CHWY-51.66%12.5%
CPNG-52.54%12.5%
JMIA-49.69%12.5%
MELI-18.39%12.5%
RH-38.66%12.5%
SE-50.59%12.5%
SFIX-38.24%12.5%
SHOP+0.42%12.5%
As of Oct 9, 2026, 4:27 AM ET
Infra Built in ZIRP '25: Network-Effect Marketplace Constituents
Chewy, Inc.CHWY | 12.5% | 3.79% | 1.61% | -8.87% | 6.72% | -42.78% | -31.04% | -44.38% | -51.66% | -35.94% | -69.79% | $7.83B |
Coupang, Inc.CPNG | 12.5% | 4.05% | 12.07% | 4.40% | 11.67% | -34.68% | -19.23% | -31.48% | -52.54% | -40.04% | -45.16% | $27.70B |
Jumia Technologies AGJMIA | 12.5% | -3.86% | -3.28% | -13.83% | -6.76% | -48.12% | -21.26% | 194.55% | -49.69% | 18.68% | -65.20% | $401.3M |
MercadoLibre, Inc.MELI | 12.5% | -0.86% | 8.42% | -1.05% | 10.18% | -7.82% | 5.64% | -4.00% | -18.39% | -7.82% | 22.86% | $94.13B |
RhRH | 12.5% | -1.32% | -6.89% | -18.44% | -5.68% | -36.55% | -31.40% | -54.41% | -38.66% | -64.71% | -82.43% | $2.15B |
Sea LimitedSE | 12.5% | -1.87% | -6.09% | -14.55% | -2.50% | -27.19% | -14.35% | -30.98% | -50.59% | -2.56% | -71.27% | $55.77B |
Shopify Inc.SHOP | 12.5% | -0.89% | 14.27% | 29.79% | 10.38% | 2.23% | 36.30% | 63.50% | 0.42% | 99.27% | 19.42% | $213.54B |
Stitch Fix, Inc.SFIX | 12.5% | 0.00% | 10.53% | -5.54% | 5.00% | -48.00% | -18.02% | -19.94% | -38.24% | 1.49% | -92.08% | $364.3M |
| Theme return | — | -0.12% | 3.83% | -6.46% | 3.72% | -26.48% | -8.15% | 7.26% | -33.31% | 7.80% | -28.79% | — |
| Average | 12.5% | -0.12% | 3.83% | -3.51% | 3.63% | -30.36% | -11.67% | 9.11% | -37.42% | -3.95% | -47.96% | $50.24B |
| Median | 12.5% | -0.87% | 5.01% | -7.20% | 5.86% | -35.61% | -18.62% | -25.46% | -44.17% | -5.19% | -67.50% | $17.77B |
| Std Dev | 0.0% | 2.56% | 8.00% | 14.41% | 7.04% | 17.39% | 21.10% | 77.87% | 17.86% | 46.41% | 41.85% | $69.12B |
| Min | 12.5% | -3.86% | -6.89% | -18.44% | -6.76% | -48.12% | -31.40% | -54.41% | -52.54% | -64.71% | -92.08% | $364.3M |
| Max | 12.5% | 4.05% | 14.27% | 29.79% | 11.67% | 2.23% | 36.30% | 194.55% | 0.42% | 99.27% | 22.86% | $213.54B |
| % Positive Tickers | 25.00% | 62.50% | 25.00% | 62.50% | 12.50% | 25.00% | 25.00% | 12.50% | 37.50% | 25.00% |
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