Narrow the list before you dig in

Screener

Companies we cover, sector by sector, plus screens for dividends, S-REITs, insider transactions and commodities.

Consumer discretionary

Updated 5 Nov, 6:45 am SGT

Cars, retail, travel and restaurants: things people can put off. It tends to follow jobs, wages and how confident households feel.

S&P 500

+2.12% ▲

1 year, cap-weighted, 47 companies

Equal-weighted: +11.30% ▲
Companies up: 29 of 47
Market cap: US$7.1T
Share of S&P 500: 10.2%
Top 3 hold: 66%
Median P/E: 21.3x
Median forward P/E: 18.2x
Dividend yield: 0.6%
Sector ETF, XLY: +3.57% ▲

Singapore

−11.97% ▼

1 year: 1 company, Genting Singapore, so this is one stock, not a sector figure

Market cap: S$7.3B
Share of Singapore: 0.9%
P/E: 20.2x
Forward P/E: 16.0x
Dividend yield: 6.6%

Hong Kong and China

−31.49% ▼

1 year, cap-weighted, 14 companies

Equal-weighted: −26.63% ▼
Companies up: 2 of 14
Market cap: US$709.7B
Share of HK and China: 16.8%
Top 3 hold: 65%
Median P/E: 13.8x
Median forward P/E: 11.7x
Dividend yield: 1.2%

