Consumer Discretionary stocks lag in 2025, but these 10 names stand out as strong buys

As broader markets continue their recovery from April lows, the consumer discretionary sector remains a notable laggard in the 2025 trading year. Its underperformance has made it the weakest segment of the S&P 500 so far this year, but not all stocks within the sector are being painted with the same brush.

In fact, several large-cap names are still garnering strong bullish sentiment across the board. Below is a curated list of the top 10 consumer discretionary stocks with market capitalizations of $10B or more that are widely regarded as compelling buys.

Each of these stocks has earned a Buy or Strong Buy rating from Seeking Alpha’s Quant Ratings, SA Analysts rankings, and Wall Street analysts grades. The list is ranked based on Seeking Alpha’s quant metrics.

No. 10: Ulta Beauty (NASDAQ:ULTA), quant rating of 3.88.

No. 9: Aptiv PLC (NYSE:APTV), quant rating of 3.90.

No. 8: PDD Holdings (NASDAQ:PDD), quant rating of 4.13.

No. 7: JD.com (NASDAQ:JD), quant rating of 4.21.

No. 6: Sony Group Corporation (NYSE:SONY), quant rating of 4.55.

No. 5: The Gap (NYSE:GAP), quant rating of 4.60.

No. 4: Carnival Corporation & plc (NYSE:CCL), quant rating of 4.76.

No. 3: Amazon (NASDAQ:AMZN), quant rating of 4.80.

No. 2: Alibaba Group Holding Limited (NYSE:BABA), quant rating of 4.83.

No. 1: Prosus N.V. (OTCPK:PROSY), quant rating of 4.84.

For reference, Seeking Alpha’s Quant system is driven by powerful computer processing and SA’s special ‘Quantamental’ analysis. It awards grades to stocks based on collective value, growth, profitability, earnings per share revisions, and price momentum metrics.

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