Sector rotation

Where the money is going.

Leadership trends, sector and industry stage mix, the full heatmap, and the multi-year history — one place to decide which pockets deserve your attention.

Consumer Discretionary industries

Filtered to industries inside Consumer Discretionary. Use this to see exactly which groups are carrying that sector.

Best rotation
Restaurants & Cafes
Consumer Discretionary · 18.7% 1M
Highest Stage 2 mix
Three Wheelers
100.0% in Stage 2
Weakest group
Footwear
-8.8% 1M · 25.0% Stage 2
Tracked industries
21
Within Consumer Discretionary
How to use it

When a sector looks strong, check whether the lift is broad or being carried by just one or two industries. Prioritise setups inside the industries with rising returns, healthy Stage 2 participation, and the strongest leader list. Click any column header to sort.

Industry ↕Sector ↕Δ Rank ↕20d Δ S2 ↓% Stage 2 ↕1M ↕3M ↕6M ↕YTD ↕% Accel S2 ↕Members ↕LeadersLaggards
AnimationConsumer Discretionary↓-1+100.0pp100.0%0.1%25.7%7.2%30.2%0%1
Retail - SpecialityConsumer Discretionary↑↑+15+50.0pp83.3%16.8%26.0%35.4%40.2%20%6
Tour & Travel ServicesConsumer Discretionary↓-1+20.0pp40.0%6.2%28.8%19.9%-3.1%0%5
Retail - Department StoresConsumer Discretionary→+12.5pp25.0%-0.4%-3.1%2.7%1.8%0%8
Precious Metals, Jewellery & WatchesConsumer Discretionary↑↑+9+12.2pp52.9%4.6%30.0%25.7%30.8%11%35
Home Electronics & AppliancesConsumer Discretionary↑↑+14+11.4pp36.4%4.0%10.2%9.3%5.2%25%22
Theme Parks & GamingConsumer Discretionary→+8.3pp33.3%10.5%27.8%29.2%35.9%0%6
Hotels, Resorts & Cruise LinesConsumer Discretionary↑+4+7.8pp18.2%0.5%9.5%3.0%-4.8%0%33
Apparel & AccessoriesConsumer Discretionary↓↓-6+3.8pp27.5%-1.6%4.4%14.5%9.5%0%40
Three WheelersConsumer Discretionary↓-20.0pp100.0%-5.6%2.2%2.8%10.8%0%1
Restaurants & CafesConsumer Discretionary→0.0pp55.6%18.7%24.8%14.8%10.7%40%9
Wellness ServicesConsumer Discretionary↑+40.0pp50.0%4.9%29.8%33.6%35.8%0%2
Two WheelersConsumer Discretionary↑+30.0pp42.9%6.2%25.0%28.8%32.5%0%7
Tires & RubberConsumer Discretionary↓↓-120.0pp38.5%-1.0%7.9%-6.7%-8.8%20%13
HousewaresConsumer Discretionary↓-10.0pp25.0%-5.7%2.9%2.3%-11.5%0%4
Home FurnishingConsumer Discretionary↑+1-2.7pp27.3%-3.4%9.8%5.7%4.9%0%11
Education ServicesConsumer Discretionary↑↑+14-3.3pp34.8%-5.6%8.9%15.4%-10.1%13%23
TextilesConsumer Discretionary↓↓-15-5.7pp32.8%5.8%13.2%23.5%18.2%14%129
FootwearConsumer Discretionary↓-1-8.3pp25.0%-8.8%-3.3%-9.0%-19.3%0%12
Retail - ApparelConsumer Discretionary↓-3-10.0pp20.0%-4.9%-27.1%-22.7%-28.8%0%10
Auto PartsConsumer Discretionary↓↓-7-12.5pp53.3%9.3%16.3%22.2%25.5%8%90