
AMZN+11.56%12.0%

MELI-18.39%10.2%

BABA-39.14%9.2%

PDD-40.37%9.2%

CPNG-52.54%8.3%

JD-20.78%8.3%

SE-50.59%7.4%

ALE.WAR+44.27%5.5%

4755.T-35.25%4.6%

EBAY+25.10%4.6%

KSPI+22.63%4.6%
0625.HK+8.01%2.9%

4385.T+60.95%2.8%

SHOP+0.42%2.8%

BOOZT.ST+41.57%1.8%

CDON.ST-47.19%1.8%

ETSY+3.13%1.8%

JMIA-49.69%1.8%
As of Oct 9, 2026, 4:27 AM ET
Retail Shopping '26: Online Marketplaces & Everything Stores Constituents
Amazon.com, Inc.AMZN | 12.0% | -2.25% | 3.21% | 0.66% | 2.35% | 10.07% | 20.98% | 29.62% | 11.56% | 39.04% | 54.51% | $2.73T |
MercadoLibre, Inc.MELI | 10.2% | -0.86% | 8.42% | -1.05% | 10.18% | -7.82% | 5.64% | -4.00% | -18.39% | -7.82% | 22.86% | $94.13B |
Alibaba Group Holding LimitedBABA | 9.2% | -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 | 9.2% | -0.31% | -0.29% | -0.45% | 2.30% | -30.98% | -24.55% | -34.27% | -40.37% | -45.98% | -18.67% | $111.40B |
Coupang, Inc.CPNG | 8.3% | 4.05% | 12.07% | 4.40% | 11.67% | -34.68% | -19.23% | -31.48% | -52.54% | -40.04% | -45.16% | $27.70B |
JD.com, Inc.JD | 8.3% | -0.44% | 1.13% | -0.33% | 2.05% | -6.24% | 1.43% | -32.62% | -20.78% | -38.19% | -63.41% | $37.78B |
Sea LimitedSE | 7.4% | -1.87% | -6.09% | -14.55% | -2.50% | -27.19% | -14.35% | -30.98% | -50.59% | -2.56% | -71.27% | $55.77B |
Allegro.eu S.A.ALE.WAR | 5.5% | -0.22% | 0.08% | 6.99% | 0.81% | 50.43% | 67.10% | 55.65% | 44.27% | 47.66% | -12.48% | $13.09B |
eBay Inc.EBAY | 4.6% | 4.07% | 4.34% | 8.18% | 5.75% | 28.99% | 23.66% | 68.43% | 25.10% | 70.54% | 61.98% | $49.72B |
Joint Stock Company Kaspi.kzKSPI | 4.6% | 1.04% | -3.12% | -5.13% | 0.88% | 18.81% | 31.51% | -1.81% | 22.63% | -8.38% | -0.19% | $17.64B |
Rakuten Group, Inc.4755.T | 4.6% | 1.66% | -5.91% | -11.95% | -4.77% | -36.05% | -22.46% | -27.18% | -35.25% | -33.73% | -58.43% | $8.95B |
SHEIN Global Holdings Limited0625.HK | 2.9% | 8.93% | 1.67% | -12.28% | 16.32% | 8.01% | 8.01% | 8.01% | 8.01% | — | — | $12.85B |
Mercari, Inc.4385.T | 2.8% | 1.28% | -0.88% | -10.64% | 0.56% | 13.58% | -2.03% | 47.01% | 60.95% | 35.22% | -61.38% | $3.81B |
Shopify Inc.SHOP | 2.8% | -0.89% | 14.27% | 29.79% | 10.38% | 2.23% | 36.30% | 63.50% | 0.42% | 99.27% | 19.42% | $213.54B |
Boozt AB (publ)BOOZT.ST | 1.8% | 1.45% | 0.50% | -3.57% | 1.80% | 19.46% | 45.08% | 47.41% | 41.57% | 38.19% | -14.10% | $868.3M |
CDON AbCDON.ST | 1.8% | -0.49% | -7.78% | -18.88% | -2.35% | -40.89% | -50.68% | -8.28% | -47.19% | -34.18% | -89.36% | $45.6M |
Etsy, Inc.ETSY | 1.8% | 5.11% | 9.02% | 5.55% | 3.16% | 35.53% | 36.92% | 49.03% | 3.13% | 47.83% | -64.56% | $7.13B |
Jumia Technologies AGJMIA | 1.8% | -3.86% | -3.28% | -13.83% | -6.76% | -48.12% | -21.26% | 194.55% | -49.69% | 18.68% | -65.20% | $401.3M |
| Theme return | — | 0.28% | 1.78% | -3.69% | 3.15% | -7.01% | 2.04% | 6.18% | -16.29% | 7.52% | 13.66% | — |
| Average | 5.6% | 0.84% | 1.36% | -2.25% | 2.79% | -4.04% | 5.30% | 20.78% | -7.57% | 10.70% | -25.80% | $202.28B |
| Median | 4.6% | -0.26% | 0.29% | -2.21% | 1.92% | -2.00% | 3.53% | 3.10% | -8.98% | -2.56% | -33.12% | $22.67B |
| Std Dev | 3.2% | 2.99% | 6.07% | 11.01% | 5.87% | 28.39% | 30.02% | 55.30% | 35.68% | 41.76% | 44.01% | $617.89B |
| Min | 1.8% | -3.86% | -7.78% | -18.88% | -6.76% | -48.12% | -50.68% | -34.27% | -52.54% | -45.98% | -89.36% | $45.6M |
| Max | 12.0% | 8.93% | 14.27% | 29.79% | 16.32% | 50.43% | 67.10% | 194.55% | 60.95% | 99.27% | 61.98% | $2.73T |
| % Positive Tickers | 44.44% | 55.56% | 33.33% | 72.22% | 50.00% | 55.56% | 50.00% | 50.00% | 47.06% | 23.53% |