Consumer Discretionary Sector Faces Challenges Despite Standout Performers Consumer Discretionary stocks have struggled in 2025, down 15.6% year-to-date. Despite this, companies like Life Time Group Holdings (+26% YTD) and Dana Incorporated (+17.7% YTD) have bucked the trend. Investors may also consider ETFs tracking the sector, such as XLY and RSPD, for diversified exposure.3