March 25, 2026 03:06 AM seekingalpha.com Positive

CAVA Group stands as the best performing large-cap consumer discretionary stock YTD

ARMK BURL BWA CAVA FDIS FIVE FXD GME HAS ROST RSPD RXI SBUX TPR VCR XLY

U.S. large-cap consumer discretionary stocks have struggled year-to-date in 2026, with the sector underperforming the broader market amid weakening consumer spending and tariff concerns.

In light of this, below is a list of the top 10 large-cap consumer discretionary stocks with market capitalizations of $10 billion or more, ranked by their year-to-date performance.

The list is topped by CAVA Group, Inc. (CAVA [https://seekingalpha.com/symbol/CAVA]), with a YTD performance of 48.36%. Five Below, Inc. (FIVE [https://seekingalpha.com/symbol/FIVE]) and BorgWarner Inc. (BWA [https://seekingalpha.com/symbol/BWA]) are next, with Ross Stores, Inc. (ROST [https://seekingalpha.com/symbol/ROST]) and GameStop Corp. (GME [https://seekingalpha.com/symbol/GME]) rounding out the rest of the top five.

Hasbro, Inc. (HAS [https://seekingalpha.com/symbol/HAS]), Tapestry, Inc. (TPR [https://seekingalpha.com/symbol/TPR]), and Starbucks Corporation (SBUX [https://seekingalpha.com/symbol/SBUX]) are among the other top performing stocks as well. Burlington Stores, Inc. (BURL [https://seekingalpha.com/symbol/BURL]) and Aramark (ARMK [https://seekingalpha.com/symbol/ARMK]) round out the list of top large-cap performers in the consumer discretionary sector.

Here is the list:

*
CAVA Group, Inc. (CAVA [https://seekingalpha.com/symbol/CAVA]), YTD perf: 48.36%, Quant rating: Hold 3.04

*
Five Below, Inc. (FIVE [https://seekingalpha.com/symbol/FIVE]), YTD perf: 22.37%, Quant rating: Hold 3.47

*
BorgWarner Inc. (BWA [https://seekingalpha.com/symbol/BWA]), YTD perf: 20.08%, Quant rating: Strong Buy 4.59

*
Ross Stores, Inc. (ROST [https://seekingalpha.com/symbol/ROST]), YTD perf: 18.29%, Quant rating: Hold 3.45

*
GameStop Corp. (GME [https://seekingalpha.com/symbol/GME]), YTD perf: 14.69%, Quant rating: Not Covered

*
Hasbro, Inc. (HAS [https://seekingalpha.com/symbol/HAS]), YTD perf: 13.40%, Quant rating: Hold 3.39

*
Tapestry, Inc. (TPR [https://seekingalpha.com/symbol/TPR]), YTD perf: 13.03%, Quant rating: Hold 3.44

*
Starbucks Corporation (SBUX [https://seekingalpha.com/symbol/SBUX]), YTD perf: 11.42%, Quant rating: Hold 3.09

*
Burlington Stores, Inc. (BURL [https://seekingalpha.com/symbol/BURL]), YTD perf: 10.30%, Quant rating: Buy 4.44

*
Aramark (ARMK [https://seekingalpha.com/symbol/ARMK]), YTD perf: 9.31%, Quant rating: Hold 3.15

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])

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