
AMZN+13.02%12.4%

MELI-20.90%10.5%

BABA-2.94%9.5%

PDD-30.47%9.5%

CPNG-42.78%8.6%

JD-7.87%8.6%

SE-36.65%7.6%

ALE.WAR+15.86%5.7%

4755.T-19.95%4.8%

EBAY+6.00%4.8%

KSPI+14.06%4.8%

4385.T+92.31%2.9%

SHOP+5.02%2.9%

BOOZT.ST+55.51%1.9%

CDON.ST-16.15%1.9%

ETSY+29.32%1.9%

JMIA-14.36%1.9%
As of Aug 24, 2026, 4:53 AM ET
Retail Shopping '26: Online Marketplaces & Everything Stores Constituents
Amazon.com, Inc.AMZN | 12.4% | -0.57% | -5.01% | 11.43% | -4.77% | 12.05% | 23.16% | 31.95% | 46.09% | 58.38% | 13.02% | $2.78T |
MercadoLibre, Inc.MELI | 10.5% | 0.04% | -0.89% | 6.73% | 2.38% | -4.54% | 9.40% | -0.58% | -3.88% | 6.23% | -20.90% | $97.48B |
Alibaba Group Holding LimitedBABA | 9.5% | -8.59% | -6.67% | 6.40% | -2.40% | -18.60% | -17.20% | -8.07% | 39.73% | -24.28% | -2.94% | $286.04B |
PDD Holdings Inc.PDD | 9.5% | -1.27% | -2.34% | 6.92% | -0.20% | -22.06% | -14.80% | -25.77% | -36.81% | 9.00% | -30.47% | $125.80B |
Coupang, Inc.CPNG | 8.6% | 1.17% | -0.30% | 6.13% | 0.61% | -30.27% | -13.78% | -26.86% | -28.07% | -46.15% | -42.78% | $29.57B |
JD.com, Inc.JD | 8.6% | -0.14% | -7.99% | -2.72% | -11.03% | 2.33% | 10.70% | -26.46% | 9.47% | -52.25% | -7.87% | $41.23B |
Sea LimitedSE | 7.6% | 0.25% | -10.63% | 17.53% | 10.11% | -7.87% | 8.37% | -12.67% | 41.30% | -62.72% | -36.65% | $70.56B |
Allegro.eu S.A.ALE.WAR | 5.7% | 1.08% | -2.99% | 3.84% | 1.33% | 41.35% | 57.02% | 46.26% | 22.93% | -26.61% | 15.86% | $12.38B |
eBay Inc.EBAY | 4.8% | -0.46% | -1.77% | -4.81% | -8.67% | 19.95% | 14.99% | 56.62% | 81.75% | 54.79% | 6.00% | $46.23B |
Joint Stock Company Kaspi.kzKSPI | 4.8% | 1.78% | 10.69% | 23.03% | 18.89% | 35.10% | 49.53% | 11.65% | -15.96% | 29.06% | 14.06% | $20.06B |
Rakuten Group, Inc.4755.T | 4.8% | 0.03% | -9.63% | 2.65% | -7.80% | -23.45% | -7.19% | -12.83% | -24.67% | -48.22% | -19.95% | $10.69B |
Mercari, Inc.4385.T | 2.9% | -1.04% | -2.00% | 15.31% | 8.88% | 47.35% | 27.10% | 90.72% | 85.14% | -37.55% | 92.31% | $4.94B |
Shopify Inc.SHOP | 2.9% | 1.41% | -2.20% | 31.21% | 27.40% | -7.28% | 23.62% | 48.29% | 96.02% | 0.75% | 5.02% | $193.67B |
Boozt AB (publ)BOOZT.ST | 1.9% | 2.08% | -4.97% | -1.47% | -8.97% | 29.80% | 57.64% | 60.17% | 44.06% | -13.84% | 55.51% | $943.4M |
CDON AbCDON.ST | 1.9% | 0.00% | 1.40% | 3.19% | -6.81% | -16.20% | -30.07% | 30.04% | -46.39% | -89.35% | -16.15% | $64.7M |
Etsy, Inc.ETSY | 1.9% | -0.22% | 1.95% | 0.51% | -0.80% | 46.16% | 47.65% | 60.71% | 46.26% | -58.78% | 29.32% | $7.69B |
Jumia Technologies AGJMIA | 1.9% | 1.51% | 16.01% | 15.02% | 13.28% | -46.04% | -18.10% | 206.36% | 27.17% | -62.93% | -14.36% | $417.4M |
| Theme return | — | -0.70% | -3.14% | 4.77% | 0.82% | 1.34% | 11.18% | 15.72% | 27.74% | 24.55% | -0.74% | — |
| Average | 5.9% | -0.17% | -1.61% | 8.29% | 1.85% | 3.40% | 13.41% | 31.15% | 22.60% | -21.44% | 2.30% | $219.40B |
| Median | 4.8% | 0.03% | -2.20% | 6.40% | -0.20% | -4.54% | 10.70% | 30.04% | 27.17% | -26.61% | -2.94% | $29.57B |
| Std Dev | 3.4% | 2.31% | 6.52% | 9.30% | 10.37% | 28.05% | 27.17% | 56.28% | 42.35% | 41.29% | 33.01% | $645.20B |
| Min | 1.9% | -8.59% | -10.63% | -4.81% | -11.03% | -46.04% | -30.07% | -26.86% | -46.39% | -89.35% | -42.78% | $64.7M |
| Max | 12.4% | 2.08% | 16.01% | 31.21% | 27.40% | 47.35% | 57.64% | 206.36% | 96.02% | 58.38% | 92.31% | $2.78T |
| % Positive Tickers | 52.94% | 23.53% | 82.35% | 47.06% | 47.06% | 64.71% | 58.82% | 64.71% | 35.29% | 47.06% |
About this theme
Retail Shopping '26: Online Marketplaces & Everything Stores tracks 17 publicly listed stocks in this theme. Sample tickers: AMZN, MELI, BABA, PDD, CPNG, JD, SE, ALE.WAR, 4755.T, EBAY, KSPI, 4385.T, and 5 more. Use the table below for the full list.
