
NIQ+7.13%10.0%

WMT+7.09%10.0%

AMZN+13.02%9.0%

CART+14.90%7.0%

KR-16.76%7.0%

SHOP+5.02%7.0%

COST-1.13%6.0%

MELI-20.90%6.0%

EBAY+6.00%5.0%

TGT+72.14%5.0%

YOU.LSE-21.00%5.0%

BABA-2.94%4.0%

PDD-30.47%4.0%

SE-36.65%4.0%

BJ-0.71%3.0%

DG+12.03%3.0%

JD-7.87%3.0%

DLTR+16.03%2.0%
As of Aug 24, 2026, 4:53 AM ET
Data Owners '25: Consumer Purchase Data Constituents
NIQ Global Intelligence PlcNIQ | 10.0% | 3.47% | 13.27% | 74.70% | 68.13% | 13.89% | 40.89% | -1.21% | -1.21% | -1.21% | 7.13% | $5.54B |
Walmart Inc.WMT | 10.0% | 0.10% | -8.44% | -5.27% | -6.74% | -9.32% | -18.95% | 15.53% | 37.29% | 116.66% | 7.09% | $825.25B |
Amazon.com, Inc.AMZN | 9.0% | -0.57% | -5.01% | 11.43% | -4.77% | 12.05% | 23.16% | 31.95% | 46.09% | 58.38% | 13.02% | $2.78T |
Maplebear Inc.CART | 7.0% | -2.43% | 0.89% | 18.05% | 11.73% | 10.78% | 32.84% | 23.04% | 39.97% | 66.10% | 14.90% | $11.71B |
Shopify Inc.SHOP | 7.0% | 1.41% | -2.20% | 31.21% | 27.40% | -7.28% | 23.62% | 48.29% | 96.02% | 0.75% | 5.02% | $193.67B |
The Kroger Co.KR | 7.0% | 2.81% | 3.64% | 1.81% | 0.28% | -7.33% | -15.15% | -13.93% | 12.61% | 59.58% | -16.76% | $35.47B |
Costco Wholesale CorporationCOST | 6.0% | 1.52% | 0.36% | 1.36% | -0.44% | 9.90% | -6.24% | -1.80% | 8.06% | 117.97% | -1.13% | $420.30B |
MercadoLibre, Inc.MELI | 6.0% | 0.04% | -0.89% | 6.73% | 2.38% | -4.54% | 9.40% | -0.58% | -3.88% | 6.23% | -20.90% | $97.48B |
eBay Inc.EBAY | 5.0% | -0.46% | -1.77% | -4.81% | -8.67% | 19.95% | 14.99% | 56.62% | 81.75% | 54.79% | 6.00% | $46.23B |
Target CorporationTGT | 5.0% | 4.53% | 9.46% | 20.94% | 14.49% | 72.56% | 46.75% | 65.13% | 11.95% | -24.02% | 72.14% | $75.14B |
YouGov plcYOU.LSE | 5.0% | 0.91% | 3.68% | 13.35% | 5.45% | 5.22% | 28.70% | -4.38% | -43.22% | -78.29% | -21.00% | $427.6M |
Alibaba Group Holding LimitedBABA | 4.0% | -8.59% | -6.67% | 6.40% | -2.40% | -18.60% | -17.20% | -8.07% | 39.73% | -24.28% | -2.94% | $286.04B |
PDD Holdings Inc.PDD | 4.0% | -1.27% | -2.34% | 6.92% | -0.20% | -22.06% | -14.80% | -25.77% | -36.81% | 9.00% | -30.47% | $125.80B |
Sea LimitedSE | 4.0% | 0.25% | -10.63% | 17.53% | 10.11% | -7.87% | 8.37% | -12.67% | 41.30% | -62.72% | -36.65% | $70.56B |
BJ's Wholesale Club Holdings, Inc.BJ | 3.0% | 5.61% | 2.62% | 3.74% | -1.39% | 7.10% | -2.40% | -16.13% | 16.49% | 75.63% | -0.71% | $12.31B |
Dollar General CorporationDG | 3.0% | 2.35% | 2.78% | 5.27% | -2.87% | -5.73% | -20.23% | 41.21% | 4.59% | -42.81% | 12.03% | $27.22B |
JD.com, Inc.JD | 3.0% | -0.14% | -7.99% | -2.72% | -11.03% | 2.33% | 10.70% | -26.46% | 9.47% | -52.25% | -7.87% | $41.23B |
Dollar Tree, Inc.DLTR | 2.0% | 2.36% | 2.67% | 9.16% | 3.36% | 6.89% | 3.95% | 69.50% | 35.55% | 27.02% | 16.03% | $25.27B |
| Theme return | — | 0.67% | -0.08% | 11.99% | 8.78% | 9.37% | 13.25% | 22.12% | 36.73% | 59.22% | 8.50% | — |
| Average | 5.6% | 0.66% | -0.36% | 11.99% | 5.82% | 4.33% | 8.24% | 13.35% | 21.99% | 17.03% | 0.83% | $282.32B |
| Median | 5.0% | 0.58% | -0.26% | 6.83% | 0.04% | 3.78% | 8.89% | -0.89% | 14.55% | 7.62% | 2.15% | $58.40B |
| Std Dev | 2.3% | 3.00% | 5.98% | 17.75% | 17.57% | 19.93% | 20.68% | 30.70% | 34.04% | 57.25% | 23.15% | $637.93B |
| Min | 2.0% | -8.59% | -10.63% | -5.27% | -11.03% | -22.06% | -20.23% | -26.46% | -43.22% | -78.29% | -36.65% | $427.6M |
| Max | 10.0% | 5.61% | 13.27% | 74.70% | 68.13% | 72.56% | 46.75% | 69.50% | 96.02% | 117.97% | 72.14% | $2.78T |
| % Positive Tickers | 66.67% | 50.00% | 83.33% | 50.00% | 55.56% | 61.11% | 44.44% | 77.78% | 61.11% | 50.00% |
About this theme
Data Owners '25: Consumer Purchase Data tracks 18 publicly listed stocks in this theme. Sample tickers: NIQ, WMT, AMZN, CART, KR, SHOP, COST, MELI, EBAY, TGT, YOU.LSE, BABA, and 6 more. Use the table below for the full list.
