15 breakout winners in 2025’s worst-performing S&P sector

The Consumer Discretionary sector has lagged behind in 2025, marking the worst performance of all eleven S&P 500 (SP500) sectors—even as the broader index has surged to fresh all-time highs.

Rising interest rates, shifting consumer spending patterns, and economic uncertainty have weighed heavily on the sector, dragging down many household names. 

However, not all companies within the space have followed the same downward path. In fact, several standout performers have not only weathered the sector-wide slump but have significantly outpaced the broader market—as 15 names have delivered gains of more than 20% year-to-date. 

Below is a curated list of the 15 best-performing Consumer Discretionary stocks so far in 2025. Each company on the list boasts a market capitalization of at least $10B and has demonstrated resilience and strength amid sector-wide turbulence. The rankings are based on year-to-date performance, offering insight into which names are defying the broader trend. 

No. 1: Carvana Co. (CVNA), +69.9% YTD.

No. 2: Tapestry (TPR), +49.5% YTD. 

No. 3: Royal Caribbean Cruises (RCL), +47.9% YTD. 

No. 4: DoorDash (DASH), +42% YTD. 

No. 5: Coupang (CPNG), +38.5% YTD. 

No. 6: Hasbro (HAS), +37.9% YTD. 

No. 7: Wynn Resorts (WYNN), +29.9% YTD. 

No. 8: Somnigroup International Inc. (SGI), +28.7% YTD. 

No. 9: Ralph Lauren (RL), +25.5% YTD. 

No. 10: eBay (EBAY), +24.7% YTD. 

No. 11: TopBuild Corp. (BLD), +23.6% YTD. 

No 12: Dutch Bros (BROS), +21.6% YTD. 

No 13: Penske Automotive Group (PAG), +20.7% YTD. 

No 14: Ford Motor Company (F), +20.3% YTD.

No 15: DraftKings (DKNG), +20% YTD.

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