Companies

All 62 companies

Every consumer discretionary company we list, sortable

AMZNAmazon	S&P 500	US$2.9T	+6.12% ▲	+4.49% ▲	+5.77% ▲	−4.11% ▼	+15.25% ▲	+6.70% ▲	21.5x	24.4x	—
TSLATesla	S&P 500	US$1.5T	−3.34% ▼	−4.71% ▼	+3.94% ▲	+17.67% ▲	−14.35% ▼	−13.30% ▼	423.3x	178.4x	—
HDHome Depot	S&P 500	US$354.6B	+6.53% ▲	+11.93% ▲	+25.66% ▲	+2.82% ▲	+5.54% ▲	−4.59% ▼	24.9x	22.3x	2.6%
BABAAlibaba Group	HK and China	US$261.9B	+4.91% ▲	+4.29% ▲	−0.53% ▼	−18.37% ▼	−27.51% ▼	−35.33% ▼	25.5x	11.3x	1.0%
MCDMcDonald's	S&P 500	US$198.3B	+6.53% ▲	+11.86% ▲	+20.84% ▲	+5.17% ▲	−6.52% ▼	−3.94% ▼	22.8x	20.4x	2.7%
TJXTJX Companies	S&P 500	US$159.9B	+5.18% ▲	+4.60% ▲	+9.10% ▲	−7.83% ▼	−4.89% ▼	+3.15% ▲	26.8x	25.1x	1.3%
BKNGBooking Holdings	S&P 500	US$132.5B	+9.83% ▲	+15.57% ▲	+7.51% ▲	−11.78% ▼	−19.61% ▼	−13.59% ▼	18.9x	13.8x	1.0%
LOWLowe's	S&P 500	US$128.7B	+7.50% ▲	+15.61% ▲	+27.67% ▲	+5.85% ▲	−2.79% ▼	−1.40% ▼	19.4x	17.7x	2.1%
SBUXStarbucks	S&P 500	US$125.1B	+4.71% ▲	+6.30% ▲	+15.83% ▲	+5.11% ▲	+32.64% ▲	+41.33% ▲	49.6x	29.4x	2.3%
PDDPDD Holdings (Temu)	HK and China	US$116.9B	+2.47% ▲	+6.04% ▲	+8.98% ▲	−9.76% ▼	−27.55% ▼	−38.62% ▼	9.2x	6.7x	—
MARMarriott International	S&P 500	US$109.4B	+2.04% ▲	+7.73% ▲	+18.36% ▲	+23.33% ▲	+37.76% ▲	+57.36% ▲	42.4x	31.8x	0.7%
ABNBAirbnb	S&P 500	US$105.6B	+5.64% ▲	+6.22% ▲	+8.58% ▲	+17.64% ▲	+29.95% ▲	+44.15% ▲	40.2x	28.4x	—
RCLRoyal Caribbean Group	S&P 500	US$89.1B	+6.38% ▲	+11.68% ▲	+19.95% ▲	+2.88% ▲	+21.42% ▲	+32.03% ▲	19.7x	16.3x	1.7%
DASHDoorDash	S&P 500	US$86.6B	+8.33% ▲	+17.17% ▲	+4.99% ▲	−1.87% ▼	−12.31% ▼	−17.23% ▼	82.4x	24.8x	—
CVNACarvana	S&P 500	US$86.0B	+8.81% ▲	+31.35% ▲	+21.62% ▲	+14.01% ▲	−8.11% ▼	+25.18% ▲	37.6x	36.5x	—
1211BYD Company	HK and China	HK$659.2B	−0.07% ▼	+2.63% ▲	−2.17% ▼	−22.63% ▼	−23.61% ▼	−25.19% ▼	18.4x	11.7x	0.6%
HLTHilton Worldwide	S&P 500	US$83.8B	+3.49% ▲	+7.69% ▲	+17.90% ▲	+20.71% ▲	+31.26% ▲	+45.87% ▲	51.0x	36.0x	0.2%
ROSTRoss Stores	S&P 500	US$78.5B	+6.11% ▲	+7.79% ▲	+7.53% ▲	−1.93% ▼	+37.24% ▲	+52.74% ▲	29.7x	27.3x	0.7%
GMGeneral Motors	S&P 500	US$78.5B	+4.63% ▲	+12.06% ▲	+18.09% ▲	+4.88% ▲	+14.41% ▲	+39.42% ▲	20.2x	6.2x	0.8%
ORLYO'Reilly Automotive	S&P 500	US$74.3B	+2.61% ▲	+2.10% ▲	+8.76% ▲	+0.56% ▲	+1.24% ▲	−1.59% ▼	28.3x	25.2x	—
NKENike	S&P 500	US$60.1B	+5.22% ▲	+8.99% ▲	+19.55% ▲	−1.47% ▼	−34.77% ▼	−31.69% ▼	19.5x	26.0x	4.0%
3690Meituan	HK and China	HK$464.1B	+1.14% ▲	+5.62% ▲	+7.12% ▲	−18.88% ▼	−26.85% ▼	−24.72% ▼	—	15.5x	—
GRMNGarmin	S&P 500	US$55.7B	+6.52% ▲	+6.11% ▲	+2.84% ▲	−5.56% ▼	+44.28% ▲	+43.07% ▲	27.8x	25.2x	1.4%
EBAYeBay	S&P 500	US$54.9B	+5.50% ▲	+6.04% ▲	+17.62% ▲	+14.52% ▲	+45.00% ▲	+55.17% ▲	27.3x	18.2x	1.0%
AZOAutoZone	S&P 500	US$53.5B	+3.92% ▲	+5.35% ▲	+19.11% ▲	+9.83% ▲	−1.94% ▼	−9.53% ▼	22.2x	17.3x	—
FFord Motor	S&P 500	US$50.6B	+2.92% ▲	+6.03% ▲	+4.71% ▲	−10.06% ▼	−0.08% ▼	+3.68% ▲	—	6.7x	4.7%
YUMYum! Brands	S&P 500	US$44.7B	+5.92% ▲	+10.76% ▲	+22.18% ▲	+13.18% ▲	+11.54% ▲	+13.37% ▲	21.0x	24.5x	1.8%
CMGChipotle Mexican Grill	S&P 500	US$44.5B	+5.83% ▲	+22.52% ▲	+8.78% ▲	+4.08% ▲	−4.86% ▼	+10.90% ▲	32.6x	26.5x	—
DHID. R. Horton	S&P 500	US$42.6B	+8.10% ▲	+9.78% ▲	+16.29% ▲	+4.71% ▲	+9.97% ▲	+9.12% ▲	16.4x	14.5x	1.1%
CCLCarnival Corporation	S&P 500	US$42.1B	+7.26% ▲	+11.62% ▲	+21.58% ▲	+6.40% ▲	+4.20% ▲	+21.88% ▲	13.8x	12.2x	1.4%
EXPEExpedia Group	S&P 500	US$37.9B	+10.54% ▲	+14.64% ▲	+19.20% ▲	+1.37% ▲	+12.14% ▲	+50.01% ▲	19.7x	12.8x	0.6%
