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9 segments · 33 companies

Retail Channels & Consumer Brands

+3.4%chain · 1M

Brands, retail and restaurants have different economics; spending transmits through volumes, discounts and inventory.

  • The Retail Channels & Consumer Brands covers 9 segments and 33 companies, 0 of them chokepoints.
  • Over the past month the chain's median listed company returned +3.4%, against 0.0% for the S&P 500.
  • The strongest segment is Mass & discount retail (+8.3%) and the weakest Auto dealers & used cars (−9.7%), a 18.0-point spread.

The chain, stage by stage

Upstream on the left, end demand on the right. Figures are 1-month returns; the segment shows its median.

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Goods & brandsAuto aftermarketDining & convenience
Brands & products
Apparel & footwear+3.7%
Retail & marketplaces
Online marketplaces+12.5%
Auto-parts distribution & retail+3.9%
Auto dealers & used cars−9.7%
CVNA−9.5%AN−9.8%GPI−11.4%KMX−9.4%LAD−13.8%PAG+1.0%
Convenience & fuel retail+18.9%
Consumer demand
Households & business buyers

Which segments are leading

Median price return of the listed companies in each segment.

Convenience & fuel retail+18.9%
Online marketplaces+12.5%
Mass & discount retail+8.3%
Specialty retail+4.2%
Auto-parts distribution & retail+3.9%
Apparel & footwear+3.7%
Restaurant chains+0.5%
Auto dealers & used cars−9.7%
S&P 5000.0%
Specialty retail+13.7%
Online marketplaces+12.4%
Mass & discount retail+8.0%
Auto-parts distribution & retail+3.9%
Restaurant chains−4.0%
Apparel & footwear−9.8%
Auto dealers & used cars−15.6%
Convenience & fuel retail−20.5%
S&P 500+4.7%
Online marketplaces+29.4%
Mass & discount retail+25.2%
Convenience & fuel retail+23.5%
Specialty retail+17.7%
Restaurant chains+3.0%
Auto-parts distribution & retail−11.7%
Auto dealers & used cars−12.4%
Apparel & footwear−20.7%
S&P 500+15.8%

Key numbers

E-commerce share of retail, 2Q2617.1%U.S. Census · Quarterly retail e-commerce sales, 2Q26

Sources

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Hub links every company to its suppliers and customers, with news and alerts as the chain moves.

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