Analysts expect Q3 earnings for the S&P 500 to fall 5.1%, but profits for the consumer discretionary sector are slated to rise 11.8%. While companies like Nike (NKE), Skechers (SKX) and Amazon (AMZN) are obvious beneficiaries of that outlook, auto-parts retailers also stand to gain. And O’Reilly Automotive (ORLY) is the top-rated stock within that group.