What are consumer discretionary stocks?

Consumer discretionary stocks are companies that provide goods and services where demand depends upon consumers' financial status. This includes brick-and-mortar as well as e-commerce retail companies, and hotels and restaurants.

What are the top consumer discretionary stocks?

The top consumer discretionary stocks include Amazon, Tesla, and Alibaba Group.

The Largest Consumer Discretionary Companies by Market Cap in March 2026

Amazon, Tesla, and Home Depot lead the consumer discretionary sector.

By Lyle Daly – Updated Mar 7, 2026 at 6:46 PM EST | Fact-checked by Frank Bass

Key Points

Amazon leads in the consumer discretionary sector with a $2.3 trillion market cap.
Tesla shifts focus to Optimus robots, discontinuing Model S and Model X production.
Home Depot acquires GMS to expand offerings for professional contractors.

Amazon (AMZN -1.45%) tops the list of the largest consumer discretionary companies, followed by Tesla (TSLA +0.44%) and Home Depot (HD +0.03%). This market sector's leaders include e-commerce companies, automakers, retailers, and restaurants, but it's dominated by Amazon and Tesla.

Loading paragraph...

A person hands a credit card to a clerk in a store. — Image source: Getty Images.

Loading paragraph...

Ticker Information Table
Name and ticker	Market cap	Current price	Industry
Amazon (NASDAQ:AMZN)	$2.3 trillion	$207.05	Multiline Retail
Tesla (NASDAQ:TSLA)	$1.4 trillion	$382.54	Automobiles
Home Depot (NYSE:HD)	$329.6 billion	$330.19	Specialty Retail
Alibaba Group (NYSE:BABA)	$283.2 billion	$125.57	Multiline Retail
Toyota Motor (NYSE:TM)	$274.5 billion	$209.78	Automobiles
McDonald's (NYSE:MCD)	$219.1 billion	$307.85	Hotels, Restaurants and Leisure
TJX Companies (NYSE:TJX)	$173.8 billion	$158.37	Specialty Retail
Booking Holdings (NASDAQ:BKNG)	$139.3 billion	$4,287.16	Hotels, Restaurants and Leisure
PDD Holdings (NASDAQ:PDD)	$134.0 billion	$97.86	Multiline Retail
Lowe's Companies (NYSE:LOW)	$131.4 billion	$234.45	Specialty Retail

Data as of Mar 24, 2026. Showing 10 of 10 tickers.

Loading ticker_table...

Loading paragraph...

NASDAQ: AMZN

Amazon

Today's Change

(-1.47%) $-3.09

Current Price

$207.05

Key Data Points

Market Cap

$2.3T

Day's Range

$206.64 - $209.35

52wk Range

$161.38 - $258.60

Volume

27M

Avg Vol

49M

Gross Margin

50.29%

Loading company_card...

Originally an online bookstore, Amazon is now the world's most successful e-commerce company. Its streaming service, Amazon Prime Video, is available to more than 200 million Amazon Prime members. It owns Whole Foods Market; Twitch, a video game streaming service; and Amazon Web Services (AWS), the world's largest cloud infrastructure provider.

Since 2023, Amazon has been embroiled in an antitrust lawsuit with the Federal Trade Commission (FTC), which alleges that Amazon took part in anticompetitive practices. A judge dismissed some of the FTC's claims in September 2024, but the remainder of the case is ongoing.

2. Tesla

Market cap: $1.49 trillion (as of March 6)
Revenue (TTM): $94.8 billion
Gross profit (TTM): $17.1 billion
Five-year annualized return: 15.27%
Year founded: 2003

Loading paragraph...

NASDAQ: TSLA

Tesla

Today's Change

(0.44%) $1.69

Current Price

$382.54

Key Data Points

Market Cap

$1.4T

Day's Range

$376.30 - $387.48

52wk Range

$214.25 - $498.83

Volume

2.9M

Avg Vol

61M

Gross Margin

18.03%

Loading company_card...

Tesla is the second-largest manufacturer of electric vehicles (EVs), behind only BYD (BYDDY +1.72%) in China. It has released several popular cars, most notably the Model Y. It also offers the Tesla Supercharger network and the Destination Charging network.

In January 2026, CEO Elon Musk announced that Tesla would end production of the Model S and Model X. The decision is part of a shift to focus more on Tesla Optimus humanoid robots.

3. Home Depot

Market cap: $356.31 billion (as of March 6)
Revenue (TTM): $164.7 billion
Gross profit (TTM): $54.9 billion
Five-year annualized return: 7.36%
Year founded: 1978

Loading paragraph...

