Sector analysis · US
Consumer Discretionary: which companies drove growth
The 20 largest Consumer Discretionary companies by market cap at the end of Q2 2026 (30 Jun 2026), compared with Q1 2026.
The top 20 at Q2 2026
Q2 2026 vs Q1 2026: combined net profit $85.0B (+67%), median EPS +29% (18 of 20 up), market-cap-weighted price +10%. 20 of 20 reported.
| # | Company | Weight | EPS $, base → now | EPS growth | Contribution | Price |
|---|---|---|---|---|---|---|
| 1 | Amazon.com, Inc. | 43.4% | 2.78 → 5.75 | +107% | +63.8 pp | +14% |
| 2 | Tesla, Inc. | 23.0% | 0.13 → 0.32 | +146% | +1.2 pp | +13% |
| 3 | The Home Depot, Inc. | 5.9% | 3.30 → 4.79 | +45% | +2.9 pp | +7% |
| 4 | McDonald's Corporation | 3.3% | 2.78 → 3.32 | +19% | +0.7 pp | −13% |
| 5 | The TJX Companies, Inc. | 2.9% | 1.19 → 1.36 | +14% | +0.4 pp | −5% |
| 6 | Booking Holdings Inc. | 2.4% | 1.36 → 2.53 | +86% one source | +1.7 pp | +9% |
| 7 | Lowe's Companies, Inc. | 2.1% | 2.90 → 4.27 | +47% | +1.5 pp | −7% |
| 8 | Starbucks Corporation | 2.0% | 0.45 → 0.91 | +102% | +1.1 pp | +14% |
| 9 | Marriott International, Inc. | 1.7% | 2.41 → 2.84 | +18% | +0.2 pp | +13% |
| 10 | MercadoLibre, Inc. | 1.5% | 8.23 → 9.19 | +12% | +0.1 pp | −2% |
| 11 | Royal Caribbean Cruises Ltd. | 1.5% | 3.48 → 4.20 | +21% | +0.4 pp | +16% |
| 12 | Airbnb, Inc. | 1.4% | 0.26 → 1.37 | +427% | +1.3 pp | +15% |
| 13 | O'Reilly Automotive, Inc. | 1.3% | 0.72 → 0.86 | +19% | +0.2 pp | +1% |
| 14 | Hilton Worldwide Holdings Inc. | 1.3% | 1.66 → 2.10 | +27% | +0.2 pp | +10% |
| 15 | Carvana Co. | 1.2% | 0.34 → 0.42 | +24% | +0.1 pp | +5% |
| 16 | General Motors Company | 1.2% | 2.84 → 1.39 | −51% | −2.7 pp | +3% |
| 17 | Ross Stores, Inc. | 1.1% | 2.02 → 2.66 | +32% | +0.4 pp | −1% |
| 18 | NIKE, Inc. | 1.0% | 0.35 → 0.72 | +106% | +1.1 pp | −22% |
| 19 | Ford Motor Company | 0.9% | 0.63 → −0.33 | to loss one source | −7.6 pp | +23% |
| 20 | AutoZone, Inc. | 0.9% | 27.63 → 38.07 | +38% | +0.3 pp | −4% |
| Sector earnings growth | 100% | +67.3 pp |
Who joined and who left
0 joined and 0 left the top 20 since Q1 2026, as market caps moved.
Joined the top 20 since Q1 2026
Left the top 20 since Q1 2026
EPS growth by company, Q3 2023 to Q2 2026
Each company's EPS growth quarter on quarter, every quarter it was in the top 20.
| Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | +45% | +6% | −2% | +29% | +13% | +30% | −15% | +6% | +16% | 0% | +43% | +107% |
| TSLA | −32% | +328% | −82% | −2% | +55% | +6% | −82% | +187% | +17% | −38% | −46% | +146% |
| HD | −18% | −26% | +29% | +27% | −20% | −18% | +14% | +33% | −21% | −29% | +28% | +45% |
| MCD | +1% | −12% | −5% | +5% | +12% | −11% | −7% | +21% | +1% | −5% | −8% | +19% |
| TJX | +21% | +18% | −24% | +3% | +19% | +8% | −25% | +20% | +16% | +23% | −25% | +14% |
| BKNG | +100% | −91% | +256% | +98% | +68% | −57% | −68% | +172% | +208% | −48% | −22% | +86% |
| LOW | −33% | −42% | +73% | +36% | −28% | −33% | +46% | +46% | −33% | −38% | +63% | +47% |
| SBUX | +7% | −15% | −24% | +37% | −14% | −14% | −51% | +44% | −76% | +117% | +73% | +102% |
| MAR | +5% | +14% | −33% | +39% | −23% | −22% | +48% | +16% | −4% | −38% | +46% | +18% |
| MELI | +40% | −55% | +109% | +54% | −25% | +61% | −23% | +6% | −20% | +33% | −25% | +12% |
| RCL | outside | outside | outside | outside | outside | −52% | +35% | +63% | +30% | −52% | +26% | +21% |
| ABNB | +577% | to loss | turned profitable | +110% | +148% | −66% | −66% | +312% | +115% | −76% | −52% | +427% |
| ORLY | +4% | −13% | −2% | +16% | +3% | −17% | −2% | +25% | +9% | −16% | +1% | +19% |
| HLT | −7% | −60% | +82% | +61% | −17% | +49% | −40% | +50% | −4% | −28% | +30% | +27% |
| CVNA | outside | outside | outside | outside | outside | outside | +170% | −15% | −20% | +479% | −71% | +24% |
| GM | +20% | −28% | +61% | −1% | +6% | to loss | turned profitable | outside | −29% | to loss | turned profitable | −51% |
| ROST | +1% | +37% | outside | +9% | −7% | +21% | outside | outside | outside | +27% | +1% | +32% |
| NKE | +42% | +10% | −25% | +29% | −29% | +11% | −31% | −74% | +250% | +10% | −35% | +106% |
| F | −36% | to loss | turned profitable | +39% | outside | outside | outside | outside | outside | to loss | turned profitable | to loss |
| AZO | +36% | outside | −11% | +27% | +41% | −37% | −13% | +25% | +38% | −36% | −11% | +38% |