AMZN+22.64%15.0%
MELI-17.03%11.0%
CPNG-43.04%10.0%
PDD-20.19%10.0%
BABA+6.35%8.0%
SE-22.12%7.0%
ALE.WAR+22.78%6.0%
EBAY+21.32%6.0%
ETSY+52.78%6.0%
4755.T+1.74%5.0%
4385.T+92.60%4.0%
BOOZT.ST+73.68%4.0%
CDON.ST-19.44%4.0%
SHOP-6.88%4.0%
As of Aug 6, 2026, 4:25 AM ET
Retail Shopping '26: Online Department Store Constituents
Amazon.com, Inc.AMZN | 15.0% | -1.72% | 17.47% | 11.67% | 0.39% | 18.12% | 29.83% | 39.10% | 22.64% | $2.93T |
MercadoLibre, Inc.MELI | 11.0% | 1.80% | 6.72% | 6.47% | 2.38% | -4.55% | 9.39% | -0.59% | -17.03% | $97.47B |
Coupang, Inc.CPNG | 10.0% | -4.65% | 3.23% | -16.45% | -2.14% | -32.17% | -16.14% | -28.86% | -43.04% | $28.72B |
PDD Holdings Inc.PDD | 10.0% | -0.10% | 10.02% | 8.60% | 2.69% | -19.80% | -12.33% | -23.62% | -20.19% | $129.44B |
Alibaba Group Holding LimitedBABA | 8.0% | -0.34% | 14.62% | 31.27% | 5.14% | -12.31% | -10.81% | -0.97% | 6.35% | $308.07B |
Sea LimitedSE | 7.0% | 3.11% | 14.91% | 9.44% | 7.65% | -9.92% | 5.96% | -14.62% | -22.12% | $68.99B |
Allegro.eu S.A.ALE.WAR | 6.0% | -1.12% | 2.43% | 16.99% | 0.53% | 40.23% | 55.78% | 45.11% | 22.78% | $12.28B |
eBay Inc.EBAY | 6.0% | 1.40% | 1.61% | -2.22% | -2.51% | 28.04% | 22.74% | 67.18% | 21.32% | $49.35B |
Etsy, Inc.ETSY | 6.0% | -0.66% | 6.50% | 14.39% | 5.12% | 54.87% | 56.45% | 70.29% | 52.78% | $8.15B |
Rakuten Group, Inc.4755.T | 5.0% | 1.01% | 12.18% | 11.65% | 0.77% | -16.33% | 1.44% | -4.74% | 1.74% | $11.50B |
Boozt AB (publ)BOOZT.ST | 4.0% | -2.73% | 1.27% | 6.17% | -6.81% | 32.89% | 61.39% | 63.98% | 73.68% | $971.4M |
CDON AbCDON.ST | 4.0% | -1.08% | 3.94% | -8.93% | -6.50% | -15.91% | -29.83% | 30.47% | -19.44% | $65.3M |
Mercari, Inc.4385.T | 4.0% | 2.25% | 8.87% | 2.53% | 2.80% | 39.12% | 20.00% | 80.07% | 92.60% | $4.59B |
Shopify Inc.SHOP | 4.0% | 16.98% | 26.80% | 20.06% | 23.12% | -10.39% | 19.47% | 43.31% | -6.88% | $187.17B |
| Theme return | — | 0.30% | 9.77% | 8.52% | 1.48% | 4.57% | 13.27% | 24.48% | 7.58% | — |
| Average | 7.1% | 1.01% | 9.33% | 7.97% | 2.33% | 6.56% | 15.24% | 26.15% | 11.80% | $274.26B |
| Median | 6.0% | -0.22% | 7.80% | 9.02% | 1.58% | -7.23% | 14.43% | 34.78% | 4.05% | $39.04B |
| Std Dev | 3.2% | 4.85% | 7.03% | 11.53% | 7.03% | 26.83% | 27.45% | 36.23% | 37.64% | $742.27B |
| Min | 4.0% | -4.65% | 1.27% | -16.45% | -6.81% | -32.17% | -29.83% | -28.86% | -43.04% | $65.3M |
| Max | 15.0% | 16.98% | 26.80% | 31.27% | 23.12% | 54.87% | 61.39% | 80.07% | 92.60% | $2.93T |
| % Positive Tickers | 42.86% | 100.00% | 78.57% | 71.43% | 42.86% | 71.43% | 57.14% | 57.14% |
About this theme
Retail Shopping '26: Online Department Store tracks 14 publicly listed stocks in this theme. Sample tickers: 4385.T, 4755.T, ALE.WAR, AMZN, BABA, BOOZT.ST, CDON.ST, CPNG, EBAY, ETSY, MELI, PDD, and 2 more. Use the table below for the full list.