NYSE: HD

Home Depot

Today's Change

(-0.21%) $-0.71

Current Price

$330.19

Key Data Points

Market Cap

$330B

Day's Range

$323.02 - $332.52

52wk Range

$320.26 - $426.75

Volume

3.4M

Avg Vol

4.1M

Gross Margin

31.33%

Dividend Yield

2.79%

Loading company_card...

Home Depot operates home improvement stores, with more than 2,300 locations in the U.S., Canada, and Mexico. It sells building materials and home improvement products and offers tool and equipment rentals.

Home Depot serves both DIY and professional customers. In 2024, it acquired SRS Distribution to expand its offerings for professional contractors. In 2025, it won a bidding war to buy GMS (NYSE:GMS), a construction materials company, for $5.5 billion.

Loading paragraph...

NYSE: BABA

Alibaba Group

Today's Change

(-0.39%) $-0.49

Current Price

$125.57

Key Data Points

Market Cap

$283B

Day's Range

$123.93 - $125.75

52wk Range

$94.97 - $192.67

Volume

314K

Avg Vol

12M

Gross Margin

40.43%

Dividend Yield

0.83%

Loading company_card...

Alibaba Group (BABA -0.39%) is an e-commerce company that originally focused on business-to-business (B2B) sales. It later expanded to business-to-consumer (B2C) and consumer-to-consumer (C2C) sales, eventually becoming the largest e-commerce company in China.

In addition to online retail, Alibaba has branched out into financial services, media, and artificial intelligence (AI). It has an AI model, known as Qwen, and an AI assistant tool called Quark.

5. Toyota

Market cap: $285.61 billion (as of March 6)
Revenue (TTM): $319.8 billion*
Gross profit (TTM): $56.3 billion*
Five-year annualized return: 8.32%
Year founded: 1937

*Converted from Japanese yen.

Loading paragraph...

NYSE: TM

Toyota Motor

Today's Change

(-0.41%) $-0.86

Current Price

$209.78

Key Data Points

Market Cap

$275B

Day's Range

$206.87 - $210.71

52wk Range

$155.00 - $248.90

Volume

197K

Avg Vol

309K

Gross Margin

17.61%

Dividend Yield

3.00%

Loading company_card...

In terms of production, Toyota (TM -0.49%) is the world's top automaker, producing more than 10 million new vehicles per year. Toyota's lineup includes cars, trucks, SUVs, hybrids, and EVs. Its bestselling vehicle is the Toyota Camry. Other popular vehicles include the Corolla, Tacoma, 4Runner, and the RAV4.

6. McDonald's

Market cap: $234.11 billion (as of March 6)
Revenue (TTM): $26.9 billion
Gross profit (TTM): $15.4 billion
Five-year annualized return: 9.57%
Year founded: 1940 (original restaurant chain), 1955 (McDonald's Corporation)

Loading paragraph...

NYSE: MCD

McDonald's

Today's Change

(-0.20%) $-0.62

Current Price

$307.85

Key Data Points

Market Cap

$219B

Day's Range

$304.79 - $311.18

52wk Range

$283.47 - $341.75

Volume

179K

Avg Vol

3.2M

Gross Margin

57.29%

Dividend Yield

2.35%

Loading company_card...

Loading paragraph...

NYSE: TJX

TJX Companies

Today's Change

(1.20%) $1.87

Current Price

$158.37

Key Data Points

Market Cap

$174B

Day's Range

$155.47 - $159.46

52wk Range

$116.37 - $162.68

Volume

2.9M

Avg Vol

5.1M

Gross Margin

32.57%

Dividend Yield

1.09%

Loading company_card...

TJX Companies (TJX +1.16%) operates more than 5,000 off-price retail stores in nine countries. Its flagship chain is TJ Maxx. Other notable brands include Marshalls and Home Goods.

This retailer is known for offering marked-down prices on brand-name merchandise and for its unique "treasure hunt" shopping experience. TJX Companies sources items from more than 21,000 vendors and prioritizes carrying a variety of products over maintaining a full stock, so the selection changes frequently.

Loading paragraph...

8. Booking Holdings

Market cap: $146.68 billion (as of March 6)
Revenue (TTM): $26.9 billion
Gross profit (TTM): $23.5 billion
Five-year annualized return: 14.87%
Year founded: 1996

Loading paragraph...

NASDAQ: BKNG

Booking Holdings

Today's Change

(-2.49%) $-109.63

Current Price

$4287.16

Key Data Points

Market Cap

$139B

Day's Range

$4265.16 - $4384.35

52wk Range

$3765.45 - $5839.41

Volume

11K

Avg Vol

390K

Gross Margin

97.15%

Dividend Yield

0.89%

Loading company_card...

