Consumer Discretionary
Retail, autos, e-commerce and leisure: spending people can postpone.
| Company | Price | Today | 1 month | YTD |
|---|---|---|---|---|
| Alibaba BABA Internet retail and cloud computing | 110.99 | ▲ 0.43% | +1.6% | −24.1% |
| Amazon AMZN Internet retail and cloud computing | 259.78 | ▼ 0.11% | +2.4% | +12.1% |
| GameStop GME Specialty retail: video games, collectibles and consumer electronics | 27.47 | ▲ 1.33% | +27.3% | +34.1% |
| Home Depot HD Home improvement retail and specialty distribution | 294.68 | ▲ 1.29% | −5.2% | −0.7% |
| McDonald's MCD Restaurants (franchised quick-service) | 237.48 | ▲ 0.61% | −8.0% | −23.0% |
| MercadoLibre MELI Internet retail and digital payments | 1,887.15 | ▼ 0.78% | −0.5% | +3.3% |
| Nike NKE Athletic footwear, apparel and equipment | 35.72 | ▲ 1.28% | −3.9% | −21.0% |
| Tesla TSLA Automobiles, EV charging and grid-scale energy storage | 374.45 | ▼ 0.71% | +4.0% | −17.1% |
News across the sector
Cantor Fitzgerald cuts Amazon price target to $310 from $320, keeps Overweight
Cantor Fitzgerald analyst Deepak Mathivanan lowered his Amazon price target to $310 from $320 on October 12, 2026, and kept an Overweight rating ahead of the Q3 report.
Amazon in talks to buy AI startup Decart for about $7B, WSJ reports
The Wall Street Journal reported on October 11 that Amazon is in talks to acquire Decart, a San Francisco AI startup, in a deal valued at around $7 billion, citing people familiar with the matter.
Judge Chun denies Amazon request to delay FTC monopoly trial to June 2027
A federal judge in Washington, John Chun, rejected Amazon's request to push back the FTC's monopolization trial to June 2027.
CPCA: Tesla sold 95,366 China-made vehicles in September 2026
China's CPCA data, as reported by Newsquawk on October 9, 2026, put Tesla's September sales of China-made vehicles at 95,366.
Tesla renames FSD (Supervised) to 'Tesla Assisted Driving' on European websites
Tesla's European websites now call its driver-assistance software 'Tesla Assisted Driving' instead of 'Full Self-Driving (Supervised)'.
Jordan Brand announces Space Jam 30th anniversary collection, launching November 5
Jordan Brand marked 30 years of Space Jam with a collection of five new Air Jordan 11 designs, along with Jordan 1, Jordan 3 and Air Jordan 1 Low releases and apparel across lifestyle, basketball, golf, baseball and training.
Nike and Nigo reveal Air Force 1 World Tour shoe, launching October 17 and 22
Nike and designer Nigo unveiled a reimagined 2001 Air Force 1 with a glossy Burnt Sunrise and Metallic Gold leather upper and Chlorine Blue accents.
Mercado Pago adds Dinero Blindado to hide balances when a phone leaves trusted places
Mercado Pago launched Dinero Blindado, a security feature that hides balances in peso and dollar reserves and investments and can disable dollar transfers and currency trades when the device leaves trusted places such as home or the office.
Home Depot names 2026 Innovation Award winners led by ready-to-assemble cabinets
Home Depot named Hampton Bay/Glacier Bay Ready to Assemble Cabinets with ClickReady Technology as its 2026 Innovation Award winner.
Alibaba: 6-K filed (report of foreign private issuer)
A Form 6-K (report of foreign private issuer) relating to Alibaba was filed with the SEC on Oct 7, 2026, 6:52 AM ET.
EU committee holds no FSD vote on Oct 6; Reuters reports Tesla pressed Dutch regulator
The EU Technical Committee on Motor Vehicles did not vote on Tesla's FSD (Supervised) application on October 6, so the next possible decision is December.
Prime Big Deal Days runs October 6-7 in 22 countries, with deals in 35+ categories
Amazon ran Prime Big Deal Days as a 48-hour, Prime-members-only sales event from 12:01 a.m.
Brazil's Bovespa closes at a record after Bolsonaro leads first-round vote
Brazil's Bovespa index rose 7.7% to a record close of 206,911.89 on October 5, 2026, after the first round of the presidential election in which Flávio Bolsonaro finished first with about 47% of valid votes, ahead of Lula with about 45%.
Nike launches LeBron 24, its lightest LeBron game shoe, on November 17
Nike and LeBron James introduced the LeBron 24, which Nike calls the lightest game shoe in the LeBron line.
GameStop: SCHEDULE 13D/A filed (activist/controlling ownership report (5%+))
A Form SCHEDULE 13D/A (activist/controlling ownership report (5%+)) relating to GameStop was filed with the SEC on Oct 2, 2026, 4:56 PM ET.