ABNB Reserve Now Pay Later
TravelMulti
Airbnb Reserve Now Pay Later 2026 launch
Source: SEC
AMZN+TSLA dominate XLY 1/3
SectorLong
Amazon+Tesla ~33% FDIS sector weight
Source: 247WS
Advance Auto Parts AAP
Auto PartsMulti
Advance Auto Parts AAP retail
Source: NerdWallet
Airbnb ABNB short-term rental
TravelLong
Airbnb ABNB short-term rental + Experiences
Source: SEC
Alibaba BABA China largest
InternetMulti
Alibaba BABA China largest e-commerce
Source: Fool
Amazon AMZN largest
InternetLong
Amazon AMZN largest cons disc + AWS + Prime
Source: Fool
Amazon Whole Foods Twitch AWS
InternetLong
Amazon Whole Foods + Twitch + AWS subsidiaries
Source: Fool
Amazon ~20-25% sector weight
SectorLong
Amazon 20-25% S&P 500 Cons Disc weight
Source: EquityRef
Aptiv APTV components
Auto PartsMulti
Aptiv APTV vehicle electrification + ADAS
Source: encyclopedia
AutoZone AZO retail
Auto PartsLong
AutoZone AZO retail leader
Source: encyclopedia
BMW BMWYY luxury
AutoMulti
BMW BMWYY German luxury auto
Source: encyclopedia
BYD BYDDY China #1 EV
AutoLong
BYD BYDDY China #1 EV + battery
Source: Fool
Best Buy BBY electronics
RetailMulti
Best Buy BBY consumer electronics retail
Source: NerdWallet
Booking Holdings BKNG
TravelLong
Booking Holdings BKNG Booking Priceline Kayak
Source: encyclopedia
BorgWarner BWA
Auto PartsMulti
BorgWarner BWA powertrain + EV
Source: encyclopedia
Bright Horizons BFAM
EducationMulti
Bright Horizons BFAM child care education
Source: NerdWallet
Burlington BURL off-price
RetailMulti
Burlington Stores BURL off-price
Source: encyclopedia
Capri CPRI Michael Kors
ApparelMulti
Capri Holdings CPRI Michael Kors + Versace
Source: encyclopedia
Carnival CCL cruise
TravelMulti
Carnival Corp CCL cruise largest fleet debt
Source: encyclopedia
Chipotle CMG burrito
RestaurantsLong
Chipotle Mexican Grill CMG fast casual
Source: encyclopedia
Compagnie Financiere
LuxuryMulti
Swatch Group SWGAY Swiss watches
Source: encyclopedia
DR Horton DHI homebuilder
BuilderMulti
D.R. Horton DHI largest US homebuilder
Source: encyclopedia
Dollar General DG dollar store
RetailMulti
Dollar General DG dollar store rural
Source: encyclopedia
Dollar Tree DLTR Family Dollar
RetailMulti
Dollar Tree DLTR Family Dollar split announce
Source: encyclopedia
Domino's DPZ delivery
RestaurantsMulti
Dominos Pizza DPZ delivery + carryout
Source: encyclopedia
DoorDash DASH delivery
RestaurantsLong
DoorDash DASH food delivery #1 US
Source: encyclopedia
DraftKings DKNG sports betting
TravelMulti
DraftKings DKNG sports betting + iGaming
Source: encyclopedia
Etsy ETSY handmade
InternetMulti
Etsy ETSY handmade marketplace
Source: encyclopedia
Expedia EXPE
TravelMulti
Expedia EXPE Hotels.com Vrbo
Source: encyclopedia
FDIS Fidelity MSCI Cons Disc
SectorMulti
FDIS Fidelity MSCI Consumer Discretionary ETF
Source: 247WS
Flutter Entertainment FLUT
TravelMulti
Flutter Entertainment FLUT FanDuel + Paddy
Source: encyclopedia
Ford F legacy + Mach-E
AutoMulti
Ford F legacy + Mach-E + Lightning
Source: USN
Geely GELYY China
AutoMulti
Geely GELYY China + Volvo + Lotus
Source: encyclopedia
General Motors GM
