Alibaba is the top YTD performer among broadline retail stocks

The S&P 500 consumer discretionary sector has struggled to keep pace with the broader market in 2025, gaining +7.2% year-to-date, falling short of the S&P 500’s (SP500) overall performance.

The sector is the eighth best performing this year among the 11 other major sectors. Its accompanying State Street Consumer Discretionary Select Sector SPDR ETF (XLY) is +9.1% YTD.

As we look at the sub-sectors within the broader consumer discretionary index, below is a list of the top 10 broadline retail stocks, ranked by their year-to-date performance. The list also includes each stock’s market capitalization, price change percentage, and Quant Rating.

The list is topped by Alibaba Group (BABA), with a YTD performance of +73.75%. Kohl’s Corporation (KSS) and Dillard’s, Inc. (DDS) follow, with Vipshop Holdings (VIPS) and Macy’s (M) rounding out the rest of the top five.

Most companies on the list currently carry a ‘Hold’ Quant Rating. Notably, Amazon.com (AMZN) ranks last in YTD performance at +3.36% but holds the highest Quant Rating at ‘Strong Buy 4.94.’ Other major market players on the list include eBay Inc. (EBAY), MercadoLibre (MELI), and PDD Holdings (PDD).

Here is the list:

1. Alibaba Group (BABA), YTD perf: +73.75%, Quant Rating: Hold 3.26

2. Kohl’s (KSS), YTD perf: +61.47%, Quant Rating: Hold 3.48

3. Dillard’s (DDS), YTD perf: +51.14%, Quant Rating: Hold 3.37

4. Vipshop Holdings (VIPS), YTD perf: +43.43%, Quant Rating: Hold 3.02

5. Macy’s (M), YTD perf: +37.98%, Quant Rating: Hold 3.47

6. eBay (EBAY), YTD perf: +35.04%, Quant Rating: Hold 3.09

7. MercadoLibre (MELI), YTD perf: +15.53%, Quant Rating: Hold 2.69

8. Sea Limited (SE), YTD perf: +13.53%, Quant Rating: Hold 2.84

9. PDD Holdings (PDD), YTD perf: +9.07%, Quant Rating: Hold 3.40

10. Amazon.com (AMZN), YTD perf: +3.36%, Quant Rating: Strong Buy 4.94

Consumer Discretionary ETFs: (XLY), (VCR), (FXD), (FDIS), (RSPD), and (RXI).