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Consumer Discretionary live page
XLY·Outlook · refreshed hourly

Consumer Discretionary outlook

Retail, autos, hospitality, leisure. The most direct read on consumer mood and spending.

D1
-2.5%
W1
+1.8%
M1
-0.7%
YTD
+9.8%
TL;DR

The Consumer Discretionary sector (XLY) is up 9.8% YTD. Active narrative: WTI Below $80: Hormuz reopens June 21, XLE repricing decoded. Top holdings include AMZN, TSLA, MCD.

XLY · last 30 days
Top holdings · click for live
Active narratives · Consumer

People also ask

What is the Consumer Discretionary sector?
Retail, autos, hospitality, leisure. The most direct read on consumer mood and spending.
Is the Consumer Discretionary sector up or down today?
XLY is down 2.51% today at $115.49.
What are the biggest stocks in the Consumer Discretionary sector?
The top holdings in XLY are Amazon (AMZN), Tesla (TSLA), McDonald's (MCD), Booking (BKNG), Nike (NKE).
What's the next catalyst for the Consumer Discretionary sector?
The most active narrative is: US-Iran ceasefire signed June 20 pushed WTI below $80 for first time since March 2026. Goldman Sachs caps Hormuz recovery at 70%, with XLE, gasoline relief, and tanker flow data tracked live.
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