AutoMulti
General Motors GM legacy auto + Cruise
Source: encyclopedia
Goodyear Tire GT
Auto PartsMulti
Goodyear Tire GT major US tire
Source: NerdWallet
HD-SRS Distribution + GMS $5.5B
RetailLong
HD-SRS Distribution + GMS $5.5B 2025+
Source: Fool
Hanesbrands HBI struggling
ApparelShort
Hanesbrands HBI underwear struggling debt
Source: encyclopedia
Hermes HESAY Birkin
LuxuryLong
Hermes HESAY French luxury Birkin highest margin
Source: encyclopedia
Hilton HLT
TravelLong
Hilton Worldwide HLT hotel franchise model
Source: encyclopedia
Home Depot HD largest home
RetailLong
Home Depot HD largest home improvement
Source: Fool
Honda HMC
AutoMulti
Honda Motor HMC global #2 Japan
Source: encyclopedia
Hyatt H luxury focus
TravelMulti
Hyatt Hotels H luxury + boutique
Source: encyclopedia
Hyundai HYMTF
AutoMulti
Hyundai Motor HYMTF Korea + Kia
Source: encyclopedia
IHG Holiday Inn
TravelMulti
InterContinental Hotels IHG UK chain
Source: encyclopedia
JD.com JD #2 China
InternetMulti
JD.com JD #2 China e-commerce
Source: encyclopedia
Kering KER Gucci YSL
LuxuryMulti
Kering KER Gucci + YSL + Bottega
Source: encyclopedia
Kohl's KSS struggling
RetailShort
Kohl's KSS department store struggling
Source: encyclopedia
LVMH LVMUY largest luxury
LuxuryLong
LVMH LVMUY largest luxury Arnault
Source: encyclopedia
Las Vegas Sands LVS
TravelMulti
Las Vegas Sands LVS Macau Singapore IR
Source: encyclopedia
Lennar LEN homebuilder
BuilderMulti
Lennar LEN #2 US homebuilder
Source: encyclopedia
Li Auto LI China EREV
AutoMulti
Li Auto LI China EREV profitable
Source: encyclopedia
Lowe's LOW #2 home
RetailLong
Lowe's LOW #2 home improvement
Source: encyclopedia
Lucid Group LCID
AutoShort
Lucid Group LCID luxury EV PIF backed
Source: encyclopedia
Lululemon LULU yoga premium
ApparelMulti
Lululemon LULU premium athletic apparel
Source: encyclopedia
MGM Resorts MGM
TravelMulti
MGM Resorts MGM Vegas + Macau IR
Source: encyclopedia
Macy's M department
RetailShort
Macy's M department store struggling
Source: NerdWallet
Magna International MGA
Auto PartsMulti
Magna International MGA Tier 1 Canadian
Source: encyclopedia
Mar 2026 retail $752.1B record
SectorLong
Mar 2026 retail sales $752.1B record TTM
Source: 247WS
Marriott MAR largest hotel
TravelLong
Marriott International MAR largest hotel chain
Source: USN
McDonald's MCD
RestaurantsLong
McDonald's MCD largest QSR globally
Source: encyclopedia
MercadoLibre MELI LATAM
InternetLong
MercadoLibre MELI LATAM e-commerce + fintech
Source: encyclopedia
Mercedes Benz MBG
AutoMulti
Mercedes-Benz MBG Group German luxury
Source: encyclopedia
NVR Inc NVR homebuilder
BuilderMulti
NVR Inc NVR efficient homebuilder
Source: encyclopedia
Nike NKE largest athletic
ApparelMulti
Nike NKE largest athletic apparel troubled
Source: encyclopedia
Nio NIO China EV
AutoShort
Nio NIO China EV battery swap
Source: encyclopedia
Nordstrom JWN going private
RetailMulti
Nordstrom JWN going private 2025 family deal
Source: encyclopedia
Norwegian NCLH cruise
TravelMulti
Norwegian Cruise NCLH #3 cruise
Source: encyclopedia
O'Reilly Automotive ORLY
Auto PartsLong
