
AMZN+13.02%12.0%

MELI-24.67%10.2%

BABA-44.12%9.2%

PDD-44.18%9.2%

CPNG-58.02%8.3%

JD-28.36%8.3%

SE-48.27%7.4%

ALE.WAR+37.01%5.5%

4755.T-33.07%4.6%

EBAY+21.59%4.6%

KSPI+19.50%4.6%
0625.HK+0.58%2.9%

4385.T+53.75%2.8%

SHOP+1.12%2.8%

BOOZT.ST+37.42%1.8%

CDON.ST-45.29%1.8%

ETSY-2.16%1.8%

JMIA-41.73%1.8%
As of Oct 2, 2026, 9:55 PM ET
Retail Shopping '26: Online Marketplaces & Everything Stores 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 |
MercadoLibre, Inc.MELI | 10.2% | 0.68% | -7.35% | -15.66% | 0.43% | -15.98% | -3.71% | -12.49% | -24.67% | -13.41% | 1.74% | $86.01B |
Alibaba Group Holding LimitedBABA | 9.2% | -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 | 9.2% | -1.46% | -6.05% | -8.22% | -1.32% | -33.42% | -27.22% | -36.60% | -44.18% | -50.61% | -14.49% | $107.30B |
Coupang, Inc.CPNG | 8.3% | -0.14% | -6.43% | -14.40% | -0.94% | -42.05% | -28.35% | -39.22% | -58.02% | -42.92% | -49.38% | $24.77B |
JD.com, Inc.JD | 8.3% | -2.24% | -5.86% | -7.38% | -2.26% | -10.19% | -2.85% | -35.46% | -28.36% | -42.20% | -60.65% | $36.19B |
Sea LimitedSE | 7.4% | -0.08% | -8.08% | -15.53% | 0.02% | -25.30% | -12.13% | -29.19% | -48.27% | 0.05% | -70.21% | $57.15B |
Allegro.eu S.A.ALE.WAR | 5.5% | 1.58% | 0.13% | 9.33% | 1.57% | 51.57% | 68.37% | 56.83% | 37.01% | 46.65% | -11.92% | $13.11B |
eBay Inc.EBAY | 4.6% | 0.48% | -2.32% | 0.05% | 0.81% | 22.97% | 17.88% | 60.57% | 21.59% | 66.48% | 65.23% | $47.24B |
Joint Stock Company Kaspi.kzKSPI | 4.6% | 2.21% | -2.02% | -11.53% | 2.70% | 20.95% | 33.87% | -0.04% | 19.50% | -9.93% | 1.12% | $17.87B |
Rakuten Group, Inc.4755.T | 4.6% | -2.88% | -6.82% | -8.46% | -2.88% | -34.78% | -20.92% | -25.73% | -33.07% | -32.82% | -58.27% | $9.11B |
SHEIN Global Holdings Limited0625.HK | 2.9% | 0.58% | -17.98% | -32.60% | 0.58% | 0.58% | 0.58% | 0.58% | 0.58% | — | — | $11.11B |
Mercari, Inc.4385.T | 2.8% | -2.04% | -4.44% | -16.17% | -2.04% | 10.64% | -4.57% | 43.21% | 53.75% | 34.24% | -61.09% | $3.71B |
Shopify Inc.SHOP | 2.8% | 1.54% | 3.56% | 7.85% | 2.62% | -4.95% | 26.73% | 52.01% | 1.12% | 93.74% | 12.08% | $196.45B |
Boozt AB (publ)BOOZT.ST | 1.8% | -1.58% | -6.51% | -9.62% | -1.58% | 15.49% | 40.26% | 42.51% | 37.42% | 31.66% | -15.32% | $837.4M |
CDON AbCDON.ST | 1.8% | 3.37% | -7.45% | -16.43% | 3.37% | -37.43% | -47.79% | -2.92% | -45.29% | -35.20% | -89.00% | $48.2M |
Etsy, Inc.ETSY | 1.8% | -0.10% | -5.54% | -13.15% | -2.56% | 28.02% | 29.33% | 40.77% | -2.16% | 42.41% | -64.39% | $6.91B |
Jumia Technologies AGJMIA | 1.8% | -0.43% | -0.64% | -2.72% | 0.36% | -44.16% | -15.25% | 217.05% | -41.73% | 24.46% | -62.45% | $428.5M |
| Theme return | — | -0.14% | -5.36% | -8.35% | -0.14% | -9.97% | -1.22% | 2.80% | -19.21% | 3.42% | 12.87% | — |
| Average | 5.6% | -0.04% | -5.24% | -8.97% | -0.08% | -6.50% | 2.63% | 18.98% | -10.33% | 8.51% | -26.40% | $198.75B |
| Median | 4.6% | -0.09% | -5.95% | -9.04% | 0.19% | -7.57% | -3.28% | 0.27% | -13.41% | 0.05% | -24.98% | $21.32B |
| Std Dev | 3.2% | 1.64% | 4.49% | 9.48% | 1.86% | 27.21% | 28.86% | 58.93% | 33.88% | 41.30% | 42.52% | $611.89B |
| Min | 1.8% | -2.88% | -17.98% | -32.60% | -2.88% | -44.16% | -47.79% | -39.22% | -58.02% | -50.61% | -89.00% | $48.2M |
| Max | 12.0% | 3.37% | 3.56% | 9.33% | 3.37% | 51.57% | 68.37% | 217.05% | 53.75% | 93.74% | 65.23% | $2.71T |
| % Positive Tickers | 44.44% | 11.11% | 16.67% | 55.56% | 44.44% | 44.44% | 50.00% | 44.44% | 52.94% | 29.41% |