Theme
Consumer Behavior '26: Dupes & Trading Down☆
16 tickers$3.14T market cap
Group: Consumer Behavior

TJX-11.73%12.0%

ROST+54.62%9.0%

BURL-14.06%8.0%

DG+23.60%8.0%

AMZN+5.87%7.0%

BME.LSE-0.78%7.0%

PCO.WA+98.81%7.0%

DOL.TO-8.04%6.0%

III.LSE—6.0%

MNSO-64.03%6.0%

DLTR+17.62%5.0%

PPH.JO—5.0%

MRP.JO—4.0%

PDD-38.74%4.0%

ELF-33.51%3.0%

JMT.LS-18.15%3.0%
As of Sep 16, 2026, 9:53 PM ET
Consumer Behavior '26: Dupes & Trading Down Constituents
The TJX Companies, Inc.TJX | 12.0% | -1.44% | -6.73% | -19.02% | -7.57% | -19.81% | -23.80% | -1.40% | -11.73% | 3.02% | 83.37% | $135.70B |
Ross Stores, Inc.ROST | 9.0% | -0.65% | -1.84% | -7.71% | -1.22% | 25.71% | 10.12% | 71.07% | 54.62% | 47.11% | 105.38% | $72.11B |
Burlington Stores, Inc.BURL | 8.0% | 1.51% | -13.45% | -33.95% | -12.40% | -20.50% | -25.17% | -9.98% | -14.06% | -15.21% | -21.10% | $14.52B |
Dollar General CorporationDG | 8.0% | -1.43% | -5.23% | 2.40% | -3.70% | -3.57% | -18.40% | 44.45% | 23.60% | 50.27% | -39.63% | $27.13B |
Amazon.com, Inc.AMZN | 7.0% | -0.99% | -4.14% | -5.66% | -2.79% | 7.35% | 18.00% | 26.42% | 5.87% | 33.03% | 41.02% | $2.65T |
B&M European Value Retail S.A.BME.LSE | 7.0% | 1.82% | 3.40% | 0.45% | -0.95% | 39.50% | 23.16% | -5.52% | -0.78% | -34.15% | -44.11% | $3.18B |
Pepco Group N.V.PCO.WA | 7.0% | -0.24% | -1.95% | -7.18% | -6.57% | 32.39% | 34.00% | 182.95% | 98.81% | 144.28% | -11.67% | $6.21B |
3i Group plcIII.LSE | 6.0% | — | — | 0.00% | — | — | — | — | — | -11.59% | 132.13% | $36.02B |
Dollarama Inc.DOL.TO | 6.0% | 5.47% | -2.11% | -9.16% | -0.70% | -16.09% | -14.80% | 12.00% | -8.04% | 24.40% | 184.36% | $33.79B |
MINISO Group Holding LimitedMNSO | 6.0% | -0.23% | -6.64% | -24.36% | -6.64% | -52.40% | -50.47% | -52.16% | -64.03% | -39.61% | -24.96% | $2.68B |
Dollar Tree, Inc.DLTR | 5.0% | -0.35% | -14.55% | -13.21% | -14.74% | -8.71% | -11.21% | 44.77% | 17.62% | 56.31% | 25.91% | $21.60B |
Pepkor Holdings LimitedPPH.JO | 5.0% | — | — | 0.00% | — | — | — | — | — | -14.01% | -21.25% | $4.04B |
Mr Price Group LimitedMRP.JO | 4.0% | — | — | 0.00% | — | — | — | — | — | -27.57% | -28.49% | $2.52B |
PDD Holdings Inc.PDD | 4.0% | 0.87% | -3.83% | -6.76% | -4.94% | -30.28% | -23.78% | -33.60% | -38.74% | -18.97% | -21.15% | $112.11B |
e.l.f. Beauty, Inc.ELF | 3.0% | -2.16% | -13.13% | 4.18% | -9.74% | 25.28% | 3.49% | 40.32% | -33.51% | -17.48% | 209.10% | $5.51B |
Jerónimo Martins, SGPS, S.A.JMT.LS | 3.0% | 0.56% | -2.44% | 3.78% | -1.64% | -13.25% | -21.42% | -5.10% | -18.15% | 13.12% | 11.93% | $12.89B |
| Average | 6.3% | 0.21% | -5.59% | -7.26% | -5.66% | -2.64% | -7.71% | 24.17% | 0.88% | 12.06% | 36.30% | $195.99B |
| Median | 6.0% | -0.24% | -4.14% | -6.21% | -4.94% | -8.71% | -14.80% | 12.00% | -8.04% | -4.29% | 0.13% | $18.06B |
| Std Dev | 2.3% | 1.89% | 5.09% | 10.45% | 4.34% | 26.12% | 22.89% | 56.42% | 40.28% | 45.41% | 79.48% | $633.74B |
| Min | 3.0% | -2.16% | -14.55% | -33.95% | -14.74% | -52.40% | -50.47% | -52.16% | -64.03% | -39.61% | -44.11% | $2.52B |
| Max | 12.0% | 5.47% | 3.40% | 4.18% | -0.70% | 39.50% | 34.00% | 182.95% | 98.81% | 144.28% | 209.10% | $2.65T |
| % Positive Tickers | 38.46% | 7.69% | 25.00% | 0.00% | 38.46% | 38.46% | 53.85% | 38.46% | 50.00% | 50.00% |
About this theme
Consumer Behavior '26: Dupes & Trading Down tracks 16 publicly listed stocks in this theme. Sample tickers: TJX, ROST, BURL, DG, AMZN, BME.LSE, PCO.WA, DOL.TO, III.LSE, MNSO, DLTR, PPH.JO, and 4 more. Use the table below for the full list.