消费者自由裁量权是2025年表现最差的行业，但这些股票是异常值

Consumer Discretionary names have struggled in 2025, with the sector as a whole emerging as the worst-performing one in the year so far. Investors have shunned the growth name for more defensive sectors, with Healthcare and Consumer Staples leading the way.

However, despite the overall downturn in sentiment for Consumer Discretionary stocks, there remain several high-quality opportunities within the sector.

To highlight some of the standout performers in this underperforming space, Seeking Alpha has curated a list of some of the top Consumer Discretionary stocks. Each of these companies has notably outpaced benchmark averages this year.

Below is a screened list of Consumer Discretionary stocks, each with a market cap of at least $1B and a Buy or Strong Buy rating across Seeking Alpha's quant ratings, Seeking Alpha analyst ratings, and Wall Street ratings. The list is ranked by 2025 performance:

No. 10: Udemy (UDMY), +18.5% YTD.

No. 9: JD.com (JD), +22.6% YTD.

No. 8: PDD Holdings (PDD), +23.5% YTD.

No. 7: Sportradar Group AG (SRAD), +23.8% YTD. 

No. 6: Light & Wonder (LNW), +25.7% YTD.

No. 5: Aritzia Inc. (OTCPK:ATZAF), +26% YTD. 

No. 4: MercadoLibre (MELI), +29.2% YTD. 

No. 3: Stride (LRN), +29.7% YTD.

No. 2: Dana Incorporated (DAN), +34.7% YTD.

No. 1: XPeng (XPEV), +86% YTD. 

Additionally, for investors who want to learn more about the Consumer Discretionary sector they can always look towards exchange traded funds: (NYSEARCA:XLY), (NYSEARCA:VCR), (NYSEARCA:FXD), (NYSEARCA:FDIS), (NYSEARCA:RSPD), and (NYSEARCA:RXI).