Sector rotation
Consumer Discretionary industries
Filtered to industries inside Consumer Discretionary. Use this to see exactly which groups are carrying that sector.
Best rotation
Retail - Online
Consumer Discretionary · 14.0% 1M
Highest Stage 2 mix
Restaurants & Cafes
77.8% in Stage 2
Weakest group
Footwear
-11.2% 1M · 27.3% Stage 2
Tracked industries
20
3 thin industries (<3 names) excluded
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 ↕ | 20d Δ (pp) ↓ | % Stage 2 ↕ | 1M ↕ |
|---|---|---|---|
| Retail - Online | +66.7pp was 0.0% | 66.7% | 14.0% |
| Housewares | +25.0pp was 0.0% | 25.0% | -6.0% |
| Theme Parks & Gaming | +16.7pp was 33.3% | 50.0% | 4.2% |
| Two Wheelers | +14.3pp was 57.1% | 71.4% | -10.5% |
| Four Wheelers | +12.5pp was 12.5% | 25.0% | -10.5% |
| Restaurants & Cafes | +11.1pp was 66.7% | 77.8% | -2.9% |
| Hotels, Resorts & Cruise Lines | +9.8pp was 15.2% | 25.0% | 0.8% |
| Tires & Rubber | 0.0pp was 38.5% | 38.5% | -7.2% |
| Footwear | 0.0pp was 27.3% | 27.3% | -11.2% |
| Retail - Department Stores | 0.0pp was 25.0% | 25.0% | -3.4% |
| Textiles | -1.1pp was 32.0% | 30.9% | -3.3% |
| Education Services | -4.3pp was 21.7% | 17.4% | 4.7% |
| Precious Metals, Jewellery & Watches | -5.7pp was 54.3% | 48.6% | -6.8% |
| Auto Parts | -7.8pp was 47.8% | 40.0% | -2.8% |
| Home Furnishing | -9.1pp was 18.2% | 9.1% | -6.4% |
| Apparel & Accessories | -10.0pp was 25.0% | 15.0% | -1.7% |
| Retail - Apparel | -10.0pp was 20.0% | 10.0% | -1.2% |
| Home Electronics & Appliances | -13.6pp was 36.4% | 22.7% | -0.4% |
| Tour & Travel Services | -20.0pp was 40.0% | 20.0% | -0.4% |
| Retail - Speciality | -33.3pp was 83.3% | 50.0% | -0.4% |