Theme

Data Owners '25: Consumer Purchase Data☆

19 tickers$4.92T market cap
10D rank10D#837of 1,239 themes/1,239#11of 18 in Data Owners/18 Data Owners
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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%—
Average5.3%-0.29%-3.55%-6.56%-0.22%-2.15%1.03%6.19%-1.12%12.87%16.75%$259.02B
Median5.0%0.01%-2.32%-5.38%0.02%-4.95%-3.22%-4.71%1.12%9.06%6.91%$47.24B
Std Dev2.2%1.27%5.19%9.17%1.38%20.10%19.58%30.64%29.03%37.65%62.22%$608.59B
Min2.0%-3.48%-17.98%-32.60%-3.71%-33.42%-27.22%-36.60%-48.27%-50.61%-77.37%$416.4M
Max10.0%1.54%5.10%7.85%2.62%62.35%38.06%60.57%79.55%93.74%139.13%$2.71T
% Positive Tickers52.63%21.05%26.32%52.63%42.11%42.11%47.37%63.16%66.67%55.56%
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