Consumer Discretionary Sector Performance: The S&P 500 consumer discretionary sector has underperformed in 2025, gaining only 7.1% year-to-date, which is below the overall S&P 500 performance and ranks seventh among the 11 major sectors.
Top-Performing Stocks: Despite the sector's struggles, certain stocks have excelled, with Tapestry leading at +91.9% YTD, followed by Ralph Lauren and Expedia Group with gains of 60.2% and 53.2%, respectively.
ETF Performance: The Consumer Discretionary Select Sector SPDR ETF (XLY), which manages approximately $24.5 billion, has increased by about 9% this year, reflecting the sector's modest growth.
Market Trends: Investors are shifting towards higher-growth sectors, particularly Communication Services, which has become the top performer in 2025, highlighting a broader trend of rotation in market investments.
Wall Street analysts forecast XLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for XLY is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
Wall Street analysts forecast XLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for XLY is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
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0 Sell
Current: 121.400
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Current: 121.400
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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.
