Consumer & Internet
Online marketplaces, consumer products, retail and autos.
Leadership as of 2026-10-27: Improving. Relative to SPY: 5 sessions −1.9pp, 21 sessions +4.6pp, 63 sessions −12.5pp. Participation 62%; 29 of 34 members eligible.
- 21-session excess +4.6pp ≥ +2.0, not carried by one stock (+3.8pp without it)
- 63-session or participation not yet at the Leading bar
Member companies
- SharkNinja, Inc. (SN)
- Wayfair Inc. (W)
- Williams-Sonoma, Inc. (WSM)
- Tesla, Inc. (TSLA)
- Newell Brands Inc. (NWL)
- NerdWallet, Inc. (NRDS)
- MediaAlpha, Inc. (MAX)
- Duolingo, Inc. (DUOL)
- Home Depot, Inc. (The) (HD)
- CoStar Group, Inc. (CSGP)
- Genius Sports Limited (GENI)
- Cars.com Inc. (CARS)
- LegalZoom.com, Inc. (LZ)
- Lowe's Companies, Inc. (LOW)
- Zillow Group, Inc. (ZG)
- Zillow Group, Inc. (Z)
- Somnigroup International Inc. (SGI)
- Uber Technologies, Inc. (UBER)
- Alliance Laundry Holdings Inc. (ALH)
- Sportradar Group AG (SRAD)
- Adient plc (ADNT)
- Coursera, Inc. (COUR)
- Dauch Corporation (DCH)
- Real REMAX Group Inc. (REAX)
- Yelp Inc. (YELP)
- Fox Factory Holding Corp. (FOXF)
- Aptiv PLC (APTV)
- MakeMyTrip Limited (MMYT)
- Versigent PLC (VGNT)
- Angi Inc. (ANGI)
- Holley Inc. (HLLY)
- Inspired Entertainment, Inc. (INSE)
- Stoneridge, Inc. (SRI)
- ZipRecruiter, Inc. (ZIP)
Themes in this family
- Online Marketplaces & Lead Generation: Improving — 21-session vs SPY +16.1pp, participation 100%
- Consumer & Home Products: Improving — 21-session vs SPY +4.5pp, participation 67%
- Auto Parts: Lagging — 21-session vs SPY −7.5pp, participation 0%
- Real-Estate Platforms: Tracked (too few stocks for a leadership state) — 21-session vs SPY +11.6pp, participation 75%
- Electric Vehicles: Exposure tag
- Gaming Equipment: No price data
- Home Improvement Retail: Exposure tag
- Online Learning: Exposure tag
- Online Travel: Exposure tag
- Ride-Hailing & Delivery Platforms: Exposure tag
- Sports Betting Data: Exposure tag