Booking Holdings (BKNG -2.49%) is one of the leading travel and tourism companies. It owns several well-known online travel agencies (OTAs), including Booking.com, Priceline, Kayak, and Agoda. It also owns OpenTable, an online restaurant reservation service.

Thanks to its massive brand portfolio, Booking Holdings booked more than 1.2 billion room nights in 2025. It also facilitated 68 million flight tickets and 88 million rental car days. Booking Holdings generates most of its revenue from commissions on reservations.

9. PDD Holdings

Market cap: $144.76 billion (as of March 6)
Revenue (TTM): $60.7 billion*
Gross profit (TTM): $34.4 billion*
Five-year annualized return: -8.47%
Year founded: 2015

*Converted from Chinese yuan.

Loading paragraph...

NASDAQ: PDD

PDD Holdings

Today's Change

(1.67%) $1.61

Current Price

$97.86

Key Data Points

Market Cap

$134B

Day's Range

$96.05 - $99.54

52wk Range

$87.11 - $139.41

Volume

7.2M

Avg Vol

7.8M

Gross Margin

56.65%

Loading company_card...

PDD Holdings (PDD +1.67%) is a Chinese holding company that owns multiple e-commerce businesses. The most notable businesses in its portfolio are Temu and Pinduoduo. They're both online discount marketplaces; Temu focuses more on international business, and Pinduoduo focuses on customers in China.

In 2023, PDD Holdings moved its legal domicile from China to Ireland. The move coincided with a marketing push to build Temu's brand in the U.S. While Temu had become popular with U.S. consumers, the Trump administration's tariffs on China heavily affected its business.

10. Lowe's Companies

Market cap: $141.30 billion (as of March 6)
Revenue (TTM): $86.3 billion
Gross profit (TTM): $28.9 billion
Five-year annualized return: 9.94%
Year founded: 1921

Loading paragraph...

NYSE: LOW

Lowe's Companies

Today's Change

(0.08%) $0.20

Current Price

$234.44

Key Data Points

Market Cap

$131B

Day's Range

$228.45 - $235.17

52wk Range

$206.38 - $293.06

Volume

1.2M

Avg Vol

2.8M

Gross Margin

31.22%

Dividend Yield

2.03%

Loading company_card...

Loading paragraph...

Consumer discretionary companies FAQ

Loading faq...

About the Author

Lyle Daly is a contributing Motley Fool stock market analyst covering information technology and cryptocurrency. Lyle has been a contributor at the financial services company since 2018. His work has been featured on USA Today, Yahoo Finance, MSN, Fox Business, and Nasdaq. Before joining The Motley Fool, he wrote for financial brands including Intuit.

TMFLyleDaly

@LyleDaly

Lyle Daly has positions in Tesla. The Motley Fool has positions in and recommends Amazon, Booking Holdings, Home Depot, TJX Companies, and Tesla. The Motley Fool recommends Alibaba Group, BYD Company, and Lowe's Companies. The Motley Fool has a disclosure policy.

The Largest Consumer Discretionary Companies by Market Cap in March 2026

Amazon, Tesla, and Home Depot lead the consumer discretionary sector.

Key Points

Key Data Points

2. Tesla

Key Data Points

3. Home Depot

Key Data Points

Key Data Points

5. Toyota

Key Data Points

6. McDonald's

Key Data Points

Key Data Points

8. Booking Holdings

Key Data Points

9. PDD Holdings

Key Data Points

10. Lowe's Companies

Key Data Points

Related investing topics

These Are Billionaires’ Favorite Consumer Staples Stocks

Artificial Intelligence: How AI Is Changing the Retail Industry

Best Consumer Staples Stocks to Buy in 2026 and How to Invest in Them

The Largest Consumer Staple Companies by Market Cap in March 2026

Consumer discretionary companies FAQ

About the Author

Stocks Mentioned

Premium Investing Services

Consumer discretionary companies FAQ

What are consumer discretionary stocks?

What are the top consumer discretionary stocks?

Largest companies by market cap in the consumer discretionary sector

1. Amazon

2. Tesla

4. Alibaba Group

8. Booking Holdings

Related investing topics

FAQ

Key Data Points

Key Data Points

Key Data Points

Key Data Points

Key Data Points

Key Data Points

Key Data Points

Key Data Points

Key Data Points

Key Data Points

3. Home Depot

5. Toyota

6. McDonald's

7. The TJX Companies

9. PDD Holdings

10. Lowe's Companies

Consumer discretionary sector takeaways for investors