JDJD.com	HK and China	US$37.4B	+3.05% ▲	+8.96% ▲	+7.56% ▲	−15.89% ▼	+0.06% ▲	−9.75% ▼	19.4x	6.9x	3.6%
WSMWilliams-Sonoma,	S&P 500	US$31.8B	+6.46% ▲	+7.99% ▲	+16.62% ▲	+8.85% ▲	+53.28% ▲	+41.11% ▲	27.7x	25.7x	1.1%
ULTAUlta Beauty	S&P 500	US$28.3B	+4.07% ▲	+6.70% ▲	+21.52% ▲	+21.48% ▲	+9.20% ▲	+27.88% ▲	24.1x	20.6x	—
2020Anta Sports	HK and China	HK$214.7B	−0.83% ▼	+7.79% ▲	+4.52% ▲	+4.87% ▲	−0.13% ▼	+0.75% ▲	12.3x	11.8x	3.3%
TCOMTrip.com Group	HK and China	US$26.9B	+3.17% ▲	+10.68% ▲	+12.08% ▲	−8.86% ▼	−40.63% ▼	−39.04% ▼	8.6x	10.4x	—
LVSLas Vegas Sands	S&P 500	US$26.4B	+6.48% ▲	+13.40% ▲	+13.37% ▲	−10.75% ▼	−35.79% ▼	−31.80% ▼	16.7x	13.2x	2.9%
DRIDarden Restaurants	S&P 500	US$26.1B	+5.11% ▲	+6.49% ▲	+16.05% ▲	+13.65% ▲	+29.30% ▲	+32.02% ▲	22.7x	18.6x	2.7%
PHMPulteGroup	S&P 500	US$25.9B	+7.16% ▲	+13.58% ▲	+17.49% ▲	+3.48% ▲	+16.70% ▲	+14.62% ▲	14.5x	14.4x	0.8%
TPRTapestry,	S&P 500	US$24.9B	+3.54% ▲	+12.65% ▲	+6.09% ▲	−19.35% ▼	−1.01% ▼	+19.30% ▲	17.2x	14.1x	1.3%
RLRalph Lauren Corporation	S&P 500	US$24.6B	+4.48% ▲	+5.78% ▲	+13.40% ▲	+9.34% ▲	+17.47% ▲	+34.64% ▲	26.0x	19.7x	0.9%
LENLennar	S&P 500	US$21.9B	+7.09% ▲	+10.47% ▲	+16.26% ▲	+6.63% ▲	−8.31% ▼	−22.52% ▼	18.5x	17.7x	2.2%
BBYBest Buy	S&P 500	US$21.3B	+7.98% ▲	+4.54% ▲	+15.22% ▲	+18.61% ▲	+57.43% ▲	+34.51% ▲	16.9x	14.0x	3.8%
0027Galaxy Entertainment	HK and China	HK$151.9B	0.00%	+9.89% ▲	+14.46% ▲	+6.89% ▲	−4.58% ▼	−5.17% ▼	14.2x	13.1x	4.9%
0175Geely Automobile	HK and China	HK$149.6B	−0.36% ▼	−2.26% ▼	−5.90% ▼	−27.31% ▼	−20.64% ▼	−18.92% ▼	8.0x	5.3x	3.6%
TSCOTractor Supply	S&P 500	US$19.1B	+4.22% ▲	+15.72% ▲	+17.66% ▲	+11.21% ▲	−25.42% ▼	−29.39% ▼	19.7x	17.7x	2.6%
GPCGenuine Parts	S&P 500	US$17.4B	+1.71% ▲	+4.13% ▲	−0.66% ▼	−3.90% ▼	+5.69% ▲	+6.76% ▲	486.1x	15.5x	3.3%
HASHasbro	S&P 500	US$17.0B	+3.06% ▲	+2.44% ▲	+35.78% ▲	+33.86% ▲	+51.64% ▲	+65.18% ▲	18.2x	17.4x	2.3%
NVRNVR,	S&P 500	US$17.0B	+5.84% ▲	+10.09% ▲	+6.39% ▲	+1.75% ▲	−12.56% ▼	−10.76% ▼	17.6x	18.4x	—
YUMCYum China	HK and China	US$16.7B	+3.82% ▲	+11.67% ▲	+24.26% ▲	+4.42% ▲	+5.99% ▲	+12.89% ▲	17.3x	14.7x	1.8%
LULULululemon Athletica	S&P 500	US$13.0B	+4.78% ▲	+6.50% ▲	+18.63% ▲	−8.92% ▼	−46.08% ▼	−30.25% ▼	9.2x	13.0x	—
DECKDeckers Brands	S&P 500	US$11.9B	+5.97% ▲	+10.37% ▲	+12.63% ▲	−10.77% ▼	−14.04% ▼	+12.03% ▲	11.8x	10.9x	—
1928Sands China	HK and China	HK$92.6B	+0.53% ▲	+7.32% ▲	+0.53% ▲	−16.28% ▼	−37.39% ▼	−37.74% ▼	13.5x	11.7x	8.7%
LILi Auto	HK and China	US$11.3B	+3.39% ▲	+1.67% ▲	+8.33% ▲	−9.95% ▼	−31.60% ▼	−41.54% ▼	—	29.9x	—
DPZDomino's	S&P 500	US$11.2B	+5.45% ▲	+10.10% ▲	+14.47% ▲	−6.75% ▼	−16.83% ▼	−14.46% ▼	18.8x	16.5x	2.3%
XPEVXPeng	HK and China	US$9.4B	+1.86% ▲	+5.69% ▲	+6.49% ▲	−18.26% ▼	−51.43% ▼	−56.59% ▼	—	—	—
APTVAptiv	S&P 500	US$9.2B	+4.64% ▲	−1.86% ▼	−0.64% ▼	−9.35% ▼	−43.15% ▼	−46.49% ▼	42.8x	7.0x	—
NCLHNorwegian Cruise Line Holdings	S&P 500	US$8.5B	+6.77% ▲	+15.82% ▲	+22.85% ▲	−7.32% ▼	−16.67% ▼	−1.01% ▼	10.3x	13.1x	—
WYNNWynn Resorts	S&P 500	US$8.5B	+6.05% ▲	+15.41% ▲	+8.57% ▲	−15.39% ▼	−31.04% ▼	−31.47% ▼	19.8x	17.6x	1.2%
MGMMGM Resorts	S&P 500	US$8.3B	+5.80% ▲	+20.35% ▲	+7.68% ▲	−28.22% ▼	−10.06% ▼	+2.98% ▲	12.6x	21.9x	—
NIONIO	HK and China	US$8.3B	+3.45% ▲	−0.60% ▼	−2.08% ▼	−30.67% ▼	−35.29% ▼	−53.91% ▼	—	26.5x	—
G13Genting Singapore	Singapore	S$7.3B	+0.83% ▲	+2.54% ▲	−1.63% ▼	−1.68% ▼	−11.37% ▼	−11.97% ▼	20.2x	16.0x	6.6%

