Consumer discretionary, quality on sale.
Consumer Discretionary sector · Moat Score 70+ · at least 10% below our estimate
Consumer discretionary is a moat proving ground: nobody needs these products, so a business that holds high gross margins here is demonstrating, in filed numbers, that customers keep choosing it when they don’t have to. That’s the pricing-power fingerprint the methodology measures — and because demand swings with the consumer, durable franchises here can trade at a discount while merely out of favor. Catching that gap is what this screen is for.
The rule is the standard Quality-on-Sale bar: a composite Moat Score of 70 or higher, priced at least 10% below our conservative owner-earnings estimate, ranked by the size of the discount. A cyclical dip can make a durable franchise look cheap — or make a fading one look durable — which is exactly why each row links to the full score breakdown. The whole sector’s ranking is on the Consumer Discretionary hub.
Open these filters in the interactive screener →
That link pre-sets the screener to: Consumer Discretionary sector, Wide and Narrow tiers, margin of safety 10% or better. The screener filters by tier rather than by the exact 70-point line this screen uses, so its closest setup is broader: it also admits Narrow-tier scores of 60–69 and will typically show more rows than this screen.
- Matches today
- 13
- Wide moats
- 5
- Median Moat Score
- 74
- Screened from
- 2,036
11 companies meet this screen’s quality bar but have no current price data, so they can’t be tested against value and aren’t listed.
13 companies clear the screen
Ranked by discount to our estimate, largest first — the order the API serves.
| Watchlist | # | Company | Ticker | Mkt cap | Moat Score | Moat | Margin of safety |
|---|---|---|---|---|---|---|---|
| 1 | lululemon athletica inc. | LULU | $13.0B | 97.6 | Wide moat | 54% below value | |
| 2 | J.Jill, Inc. | JILL | $246.9M | 77.7 | Narrow moat | 52% below value | |
| 3 | Carter's, Inc. | CRI | $1.4B | 71.2 | Narrow moat | 46% below value | |
| 4 | Academy Sports and Outdoors, Inc. | ASO | $3.1B | 85.6 | Wide moat | 46% below value | |
| 5 | OXFORD INDUSTRIES, INC. | OXM | $606.5M | 74.1 | Narrow moat | 41% below value | |
| 6 | BOOZ ALLEN HAMILTON HOLDING CORPORATION | BAH | $7.8B | 82.1 | Wide moat | 38% below value | |
| 7 | SALLY BEAUTY HOLDINGS, INC. | SBH | $1.5B | 73.8 | Narrow moat | 33% below value | |
| 8 | GENPACT LIMITED | G | $5.3B | 72.9 | Narrow moat | 32% below value | |
| 9 | GAP, INC | GAP | $7.6B | 73.8 | Narrow moat | 30% below value | |
| 10 | YELP INC. | YELP | $1.6B | 83.4 | Wide moat | 24% below value | |
| 11 | SIGNET JEWELERS LIMITED | SIG | $3.7B | 70.1 | Narrow moat | 17% below value | |
| 12 | CARRIAGE SERVICES, INC. | CSV | $593.3M | 71.0 | Narrow moat | 17% below value | |
| 13 | Arhaus, Inc. | ARHS | $1.1B | 81.4 | Wide moat | 12% below value |
Where these names sit
Each sector link opens that industry’s full moat ranking. All sectors: the sector hubs.