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.
Avoid. Consumer Discretionary is the 10th-strongest US sector, trailing SPY by -12.9pp on a 12-month performance score that leans toward recent action. The sector has fallen 3 ranks in the last 21 trading days — momentum is fading. 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 — down 0.1% over the past 50 trading days — and sits 8% off its 12-month peak. Daily swings average 2.01%, so the tape is active. (As of June 23, 2026.)
Of the 315 stocks in Consumer Discretionary, 58% trade above their 50-day average and 51% above their 200-day. 34% sit within 10% of a fresh 52-week high. 29 new 20-day highs against 21 new lows today.
Entertainment leads inside Consumer Discretionary, running +12.8pp ahead of SPY over the past 3 months.
| Industry | 3m excess | 6m excess | Names | Top constituents |
|---|---|---|---|---|
| Entertainment | +12.8pp | +4.5pp | 30 | FBYDSTUBPRSU |
| Textiles | +11.8pp | +9.1pp | 3 | AINTILEMHK |
| Consumer Goods | +11.3pp | +13.7pp | 8 | CODIFLXSHOFT |
| Retail | +8.1pp | -3.7pp | 96 | LESLVNCEPTRN |
| Recreation | +7.3pp | +2.5pp | 8 | FNKOPTONCALY |
Consumer Discretionary traded $58.38B today — trading heavy at 257.59× the 30-day average — capturing 6.4% of all market volume. 2 accumulation days against 1 distribution days lately, an accum/dist ratio of 2.00.
Inside Consumer Discretionary, TH (96) lead by IBD relative-strength percentile.
| # | Ticker | IBD %ile | Price | |
|---|---|---|---|---|
| 141 | TH | 96 | $20.52 |
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.