Investment
MarketWatch

The stock-market rally is broadening beyond Big Tech. Will consumer stocks bounce back in the second half of the year?

Why This Matters

From cyclicals to small caps, more stocks are joining the charge that has sent the S&P 500 and the Nasdaq Composite to all-time highs.

July 6, 2025
12:30 PM
2 min read
AI Enhanced

Advanced ➔ Results Market ExtraThe stock-market rally is broadening beyond Big. Will consumer stocks bounce back in the second half of the year.

Can’t take all the credit for the stock market’s record rally into a ‘broader, healthier market’ heading into the second half of 2025Published: July 6, 2025 at 8:30 a.

ETResizeListen(8 min)The S&P 500’s consumer-discretionary sector logged its worst first-half performance in three years, but a look beneath the surface shows the story wasn’t so bleak.

Photo: MarketWatch photo illustration/iStockphotoAfter months of leadership by megacap nology stocks, Wall Street kicked off the second half of 2025 with a powerful, yet potentially healthier, shift in the U.

Stock market, as the rally has broadened.

From cyclicals to small caps, more stocks have been joining the charge that has sent the S&P 500 SPX and the Nasdaq Composite COMP to new all-time highs, suggesting that this market’s recovery from April lows may have deeper roots than many anticipated.

The Author Isabel WangIsabel Wang is a Reporter for MarketWatch. Show Conversation (0)Back To TopCopyright © 2025 MarketWatch, Inc. All rights reserved.

Terms of Use DPrivacy NoticeCookie Notice MarketWatchCustomer Center UsNewsroom RosterVirtual Stock ExchangeMarketWatch GuidesCopyright PolicyManage NotificationsCancel My SubscriptionCompanyDow JonesCode of ConductCorrectionsRes & LicensingDigital Self ServiceYour Ad ChoicesCorporate SubscriptionsAccessibilityDow Jones NetworkThe Wall Street JournalBarron'sInvestor's DailyBigChartsFinancial News Londonrealtor.

ComMansion GlobalDow Jones Smart MoneyIntraday Data vided by FACTSET and subject to terms of use. Historical and current end-of-day data vided by FACTSET. All quotes are in local exchange time.

Real-time last sale data for U. Stock quotes reflect trades reported through Nasdaq only. Intraday data delayed at least 15 minutes or per exchange requirements.

FinancialBooklet Analysis

AI-powered insights based on this specific article

Key Insights

  • Financial sector news can impact lending conditions and capital availability for businesses
  • Consumer sector trends provide insights into economic health and discretionary spending patterns

Questions to Consider

  • Could this financial sector news affect lending conditions and capital availability?
  • What does this consumer sector news reveal about economic health and spending patterns?

Stay Ahead of the Market

Get weekly insights into market shifts, investment opportunities, and financial analysis delivered to your inbox.

No spam, unsubscribe anytime