DHL.XETRA+18.18%7.7%
DSV.CO-12.83%7.7%
EBAY+26.71%7.7%
GLBE-8.42%7.7%
GXO-1.22%7.7%
KGX.XETRA-42.48%7.7%
MANH-11.43%7.7%
PBI+68.76%7.7%
RSKD+0.50%7.7%
RXO+109.65%7.7%
TDUP-10.80%7.7%
UPS+15.79%7.7%
ZBRA+5.65%7.7%
As of Jul 27, 2026, 7:41 AM ET
Retail Shopping '25: Excess Retail Returns Constituents
Deutsche Post AGDHL.XETRA | 7.7% | 1.24% | -0.69% | 5.94% | 18.18% | 9.72% | 59.46% | 35.33% | $72.58B |
DSV A/SDSV.CO | 7.7% | 2.80% | -14.25% | -9.72% | -12.83% | -14.36% | 12.48% | -9.64% | $52.56B |
eBay Inc.EBAY | 7.7% | 0.62% | -2.26% | -1.15% | 26.71% | 21.47% | 65.45% | 36.44% | $48.57B |
Global-e Online Ltd.GLBE | 7.7% | 4.35% | -7.10% | 0.47% | -8.42% | 2.95% | -3.95% | 3.78% | $6.08B |
GXO Logistics, Inc.GXO | 7.7% | -1.08% | 4.69% | 1.40% | -1.22% | -17.24% | 29.64% | -1.20% | $6.06B |
Kion Group AGKGX.XETRA | 7.7% | 1.60% | 0.77% | 1.94% | -42.48% | -32.63% | 15.70% | -25.61% | $6.04B |
Manhattan Associates, Inc.MANH | 7.7% | 4.11% | -3.22% | 4.84% | -11.43% | 13.34% | -14.20% | -29.51% | $8.97B |
Pitney Bowes Inc.PBI | 7.7% | -0.90% | -0.45% | 0.74% | 68.76% | 64.86% | 99.73% | 47.72% | $2.42B |
Riskified Ltd.RSKD | 7.7% | 0.71% | -3.38% | -0.50% | 0.50% | 12.25% | 4.94% | -7.67% | $772.8M |
RXO, Inc.RXO | 7.7% | -4.57% | -5.49% | -4.47% | 109.65% | 66.04% | 35.55% | 52.12% | $4.23B |
ThredUp Inc.TDUP | 7.7% | -0.70% | -10.09% | -17.51% | -10.80% | 16.80% | 124.41% | -25.88% | $735.5M |
United Parcel Service, Inc.UPS | 7.7% | 0.66% | 1.04% | 4.85% | 15.79% | -0.96% | 7.93% | 13.00% | $85.70B |
Zebra Technologies CorporationZBRA | 7.7% | -0.16% | -1.38% | -4.23% | 5.65% | 14.54% | -10.79% | -23.58% | $12.38B |
| Theme return | — | 0.67% | -3.22% | 9.73% | 12.02% | 12.69% | 41.39% | 9.76% | — |
| Average | 7.7% | 0.67% | -3.22% | -1.34% | 12.16% | 12.06% | 32.80% | 5.02% | $23.62B |
| Median | 7.7% | 0.66% | -2.26% | 0.47% | 0.50% | 12.25% | 15.70% | -1.20% | $6.08B |
| Std Dev | 0.0% | 2.26% | 4.84% | 6.24% | 37.67% | 27.22% | 41.35% | 28.19% | $28.89B |
| Min | 7.7% | -4.57% | -14.25% | -17.51% | -42.48% | -32.63% | -14.20% | -29.51% | $735.5M |
| Max | 7.7% | 4.35% | 4.69% | 5.94% | 109.65% | 66.04% | 124.41% | 52.12% | $85.70B |
| % Positive Tickers | 61.54% | 23.08% | 53.85% | 53.85% | 69.23% | 76.92% | 46.15% |
About this theme
Retail Shopping '25: Excess Retail Returns tracks 13 publicly listed stocks in this theme. Sample tickers: DHL.XETRA, DSV.CO, EBAY, GLBE, GXO, KGX.XETRA, MANH, PBI, RSKD, RXO, TDUP, UPS, and 1 more. Use the table below for the full list.
