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 include Amazon, Tesla, and Alibaba Group.

The Largest Consumer Discretionary Companies by Market Cap in May 2026

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

By Lyle Daly – Updated May 8, 2026 at 2:53 PM EST | Fact-checked by Frank Bass

Key Points

Amazon and Tesla dominate the market cap in the consumer discretionary sector.
Tesla is shifting focus to humanoid robots, discontinuing models S and X.
Home Depot acquired GMS, enhancing offerings for professional contractors.

Amazon (AMZN -0.12%) tops the list of the largest consumer discretionary companies, followed by Tesla (TSLA +2.39%) and Home Depot (HD -2.08%). This market sector's leaders include e-commerce companies, automakers, retailers, and restaurants, but it's dominated by Amazon and Tesla.

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

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Ticker Information Table
Name and ticker	Market cap	Current price	Industry
Amazon (NASDAQ:AMZN)	$2.9 trillion	$265.47	Multiline Retail
Tesla (NASDAQ:TSLA)	$1.6 trillion	$442.74	Automobiles
Home Depot (NYSE:HD)	$309.2 billion	$303.96	Specialty Retail
Alibaba Group (NYSE:BABA)	$323.3 billion	$144.02	Multiline Retail
Toyota Motor (NYSE:TM)	$236.8 billion	$187.35	Automobiles
McDonald's (NYSE:MCD)	$195.3 billion	$275.62	Hotels, Restaurants and Leisure
TJX Companies (NYSE:TJX)	$166.3 billion	$147.95	Specialty Retail
PDD Holdings (NASDAQ:PDD)	$136.3 billion	$99.53	Multiline Retail
Booking Holdings (NASDAQ:BKNG)	$124.4 billion	$156.58	Hotels, Restaurants and Leisure
Lowe's Companies (NYSE:LOW)	$125.7 billion	$221.38	Specialty Retail

Data as of May 13, 2026. Showing 10 of 10 tickers.

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NASDAQ: AMZN

Amazon

Today's Change

(-0.13%) $-0.35

Current Price

$265.47

Key Data Points

Market Cap

$2.9T

Day's Range

$263.22 - $266.24

52wk Range

$196.00 - $278.56

Volume

431K

Avg Vol

48M

Gross Margin

50.60%

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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 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: $1.47 trillion (as of May 1)
Revenue (TTM): $97.9 billion
Gross profit (TTM): $18.7 billion
Five-year annualized return: 10.57%
Year founded: 2003

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NASDAQ: TSLA

Tesla

Today's Change

(2.14%) $9.29

Current Price

$442.74

Key Data Points

Market Cap

$1.6T

Day's Range

$430.21 - $443.24

52wk Range

$273.21 - $498.83

Volume

817K

Avg Vol

63M

Gross Margin

19.07%

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Tesla is the second-largest manufacturer of electric vehicles (EVs), behind only BYD (BYDDY +0.94%) 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, 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: $322.59 billion (as of May 1)
Revenue (TTM): $164.7 billion
Gross profit (TTM): $54.9 billion
Five-year annualized return: 0.01%
Year founded: 1978

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NYSE: HD

Home Depot

Today's Change

(-2.09%) $-6.50

Current Price

$303.96

Key Data Points

Market Cap

$309B

Day's Range

$303.42 - $308.40

52wk Range

$303.42 - $426.75

Volume

80K

Avg Vol

4.1M

Gross Margin

31.33%

Dividend Yield

2.97%

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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 (NYSE:GMS), a construction materials company, for $5.5 billion.

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NYSE: BABA

Alibaba Group

Today's Change

(6.86%) $9.24

Current Price

$144.02

Key Data Points

Market Cap

$323B

Day's Range

$130.33 - $145.75

52wk Range

$103.71 - $192.67

Volume

1.1M

Avg Vol

11M

Gross Margin

40.43%

Dividend Yield

0.78%

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Alibaba Group (BABA +6.39%) 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, Qwen, and an AI assistant tool, Quark.

