
AMZN+13.02%12.0%

CART+11.96%12.0%

WMT+2.59%11.0%

BABA-44.12%10.0%

MELI-24.67%9.0%

TGT+79.55%8.0%

KR-11.05%7.0%

EBAY+21.59%6.0%

BBY+14.39%5.0%

CRTO-28.39%4.0%

HD-28.13%4.0%

LOW-25.26%3.0%

ULTA-1.68%3.0%

DG+19.15%2.0%

JD-28.36%2.0%

SE-48.27%2.0%
As of Oct 2, 2026, 9:55 PM ET
Retail Tech '25: Retail Media Networks Constituents
Amazon.com, Inc.AMZN | 12.0% | 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 | 12.0% | 0.32% | -0.92% | -14.61% | -0.25% | -2.18% | 17.30% | 8.64% | 11.96% | 11.91% | 47.50% | $10.40B |
Walmart Inc.WMT | 11.0% | 0.00% | -5.26% | -1.66% | 0.07% | -8.77% | -18.46% | 16.23% | 2.59% | 29.92% | 139.13% | $829.71B |
Alibaba Group Holding LimitedBABA | 10.0% | -1.49% | -9.04% | -5.38% | -1.54% | -27.82% | -26.58% | -18.48% | -44.12% | -6.19% | -24.98% | $253.71B |
MercadoLibre, Inc.MELI | 9.0% | 0.68% | -7.35% | -15.66% | 0.43% | -15.98% | -3.71% | -12.49% | -24.67% | -13.41% | 1.74% | $86.01B |
Target CorporationTGT | 8.0% | -0.40% | -2.13% | -4.73% | -0.69% | 62.35% | 38.06% | 55.35% | 79.55% | 11.84% | -20.79% | $70.85B |
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 |
eBay Inc.EBAY | 6.0% | 0.48% | -2.32% | 0.05% | 0.81% | 22.97% | 17.88% | 60.57% | 21.59% | 66.48% | 65.23% | $47.24B |
Best Buy Co., Inc.BBY | 5.0% | 0.31% | -7.57% | 0.74% | -0.06% | 30.95% | 41.43% | 15.73% | 14.39% | -9.45% | -3.67% | $18.54B |
Criteo S.A.CRTO | 4.0% | -3.28% | -9.44% | -16.61% | 0.20% | -25.96% | -14.61% | -57.19% | -28.39% | -62.06% | -60.98% | $740.1M |
The Home Depot, Inc.HD | 4.0% | 0.14% | -7.02% | -10.87% | 0.51% | -17.49% | -25.43% | -23.45% | -28.13% | -30.92% | -7.05% | $282.03B |
Lowe's Companies, Inc.LOW | 3.0% | -0.86% | -5.73% | -7.50% | 1.35% | -23.35% | -30.13% | -21.43% | -25.26% | -32.51% | -5.19% | $101.38B |
Ulta Beauty, Inc.ULTA | 3.0% | 1.11% | -0.98% | -0.60% | 1.99% | -9.35% | -19.91% | 43.38% | -1.68% | 45.87% | 47.73% | $23.37B |
Dollar General CorporationDG | 2.0% | 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 | 2.0% | -2.24% | -5.86% | -7.38% | -2.26% | -10.19% | -2.85% | -35.46% | -28.36% | -42.20% | -60.65% | $36.19B |
Sea LimitedSE | 2.0% | -0.08% | -8.08% | -15.53% | 0.02% | -25.30% | -12.13% | -29.19% | -48.27% | 0.05% | -70.21% | $57.15B |
| Theme return | — | -0.09% | -4.26% | -6.46% | 0.03% | 1.04% | 1.48% | 12.06% | 0.45% | 15.72% | 53.12% | — |
| Average | 6.3% | -0.30% | -4.73% | -6.83% | 0.04% | -3.52% | -3.52% | 3.36% | -4.86% | 4.18% | 9.82% | $286.58B |
| Median | 5.5% | 0.01% | -5.49% | -6.38% | 0.05% | -9.45% | -12.82% | -1.80% | -6.36% | 3.64% | -4.43% | $52.19B |
| Std Dev | 3.5% | 1.17% | 3.15% | 6.16% | 1.04% | 23.51% | 22.48% | 33.65% | 30.98% | 35.00% | 57.69% | $655.32B |
| Min | 2.0% | -3.28% | -9.44% | -16.61% | -2.26% | -27.82% | -30.13% | -57.19% | -48.27% | -62.06% | -70.21% | $740.1M |
| Max | 12.0% | 1.33% | 0.80% | 1.39% | 1.99% | 62.35% | 41.43% | 60.57% | 79.55% | 66.48% | 139.13% | $2.71T |
| % Positive Tickers | 50.00% | 6.25% | 18.75% | 56.25% | 25.00% | 31.25% | 50.00% | 43.75% | 56.25% | 43.75% |