Consumer Discretionary

Cavco Industries

Market Cap: US$3.9b

Designs, produces, and retails factory-built homes primarily in the United States.

KB Home

Market Cap: US$3.9b

Operates as a homebuilding company in the United States.

PVH

Market Cap: US$3.8b

Operates as an apparel company in the United States and internationally.

Acushnet Holdings

Market Cap: US$3.7b

Designs, develops, manufactures, and distributes golf products in the United States, Europe, the Middle East, Africa, Japan, Korea, and internationally.

Columbia Sportswear

Market Cap: US$3.6b

Designs, develops, markets, and distributes outdoor, active, and lifestyle products in the United States, Latin America, the Asia Pacific, Europe, the Middle East, Africa, and Canada.

Kontoor Brands

Market Cap: US$3.4b

A lifestyle apparel company, designs, produces, procures, markets, distributes, and licenses denim, apparel, footwear, and accessories, primarily under the Wrangler and Lee brands.

Burberry Group

Market Cap: UK£2.5b

Manufactures, retails, and wholesales luxury goods under the Burberry brand.

Brunswick

Market Cap: US$3.1b

Designs, manufactures, and markets recreation products in the United States, Europe, the Asia-Pacific, Canada, and internationally.

M/I Homes

Market Cap: US$2.8b

Engages in the construction and sale of single-family residential homes in Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Texas, North Carolina, and Tennessee.

Tri Pointe Homes

Market Cap: US$2.8b

Engages in the design, construction, and sale of single-family attached and detached homes in the United States.

Vistry Group

Market Cap: UK£2.0b

Provides housing solutions in the United Kingdom.

Green Brick Partners

Market Cap: US$2.6b

Operates as a homebuilding and land development company in the Southeast and Central United States.

Breville Group

Market Cap: AU$4.0b

Designs, develops, markets, and distributes small electrical kitchen appliances in the consumer products industry in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

BRP

Market Cap: CA$3.5b

Designs, develops, manufactures, and sells powersports vehicles and marine products in the Mexico, Canada, Austria, the United States, Finland, Australia, and Germany.

Peloton Interactive

Market Cap: US$2.5b

Operates integrated fitness platform in North America and internationally.

Under Armour

Market Cap: US$2.4b

Engages developing, marketing, and distributing performance apparel, footwear, and accessories for men, women, and youth.

YETI Holdings

Market Cap: US$2.4b

Designs, retails, and distributes outdoor products under the YETI brand name.

Dream Finders Homes

Market Cap: US$2.1b

Through its subsidiary, Dream Finders Homes LLC, engages in the homebuilding business in the United States.

Newell Brands

Market Cap: US$2.1b

Engages in the design, manufacture, sourcing, and distribution of consumer and commercial products worldwide.

Ermenegildo Zegna

Market Cap: US$2.0b

Designs, manufactures, markets, and distributes luxury menswear and womenwear, children’s clothing, footwear, leather goods, and other accessories worldwide.

Polaris

Market Cap: US$1.9b

Designs, engineers, manufactures, and markets powersports vehicles in the United States, Canada, and internationally.

Spin Master

Market Cap: CA$2.5b

A children’s entertainment company, engages in the creation, design, manufacture, licensing, and marketing of various toys, entertainment products, and digital games in North America, Europe, and internationally.

Capri Holdings

Market Cap: US$1.8b

Designs, markets, distributes, and retails branded women’s and men’s apparel, footwear, and accessories in the United States, Canada, Latin America, Europe, the Middle East, Africa, Asia, and the Oceania.

Hanesbrands

Market Cap: US$1.7b

Designs, manufactures, sources, and sells a range of range of innerwear apparel for men, women, and children in the Americas, Europe, the Asia pacific, and internationally.

Century Communities

Market Cap: US$1.7b

Engages in the design, development, construction, marketing, and sale of single-family attached and detached homes.

La-Z-Boy

Market Cap: US$1.6b

Manufactures, markets, imports, exports, distributes, and retails upholstery furniture products in the United States, Canada, and internationally.

Coats Group

Market Cap: UK£1.2b

Engages in thread manufacturing, structural components for apparel and footwear, and performance materials worldwide.

Steven Madden

Market Cap: US$1.5b

Designs, sources, and markets fashion-forward branded and private label footwear, accessories, and apparel in the United States and internationally.

LGI Homes

Market Cap: US$1.4b

Engages in the design, construction, and sale of homes in the United States.

Cairn Homes

Market Cap: UK£991.2m

Engages in the development of residential property for sale in Ireland.

Carter's

Market Cap: US$1.2b

Designs, sources, and markets branded childrenswear and related products under the Carter's, OshKosh, Skip Hop, Child of Mine, Just One You, Simple Joys, Little Planet, and other brands in the United States and internationally.

Topgolf Callaway Brands

Market Cap: US$1.2b

Designs, manufactures, and sells golf equipment, golf and lifestyle apparel, and other accessories in the United States, Europe, Asia, and Internationally.

G-III Apparel Group

Market Cap: US$1.1b

Designs, sources, distributes, and markets women’s and men’s apparel in the United States and internationally.

Sonos

Market Cap: US$1.1b

Designs, develops, manufactures, and sells audio products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Wolverine World Wide

Market Cap: US$1.0b

Designs, manufactures, sources, markets, licenses, and distributes footwear, apparel, and accessories in the United States, Europe, the Middle East, Africa, the Asia Pacific, Canada and Latin America.

Cricut

Market Cap: US$999.7m

Engages in the design, marketing, and distribution of a creativity platform that enables users to turn ideas into professional-looking handmade goods in the United States, Canada, the United Kingdom, Ireland, Australia, New Zealand, Western Europe, the Middle East, Latin America, South Africa, and Asia.