Consumer Discretionary Sector Seasonality

How S&P 500 consumer discretionary stocks have behaved through the calendar year, measured with XLY, the Consumer Discretionary Select Sector SPDR Fund, over the last 15 years. Its strongest month has been November (average +4.02%, higher in 12 of 15 years), and its weakest September (−0.42%, higher in 7 of 15).

Consumer Discretionary seasonality chart

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Average year for XLY over the last 15 years: it ends the year +16.3%, with its highest point around December 26 (+16.6%) and its lowest around January 1 (0.0%). Each past year is rebased to 0% on January 1 and the years are averaged day by day. Rising stretches are when XLY has tended to gain.

Consumer Discretionary stocks seasonality by month

XLY has beaten the S&P 500 (SPY) on average in 7 of the 12 months, with its biggest edge in September (+0.74%).

MonthXLY avgHigher inSPY avg
January+1.62%8 of 15 yrs+1.28%
February+0.93%9 of 15 yrs+1.12%
March+0.24%9 of 15 yrs+0.57%
April+1.64%9 of 15 yrs+1.18%
May+0.39%10 of 15 yrs+1.03%
June+1.85%11 of 15 yrs+1.37%
July+3.35%12 of 15 yrs+2.70%
August+0.33%6 of 15 yrs+0.16%
September−0.42%7 of 15 yrs−1.16%
October+1.28%9 of 15 yrs+2.17%
November+4.02%12 of 15 yrs+3.29%
December−0.07%12 of 15 yrs+0.31%

From split- and dividend-adjusted prices, complete years only. See our methodology. Past performance does not guarantee future results.

Consumer Discretionary stocks in the S&P 500

47 stocks, largest first by market cap as of November 2026. Open any one for its own seasonality chart and best months.

AMZNAmazonTSLATeslaHDHome DepotMCDMcDonald'sTJXTJX CompaniesSBUXStarbucksLOWLowe'sBKNGBookingMARMarriott InternationalABNBAirbnbRCLRoyal CaribbeanHLTHilton WorldwideDASHDoorDashGMGeneral MotorsROSTRoss StoresORLYO’Reilly AutomotiveNKENikeEBAYeBayGRMNGarminAZOAutoZoneCVNACarvanaFFord MotorYUMYum! BrandsCMGChipotle Mexican GrillDHID. R. HortonCCLCarnivalEXPEExpediaWSMWilliams-SonomaULTAUlta BeautyDRIDarden RestaurantsLVSLas Vegas SandsPHMPulteGroupRLRalph LaurenTPRTapestryLENLennarBBYBest BuyTSCOTractor SupplyGPCGenuine PartsHASHasbroNVRNVRLULULululemon AthleticaDECKDeckers BrandsDPZDomino'sAPTVAptivNCLHNorwegian Cruise LineWYNNWynn ResortsMGMMGM Resorts

Consumer Discretionary seasonality FAQ

What is the best month for consumer discretionary stocks?

Measured by XLY over the last 15 years, November has been the strongest month, averaging +4.02% and rising in 12 of 15 years.

What is the worst month for consumer discretionary stocks?

September has been the weakest, averaging −0.42% and rising in 7 of 15 years.

Which stocks are in the consumer discretionary sector?

The 47 S&P 500 consumer discretionary stocks listed on this page, led by AMZN, TSLA, HD, MCD, TJX by market cap.

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