NIQ-31.41%10.0%
WMT+8.69%10.0%
AMZN+22.64%9.0%
CART-4.97%7.0%
KR-23.12%7.0%
SHOP-6.88%7.0%
COST-2.74%6.0%
MELI-17.03%6.0%
EBAY+21.32%5.0%
TGT+40.17%5.0%
YOU.LSE-23.34%5.0%
BABA+6.35%4.0%
PDD-20.19%4.0%
SE-22.12%4.0%
BJ-11.02%3.0%
DG+12.02%3.0%
JD+3.83%3.0%
DLTR+10.65%2.0%
As of Aug 6, 2026, 4:25 AM ET
Data Owners '25: Consumer Purchase Data Constituents
NIQ Global Intelligence PlcNIQ | 10.0% | -0.34% | 8.47% | 18.74% | 4.39% | -29.29% | -12.53% | -38.66% | -31.41% | $3.44B |
Walmart Inc.WMT | 10.0% | 0.71% | 2.62% | 1.53% | 1.03% | -1.77% | -12.20% | 25.16% | 8.69% | $894.01B |
Amazon.com, Inc.AMZN | 9.0% | -1.72% | 17.47% | 11.67% | 0.39% | 18.12% | 29.83% | 39.10% | 22.64% | $2.93T |
Maplebear Inc.CART | 7.0% | -0.66% | 7.44% | -4.22% | 1.68% | 0.82% | 20.90% | 11.98% | -4.97% | $10.66B |
Shopify Inc.SHOP | 7.0% | 16.98% | 26.80% | 20.06% | 23.12% | -10.39% | 19.47% | 43.31% | -6.88% | $187.17B |
The Kroger Co.KR | 7.0% | -1.92% | -0.33% | -2.70% | -1.84% | -9.28% | -16.94% | -15.74% | -23.12% | $34.72B |
Costco Wholesale CorporationCOST | 6.0% | -0.62% | 0.74% | -0.87% | -1.04% | 9.24% | -6.81% | -2.39% | -2.74% | $417.75B |
MercadoLibre, Inc.MELI | 6.0% | 1.80% | 6.72% | 6.47% | 2.38% | -4.55% | 9.39% | -0.59% | -17.03% | $97.47B |
eBay Inc.EBAY | 5.0% | 1.40% | 1.61% | -2.22% | -2.51% | 28.04% | 22.74% | 67.18% | 21.32% | $49.35B |
Target CorporationTGT | 5.0% | -0.25% | 8.00% | 17.15% | 2.24% | 51.12% | 29.82% | 39.66% | 40.17% | $67.08B |
YouGov plcYOU.LSE | 5.0% | 0.23% | 9.65% | 12.40% | 2.19% | 1.97% | 24.71% | -7.34% | -23.34% | $411.6M |
Alibaba Group Holding LimitedBABA | 4.0% | -0.34% | 14.62% | 31.27% | 5.14% | -12.31% | -10.81% | -0.97% | 6.35% | $308.07B |
PDD Holdings Inc.PDD | 4.0% | -0.10% | 10.02% | 8.60% | 2.69% | -19.80% | -12.33% | -23.62% | -20.19% | $129.44B |
Sea LimitedSE | 4.0% | 3.11% | 14.91% | 9.44% | 7.65% | -9.92% | 5.96% | -14.62% | -22.12% | $68.99B |
BJ's Wholesale Club Holdings, Inc.BJ | 3.0% | 0.04% | 4.03% | 10.46% | -1.11% | 7.40% | -2.13% | -15.90% | -11.02% | $12.35B |
Dollar General CorporationDG | 3.0% | -0.26% | 8.28% | 9.73% | -0.09% | -4.39% | -18.75% | 41.64% | 12.02% | $28.00B |
JD.com, Inc.JD | 3.0% | -1.30% | 7.78% | 21.51% | -1.42% | 13.38% | 22.65% | -18.52% | 3.83% | $45.68B |
Dollar Tree, Inc.DLTR | 2.0% | -1.49% | 6.90% | 6.01% | 1.22% | 4.67% | 1.80% | 65.99% | 10.65% | $24.74B |
| Theme return | — | 1.06% | 8.79% | 9.26% | 2.80% | 3.21% | 6.94% | 15.01% | 4.83% | — |
| Average | 5.6% | 0.85% | 8.65% | 9.72% | 2.56% | 1.84% | 5.27% | 10.87% | -2.06% | $295.13B |
| Median | 5.0% | -0.25% | 7.89% | 9.59% | 1.45% | -0.47% | 3.88% | -0.78% | -3.85% | $58.22B |
| Std Dev | 2.3% | 4.10% | 6.43% | 9.29% | 5.59% | 17.87% | 16.88% | 31.09% | 18.78% | $674.16B |
| Min | 2.0% | -1.92% | -0.33% | -4.22% | -2.51% | -29.29% | -18.75% | -38.66% | -31.41% | $411.6M |
| Max | 10.0% | 16.98% | 26.80% | 31.27% | 23.12% | 51.12% | 29.83% | 67.18% | 40.17% | $2.93T |
| % Positive Tickers | 38.89% | 94.44% | 77.78% | 66.67% | 50.00% | 55.56% | 44.44% | 44.44% |
About this theme
Data Owners '25: Consumer Purchase Data tracks 18 publicly listed stocks in this theme. Sample tickers: AMZN, BABA, BJ, CART, COST, DG, DLTR, EBAY, JD, KR, MELI, NIQ, and 6 more. Use the table below for the full list.
