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Additional Reading from MarketBeat
Hobby Boom or Travel Bust? Here Are 3 Stocks to Ride the TrendBy Chris Markoch. Article Posted: 10/1/2026. 
Key Points
- Bank of America data shows hobby spending rose 7.9% year over year in August 2026, driven by a shift away from travel toward hobbies.
- DICK'S Sporting Goods, Hasbro, and Take-Two Interactive are three market-lagging stocks that could benefit from rising hobby and gaming spending in the fourth quarter.
- Analysts maintain notable upside price targets on all three stocks, ranging from about 24% for DICK'S and Hasbro to over 44% for Take-Two.
- Special Report: The Rumors About Elon’s Next Move Are Spreading Fast
Americans love their hobbies. That’s what investors could take away from recent Bank of America (NYSE: BAC) data showing that hobby spending grew 7.9% year over year (YOY) in August 2026. That was more than double the 3.4% growth in transactions. The bank attributes the spending growth to a shift away from travel. Jet fuel costs are up, as are prices at the gas pump. That has made arts and crafts stores, hobby shops and outdoor retailers the big winners.
That’s actionable intelligence investors can use. It could partly explain the year-to-date growth in Etsy Inc. (NYSE: ETSY), which is up more than 25%. Analysts suggest there could be more room for ETSY to rise. If this is a lasting trend, it may be too late for investors to position for it to show up in the earnings results of some companies, including ETSY. However, there are other ways to capture this growth. Here are three hobby stocks that, unlike ETSY, are market laggards and could present investors with significant upside in the fourth quarter. DICK'S Sporting Goods: An Outdoor Spending Winner Priced Like a LoserDICK'S Sporting Goods (NYSE: DKS) delivered an earnings report showing sales growth of 5.6% and comparable-sales growth of 4.9%. Notably, sales growth was stronger on a YOY basis. Much of this strength was attributed to back-to-school shopping for fall sports. However, DICK'S would also be a logical beneficiary of increased spending on outdoor recreational activities. Strong sales weren’t enough to help DKS, which had already started to slide before the report. The company had warned investors about the struggles with its Foot Locker brand. The earnings report reinforced the bearish sentiment. DICK'S has also made it clear that pricing power is not part of this story. The company said that promotional pressure would persist through at least the fourth quarter. Other issues included excess inventory, cautious consumers and geopolitical concerns. The company says these issues will have the greatest effect on its margins. The consensus analyst price target of $167.21 offers about 24% upside. That’s approximately 45% below the 52-week high, which may not be enough to entice investors who took profits this summer. However, for investors looking to establish a new position, this may be a good entry point, particularly because the company offers a reliable dividend that pays out $5 per share annually. Hasbro: A Hobby Play Hiding in the Toy AisleHasbro (NASDAQ: HAS) is the only stock on this list that is positive year to date (YTD). However, its 7% YTD increase still lags the broader market. Most investors know Hasbro as a toy company. However, its fundamentals increasingly suggest that it is a hobby company. In its second-quarter earnings report, revenue jumped 16.2% YOY to $1.14 billion, beating estimates by about $70 million. Earnings per share (EPS) of $1.28 also topped the $1.16 consensus estimate. The engine is Wizards of the Coast. Segment revenue rose 27%, led by 32% growth in Magic: The Gathering, the card game that helps keep thousands of local hobby shops in business. CEO Chris Cocks argued that Magic should be viewed as a mega-franchise rather than a niche hobby. Management calls the strategy “GEM Squared.” It focuses on products that are gamified, entertainment-driven, multi-purchase and multi-generational. In plain English, these are toys for grownups. Hasbro raised its full-year guidance. It now expects revenue growth of 5% to 7% on a constant-currency basis. It also doubled its buyback target to at least $200 million. So why does it still lag the market? Part of the reason is a $56 million write-down on canceled video games. Management also guided Magic lower in the fourth quarter due to a difficult comparison and a set launch shifting into early 2027. Several analysts trimmed their price targets in July while maintaining Buy ratings. Analysts still like the story. The stock carries a Moderate Buy rating and a consensus price target of $109.50. That’s about 24% upside from recent trading levels. Twelve of 16 analysts rate HAS a Buy. The next test comes with earnings, estimated for Oct. 22. Investors will want proof that holiday toy demand can support the Magic story. Take-Two Interactive: GTA 6 Is Your Bet on Gen-Z GamingIf investors are looking at hobby spending as a way to broadly capture the Gen-Z crowd, they should think again. The BofA data showed that while Millennials and Gen-X consumers are increasing their hobby spending, Gen-Z consumers are pulling back. However, gaming was a notable exception. Video game spending among Gen-Z consumers increased by more than 20% YOY. That’s the core thesis for including Take-Two Interactive (NASDAQ: TTWO) on a Q4 shopping list. But investors will need a strong risk tolerance. TTWO is down 19% in 2026 and has seen its losses accelerate even after it began accepting pre-orders for Grand Theft Auto VI (GTA VI), scheduled for release on Nov. 19. The issue is that video games are expensive to develop, and GTA 6 is reportedly the most expensive video game ever produced. Like an anticipated movie release, it will take millions of sales to cover those costs. Adding to the uncertainty, Take-Two’s next earnings report is scheduled for Nov. 5, two weeks before the launch of GTA 6. Still, analysts have a consensus price target of $297.47 on the stock, offering investors more than 44% upside.
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