15:I[66739,["/_next/static/chunks/0_jglizaxuvid.js?dpl=dpl_DRoRkpdcQV1jQfRdq8TQL36QboxC","/_next/static/chunks/00yc4h63rurg4.js?dpl=dpl_DRoRkpdcQV1jQfRdq8TQL36QboxC","/_next/static/chunks/01b21njbdx~~m.js?dpl=dpl_DRoRkpdcQV1jQfRdq8TQL36QboxC","/_next/static/chunks/14s118kzsmuz9.js?dpl=dpl_DRoRkpdcQV1jQfRdq8TQL36QboxC","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_DRoRkpdcQV1jQfRdq8TQL36QboxC","/_next/static/chunks/0g9_wl34k-6l4.js?dpl=dpl_DRoRkpdcQV1jQfRdq8TQL36QboxC","/_next/static/chunks/0~r4f.cjjsl~b.js?dpl=dpl_DRoRkpdcQV1jQfRdq8TQL36QboxC"],"default"] 17:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_DRoRkpdcQV1jQfRdq8TQL36QboxC","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_DRoRkpdcQV1jQfRdq8TQL36QboxC"],"IconMark"] 16:T507,

Shopify's (SHOP) massive pop after earnings is just the latest flex of Consumer Discretionary's strength, according to Roxanna Islam. The sector has grown 20% year-to-date compared to Consumer Staples. She talks about how customers keep spending and looks into her top picks in the sector through Carvana (CVNA), Hims & Hers (HIMS), and Maplebear (CART).

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SHOP, CVNA, HIMS Highlight Strength & Diversity in Consumer Discretionary

Schwab Network

SHOP, CVNA, HIMS Highlight Strength & Diversity in Consumer Discretionary