Lab · Sector Engine · Sector

Consumer Discretionary across regions

Auto, retail, hotels, leisure. Cyclical bucket — high beta to consumer-confidence + global growth.

Snapshot Aug 23, 2026 · 4 regions × 11 sectors · refreshed daily.

Global region-weighted

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Top region for this sector

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Bottom region for this sector

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Consumer Discretionary across 4 regions

Same sector, four geographies, four windows. Source ETF per region noted.

Region	5d	1m	3m	YTD	Source

Cross-region spreads — Consumer Discretionary only

All six region-pair spreads on the selected window for this sector. Strongest absolute spread first.

Diary view, not advice. Methodology in methodology.md. Back to the global heatmap.

Consumer Discretionary across the four regions

Auto, retail, hotels, leisure. Cyclical bucket — high beta to consumer-confidence + global growth. The same sector rarely behaves the same way twice across regions — the spread between the best and worst region is the tradable information, and the table below is the current state of that spread.

Consumer Discretionary — region returns · snapshot 2026-08-23 · refreshed daily
Region	5d	1m	3m	YTD	Vehicle	Confidence
Europe	+0.1%	+3.6%	+2.2%	+1.9%	EXV5.XETRA+EXV7.XETRA+EXV8.XETRA+EXH2.XETRA (approx.)	high
Emerging Markets	+1.2%	+4.2%	+0.9%	+1.9%	EM:CN+TW+IN+KR+BR+SA+MX+ZA+ID+TH+MY+OTHER (approx.)	medium
US	-0.2%	+8.5%	-0.4%	-1.3%	XLY	high
Asia-Pac DM	+0.5%	+4.5%	+4.6%	-4.0%	1622.TSE+1630.TSE+1629.TSE (approx.)	high

Rows sorted by YTD. The vehicle column names the tracker each cell is measured from — common vehicles for this exposure, listed for education, not recommendation. Cells flagged "approx." are built from the country-weighted approximation described in the methodology. closelook.net is an investment research diary.

FAQ · from the current data

Consumer Discretionary — data Q&A

Which regions lead and lag Consumer Discretionary over one month?

As of 2026-08-23: leading — US +8.5%, Asia-Pac DM +4.5%, Emerging Markets +4.2%; lagging — Europe +3.6%, Emerging Markets +4.2%, Asia-Pac DM +4.5%.

Which regions lead Consumer Discretionary year-to-date?

As of 2026-08-23, year-to-date: Europe +1.9%, Emerging Markets +1.9%, US -1.3%; at the bottom: Asia-Pac DM -4.0%, US -1.3%, Emerging Markets +1.9%.

How is the Consumer Discretionary cross-region read built?

Auto, retail, hotels, leisure. Cyclical bucket — high beta to consumer-confidence + global growth. Returns are close-to-close on the vehicle series; aggregates drop a missing member and renormalise rather than impute. Part of the Closelook Sector Engine — 11 sectors × 4 regions, refreshed daily after each regional market close.

Is this investment advice?

No. The Sector Engine is a data surface in an investment research diary. It describes where sector and regional returns have been over the stated windows; vehicle names are mentioned for orientation, never as recommendations.