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: 268.460
Low
175.00
Averages
280.01
High
325.00
Current: 268.460
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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See More
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- Profitability Surge: Amazon's operating and net profits have quadrupled over the past year, and despite a 31% stock price increase, its P/E ratio remains at 31 times, indicating a reasonable valuation as the company transforms into a higher-margin entity.
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