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Sectors · CONSUMER-DISCRETIONARY
What this page tells you: how the Consumer Discretionary sector ranks vs the US equity market, how healthy the move is inside, and which stocks are leading it.
Turn candidate. Consumer Discretionary is the 9th-strongest US sector, trailing SPY by -8.1pp on a 12-month performance score that leans toward recent action. The sector has climbed 1 rank in the last 21 trading days — momentum is on its side. Use the panels below to confirm whether the move is broad or narrow, where the heaviest volume is flowing, and which stocks sit at the front of the move.
Consumer Discretionary Select Sector SPDR (XLY) is drifting sideways — up 1.5% over the past 50 trading days — and sits just below its 12-month peak. Daily swings average 1.29%, so the tape is normal. (As of August 24, 2026.)
Of the 317 stocks in Consumer Discretionary, 54% trade above their 50-day average and 58% above their 200-day. 35% sit within 10% of a fresh 52-week high. 23 new 20-day highs against 28 new lows today.
Textiles leads inside Consumer Discretionary, running +29.5pp ahead of SPY over the past 3 months.
| Industry | 3m excess | 6m excess | Names | Top constituents |
|---|---|---|---|---|
| Textiles | +29.5pp | +2.9pp | 4 | UFITILEMHK |
| Restaurants, Hotels, Motels | +5.8pp | -6.6pp | 63 | SDOTRRGBCAKE |
| Entertainment | +5.0pp | +7.2pp | 29 | GENILTHPRKS |
| Personal Services | +3.7pp | -6.3pp | 29 | HRBUHALUHAL.B |
| Retail | +2.2pp | -12.4pp | 97 | CTRNKMXBOBS |
Consumer Discretionary traded $46.92B today — trading normal at 0.91× the 30-day average — capturing 7.6% of all market volume. 8 accumulation days against 5 distribution days lately, an accum/dist ratio of 1.50.
Inside Consumer Discretionary, SDOT (98), CAKE (96), and SPHR (96) lead by IBD relative-strength percentile. SDOT saw institutional buying today.
| # | Ticker | IBD %ile | Price | |
|---|---|---|---|---|
| 26 | SDOT | 98 | $23.16 | Accum |
| 124 | CAKE | 96 | $114.61 | |
| 147 | SPHR | 96 | $157.31 | |
| 174 | TH | 95 | $17.83 | |
| 175 | CTRN | 95 | $74.35 | |
| 186 | HZO | 95 | $52.13 | |
| 196 | EAT | 95 | $253.94 |
Composite RS uses IBD-style multi-horizon weights (3m / 6m / 9m / 12m at 0.4 / 0.2 / 0.2 / 0.2, recency-weighted). Per-horizon RS is each sector ETF's excess return vs SPY over that lookback, from daily price history. Leader counts cross-reference the daily stock RS leaderboard with each sector's GICS membership. Ranks are recomputed every trading day. Read how to read sector rotation, or hunt one level down on industries and leaders.