
NIQ+24.55%10.0%

WMT+8.64%9.0%

AMZN+11.56%8.0%

CART+18.44%7.0%

KR-9.10%7.0%

SHOP+0.42%7.0%

COST+0.53%6.0%

EBAY+25.10%5.0%

MELI-18.39%5.0%

TGT+79.37%5.0%

YOU.LSE-8.00%5.0%

BABA-39.14%4.0%

PDD-40.37%4.0%

SE-50.59%4.0%
0625.HK+8.01%3.0%

BJ+11.80%3.0%

DG+27.73%3.0%

JD-20.78%3.0%

DLTR+33.25%2.0%
As of Oct 9, 2026, 4:27 AM ET
Data Owners '25: Consumer Purchase Data Constituents
NIQ Global Intelligence PlcNIQ | 10.0% | 5.41% | 1.88% | -1.10% | 3.89% | 8.61% | 34.36% | -5.79% | 24.55% | -5.79% | -5.79% | $5.29B |
Walmart Inc.WMT | 9.0% | 2.22% | 1.68% | 4.47% | 6.04% | -3.32% | -13.59% | 23.17% | 8.64% | 39.01% | 148.84% | $879.85B |
Amazon.com, Inc.AMZN | 8.0% | -2.25% | 3.21% | 0.66% | 2.35% | 10.07% | 20.98% | 29.62% | 11.56% | 39.04% | 54.51% | $2.73T |
Maplebear Inc.CART | 7.0% | 2.41% | 6.83% | -0.73% | 4.96% | 2.93% | 23.43% | 14.32% | 18.44% | 5.23% | 54.33% | $10.88B |
Shopify Inc.SHOP | 7.0% | -0.89% | 14.27% | 29.79% | 10.38% | 2.23% | 36.30% | 63.50% | 0.42% | 99.27% | 19.42% | $213.54B |
The Kroger Co.KR | 7.0% | 3.65% | 2.88% | 8.81% | 3.24% | -1.71% | -10.01% | -8.71% | -9.10% | 10.80% | 100.43% | $37.62B |
Costco Wholesale CorporationCOST | 6.0% | 0.60% | 2.71% | 5.02% | 3.60% | 9.92% | -6.22% | -1.78% | 0.53% | 6.72% | 119.50% | $420.38B |
eBay Inc.EBAY | 5.0% | 4.07% | 4.34% | 8.18% | 5.75% | 28.99% | 23.66% | 68.43% | 25.10% | 70.54% | 61.98% | $49.72B |
MercadoLibre, Inc.MELI | 5.0% | -0.86% | 8.42% | -1.05% | 10.18% | -7.82% | 5.64% | -4.00% | -18.39% | -7.82% | 22.86% | $94.13B |
Target CorporationTGT | 5.0% | 2.52% | -2.32% | -1.75% | -1.24% | 61.44% | 37.29% | 54.49% | 79.37% | 9.69% | -21.59% | $70.29B |
YouGov plcYOU.LSE | 5.0% | -0.53% | -1.55% | -5.22% | -1.13% | 1.19% | 23.76% | -8.05% | -8.00% | -33.92% | -76.90% | $408.5M |
Alibaba Group Holding LimitedBABA | 4.0% | -1.21% | -2.81% | -3.38% | -1.63% | -27.89% | -26.65% | -18.56% | -39.14% | -3.63% | -33.12% | $253.35B |
PDD Holdings Inc.PDD | 4.0% | -0.31% | -0.29% | -0.45% | 2.30% | -30.98% | -24.55% | -34.27% | -40.37% | -45.98% | -18.67% | $111.40B |
Sea LimitedSE | 4.0% | -1.87% | -6.09% | -14.55% | -2.50% | -27.19% | -14.35% | -30.98% | -50.59% | -2.56% | -71.27% | $55.77B |
BJ's Wholesale Club Holdings, Inc.BJ | 3.0% | 3.27% | 2.30% | 11.90% | 4.96% | 10.01% | 0.25% | -13.86% | 11.80% | 11.81% | 78.97% | $12.65B |
Dollar General CorporationDG | 3.0% | 1.73% | -0.08% | -0.24% | 4.49% | -5.08% | -19.68% | 42.20% | 27.73% | 54.72% | -35.90% | $27.41B |
JD.com, Inc.JD | 3.0% | -0.44% | 1.13% | -0.33% | 2.05% | -6.24% | 1.43% | -32.62% | -20.78% | -38.19% | -63.41% | $37.78B |
SHEIN Global Holdings Limited0625.HK | 3.0% | 8.93% | 1.67% | -12.28% | 16.32% | 8.01% | 8.01% | 8.01% | 8.01% | — | — | $12.85B |
Dollar Tree, Inc.DLTR | 2.0% | 1.99% | 2.24% | 0.19% | 3.66% | -3.57% | -6.21% | 52.92% | 33.25% | 70.73% | 20.00% | $22.80B |
| Theme return | — | 1.53% | 2.71% | 0.55% | 4.18% | 6.64% | 10.45% | 18.83% | 7.05% | 26.13% | 58.07% | — |
| Average | 5.3% | 1.50% | 2.13% | 1.47% | 4.09% | 1.56% | 4.94% | 10.42% | 3.32% | 15.54% | 19.68% | $265.74B |
| Median | 5.0% | 1.73% | 1.88% | -0.33% | 3.66% | 1.19% | 1.43% | -1.78% | 8.01% | 8.20% | 19.71% | $49.72B |
| Std Dev | 2.2% | 2.75% | 4.31% | 9.14% | 4.46% | 20.07% | 20.40% | 32.29% | 29.55% | 38.58% | 64.59% | $616.62B |
| Min | 2.0% | -2.25% | -6.09% | -14.55% | -2.50% | -30.98% | -26.65% | -34.27% | -50.59% | -45.98% | -76.90% | $408.5M |
| Max | 10.0% | 8.93% | 14.27% | 29.79% | 16.32% | 61.44% | 37.29% | 68.43% | 79.37% | 99.27% | 148.84% | $2.73T |
| % Positive Tickers | 57.89% | 68.42% | 42.11% | 78.95% | 52.63% | 57.89% | 47.37% | 63.16% | 61.11% | 55.56% |