Left-Behind Stocks May Offer a Recovery Opportunity

Bespoke highlights three large-cap names as potential rebound plays despite recent declines.

Left-Behind Large-Cap Stocks Show Signs of Recovery UnitedHealth The Trade Desk Lululemon

Markets have rotated away from growth, leaving a handful of large-cap names tagged as left-behind. Bespoke Investment Group points to The Trade Desk, UnitedHealth Group and Lululemon Athletica as examples. All three have retreated from their 52-week highs, with declines in the range of 40% to 60%, prompting questions about whether the drops reflect fundamental weakness or a buying opportunity. The piece notes that the moves come as market themes shift and headwinds emerge across health care, ad tech and consumer goods.

UnitedHealth faces cost pressures, regulatory noise and leadership churn, yet its market position and steady revenue stream argue for longer-term resilience if operational improvements meet expectations. Lululemon has seen demand shifts and increased competition, but its brand equity and international expansion offer upside potential. The Trade Desk navigates a softer ad market, but its platform leadership and growth trajectory keep it in the conversation for disciplined long-term investors.

Highlights

Recovery, if it comes, will be earned through execution and a clear plan, not headline optimism.