Cap-weighted uses each company's size at the start of the period; equal-weighted counts every company the same. XLY is the SPDR fund tracking this S&P 500 sector. It caps its largest holdings, so it can differ from the cap-weighted figure. Returns are in each listing's own currency and include dividends.

When cap-weighted and equal-weighted are far apart, a few giants are doing the moving. "Largest" and "best performing" describe what has happened, not what to do next.

Source: Yahoo Finance, delayed. Last close: US 4 Nov 2026, SGX 4 Nov 2026, HKEX 4 Nov 2026. Market caps show in each listing's currency; lists across markets rank them at US$1 = S$1.28 and HK$7.84. A company too new for a period shows "—" and is left out of that period's figures. Forward P/E rests on analyst forecasts.

A screen is a reason to dig deeper, not a buy list. Past dividends and returns don't promise future ones. Prices and dividends: Yahoo Finance, refreshed each weekday after the US and SGX closes. S-REIT report figures: each REIT's results on SGX, typed by hand after each results season. Insider transactions: SEC filings, refreshed each weekday, and US House reports. Commodities: the nearest futures contract on each exchange, not spot prices, from Yahoo Finance, refreshed each weekday. Sector figures: Yahoo Finance, added up by rasinbun, refreshed each weekday. Beta computed by rasinbun. For education only. Not financial advice.