O'Reilly Automotive ORLY retail
Source: encyclopedia
PDD Holdings Pinduoduo Temu
InternetLong
PDD Holdings Pinduoduo + Temu international
Source: encyclopedia
Porsche IPO 2022
AutoMulti
Porsche AG IPO 2022 spinoff Volkswagen
Source: encyclopedia
RXI iShares Global Cons Disc
SectorMulti
RXI iShares Global Consumer Discretionary ETF
Source: encyclopedia
Ralph Lauren RL
ApparelMulti
Ralph Lauren RL premium apparel
Source: encyclopedia
Restaurant Brands QSR
RestaurantsMulti
Restaurant Brands QSR Burger King + Tims + Popeyes
Source: encyclopedia
Richemont CFRUY Cartier
LuxuryMulti
Richemont CFRUY Cartier + Van Cleef
Source: encyclopedia
Rivian RIVN US EV
AutoMulti
Rivian RIVN US EV truck Amazon backed
Source: encyclopedia
Ross Stores ROST off-price
RetailMulti
Ross Stores ROST off-price discount
Source: encyclopedia
Royal Caribbean RCL cruise
TravelLong
Royal Caribbean RCL cruise leader
Source: encyclopedia
Shopify SHOP merchants
InternetLong
Shopify SHOP merchant platform Canadian
Source: encyclopedia
Starbucks SBUX
RestaurantsMulti
Starbucks SBUX coffee Niccol turnaround 2024
Source: encyclopedia
Stellantis CEO crisis 2024
AutoShort
Stellantis Tavares CEO ouster Dec 2024
Source: encyclopedia
Stellantis STLA Jeep Chrysler
AutoMulti
Stellantis STLA FCA-PSA merger 2021
Source: encyclopedia
TJX Companies TJX off-price
RetailLong
TJX Companies TJX off-price TJ Maxx Marshalls
Source: encyclopedia
Tapestry TPR Coach Kate Spade
ApparelLong
Tapestry TPR Coach + Kate Spade Capri block
Source: encyclopedia
Target TGT general merchandise
RetailMulti
Target TGT general merchandise discount
Source: USN
Tesla Model Y best-selling EV
AutoLong
Tesla Model Y best-selling EV global
Source: Fool
Tesla Optimus humanoid
AutoMulti
Tesla Optimus humanoid robot focus
Source: Fool
Tesla TSLA #2 EV
AutoLong
Tesla TSLA #2 EV BYD #1 in China
Source: Fool
Tesla ends Model S/X Jan 2026
AutoMulti
Tesla announced ending Model S/X Jan 2026
Source: Fool
Tiffany LVMH 2021
LuxuryMulti
Tiffany acquired by LVMH 2021
Source: encyclopedia
Toyota TM hybrid leader
AutoLong
Toyota Motor TM hybrid + Lexus + reliable
Source: encyclopedia
UMich sentiment 53.3 Mar 2026
SectorShort
UMich Consumer Sentiment 53.3 Mar 2026 recession-level
Source: 247WS
Uber Eats Uber food
RestaurantsMulti
Uber UBER ride + Eats food delivery
Source: encyclopedia
VCR Vanguard Consumer Disc
SectorLong
VCR Vanguard Consumer Discretionary ETF
Source: USN
VF Corp VFC
ApparelMulti
VF Corp VFC The North Face Vans turnaround
Source: encyclopedia
Volkswagen VWAGY
AutoMulti
Volkswagen VWAGY German largest auto Europe
Source: encyclopedia
Wynn Resorts WYNN
TravelMulti
Wynn Resorts WYNN Macau + Vegas IR
Source: encyclopedia
XLY Consumer Discretionary
SectorLong
XLY Consumer Discretionary Select Sector SPDR
Source: EquityRef
Xpeng XPEV China EV
AutoMulti
Xpeng XPEV China EV ADAS
Source: encyclopedia
Yum Brands YUM KFC Taco
RestaurantsMulti
Yum Brands YUM KFC + Taco Bell + Pizza Hut
Source: encyclopedia
eBay EBAY auction marketplace
InternetMulti
eBay EBAY auction marketplace
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.