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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 1

1. Amazon219 letters
2. Tesla53 letters
3. Booking Holdings39 letters
4. Vistry37 letters
5. McDonald's37 letters
6. Richemont37 letters
7. Alibaba35 letters
8. Carvana28 letters
9. RCI Hospitality27 letters
10. Restaurant Brands International24 letters
11. Naspers24 letters
12. BMW24 letters
13. Basic-Fit22 letters
14. Starbucks22 letters
15. Sea Limited21 letters
16. Tractor Supply20 letters
17. Gestamp20 letters
18. Nike20 letters
19. PDD Holdings19 letters
20. O'Reilly Automotive18 letters
21. Meliá Hotels18 letters
22. CarMax17 letters
23. Bright Horizons17 letters
24. Ferrari17 letters
25. NVR16 letters
26. Clarus15 letters
27. Expedia15 letters
28. Ford15 letters
29. Arcos Dorados14 letters
30. MercadoLibre14 letters
31. Howden Joinery14 letters
32. TopBuild13 letters
33. Meituan13 letters
34. Keck Seng Investments13 letters
35. LKQ12 letters
36. Etsy12 letters
37. Ross Stores12 letters
38. Sony12 letters
39. LVMH12 letters
40. Domino's Pizza11 letters
41. MTY Food11 letters
42. Kering11 letters
43. Swatch Group11 letters
44. Mohawk Industries10 letters
45. JD.com10 letters
46. Airbnb10 letters
47. Neinor Homes10 letters
48. Williams-Sonoma10 letters
49. Lowe's10 letters
50. Sleep Number9 letters
51. TJX9 letters
52. Hanesbrands9 letters
53. Hilton9 letters
54. WH Smith9 letters
55. MasterCraft Boat9 letters
56. Chewy8 letters
57. AmRest8 letters
58. Ibersol8 letters
59. Prosus8 letters
60. Asbury Automotive8 letters
61. Trip.com8 letters
62. XPEL7 letters
63. Tapestry7 letters
64. Crest Nicholson7 letters
65. Wickes7 letters
66. Hilton Grand Vacations7 letters
67. Stellantis7 letters
68. Peloton7 letters
69. DoorDash7 letters
70. InterContinental Hotels7 letters
71. TUI7 letters
72. Bath & Body Works7 letters
73. Dunelm7 letters
74. KITS Eyecare6 letters
75. Groupe BMTC6 letters
76. Samsonite6 letters
77. LGI Homes6 letters
78. Tang Palace6 letters
79. BYD6 letters
80. Minor Hotels Europe6 letters
81. Toll Brothers6 letters
82. Chipotle6 letters
83. Lululemon6 letters
84. Caesars Entertainment6 letters
85. Hasbro6 letters
86. Ulta Beauty5 letters
87. Mattel5 letters
88. eBay5 letters
89. Wendy's5 letters
90. Marriott5 letters
91. Norwegian Cruise Line5 letters
92. Taylor Wimpey5 letters
93. Home Depot5 letters
94. Magna International5 letters
95. Barratt Redrow4 letters
96. Linamar4 letters
97. Yatra Online4 letters
98. Nitori4 letters
99. IKEA4 letters
100. Coupang4 letters

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.