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 retail companies, e-commerce retailers, hotels, and restaurants.

What are the top consumer discretionary stocks?

The top consumer discretionary stocks in October 2026 included Amazon, Tesla, and Home Depot.

The Largest Consumer Discretionary Companies by Market Cap in October 2026

Amazon, Tesla, and Home Depot are the biggest companies by market cap in the consumer discretionary sector

By Lyle Daly – Updated Oct 5, 2026 at 4:41 PM EST | Fact-checked by Frank Bass

Key Points

Amazon leads in consumer discretionary sector with a market cap of $2.7 trillion as of Oct 2026.
Tesla shifts focus to Optimus robots, phasing out models S and X.
Home Depot expands by acquiring SRS Distribution and GMS for $5.5 billion.

Amazon (AMZN +3.29%) is the largest consumer discretionary company in the world, followed by Tesla (TSLA +2.05%) and Home Depot (HD -1.60%). Brand power is important in this sector, as all of its market leaders have shown. Read on to see the 10 most valuable companies as of October 2026.

Editor's note: Rankings and financial metrics are as of Oct. 2, 2026; live quote cards update automatically and are the most current data available.

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

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Largest companies by market cap in the consumer discretionary sector

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Ticker Information Table
Name and ticker	Market capMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.	Current price	Industry
Amazon (NASDAQ:AMZN)	$2.7 trillion	$262.43	Multiline Retail
Tesla (NASDAQ:TSLA)	$1.5 trillion	$382.70	Automobiles
Home Depot (NYSE:HD)	$294.8 billion	$290.74	Specialty Retail
Alibaba Group (NYSE:BABA)	$263.0 billion	$111.37	Multiline Retail
Toyota Motor (NYSE:TM)	$220.3 billion	$185.30	Automobiles
McDonald's (NYSE:MCD)	$167.6 billion	$235.23	Hotels, Restaurants and Leisure
TJX Companies (NYSE:TJX)	$152.6 billion	$138.76	Specialty Retail
Booking Holdings (NASDAQ:BKNG)	$120.2 billion	$160.34	Hotels, Restaurants and Leisure
Starbucks (NASDAQ:SBUX)	$106.3 billion	$90.75	Hotels, Restaurants and Leisure
PDD Holdings (NASDAQ:PDD)	$111.4 billion	$81.35	Multiline Retail

Data as of Oct 10, 2026. Showing 10 of 10 total entries.

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1. Amazon

Market cap: $2.71 trillion (as of Oct. 2)
Revenue (TTM): $775.7 billion
Gross profit (TTM): $393.8 billion
Five-year annualized return: 8.91%
Year founded: 1994

TTM = trailing 12 months.

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NASDAQ: AMZN

Amazon

Premium Feature

Moneyball Superscore

90/100

Today's Change

(3.29%) $8.37

Current Price

$262.43

Key Data Points

Market Cap

$2.7T

Day's Range

$256.00 - $262.80

52wk Range

$196.00 - $287.20

Volume

34.8M

Avg Vol

39.2M

Gross Margin

50.77%

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Originally an online bookstore, Amazon is now the world's most successful e-commerce company. Its streaming service, Amazon Prime Video, is available to about 250 million Amazon Prime members.

Amazon has a wide range of businesses beyond e-commerce and streaming. It owns Whole Foods Market and Twitch, a video game streaming service. In addition, Amazon Web Services (AWS) is the world's largest cloud infrastructure provider.

2. Tesla

Market cap: $1.46 trillion (as of Oct. 2)
Revenue (TTM): $103.6 billion
Gross profit (TTM): $19.5 billion
Five-year annualized return: 7.48%
Year founded: 2003

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NASDAQ: TSLA

Tesla

Premium Feature

Moneyball Superscore

65/100

Today's Change

(2.05%) $7.70

Current Price

$382.70

Key Data Points

Market Cap

$1.5T

Day's Range

$379.71 - $388.56

52wk Range

$297.38 - $498.83

Volume

39M

Avg Vol

37.5M

Gross Margin

18.85%

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Tesla is the second-largest manufacturer of electric vehicles (EVs), behind only BYD (BYDDY +3.99%) in China. It has released several popular cars, most notably the Model Y. It also offers the Tesla Supercharger and Destination Charging networks.

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

3. Home Depot

Market cap: $282.20 billion (as of Oct. 2)
Revenue (TTM): $169.2 billion
Gross profit (TTM): $56.2 billion
Five-year annualized return: -3.03%
Year founded: 1978

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NYSE: HD

Home Depot

Premium Feature

Moneyball Superscore

74/100

Today's Change

(-1.60%) $-4.73

Current Price

$290.74

Key Data Points

Market Cap

$295B

Day's Range

$290.33 - $295.23

52wk Range

$277.15 - $397.63

Volume

5.3M

Avg Vol

4.3M

Gross Margin

31.22%

Dividend Yield

3.14%

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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 rents tools and equipment.

