Large-cap consumer discretionary stocks with A grade EPS revisions

[Balancing savings and spending]
PM Images/DigitalVision via Getty Images

As Q1 2026 earnings season approaches, consumer discretionary stocks are under the microscope as investors assess how American spending held up in the face of persistent inflation pressures, tariff-driven price increases, and shifting consumer confidence.

The following list highlights large-cap consumer discretionary stocks that have earned the highest possible Seeking Alpha EPS Revision Quant Grade of A and higher, spanning a wide range of sub-sectors from gaming and automotive retail to leisure products and education services, all indicating that analysts have been consistently raising their earnings expectations ahead of Q1 results.

The list is led by Deckers Outdoor Corporation (DECK [https://seekingalpha.com/symbol/DECK]) and Tapestry, Inc. (TPR [https://seekingalpha.com/symbol/TPR]), both earning top A+ ratings for their EPS revision grades. These companies represent leadership positions in the footwear and luxury goods industries, respectively, with market capitalizations of $14.43 billion and $29.09 billion.

The broader list showcases a diverse range of industries within the consumer discretionary sector, from travel and hospitality names like Marriott International, Inc. (MAR [https://seekingalpha.com/symbol/MAR]) and Royal Caribbean Cruises Ltd. (RCL [https://seekingalpha.com/symbol/RCL]) to automotive giant General Motors Company (GM [https://seekingalpha.com/symbol/GM]). While most stocks on the list carry an A- grade, they all represent high-conviction EPS revision trends that signal positive analyst expectations.

*
Deckers Outdoor Corporation (DECK [https://seekingalpha.com/symbol/DECK]) - A+

*
Tapestry, Inc. (TPR [https://seekingalpha.com/symbol/TPR]) - A+

*
Ralph Lauren Corporation (RL [https://seekingalpha.com/symbol/RL]) - A

*
Airbnb, Inc. (ABNB [https://seekingalpha.com/symbol/ABNB]) - A-

*
Burlington Stores, Inc. (BURL [https://seekingalpha.com/symbol/BURL]) - A-

*
Chewy, Inc. (CHWY [https://seekingalpha.com/symbol/CHWY]) - A-

*
Darden Restaurants, Inc. (DRI [https://seekingalpha.com/symbol/DRI]) - A-

*
eBay Inc. (EBAY [https://seekingalpha.com/symbol/EBAY]) - A-

*
Expedia Group, Inc. (EXPE [https://seekingalpha.com/symbol/EXPE]) - A-

*
Five Below, Inc. (FIVE [https://seekingalpha.com/symbol/FIVE]) - A-

*
General Motors Company (GM [https://seekingalpha.com/symbol/GM]) - A-

*
Hasbro, Inc. (HAS [https://seekingalpha.com/symbol/HAS]) - A-

*
Marriott International, Inc. (MAR [https://seekingalpha.com/symbol/MAR]) - A-

*
Royal Caribbean Cruises Ltd. (RCL [https://seekingalpha.com/symbol/RCL]) - A-

*
Ross Stores, Inc. (ROST [https://seekingalpha.com/symbol/ROST]) - A-

*
SharkNinja, Inc. (SN [https://seekingalpha.com/symbol/SN]) - A-

*
Williams-Sonoma, Inc. (WSM [https://seekingalpha.com/symbol/WSM]) - A-

Consumer Discretionary ETFs: (XLY [https://seekingalpha.com/symbol/XLY]), (VCR [https://seekingalpha.com/symbol/VCR]), (FXD [https://seekingalpha.com/symbol/FXD]), (FDIS [https://seekingalpha.com/symbol/FDIS]), (RSPD [https://seekingalpha.com/symbol/RSPD]), and (RXI [https://seekingalpha.com/symbol/RXI])

MORE ON CONSUMER DISCRETIONARY STOCKS

* 3 Market Segments I'm Targeting When Iran War Ends [https://seekingalpha.com/article/4884550-3-market-segments-im-targeting-when-iran-war-ends]
* How To Create A Wheel Strategy With Sector ETFs To Generate Income [https://seekingalpha.com/article/4882794-how-to-create-wheel-strategy-with-sector-etfs-to-generate-income]
* Retail Sector Recap: Consumers Pull Back On Weak Outlook [https://seekingalpha.com/article/4879590-retail-sector-quarterly-recap-consumers-pull-back-on-weak-outlook]
* Mid-cap consumer discretionary stocks with A+ grade EPS revisions [https://seekingalpha.com/news/4573142-mid-cap-consumer-discretionary-stocks-with-a-grade-eps-revisions]
* Weekly ETF flows: Five of 11 sectors record outflows; energy sector leads inflows [https://seekingalpha.com/news/4573068-weekly-etf-flows-five-of-11-sectors-record-outflows-energy-sector-leads-inflows]