Theme

Data Owners '25: Consumer Purchase Data☆

19 tickers$5.05T market cap
10D rank10D#244of 1,239 themes/1,239#9of 18 in Data Owners/18 Data Owners
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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%—
Average5.3%1.50%2.13%1.47%4.09%1.56%4.94%10.42%3.32%15.54%19.68%$265.74B
Median5.0%1.73%1.88%-0.33%3.66%1.19%1.43%-1.78%8.01%8.20%19.71%$49.72B
Std Dev2.2%2.75%4.31%9.14%4.46%20.07%20.40%32.29%29.55%38.58%64.59%$616.62B
Min2.0%-2.25%-6.09%-14.55%-2.50%-30.98%-26.65%-34.27%-50.59%-45.98%-76.90%$408.5M
Max10.0%8.93%14.27%29.79%16.32%61.44%37.29%68.43%79.37%99.27%148.84%$2.73T
% Positive Tickers57.89%68.42%42.11%78.95%52.63%57.89%47.37%63.16%61.11%55.56%
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