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, a construction materials company, for $5.5 billion.

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4. Alibaba Group

Market cap: $263.33 billion (as of Oct. 2)
Revenue (TTM): $155.1 billion*
Gross profit (TTM): $59.5 billion*
Five-year annualized return: -6.00%
Year founded: 1999

*Converted from Chinese yuan.

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NYSE: BABA

Alibaba Group

Premium Feature

Moneyball Superscore

61/100

Today's Change

(5.36%) $5.67

Current Price

$111.37

Key Data Points

Market Cap

$263B

Day's Range

$108.75 - $111.47

52wk Range

$91.99 - $182.50

Volume

12.4M

Avg Vol

10.5M

Gross Margin

37.70%

Dividend Yield

0.99%

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Alibaba Group (BABA +5.36%) is an e-commerce company that originally focused on business-to-business (B2B) sales. It has expanded to business-to-consumer (B2C) and consumer-to-consumer (C2C) sales, 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, Qwen, and an AI assistant tool, Quark.

5. Toyota

Market cap: $214.92 billion (as of Oct. 2)
Revenue (TTM): $329.1 billion*
Gross profit (TTM): $55.2 billion*
Five-year annualized return: 0.43%
Year founded: 1937

*Converted from Japanese yen.

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NYSE: TM

Toyota Motor

Premium Feature

Moneyball Superscore

78/100

Today's Change

(-0.38%) $-0.70

Current Price

$185.30

Key Data Points

Market Cap

$220B

Day's Range

$184.09 - $185.54

52wk Range

$166.10 - $248.90

Volume

352.5K

Avg Vol

363.5K

Gross Margin

16.74%

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In terms of production, Toyota (TM -0.38%) is the world's top automaker, making more than 11 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: $164.10 billion (as of Oct. 2)
Revenue (TTM): $27.7 billion
Gross profit (TTM): $15.9 billion
Five-year annualized return: -0.93%
Year founded: 1940 (original restaurant chain), 1955 (McDonald's Corporation)

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NYSE: MCD

McDonald's

Premium Feature

Moneyball Superscore

60/100

Today's Change

(-0.70%) $-1.67

Current Price

$235.23

Key Data Points

Market Cap

$168B

Day's Range

$234.14 - $237.50

52wk Range

$229.20 - $341.75

Volume

Avg Vol

5.1M

Gross Margin

57.38%

Dividend Yield

3.14%

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An iconic fast food chain, McDonald's (MCD -0.70%) has more than 44,000 restaurants in over 100 countries. That makes it the second-largest fast-food company by number of locations.

McDonald's is named after Richard and Maurice McDonald, who founded the company in 1940. Businessman Ray Kroc partnered with the brothers in 1954 and convinced them to start franchising. Kroc purchased the business in 1961.

7. The TJX Companies

Market cap: $146.57 billion (as of Oct. 2)
Revenue (TTM): $62.4 billion
Gross profit (TTM): $20.0 billion
Five-year annualized return: 14.78%
Year founded: 1987

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NYSE: TJX

TJX Companies

Premium Feature

Moneyball Superscore

77/100

Today's Change

(0.01%) $0.01

Current Price

$138.76

Key Data Points

Market Cap

$153B

Day's Range

$137.16 - $139.46

52wk Range

$122.78 - $170.00

Volume

4.4M

Avg Vol

7.3M

Gross Margin

31.87%

Dividend Yield

1.30%

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TJX Companies (TJX +0.01%) operates more than 5,000 off-price retail stores in 10 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.

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8. Booking Holdings

Market cap: $123.22 billion (as of Oct. 2)
Revenue (TTM): $28.2 billion
Five-year annualized return: 10.11%
Year founded: 1996

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NASDAQ: BKNG

Booking Holdings

Premium Feature

Moneyball Superscore

79/100

Today's Change

(0.23%) $0.37

Current Price

$160.34

Key Data Points

Market Cap

$120B

Day's Range

$158.88 - $161.05

52wk Range

$150.14 - $220.81

Volume

4.2M

Avg Vol

6.8M

Gross Margin

97.47%

Dividend Yield

1.03%

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Booking Holdings (BKNG +0.23%) 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.

