State Street Consumer Discretionary Select Sector SPDR ETFThe bellwether exchange-traded fund (ETF) dedicated to that sector is at a 1.2% discount year to date. That performance is even more disappointing when you consider S&P 500 That’s up 8.6% since the start of 2026.
As expected, some consumer discretionary stock are outperforming the group as a whole, while others are absolutely useless. But one interesting thing about the Consumer Cyclical Laggard group is that it includes some potentially attractive dividend names.
These two dividend stocks are down, but not out. Image Source: Getty Images.
In fact, here are 20 consumer discretionary stocks spanning large, mid, and small caps that are down at least 20% year to date and have a dividend yield of at least 2%. Yes, some members of that group are getting caught under the knife and/or in the value trap, but there are also large-cap names here with legitimate opportunities for long-term dividend investors.
Here are a pair that may be worth buying on the decline.
Cold Pizza, Hot Dividend Opportunity
Down 14.4% over the past month and 36.7% below its 52-week high, Domino’s Pizza (DPZ +0.02%) At least, in the eyes of some investors, it has become stale. gloomy first quarter resultsDelivered late last month, are certainly part of the problem. Revenue beat Wall Street estimates, but earnings per share (EPS) and same-store sales missed sell-side forecasts, sending the stock lower.
The decline in EPS and same-store sales is indicative of macroeconomic factors, such as sticky inflation and sluggish consumer sentiment, which are weighing on some of the earlier trends. Best Fast-Food StockWhich also includes Domino.
The pizza franchise’s troubles were compounded by the fact that it was one of 16 Berkshire Hathaway Dumped in the first quarter. So what was once a “Warren Buffett” stock is no more.
For many investors, Buffett’s support makes sense, as it should, but Berkshire’s separation from Domino’s isn’t necessarily the kiss of death. By his own admission, Buffett sold some of his Berkshire stake very quickly over the years. Apple And General MotorsAmong others, there are two prime examples.
today’s change
(0.02%) $0.05
current price
$316.52
key data points
market cap
$11B
day limit
$311.99 -$318.56
52wk range
$297.48 -$496.00
volume
506.2K
average volume
1M
gross margin
40.07%
dividend yield
2.28%
Domino’s management is signaling that it sees value in the shares, as it announced a new $1 billion share repurchase program alongside the release of its first-quarter earnings. As far as dividends are concerned, the stock yields 2.3%, and the payout was increased by 15% in February, making it the 14th consecutive year the pizza chain has increased its dividend, indicating a commitment to payout growth.
a calculated gamble
This year is proving to be of mixed duration for you. casino stock. It is down 13.8% over the past month and 29.6% from its 52-week high. las vegas sands (lvs 0.04%) The casino stock neighborhood is clearly on the receiving end this year. Maybe this shouldn’t happen.
A case can be made that this is a baby that has been thrown out with the bathwater. Despite its name, Sands does not operate a casino in its hometown. It does not operate any gaming venues in the US. Its portfolio includes five Macau integrated resorts and Marina Bay Sands in Singapore, one of the most profitable casinos in the world.
Similarly, Sands is not involved in the American sports betting industry, which keeps it out of the competitive crosshairs of prediction markets. With a record 42 million visitors expected in Macau this year, it’s certainly surprising to see the stock struggling so much.
today’s change
(-0.04%) $-0.02
current price
$49.43
key data points
market cap
$33B
day limit
$48.55 -$49.80
52wk range
$40.03 -$70.45
volume
3.8M
average volume
4.3M
gross margin
38.37%
dividend yield
2.23%
Part of the problem is due to the limited supply of hotel rooms in Macau, resulting in operators including Sands expanding their properties. At the company’s The Venetian Macau, some of its currently closed suites are expected to reopen in the next quarter, with the overall renovation to be finalized in 2028. This could be beneficial as better facilities and rooms could attract more big time gamblers from mainland China.
Speaking of dividends, Sands’s payout streak is just two years old, but it needs to be put into context with payouts being suspended in 2020 to preserve capital during the COVID-19 pandemic. It was not restored until 2023, but continued growth shows some commitment to restoring it to its former glory. The gaming company is also a dedicated buyer of its own shares, repurchasing nearly $3 billion of its stock since the beginning of last year.