All Discover themes
Discover

Online Consumer & Digital Retail

E-commerce and internet consumer platforms.

The consumer has moved online — e-commerce marketplaces, internet platforms and the digital brands taking share from physical retail. This collection gathers the largest online-consumer and internet names, ranked by market cap.

262 stocksSorted by market capUpdated 16 Jul 2026

Why it matters

E-commerce and internet consumer platforms. This group spans defensive demand, consumer behaviour, rates exposure and innovation, so business-model quality matters more than the label.

What to check next

Compare pricing power, repeat demand, margins, regulatory risk and the sensitivity of each company to interest rates or consumer weakness.

Main risk

A theme can hide very different risk profiles: biotech, insurers, online retail and property all respond to different drivers.

Showing the 40 largest of 262 — sort or filter to explore the rest.

Company Market Market Cap Reward Risk Yield
Alphabet Inc Class CGOOG$3.8T0.3%
Amazon.com IncAMZN$2.8T
Meta Platforms Inc.META$1.7T0.3%
Tencent Holdings LtdTCTZF$595.6B6.3%
Alibaba Group Holding LtdBABA$321.8B0.8%
Naspers LimitedNAPRF$215.4B0.1%
PDD Holdings Inc.PDD$149.6B
Prosus NV ADRPROSY$112.8B0.4%
Spotify Technology SASPOT$106.0B
MercadoLibre Inc.MELI$89.6B
DoorDash, Inc. Class A Common StockDASH$70.8B
MeituanMPNGF$67.7B
Sea LtdSE$64.2B
Recruit Holdings Co LtdRCRRF$62.6B0.4%
Baidu IncBIDU$41.2B
JD.com Inc AdrJD$40.6B3.6%
eBay IncEBAY$39.0B1.4%
Kuaishou TechnologyKSHTY$38.8B0.0%
Coupang LLCCPNG$33.9B
Reddit, Inc.RDDT$27.9B
Nebius Group N.V.NBIS$26.9B
Tencent Music Entertainment GroupTME$24.6B1.2%
NAVER CorpNHNCF$23.9B0.7%
Z Holdings CorporationYAHOF$17.2B2.0%
REA Group LimitedRPGRF$16.4B2.1%
Rakuten Group IncRKUNF$12.8B
Pinterest IncPINS$11.6B
Rakuten Inc ADRRKUNY$11.6B
Zillow Group IncZG$10.8B
Chewy IncCHWY$10.3B
Maplebear Inc.CART$10.0B
Wayfair IncW$10.0B
Bilibili IncBILI$8.9B
Snap IncSNAP$8.8B
Vipshop Holdings LimitedVIPS$8.6B3.6%
Allegro.eu SAALEGF$8.3B
Scout24 AGSCOTF$8.2B0.0%
Zalando SEZLDSF$7.9B
Match Group IncMTCH$7.8B2.4%
Delivery Hero SEDELHY$6.9B

Frequently asked questions

What is the Online Consumer & Digital Retail collection?

E-commerce and internet consumer platforms. It currently holds 262 stocks, each rated by Openbook's Reward and Risk scores. The consumer has moved online — e-commerce marketplaces, internet platforms and the digital brands taking share from physical retail.

How are Online Consumer & Digital Retail stocks selected?

Constituents are chosen by a rules-based screen over the full UK and US common-stock universe, then ranked by market capitalisation.

How often is the Online Consumer & Digital Retail list updated?

It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.

How should I use the Reward and Risk ratings?

Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.

Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.