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9. Starbucks

Market cap: $107.97 billion (as of Oct. 2)
Revenue (TTM): $38.3 billion
Gross profit (TTM): $8.5 billion
Five-year annualized return: -3.46%
Year founded: 1971

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NASDAQ: SBUX

Starbucks

Premium Feature

Moneyball Superscore

67/100

Today's Change

(-2.64%) $-2.46

Current Price

$90.75

Key Data Points

Market Cap

$106B

Day's Range

$90.69 - $93.49

52wk Range

$77.99 - $110.51

Volume

12.8M

Avg Vol

7.3M

Gross Margin

16.53%

Dividend Yield

2.66%

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Originaly a coffee bean seller in Seattle, Starbucks (SBUX -2.64%) is the world's largest coffee chain. It operates more than 29,000 stores in 78 markets. The coffee company's unique name comes from the first mate in Herman Melville's "Moby-Dick."

Starbucks offers more than 30 coffee blends, teas, and a variety of handcrafted beverages. It also sells consumer products in grocery stores, and its cafes offer fresh food options.

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10. PDD Holdings

Market cap: $107.30 billion (as of Oct. 2)
Revenue (TTM): $67.2 billion*
Gross profit (TTM): $37.9 billion*
Five-year annualized return: -3.08%
Year founded: 2015

*Converted from Chinese yuan.

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NASDAQ: PDD

PDD Holdings

Premium Feature

Moneyball Superscore

64/100

Today's Change

(3.95%) $3.09

Current Price

$81.35

Key Data Points

Market Cap

$111B

Day's Range

$79.19 - $81.58

52wk Range

$71.94 - $139.41

Volume

7.2M

Avg Vol

6.3M

Gross Margin

56.32%

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PDD Holdings (PDD +3.95%) is a Chinese holding company that owns multiple e-commerce businesses. Its most recognizable businesses are Temu and Pinduoduo, which are both online discount marketplaces. Temu primarily serves international customers, while Pinduoduo focuses on customers in China.

In 2023, PDD Holdings moved its legal domicile from China to Ireland, coinciding with a marketing push to grow Temu's brand in the U.S. Although Temu has had success with U.S. consumers, the Trump administration's tariffs on China have heavily affected its business.

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Amazon and Tesla account for the majority of the discretionary market cap

Amazon and Tesla have set themselves apart from other consumer discretionary companies with how they've scaled their businesses. Amazon has evolved from a retailer to the leading cloud provider, and Tesla provides EV charging and robotics in addition to cars.

A strong brand is extremely valuable in this market sector. Many winning consumer discretionary stocks have well-established brand names that most consumers would immediately recognize.

Tariffs and the Iran war have made this a turbulent time for consumer discretionary companies. Economic uncertainty and higher prices can lead to lower discretionary spending, and some companies on this list are based in China or sell Chinese products. There are sound investments in this sector, but investors may want to be prepared for more volatility than usual.

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Consumer discretionary companies FAQ

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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 and recommends the following options: long January 2028 $320 calls on McDonald's and short January 2028 $340 calls on McDonald's. The Motley Fool has a disclosure policy.

The Largest Consumer Discretionary Companies by Market Cap in October 2026

Amazon, Tesla, and Home Depot are the biggest companies by market cap in the consumer discretionary sector

Key Points

Largest companies by market cap in the consumer discretionary sector

1. Amazon

Key Data Points

2. Tesla

Key Data Points

3. Home Depot

Key Data Points

4. Alibaba Group

Key Data Points

5. Toyota

Key Data Points

6. McDonald's

Key Data Points

7. The TJX Companies

Key Data Points

8. Booking Holdings

Key Data Points

9. Starbucks

Key Data Points

10. PDD Holdings

Key Data Points

Amazon and Tesla account for the majority of the discretionary market cap

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Artificial Intelligence: How AI Is Changing the Retail Industry

7 Best Retail Stocks for 2026 and How to Invest

Amazon (AMZN) Stock Predictions: What Investors Should Expect in 2026 and Beyond

Methodology

Consumer discretionary companies FAQ

What are consumer discretionary stocks?

What are consumer discretionary stocks?

What are the top consumer discretionary stocks?

What are the top consumer discretionary stocks?

About the Author

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Premium Investing Services

Methodology

Consumer discretionary companies FAQ

What are consumer discretionary stocks?

What are consumer discretionary stocks?

What are the top 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

9. Starbucks

10. PDD Holdings

Amazon and Tesla account for the majority of the discretionary market cap

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

Artificial Intelligence: How AI Is Changing the Retail Industry

7 Best Retail Stocks for 2026 and How to Invest

Amazon (AMZN) Stock Predictions: What Investors Should Expect in 2026 and Beyond

Key Data Points

Related investing topics

3. Home Depot

5. Toyota

6. McDonald's

7. The TJX Companies

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