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For the week ending June 20, the S&P 500 Consumer Discretionary sector (NYSEARCA:XLY) saw a decline in price of 1.56%, underperforming the broader S&P 500’s (SP500) 1.08% decline. However, the sector’s year-to-date performance is even weaker, down 6.09%, significantly trailing the benchmark’s 1.47% rise.
This week, consumer discretionary stocks saw shifts as escalating Middle East tensions continued to impact global markets. Investors are now anticipating a potential US decision within the next two weeks, as President Trump considers a direct strike on Iran.
Top S&P 500 consumer discretionary gainers:
CarMax (NYSE:KMX) +3.72% after reporting a FQ1 2026 profit and revenue increase, with used vehicle sales up 9% despite lower average prices.
Chipotle Mexican Grill (NYSE:CMG) +3.71%
Darden Restaurants (NYSE:DRI) +3.66% after the company exceeded top and bottom-line estimates for FQ4 2025. The restaurant operator also increased its quarterly dividend and approved a new $1 billion share buyback program.
Caesars Entertainment (NASDAQ:CZR) +3.08%
Williams-Sonoma (NYSE:WSM) +2.60%
Top S&P 500 consumer discretionary losers:
lululemon athletica (NASDAQ:LULU) -7.92% after announcing that it is restructuring its operations and reducing staff by laying off 150 employees at its Canadian headquarters due to weak sales.
Best Buy (NYSE:BBY) -6.92% announces chief digital, analytics and technology officer Brian Tilzer is leaving the company.
Deckers Outdoor (NYSE:DECK) -5.58%
McDonald’s (NYSE:MCD) -5.18% hitting their lowest level since February due to concerns about customer traffic and spending. Morgan Stanley views McDonald’s as a strong business but notes it is facing challenges, while Argus downgraded the stock due to expected weak traffic.
Lennar (NYSE:LEN) -5.11% after reported FQ2 revenue above expectations but missed earnings. For FQ3, it expects 22,000–23,000 home deliveries and new orders, with a lower average sales price forecast.
Notable Consumer Discretionary ETFs include: (NYSEARCA:XLY), (NYSEARCA:VCR), (NYSEARCA:FXD), (NYSEARCA:FDIS), (NYSEARCA:RSPD), and (NYSEARCA:RXI).
More on Consumer Discretionary Select Sector SPDR® Fund ETF
- XLY: Consumer Discretionary Dashboard For May
- BofA Securities: Clients tilt towards defensive sectors
- Winners and losers from the May Retail Sales report
- Seeking Alpha’s Quant Rating on Consumer Discretionary Select Sector SPDR® Fund ETF
- Dividend scorecard for Consumer Discretionary Select Sector SPDR® Fund ETF