292 stocks in the theme · theme 1-month -1.4% · as of 2026-07-24
Backed by Blackstone, Jersey Mike's $1.1 billion IPO marks one of the largest restaurant listings in decades, potentially signaling a new wave of public offerings for the fast-casual sector. Companies owning consumer brands, retail chains, and direct-to-consumer platforms.
Below are the 10 largest Consumer Brands & Retail stocks by market capitalization, led by COST (Costco Wholesale Corp) at $414.9B. Each is shown with its 1-month, 3-month, and year-to-date performance, relative-strength rank, and recent price action — a snapshot of where the money and momentum sit in the theme today.
These are the recognizable leaders, not micro-cap lottery tickets: ranking by market cap surfaces the companies with the scale, liquidity, and institutional ownership to actually represent the theme. Use the relative-strength column to separate the names outperforming the broad market from those just along for the ride.
Founded in 1983, Costco Wholesale now operates a global chain of membership-based warehouse clubs, delivering high-quality goods and services at consistently low prices. As of its most recent fiscal year, Costco operated approximately 910 warehouses, serving more than 80 million…
COST (Costco Wholesale Corp) is a $414.9B name. Within the theme it sits in the Discount & Value Retail sub-group. The past month has been quiet — -2.7%. Relative strength sits mid-pack at 49. Over longer windows it's -7.8% in three months and +9.4% year-to-date.
#2. HD — Home Depot, Inc. · $351.7B
Home Improvement · Home Improvement — Big Box Retail · Public since 1981
Home Depot is the world's largest home improvement specialty retailer, operating 2,361 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the US, Canada, and Mexico. Its stores offer building materials, home improvement products,…
HD (Home Depot, Inc.) carries a $351.7B valuation. Within the theme it sits in the Specialty Retail sub-group. It's roughly flat over the past month (-2.9%). An RS rank of 39 flags relative underperformance. Over longer windows it's -2.1% in three months and -3.7% year-to-date.
#3. KO — Coca-Cola Company · $349.7B
Beverages · Non-Alcoholic Beverages — Global Brand Portfolio · Public since 1924
Founded in 1886, Atlanta-headquartered Coca-Cola is the world's largest nonalcoholic beverage company, with a strong portfolio of 200 brands covering key categories including carbonated soft drinks, water, sports, energy, juice, and coffee. Together with bottlers and…
KO (Coca-Cola Company) is a $349.7B name. Within the theme it sits in the Luxury & Premium Brands sub-group. It's roughly flat over the past month (+2.0%). An RS rank of 73 is middling — neither leader nor laggard. Over longer windows it's +7.8% in three months and +19.0% year-to-date.
#4. PG — Procter & Gamble Company · $341.5B
Household & Personal Care · Personal Care & Household — Branded Consumer Products · Public since 1950
Since its founding in 1837, Procter & Gamble has become one of the world's largest consumer product manufacturers, with annual sales of nearly $85 billion. It operates with a lineup of leading brands, including more than 20 that generate annual global sales of more than $1…
PG (Procter & Gamble Company) commands a $341.5B market cap. Within the theme it sits in the Beauty & Personal Care sub-group. The past month has been quiet — -3.0%. Relative strength sits mid-pack at 41. Over longer windows it's +1.2% in three months and +4.0% year-to-date.
#5. PM — Philip Morris International Inc. · $282.0B
Tobacco · Tobacco — Reduced-Risk Products · Public since 2008
Created from the international operations of Altria in 2008, Philip Morris International sells cigarettes and reduced-risk products, including heat sticks, vapes, and oral nicotine offerings, primarily outside of the US. With the 2023 acquisition of Swedish Match, a leading…
PM (Philip Morris International Inc.) commands a $282.0B market cap. Within the theme it sits in the Luxury & Premium Brands sub-group. A +8.0% one-month move shows buyers in control. Relative strength sits mid-pack at 74. Over longer windows it's +14.1% in three months and +20.4% year-to-date.
#6. MCD — McDonald's Corporation · $192.1B
Restaurants · Quick Service Restaurants — Global Franchise Model · Public since 1966
McDonald's is the world's largest restaurant brand, with nearly $139 billion in systemwide sales across more than 45,000 restaurants and over 100 markets. The quick-service chain built its early reputation on speed, consistency, and affordable hamburgers, and today its global…
MCD (McDonald's Corporation) carries a $192.1B valuation. Within the theme it sits in the Specialty Retail sub-group. It's roughly flat over the past month (-3.3%). An RS rank of 39 flags relative underperformance. Over longer windows it's -12.5% in three months and -12.7% year-to-date.
#7. PEP — PepsiCo, Inc. · $185.1B
Food & Beverage · Packaged Foods & Beverages — Global Brands · Public since 1919
PepsiCo is a global leader in snacks and beverages, owning well-known household brands including Pepsi, Mountain Dew, Gatorade, Lay's, Cheetos, and Doritos, among others. The company dominates the global savory snacks market and also ranks as the second-largest beverage provider…
PEP (PepsiCo, Inc.) is a $185.1B name. Within the theme it sits in the Specialty Retail sub-group. The past month has been quiet — -4.0%. Relative strength sits mid-pack at 42. Over longer windows it's -12.2% in three months and -3.9% year-to-date.
#8. TJX — TJX Companies, Inc. (The) · $167.4B
Retail · Discount Retail — Fixed-Price Variety · Public since 1965
Founded in 1987, TJX Companies is the world's largest off-price apparel and home fashions retailer, operating more than 5,000 stores across nine countries. In fiscal 2026, the company generated roughly $60 billion in sales. TJX operates through four segments: Marmaxx (61% of…
TJX (TJX Companies, Inc. (The)) is a $167.4B name. Within the theme it sits in the Discount & Value Retail sub-group. It's down -6.6% over the past month, lagging the theme's leaders. An RS rank of 78 is middling — neither leader nor laggard. Over longer windows it's -2.6% in three months and -0.0% year-to-date.
#9. LOW — Lowe's Companies Inc. · $123.6B
Specialty Retail · Home Improvement — Big Box Retail · Public since 1972
Lowe's is the second-largest home improvement retailer globally, with 1,759 stores in the US, after the 2023 divestiture of its Canadian locations. The firm's stores offer products and services for home decorating, maintenance, repair, and remodeling, with maintenance and repair…
LOW (Lowe's Companies Inc.) carries a $123.6B valuation. Within the theme it sits in the Specialty Retail sub-group. It's down -6.2% over the past month, lagging the theme's leaders. An RS rank of 40 is middling — neither leader nor laggard. Over longer windows it's -15.8% in three months and -15.9% year-to-date.
#10. SBUX — Starbucks Corp · $116.5B
Restaurants · Coffee — Specialty Retail & Franchising · Public since 1992
Starbucks stands out as the world's biggest and most recognizable coffee brand, powered by ultracustomizable beverages in-store and a sweeping footprint of nearly 41,000 cafes in over 80 countries. About 52% are company-operated, with the balance run by licensees. The company…
SBUX (Starbucks Corp) commands a $116.5B market cap. Within the theme it sits in the Specialty Retail sub-group. It's roughly flat over the past month (-0.3%). An RS rank of 58 is middling — neither leader nor laggard. Over longer windows it's +3.7% in three months and +23.0% year-to-date.