5X Shares ETF | Automotive |
| TSLQ | AXS TSLA Bear Daily ETF | Automotive |
| BETZ | Roundhill Sports Betting & iGaming ETF | Gaming |
| ONLN | ProShares Online Retail ETF | Retail |
| BJK | VanEck Gaming ETF | Gaming |
| INCO | Columbia India Consumer ETF | Broad Consumer Discretionary |
| CRUZ | Defiance Hotel Airline and Cruise ETF | Broad Consumer Discretionary |
| TSLS | Direxion Daily TSLA Bear 1X Shares | Automotive |
| EBIZ | Global X E-commerce ETF | Broad Consumer Discretionary |
| RETL | Direxion Daily Retail Bull 3X Shares | Retail |
| FDRV | Fidelity Electric Vehicles and Future Transportation ETF | Automotive |
| CARZ | First Trust S-Network Future Vehicles & Technology ETF | Automotive |
| PBS | Invesco Dynamic Media ETF | Media |
| NERD | Roundhill Video Games ETF | Gaming |
| PEZ | Invesco DWA Consumer Cyclicals Momentum ETF | Broad Consumer Discretionary |
| PSCD | Invesco S&P SmallCap Consumer Discretionary ETF | Broad Consumer Discretionary |
| BFIT | Global X Health & Wellness ETF | Broad Consumer Discretionary |
| OOTO | Direxion Daily Travel & Vacation Bull 2X Shares | Leisure & Entertainment |
| WANT | Direxion Daily Consumer Discretionary Bull 3X Shares | Broad Consumer Discretionary |
| EMTY | ProShares Decline of the Retail Store ETF | Retail |
| IEDI | iShares U.S. Consumer Focused ETF | Broad Consumer Discretionary |
| AMZU | Direxion Daily AMZN Bull 1.5X Shares ETF | Retail |
| UCC | ProShares Ultra Consumer Services | Consumer Services |
| BAD | B.A.D. ETF | Broad Consumer Discretionary |
| VICE | AdvisorShares Vice ETF | Broad Consumer Discretionary |
| BUYZ | Franklin Disruptive Commerce ETF | Broad Consumer Discretionary |
| JRNY | ALPS Global Travel Beneficiaries ETF | Broad Consumer Discretionary |
| AMZD | Direxion Daily AMZN Bear 1X Shares ETF | Retail |
| HLGE | Hartford Longevity Economy ETF | Broad Consumer Discretionary |
| KBUY | KraneShares CICC China Consumer Leaders Index ETF | Broad Consumer Discretionary |
| GGLS | Direxion Daily GOOGL Bear 1X Shares ETF | Media |
| GGLL | Direxion Daily GOOGL Bull 1.5X Shares ETF | Media |
| SCC | ProShares UltraShort Consumer Services | Consumer Services |
| ISHP | First Trust S-Network E-Commerce ETF | Retail |
| BEDZ | AdvisorShares Hotel ETF | Broad Consumer Discretionary |
| TSLI | GraniteShares 1x Short TSLA Daily ETF | Automotive |
| FLYU | MicroSectors Travel 3x Leveraged ETN | Leisure & Entertainment |
| SUBS | Fount Subscription Economy ETF | Broad Consumer Discretionary |
| VCAR | Simplify Volt RoboCar Disruption and Tech ETF | Automotive |
| FLYD | MicroSectors Travel -3x Inverse Leveraged ETN | Leisure & Entertainment |
| TSLH | Innovator Hedged TSLA Strategy ETF | Automotive |
| EVAV | Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares | Automotive |
| IBET | iBET Sports Betting and Gaming ETF | Gaming |
| ZGEN | Generation Z ETF Generation Z Fund | Broad Consumer Discretionary |
| NKEQ | AXS 2X NKE Bear Daily ETF | Broad Consumer Discretionary |
| NKEL | AXS 2X NKE Bull Daily ETF | Broad Consumer Discretionary |
| OND | ProShares On-Demand ETF | Leisure & Entertainment |
| TSL | GraniteShares 1.25x Long Tesla Daily ETF GraniteShares 1.25x Long TSLA Daily ETF | Automotive |
Largest Consumer Discretionary ETFs
Consumer discretionary ETFs aim to provide investors with diversification by holding a basket of stocks across various sub-sectors within consumer discretionary. By investing in an ETF, investors gain exposure to various companies rather than putting all their money into one or a few individual stocks.
If you want a mix of all the stocks named above, among 51 others, XLY is for you. However, 40% of the fund is invested in Amazon and Tesla. XLY has a low expense ratio (0.10%) and consistent returns since its inception in 1998.
IYC is composed of fewer companies (176), a higher expense ratio (0.40%), and less weight for Amazon and Tesla (21% combined). Costco and Netflix also have a little more diversity in the top 10. Regardless, its performance has aligned with the other ETFs mentioned so far.
With RSPD, the top 10 holdings represent a mere 20% of the entire fund, and none of the companies mentioned above are found. Instead, you can find Bath & Body Works, Carmax, Ford, Whirlpool. The funds are much more diverse with an equal weight, but the expense ratio is 0.40%.
More Consumer Discretionary ETFs
PEJ is focused on consumer discretionary stocks in the leisure and entertainment industry. In the top 10 holdings, you can find Royal Caribbean Cruises, Warner, Marriott, Airbnb, DoorDash, and others. The portfolio's weight is also evenly distributed, but the expense ratio is higher at 0.58%.
FXD’s holdings are also very different from the list we provided; not a single stock’s weight surpasses 2%. The top holdings include Macy’s, DraftKings, Uber, and Under Armour. Investors can also benefit from a $0.16 quarterly dividend. However, the expense ratio is slightly higher than others at 0.61%.
CHIQ isn’t the best-performing ETF on this list because it focuses on consumer discretionary Chinese stocks. China’s economy was once a powerhouse, but since COVID, it has greatly slowed down. This fund has 79 holdings, including PDD Holdings, Alibaba, JD, Yum China, and others. If you believe China’s economy is due for a rebound, this ETF might be for you.
Consumer Discretionary Sector Performance (XLY ETF - 2026 YTD)
| Year | Performance | 2026 (YTD) | +8.2% |
|---|---|
| 2025 | +29.0% |
| 2024 | +42.0% |
| 2023 | +40.8% |
| 2022 | -37.2% |
Final Thoughts on Consumer Discretionary Stocks
The most popular consumer discretionary ETFs are heavily invested in Amazon and Tesla, but others prefer more diverse holdings. Please do not buy any of the securities on this consumer discretionary stocks list unless you know how to trade.
