Consumer Discretionary Sector Analysis

680 analyst ratings (weighted) · Buy

Daily sector rotation brief

Sector rotation

IT Sector Leads Market with 27% Upside as Utilities Languish at 7.7%

IT leads and Utilities lags on analyst implied upside across our 11-sector S&P 500 watchlist as of July 23, 2026.

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Sector Overview

This page provides a comprehensive analysis of large-cap stocks within the Consumer Discretionary sector. Compare target prices, upside potential, and key financial metrics to identify promising investment opportunities.

TickerPriceAvg TargetUpsideMarket CapP/E Ratio (TTM)Beta (Volatility)Opinion
CCL
Carnival Corporation Ltd.
25 · Buy
$26.10$35.47
+35.89%
$35.75B11.762.32buy
AZO
AutoZone, Inc.
24 · Strong Buy
$2972.45$3969.38
+33.54%
-20.420.34strong buy
CMG
Chipotle Mexican Grill, Inc.
32 · Buy
$32.20$42.94
+33.35%
-29.540.96buy
LOW
Lowe's Companies, Inc.
33 · N/A
$204.35$263.73
+29.06%
-17.290.85none
AMZN
Amazon.com, Inc.
62 · Strong Buy
$244.85$313.13
+27.89%
$2.63T29.251.46strong buy
ORLY
O'Reilly Automotive, Inc.
24 · Buy
$86.53$109.79
+26.88%
$71.71B28.190.51buy
BKNG
Booking Holdings Inc. Common St
36 · Buy
$177.86$224.06
+25.98%
$137.82B23.431.07buy
MCD
McDonald's Corporation
31 · Buy
$263.57$326.32
+23.81%
-21.710.42buy
NKE
Nike, Inc.
34 · Buy
$42.21$51.12
+21.11%
$62.62B20.101.13buy
GM
General Motors Company
26 · Buy
$82.13$97.81
+19.09%
-29.971.31buy
YUM
Yum! Brands, Inc.
21 · Buy
$147.57$174.33
+18.14%
$40.67B23.800.56buy
RCL
Royal Caribbean Cruises Ltd.
27 · Buy
$285.85$337.04
+17.91%
-17.451.76buy
DRI
Darden Restaurants, Inc.
24 · Buy
$193.94$228.33
+17.73%
$22.21B18.580.58buy
DHI
D.R. Horton, Inc.
12 · Hold
$142.52$165.25
+15.95%
$40.01B13.381.36hold
TJX
TJX Companies, Inc. (The)
19 · N/A
$155.41$177.63
+14.30%
$171.68B30.180.62none
TSLA
Tesla, Inc.
38 · Buy
$374.01$425.09
+13.66%
$1.40T340.011.80buy
ABNB
Airbnb, Inc.
38 · Buy
$140.05$156.96
+12.07%
$83.12B34.581.14buy
HD
Home Depot, Inc. (The)
32 · Buy
$331.45$370.34
+11.73%
-23.520.95buy
PHM
PulteGroup, Inc.
13 · Buy
$126.75$139.77
+10.27%
-12.261.19buy
HLT
Hilton Worldwide Holdings Inc.
24 · Buy
$324.23$351.00
+8.26%
$73.81B49.581.05buy
ROST
Ross Stores, Inc.
17 · Buy
$238.21$256.18
+7.54%
$76.41B33.220.88buy
LEN
Lennar Corporation
13 · Hold
$82.15$87.31
+6.28%
$19.79B12.881.39hold
F
Ford Motor Company
20 · Hold
$14.42$15.05
+4.38%
-7.911.83hold
MAR
Marriott International
24 · Buy
$369.80$384.83
+4.07%
-38.681.11buy
SBUX
Starbucks Corporation
31 · Buy
$103.98$106.45
+2.38%
$118.51B79.370.97buy

Investment Strategy for Consumer Discretionary

When investing in the Consumer Discretionary sector, consider the average upside potential and the consensus of Wall Street analysts. Pay attention to the P/E ratio and Beta to understand the valuation and volatility of each stock relative to the broader market.

Frequently Asked Questions

Q. What is the average analyst upside for the Consumer Discretionary sector?

A. Based on Wall Street analyst consensus, the Consumer Discretionary sector currently has an average upside of +17.6% across 25 large-cap stocks.

Q. Which Consumer Discretionary stock has the highest analyst upside potential?

A. Carnival Corporation Ltd. (CCL) leads with +35.9% upside. Consensus target price is $35.47 vs. current price of $26.10.

Q. How often is the Consumer Discretionary sector data updated?

A. All sector data is refreshed once daily via an automated workflow. Analyst target prices and recommendations are sourced from Yahoo Finance.