These ten consumer discretionary stocks outperformed in September, GameStop leads

As the month of September 2026 comes to a close, the broader stock market has exhibited a mix of late-summer consolidation and selective sector rotation.

Investors continue to digest shifting macroeconomic data and adjust their portfolios for the final stretch of the third quarter, creating a dynamic backdrop where individual stock picking and sector trends take center stage.

Within this environment, several pocket-level opportunities have emerged, particularly in consumer discretionary-related assets.

Below is a list of the top 10 performing consumer discretionary stocks over the past one month. The list features companies spanning industry segments such as Computer & Electronics Retail, Apparel Retail, Consumer Electronics, Hotels, Resorts and Cruise Lines, and Specialty Retail. Stocks are ranked based on their one-month price performance percentages.

The list is topped by GameStop Corp. GME, with an impressive 29.30% gain. Abercrombie & Fitch Co. ANF follows with a 24.62% one-month performance. Sonos, Inc. SONO and Target Hospitality Corp. TH round out the top performers with gains of 18.87% and 18.34%, respectively.

Among the stocks on this list, Sonos, Inc. SONO holds a Buy rating with a Quant Rating of 4.49, while Ollie’s Bargain Outlet Holdings, Inc. OLLI also carries a Buy rating at 3.93. Notable mega-cap Tesla, Inc. TSLA posted a 6.24% gain with a Hold rating of 3.23. Best Buy Co., Inc. BBY rounds out the top 10 with a 6.12% gain and a Hold rating of 3.45.

Here is the list:

• GameStop Corp. GME, 1 month performance percentage: 29.30%

• Abercrombie & Fitch Co. ANF, 1 month performance percentage: 24.62%

• Sonos, Inc. SONO, 1 month performance percentage: 18.87%

• Target Hospitality Corp. TH, 1 month performance percentage: 18.34%

• Academy Sports and Outdoors, Inc. ASO, 1 month performance percentage: 13.03%

• Ollie’s Bargain Outlet Holdings, Inc. OLLI, 1 month performance percentage: 12.92%

• DICK’S Sporting Goods, Inc. DKS, 1 month performance percentage: 9.75%

• The Gap, Inc. GAP, 1 month performance percentage: 8.29%

• Tesla, Inc. TSLA, 1 month performance percentage: 6.24%

• Best Buy Co., Inc. BBY, 1 month performance percentage: 6.12%