| AMZN | Amazon.com, Inc. Internet Retail | US / NASDAQ | Consumer Discretionary | $273 | 2.9T | 32.6x | +24.3% | +44.5% | Reduce$216 · -20.5% |
| TSLA | Tesla, Inc. Auto Manufacturers | US / NASDAQ | Consumer Discretionary | $428 | 1.6T | 416.6x | +4.9% | +55.1% | Hold$395 · +5.0% |
| HD | The Home Depot, Inc. Home Improvement Retail | US / NYSE | Consumer Discretionary | $317 | 316.2B | 22.3x | +145.5% | -10.3% | Reduce$255 · -20.9% |
| MCD | McDonald's Corporation Restaurants | US / NYSE | Consumer Discretionary | $276 | 195.9B | 22.7x | n/a | -11.3% | Strong Buy$424 · +49.4% |
| TJX | The TJX Companies, Inc. Apparel Retail | US / NYSE | Consumer Discretionary | $153 | 169.6B | 31.5x | +59.1% | +20.7% | Hold$146 · -5.0% |
| PDD | PDD Holdings Inc. Internet Retail | US / NASDAQ | Consumer Discretionary | $98.78 | 140.6B | 10.5x | +26.9% | -9.7% | Strong Buy$265 · +172.6% |
| BKNG | Booking Holdings Inc. Travel Services | US / NASDAQ | Consumer Discretionary | $166 | 128.6B | 21.8x | n/a | -19.6% | Buy$189 · +10.5% |
| LOW | Lowe's Companies, Inc. Home Improvement Retail | US / NYSE | Consumer Discretionary | $229 | 128.4B | 19.3x | n/a | +4.6% | Hold$207 · -9.8% |
| SBUX | Starbucks Corporation Restaurants | US / NASDAQ | Consumer Discretionary | $105 | 119.6B | 80.1x | n/a | +30.4% | Sell$40.42 · -61.5% |
| MAR | Marriott International, Inc. Lodging | US / NASDAQ | Consumer Discretionary | $353 | 93.1B | 37.0x | n/a | +39.3% | Sell$228 · -36.5% |
| ABNB | Airbnb, Inc. Travel Services | US / NASDAQ | Consumer Discretionary | $141 | 84B | 34.7x | +32.3% | +14.9% | Hold$139 · -1.7% |
| MELI | MercadoLibre, Inc. Internet Retail | US / NASDAQ | Consumer Discretionary | $1,633 | 82.8B | 43.1x | +31.3% | -27.8% | Strong Buy$2,600 · +63.0% |
| ORLY | O'Reilly Automotive, Inc. Auto Parts | US / NASDAQ | Consumer Discretionary | $92.96 | 77B | 30.3x | n/a | +1.2% | Sell$53.83 · -41.4% |
| ROST | Ross Stores, Inc. Apparel Retail | US / NASDAQ | Consumer Discretionary | $226 | 72.7B | 34.2x | +36.7% | +59.5% | Sell$159 · -27.0% |
| DASH | DoorDash, Inc. Internet Retail | US / NASDAQ | Consumer Discretionary | $164 | 71.4B | 78.1x | +9.9% | -7.4% | Reduce$143 · -12.2% |
| GM | General Motors Company Auto Manufacturers | US / NYSE | Consumer Discretionary | $78.80 | 71.1B | 30.9x | +4.0% | +75.1% | Sell$51.82 · -33.9% |
| EBAY | eBay Inc. Internet Retail | US / NASDAQ | Consumer Discretionary | $108 | 47.8B | 24.9x | +42.9% | +56.5% | Reduce$92.09 · -19.4% |
| JD | JD.com, Inc. Internet Retail | US / NASDAQ | Consumer Discretionary | $30.13 | 41.3B | 16.3x | +7.6% | -7.8% | Strong Buy$44.07 · +36.1% |
| LULU | lululemon athletica inc. Apparel Retail | US / NASDAQ | Consumer Discretionary | $131 | 15.1B | 9.9x | +34.0% | -52.4% | Strong Buy$228 · +91.7% |
