Consumer Discretionary
169 consumer discretionary companies mentioned in the letters, sorted by how many letters talk about them.
Other sectors
- Communication Services 64
- Consumer Discretionary 169
- Consumer Staples 60
- Energy 51
- Financials 121
- Health Care 63
- Industrials 120
- Information Technology 100
- Materials 66
- Real Estate 33
- Utilities 12
Companies, page 2
- Hermès4 letters
- Toyota4 letters
- Lithia Motors4 letters
- Groupon4 letters
- Luckin Coffee4 letters
- Texhong Textiles3 letters
- Lindblad Expeditions3 letters
- Ajisen China3 letters
- Vroom3 letters
- American Outdoor Brands3 letters
- Adidas3 letters
- Barnes & Noble Education3 letters
- Renault3 letters
- Trivago3 letters
- Wayfair3 letters
- Leon's Furniture3 letters
- Halfords3 letters
- Tripadvisor3 letters
- AutoNation3 letters
- AutoZone3 letters
- Hyatt3 letters
- Xponential Fitness3 letters
- Choice Hotels3 letters
- Michelin3 letters
- CarGurus3 letters
- Carnival3 letters
- Krispy Kreme3 letters
- Macy's3 letters
- Van de Velde3 letters
- Motorpoint2 letters
- FIGS2 letters
- NagaCorp2 letters
- Bellway2 letters
- Chegg2 letters
- Watches of Switzerland2 letters
- Forvia2 letters
- Mister Car Wash2 letters
- Porsche2 letters
- Rivian2 letters
- Warby Parker2 letters
- Cheesecake Factory2 letters
- Camping World2 letters
- Harley-Davidson2 letters
- Prada2 letters
- Superior Industries2 letters
- Burlington Stores2 letters
- MakeMyTrip2 letters
- Miniso2 letters
- Thule2 letters
- Wyndham2 letters
- DP Eurasia1 letter
- PLBY Group1 letter
- Strattec1 letter
- Valvoline1 letter
- Mercari1 letter
- MGM Resorts1 letter
- Instacart1 letter
- JD Sports1 letter
- Signet1 letter
- Vertu Motors1 letter
- Yum! Brands1 letter
- Dick's Sporting Goods1 letter
- Floor & Decor1 letter
- Sogefi1 letter
- Texas Roadhouse1 letter
- Fortune Brands1 letter
- K's Holdings1 letter
- Persimmon1 letter
- Traveloka1 letter
Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.