
NIQ+7.10%10.0%

WMT+2.59%9.0%

AMZN+13.02%8.0%

CART+11.96%7.0%

KR-11.05%7.0%

SHOP+1.12%7.0%

COST+0.31%6.0%

EBAY+21.59%5.0%

MELI-24.67%5.0%

TGT+79.55%5.0%

YOU.LSE-8.12%5.0%

BABA-44.12%4.0%

PDD-44.18%4.0%

SE-48.27%4.0%
0625.HK+0.58%3.0%

BJ+5.03%3.0%

DG+19.15%3.0%

JD-28.36%3.0%

DLTR+25.50%2.0%
As of Oct 2, 2026, 9:55 PM ET
Data Owners '25: Consumer Purchase Data Constituents
NIQ Global Intelligence PlcNIQ | 10.0% | -3.48% | -7.57% | -9.54% | -3.71% | 0.67% | 24.53% | -12.68% | 7.10% | -12.47% | -12.47% | $4.91B |
Walmart Inc.WMT | 9.0% | 0.00% | -5.26% | -1.66% | 0.07% | -8.77% | -18.46% | 16.23% | 2.59% | 29.92% | 139.13% | $829.71B |
Amazon.com, Inc.AMZN | 8.0% | 1.33% | -1.41% | -1.41% | 1.27% | 8.91% | 19.70% | 28.25% | 13.02% | 38.23% | 53.21% | $2.71T |
Maplebear Inc.CART | 7.0% | 0.32% | -0.92% | -14.61% | -0.25% | -2.18% | 17.30% | 8.64% | 11.96% | 11.91% | 47.50% | $10.40B |
Shopify Inc.SHOP | 7.0% | 1.54% | 3.56% | 7.85% | 2.62% | -4.95% | 26.73% | 52.01% | 1.12% | 93.74% | 12.08% | $196.45B |
The Kroger Co.KR | 7.0% | -0.76% | 0.80% | 1.39% | -0.76% | -5.52% | -13.50% | -12.25% | -11.05% | 7.23% | 94.29% | $36.16B |
Costco Wholesale CorporationCOST | 6.0% | 0.62% | 2.25% | -0.95% | 0.51% | 6.64% | -9.02% | -4.71% | 0.31% | 5.39% | 114.85% | $408.29B |
eBay Inc.EBAY | 5.0% | 0.48% | -2.32% | 0.05% | 0.81% | 22.97% | 17.88% | 60.57% | 21.59% | 66.48% | 65.23% | $47.24B |
MercadoLibre, Inc.MELI | 5.0% | 0.68% | -7.35% | -15.66% | 0.43% | -15.98% | -3.71% | -12.49% | -24.67% | -13.41% | 1.74% | $86.01B |
Target CorporationTGT | 5.0% | -0.40% | -2.13% | -4.73% | -0.69% | 62.35% | 38.06% | 55.35% | 79.55% | 11.84% | -20.79% | $70.85B |
YouGov plcYOU.LSE | 5.0% | 0.15% | -0.13% | 4.34% | 0.15% | 2.49% | 25.36% | -6.87% | -8.12% | -33.61% | -77.37% | $416.4M |
Alibaba Group Holding LimitedBABA | 4.0% | -1.49% | -9.04% | -5.38% | -1.54% | -27.82% | -26.58% | -18.48% | -44.12% | -6.19% | -24.98% | $253.71B |
PDD Holdings Inc.PDD | 4.0% | -1.46% | -6.05% | -8.22% | -1.32% | -33.42% | -27.22% | -36.60% | -44.18% | -50.61% | -14.49% | $107.30B |
Sea LimitedSE | 4.0% | -0.08% | -8.08% | -15.53% | 0.02% | -25.30% | -12.13% | -29.19% | -48.27% | 0.05% | -70.21% | $57.15B |
BJ's Wholesale Club Holdings, Inc.BJ | 3.0% | 0.62% | 5.10% | 3.08% | 1.32% | 6.20% | -3.22% | -16.84% | 5.03% | 10.90% | 78.19% | $12.13B |
Dollar General CorporationDG | 3.0% | 0.01% | -3.44% | -9.53% | -0.43% | -9.55% | -23.46% | 35.50% | 19.15% | 52.09% | -38.18% | $26.24B |
JD.com, Inc.JD | 3.0% | -2.24% | -5.86% | -7.38% | -2.26% | -10.19% | -2.85% | -35.46% | -28.36% | -42.20% | -60.65% | $36.19B |
SHEIN Global Holdings Limited0625.HK | 3.0% | 0.58% | -17.98% | -32.60% | 0.58% | 0.58% | 0.58% | 0.58% | 0.58% | — | — | $11.11B |
Dollar Tree, Inc.DLTR | 2.0% | -1.98% | -1.56% | -14.15% | -1.03% | -7.93% | -10.46% | 46.00% | 25.50% | 62.36% | 14.47% | $21.55B |
| Theme return | — | -0.27% | -3.19% | -5.43% | -0.37% | 1.99% | 5.63% | 13.64% | 2.74% | 21.89% | 54.35% | — |
| Average | 5.3% | -0.29% | -3.55% | -6.56% | -0.22% | -2.15% | 1.03% | 6.19% | -1.12% | 12.87% | 16.75% | $259.02B |
| Median | 5.0% | 0.01% | -2.32% | -5.38% | 0.02% | -4.95% | -3.22% | -4.71% | 1.12% | 9.06% | 6.91% | $47.24B |
| Std Dev | 2.2% | 1.27% | 5.19% | 9.17% | 1.38% | 20.10% | 19.58% | 30.64% | 29.03% | 37.65% | 62.22% | $608.59B |
| Min | 2.0% | -3.48% | -17.98% | -32.60% | -3.71% | -33.42% | -27.22% | -36.60% | -48.27% | -50.61% | -77.37% | $416.4M |
| Max | 10.0% | 1.54% | 5.10% | 7.85% | 2.62% | 62.35% | 38.06% | 60.57% | 79.55% | 93.74% | 139.13% | $2.71T |
| % Positive Tickers | 52.63% | 21.05% | 26.32% | 52.63% | 42.11% | 42.11% | 47.37% | 63.16% | 66.67% | 55.56% |