CHWY-53.82%12.5%
CPNG-58.02%12.5%
JMIA-41.73%12.5%
MELI-24.67%12.5%
RH-43.29%12.5%
SE-48.27%12.5%
SFIX-38.88%12.5%
SHOP+1.12%12.5%
As of Oct 2, 2026, 9:55 PM ET
Infra Built in ZIRP '25: Network-Effect Marketplace Constituents
Chewy, Inc.CHWY | 12.5% | 2.54% | -7.81% | -25.01% | 2.29% | -45.16% | -33.90% | -46.69% | -53.82% | -37.30% | -73.04% | $7.52B |
Coupang, Inc.CPNG | 12.5% | -0.14% | -6.43% | -14.40% | -0.94% | -42.05% | -28.35% | -39.22% | -58.02% | -42.92% | -49.38% | $24.77B |
Jumia Technologies AGJMIA | 12.5% | -0.43% | -0.64% | -2.72% | 0.36% | -44.16% | -15.25% | 217.05% | -41.73% | 24.46% | -62.45% | $428.5M |
MercadoLibre, Inc.MELI | 12.5% | 0.68% | -7.35% | -15.66% | 0.43% | -15.98% | -3.71% | -12.49% | -24.67% | -13.41% | 1.74% | $86.01B |
RhRH | 12.5% | -0.04% | -11.54% | -21.74% | -4.10% | -35.49% | -30.26% | -53.65% | -43.29% | -63.94% | -81.37% | $2.28B |
Sea LimitedSE | 12.5% | -0.08% | -8.08% | -15.53% | 0.02% | -25.30% | -12.13% | -29.19% | -48.27% | 0.05% | -70.21% | $57.15B |
Shopify Inc.SHOP | 12.5% | 1.54% | 3.56% | 7.85% | 2.62% | -4.95% | 26.73% | 52.01% | 1.12% | 93.74% | 12.08% | $196.45B |
Stitch Fix, Inc.SFIX | 12.5% | 0.38% | -12.71% | -15.53% | 0.38% | -50.29% | -21.62% | -23.46% | -38.88% | -2.97% | -93.66% | $348.2M |
| Theme return | — | 0.56% | -6.37% | -12.09% | 0.80% | -28.55% | -10.75% | 4.23% | -34.00% | 6.28% | -31.71% | — |
| Average | 12.5% | 0.56% | -6.37% | -12.84% | 0.13% | -32.92% | -14.81% | 8.05% | -38.44% | -5.29% | -52.04% | $46.87B |
| Median | 12.5% | 0.17% | -7.58% | -15.53% | 0.37% | -38.77% | -18.44% | -26.33% | -42.51% | -8.19% | -66.33% | $16.15B |
| Std Dev | 0.0% | 0.95% | 5.05% | 9.89% | 1.94% | 14.98% | 18.33% | 84.74% | 17.70% | 45.65% | 36.20% | $63.60B |
| Min | 12.5% | -0.43% | -12.71% | -25.01% | -4.10% | -50.29% | -33.90% | -53.65% | -58.02% | -63.94% | -93.66% | $348.2M |
| Max | 12.5% | 2.54% | 3.56% | 7.85% | 2.62% | -4.95% | 26.73% | 217.05% | 1.12% | 93.74% | 12.08% | $196.45B |
| % Positive Tickers | 50.00% | 12.50% | 12.50% | 75.00% | 0.00% | 12.50% | 25.00% | 12.50% | 37.50% | 25.00% |
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