5. Toyota

Market cap: $223.45 billion (as of May 1)
Revenue (TTM): $321.4 billion*
Gross profit (TTM): $56.6 billion*
Five-year annualized return: 4.59%
Year founded: 1937

*Converted from Japanese yen.

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NYSE: TM

Toyota Motor

Today's Change

(3.13%) $5.68

Current Price

$187.35

Key Data Points

Market Cap

$237B

Day's Range

$184.70 - $187.68

52wk Range

$167.18 - $248.90

Volume

112K

Avg Vol

356K

Gross Margin

16.72%

Dividend Yield

1.58%

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In terms of production, Toyota (TM +3.13%) 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: $203.75 billion (as of May 1)
Revenue (TTM): $26.9 billion
Gross profit (TTM): $15.4 billion
Five-year annualized return: 3.96%
Year founded: 1940 (original restaurant chain), 1955 (McDonald's Corporation)

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NYSE: MCD

McDonald's

Today's Change

(0.28%) $0.78

Current Price

$275.62

Key Data Points

Market Cap

$195B

Day's Range

$273.25 - $277.49

52wk Range

$271.98 - $341.75

Volume

47K

Avg Vol

3.5M

Gross Margin

57.31%

Dividend Yield

2.64%

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NYSE: TJX

TJX Companies

Today's Change

(-1.54%) $-2.31

Current Price

$147.95

Key Data Points

Market Cap

$166B

Day's Range

$147.84 - $149.82

52wk Range

$119.84 - $165.82

Volume

26K

Avg Vol

4.6M

Gross Margin

31.10%

Dividend Yield

1.13%

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TJX Companies (TJX -1.80%) 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.

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8. PDD Holdings

Market cap: $141.94 billion (as of May 1)
Revenue (TTM): $63.2 billion*
Gross profit (TTM): $35.6 billion*
Five-year annualized return: -5.73%
Year founded: 2015

*Converted from Chinese yuan.

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NASDAQ: PDD

PDD Holdings

Today's Change

(3.97%) $3.80

Current Price

$99.53

Key Data Points

Market Cap

$136B

Day's Range

$95.60 - $101.08

52wk Range

$95.24 - $139.41

Volume

168K

Avg Vol

Gross Margin

56.28%

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PDD Holdings (PDD +3.93%) 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.

9. Booking Holdings

Market cap: $131.44 billion (as of May 1)
Revenue (TTM): $27.7 billion
Five-year annualized return: 11.45%
Year founded: 1996

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NASDAQ: BKNG

Booking Holdings

Today's Change

(-2.48%) $-3.98

Current Price

$156.58

Key Data Points

Market Cap

$124B

Day's Range

$155.90 - $158.93

52wk Range

$150.62 - $233.58

Volume

95K

Avg Vol

10M

Gross Margin

97.30%

Dividend Yield

0.98%

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Booking Holdings (BKNG -2.46%) 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.

10. Lowe's Companies

Market cap: $130.68 billion (as of May 1)
Revenue (TTM): $86.3 billion
Gross profit (TTM): $28.9 billion
Five-year annualized return: 3.52%
Year founded: 1921

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NYSE: LOW

Lowe's Companies

Today's Change

(-1.40%) $-3.14

Current Price

$221.38

Key Data Points

Market Cap

$126B

Day's Range

$220.69 - $223.50

52wk Range

$210.33 - $293.06

Volume

13K

Avg Vol

2.7M

Gross Margin

31.22%

Dividend Yield

2.14%

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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 May 2026

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

Key Points

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2. Tesla

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3. Home Depot

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5. Toyota

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6. McDonald's

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8. PDD Holdings

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9. Booking Holdings

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10. Lowe's Companies

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Consumer discretionary companies FAQ

About the Author

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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. PDD Holdings

Related investing topics

FAQ

Key Data Points

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3. Home Depot

5. Toyota

6. McDonald's

7. The TJX Companies

10. Lowe's Companies

9. Booking Holdings

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