NIQ-40.98%10.0%
WMT+18.29%10.0%
AMZN+11.15%9.0%
CART-0.31%7.0%
KR-15.34%7.0%
SHOP+6.96%7.0%
COST-5.90%6.0%
MELI-24.74%6.0%
EBAY+53.47%5.0%
TGT+26.28%5.0%
YOU.LSE-38.59%5.0%
BABA+4.22%4.0%
PDD-18.19%4.0%
SE-26.97%4.0%
BJ-19.75%3.0%
DG+3.09%3.0%
JD-11.15%3.0%
DLTR+11.58%2.0%
As of Jul 10, 2026, 7:14 AM ET
Data Owners '25: Consumer Purchase Data Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Amazon.com, Inc.AMZN | 9.0% | 0.36% | 1.40% | 2.87% | 2.21% | 7.03% | 17.64% | 26.03% | 11.15% | $2.66T |
Walmart Inc.WMT | 10.0% | -0.06% | -0.79% | -2.09% | 3.12% | -1.88% | -12.30% | 25.01% | 18.29% | $892.98B |
Costco Wholesale CorporationCOST | 6.0% | 0.16% | -4.21% | -3.56% | -1.27% | 5.87% | -9.68% | -5.40% | -5.90% | $404.88B |
Alibaba Group Holding LimitedBABA | 4.0% | 2.28% | 1.98% | 16.36% | 13.42% | -24.18% | -22.88% | -14.37% | 4.22% | $266.69B |
Shopify Inc.SHOP | 7.0% | 1.95% | 3.31% | 7.85% | 1.27% | -23.48% | 2.02% | 22.37% | 6.96% | $159.83B |
PDD Holdings Inc.PDD | 4.0% | 0.00% | 1.35% | 12.20% | 4.07% | -24.26% | -17.21% | -27.87% | -18.19% | $122.24B |
MercadoLibre, Inc.MELI | 6.0% | 0.41% | -0.09% | 7.41% | 3.77% | -10.25% | 2.86% | -6.53% | -24.74% | $91.65B |
Sea LimitedSE | 4.0% | 0.94% | 3.61% | 17.39% | 6.63% | -14.47% | 0.61% | -18.93% | -26.97% | $66.83B |
Target CorporationTGT | 5.0% | 0.29% | -0.11% | -1.23% | 1.52% | 35.31% | 16.24% | 25.05% | 26.28% | $60.08B |
eBay Inc.EBAY | 5.0% | -0.65% | 1.80% | 5.89% | 5.44% | 35.16% | 29.56% | 76.48% | 53.47% | $52.09B |
JD.com, Inc.JD | 3.0% | 1.66% | 0.40% | 9.86% | 5.44% | -3.34% | 4.56% | -30.54% | -11.15% | $37.46B |
The Kroger Co.KR | 7.0% | -0.24% | 0.91% | 7.06% | 6.44% | -4.19% | -12.28% | -11.02% | -15.34% | $36.67B |
Dollar General CorporationDG | 3.0% | 0.55% | 0.81% | -1.52% | 0.46% | -12.83% | -25.93% | 29.13% | 3.09% | $25.53B |
Dollar Tree, Inc.DLTR | 2.0% | -0.35% | -2.18% | -1.39% | -0.19% | -1.70% | -4.40% | 55.89% | 11.58% | $23.24B |
Maplebear Inc.CART | 7.0% | 0.27% | 1.15% | 2.22% | 7.70% | 7.34% | 28.71% | 19.21% | -0.31% | $11.35B |
BJ's Wholesale Club Holdings, Inc.BJ | 3.0% | 1.24% | -1.25% | -4.15% | -1.07% | -4.89% | -13.32% | -25.52% | -19.75% | $10.93B |
NIQ Global Intelligence PlcNIQ | 10.0% | -0.40% | 2.56% | 29.26% | 16.63% | -31.96% | -15.83% | -40.98% | -40.98% | $3.31B |
YouGov plcYOU.LSE | 5.0% | 2.53% | 1.99% | 11.59% | 4.45% | -8.21% | 12.26% | -16.60% | -38.59% | $3.7M |
| Theme return | — | 0.49% | 0.84% | 7.15% | 5.62% | -1.88% | 1.68% | 9.34% | 0.06% | — |
| Average | 5.6% | 0.61% | 0.70% | 6.45% | 4.45% | -4.16% | -1.08% | 4.52% | -3.72% | $273.51B |
| Median | 5.0% | 0.32% | 1.03% | 6.48% | 3.92% | -4.54% | -1.90% | -5.96% | -3.10% | $56.09B |
| Std Dev | 2.3% | 0.93% | 1.89% | 8.54% | 4.58% | 17.73% | 16.28% | 31.03% | 23.09% | $615.17B |
| Min | 2.0% | -0.65% | -4.21% | -4.15% | -1.27% | -31.96% | -25.93% | -40.98% | -40.98% | $3.7M |
| Max | 10.0% | 2.53% | 3.61% | 29.26% | 16.63% | 35.31% | 29.56% | 76.48% | 53.47% | $2.66T |
| % Positive Tickers | 66.67% | 66.67% | 66.67% | 83.33% | 27.78% | 50.00% | 44.44% | 44.44% |
About this theme
Data Owners '25: Consumer Purchase Data tracks 18 publicly listed stocks in this theme. Sample tickers: AMZN, BABA, BJ, CART, COST, DG, DLTR, EBAY, JD, KR, MELI, NIQ, and 6 more. Use the table below for the full list.