Alibaba Leads Year-to-Date Performance in Broadline Retail Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 19 2025
0mins
Source: SeekingAlpha
Consumer Discretionary Sector Performance: The S&P 500 consumer discretionary sector has gained +7.2% year-to-date in 2025, underperforming compared to the overall S&P 500, which has a higher performance. The sector ranks eighth among 11 major sectors, while the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) has increased by +9.1% YTD.
Top Performing Retail Stocks: Alibaba Group leads the top 10 broadline retail stocks with a YTD performance of +73.75%, followed by Kohl’s Corporation and Dillard’s, Inc. Other notable companies include Vipshop Holdings and Macy’s, with most stocks rated as 'Hold' in terms of Quant Rating.
Amazon's Performance: Amazon.com ranks last among the listed stocks with a YTD performance of +3.36%, but it holds the highest Quant Rating of 'Strong Buy 4.94', indicating strong investor confidence despite its lower performance.
Additional Consumer Discretionary ETFs: The article mentions several consumer discretionary ETFs, including XLY, VCR, FXD, FDIS, RSPD, and RXI, suggesting a variety of investment options within the sector.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 241.510
Low
175.00
Averages
280.01
High
325.00
Current: 241.510
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Rapid Nasdaq Inclusion: SpaceX is poised to enter the Nasdaq-100 index within just 15 trading days post-IPO, needing a market cap of about $121 billion, which will create additional demand for its shares and attract more investor attention.
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- Rapid Nasdaq Inclusion: SpaceX is poised to enter the Nasdaq-100 index within just 15 trading days post-IPO, needing a market cap of about $121 billion, which will create additional demand for its shares and attract more investor attention.
- Capital Expenditure and Profit Pressure: Despite notable achievements in rocket launches and Starlink satellite services, SpaceX's capital expenditures in AI reached $12 billion last year, leading to a $4.9 billion loss, highlighting the profitability challenges it faces while pursuing aggressive growth strategies.
See More
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- IPO Impact: Following its IPO, SpaceX's valuation surpassed $2 trillion, making it the sixth-largest U.S. company and further solidifying Musk's status as the world's first trillionaire, attracting significant investor interest.
- Financial Performance: Although revenue increased from $14.02 billion to $18.67 billion in 2025, SpaceX reported a net loss of $4.94 billion, indicating challenges in profitability that necessitate operational improvements.
- Market Analysis: Wall Street analysts express caution regarding SpaceX's growth; while Goldman Sachs estimates revenue could exceed $470 billion by 2030, Morgan Stanley's forecast is only $330 billion, highlighting market divergence on future performance.
See More
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- Revenue Projection: Elon Musk stated that SpaceX could achieve $1 trillion in revenue by 2030, a claim made shortly after the company went public with a valuation exceeding $2 trillion, highlighting its market potential and investment appeal.
- Financial Performance: Despite revenue growth from $14.02 billion to $18.67 billion in 2025, SpaceX reported a net loss of $4.94 billion, indicating challenges in profitability that necessitate improvements in cost control and operational efficiency.
- Market Position: SpaceX has become the sixth-largest U.S. company, solidifying Musk's status as the world's first trillionaire, although its revenue remains significantly lower than similarly valued tech giants like Broadcom and Amazon, underscoring the intense competition in the industry.
- Analyst Perspectives: Wall Street analysts express caution regarding SpaceX's growth, with Morgan Stanley projecting revenues nearing $330 billion by 2030, while Goldman Sachs estimates exceeding $470 billion, reflecting varying market expectations for the company's future development.
See More
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- Tariff Threat: President Trump has warned that France must eliminate its 3% tech 'sales tax' or face a 100% tariff on U.S. imports of French wines and champagnes, a threat issued ahead of this week's G7 summit, indicating U.S. dissatisfaction with France's tax policies.
- Tax Background: The digital services tax, approved by French lawmakers in 2019, imposes a 3% levy on gross revenues generated in France by large tech companies, primarily targeting U.S. giants like Amazon, Meta, and Alphabet, reflecting France's assertion of tax sovereignty in the digital economy.
- Economic Impact: French wine exports to the U.S. amount to about $2 billion annually, representing one-fifth of the French wine industry's total global sales, and Trump's tariff threat could significantly harm the French economy, especially amid the current global economic recovery.
- International Relations Strain: Trump's remarks not only escalate trade tensions between the U.S. and France but may also affect the atmosphere at the G7 summit, potentially influencing the direction of international trade policies, particularly in the realm of digital economy cooperation.
See More
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- Record IPO Size: On June 12, SpaceX successfully completed the largest initial public offering in history, raising approximately $75 billion with a valuation of $1.75 trillion, more than double any previous market debut, indicating strong market confidence in its future growth.
- Strong Market Demand: Despite being priced at over 90 times its 2025 revenue and posting a $4.9 billion net loss, SpaceX's IPO was oversubscribed, with retail investors reportedly submitting over $70 billion in orders, reflecting enthusiasm for the space and AI sectors.
- Surge in AI Spending: The four largest tech companies are projected to increase capital expenditures by 77% to $725 billion in 2023, and despite cash flow pressures, with Amazon's free cash flow down 95%, demand for cloud computing and data centers remains robust.
- Uncertain Future Outlook: While the demand for AI is immense, many corporate generative AI pilot projects have yet to yield measurable returns, prompting investors to carefully assess the relationship between future profitability and current high valuations.
See More
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- Record IPO: On June 12, SpaceX completed the largest initial public offering (IPO) in history, raising approximately $75 billion at a valuation of $1.75 trillion, more than double any previous stock market debut, indicating strong market confidence in its growth potential.
- Significant Stock Surge: By the closing bell, SpaceX's stock jumped 19%, elevating the company's market value above $2 trillion, reflecting investor optimism regarding its potential in the artificial intelligence sector and robust market demand.
- Surge in AI Spending: Amid SpaceX's IPO, the four largest tech companies are projected to spend about $725 billion on capital expenditures this year, a 77% increase from last year, highlighting the sustained strong demand for AI technologies despite high valuations and uncertain profitability.
- Divergent Market Outlook: While some analysts warn that the current high valuations and substantial losses may signal a market peak, others argue that the immense market demand and ongoing investments will drive future profit growth, prompting investors to carefully assess risks and opportunities.
See More
