Are Consumer Discretionary Stocks Lagging Roku (ROKU) This Year?
ZACKS·2025-11-24 15:41

Group 1: Company Performance - Roku has returned 25.5% year-to-date, significantly outperforming the average loss of 14.8% in the Consumer Discretionary sector [4] - The Zacks Consensus Estimate for Roku's full-year earnings has increased by 182.1% over the past 90 days, indicating improved analyst sentiment and a stronger earnings outlook [4] - Roku holds a Zacks Rank of 2 (Buy), suggesting it has characteristics that may lead to outperformance in the market over the next one to three months [3] Group 2: Industry Context - Roku is part of the Broadcast Radio and Television industry, which has seen an average loss of 60.1% this year, indicating that Roku is performing better than its industry peers [6] - The Consumer Discretionary sector, which includes Roku, ranks 13 in the Zacks Sector Rank, reflecting a mixed performance among its constituents [2] - Another stock in the Consumer Discretionary sector, Super Group (SGHC) Limited, has achieved a year-to-date return of 92% and also holds a Zacks Rank of 2 (Buy) [5]