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Biggest CapEx Consumer Cyclical Stocks

Top consumer cyclical companies ranked by capital expenditures, latest annual filings.

What Capital Expenditures Mean for Consumer Cyclical Companies

Capital expenditures in consumer cyclical fund store fleets, distribution centers, restaurant networks, automobile manufacturing, and increasingly the fulfillment infrastructure that supports e-commerce. Capex intensity varies sharply by subindustry: asset-light apparel brands may spend modestly on stores, while automakers and home improvement retailers maintain some of the largest investment programs in the economy, with returns that depend heavily on consumer confidence cycles.

Why Capital Expenditures Matter Less Than They Seem

Strong brands can convert capex into expanding same-store productivity and durable customer traffic when investment is timed well. Yet the sector is littered with examples of heavy retail buildouts that predated demand shifts toward digital, leaving firms with depreciating fleets and soft foot traffic. Capex tied to physical footprint in a digitizing category can become a stranded cost rather than a productive asset if consumer behavior moves faster than the investment cycle.

What to Read Alongside

Pair capex with [Free Cash Flow](/financials/top-free-cash-flow-stocks/consumer-cyclical/) to see what remains after reinvestment, [Net Income](/financials/top-net-income-stocks/consumer-cyclical/) for the profit the asset base produces, and [Long-term Debt](/financials/most-indebted-stocks/consumer-cyclical/) because large buildouts are often partly debt-financed.

Data as of FY 2025 100 companies Rhea AI
# Symbol Company Sector
1 AMZN Amazon.com, Inc. Consumer Cyclical $131.82B $2685.34B
2 GM General Motors Company Consumer Cyclical $9.30B $70.55B
3 F Ford Motor Company Consumer Cyclical $8.81B $49.90B
4 TSLA Tesla, Inc. Consumer Cyclical $8.53B $1459.32B
5 RCL Royal Caribbean Cruises Ltd. Consumer Cyclical $5.23B $71.95B
6 HD The Home Depot, Inc. Consumer Cyclical $3.68B $335.81B
7 CCL Carnival Corporation & plc Consumer Cyclical $3.61B $37.83B
8 MCD McDonald's Corporation Consumer Cyclical $3.37B $218.20B
9 NCLH Norwegian Cruise Line Holdings Ltd. Consumer Cyclical $3.26B $9.12B
10 SBUX Starbucks Corporation Consumer Cyclical $2.31B $112.06B
11 LOW Lowe's Companies, Inc. Consumer Cyclical $2.21B $135.77B
12 SW Smurfit Westrock Plc Consumer Cyclical $2.19B $21.60B
13 MGA Magna International Inc. Consumer Cyclical $2.18B $15.68B
14 TJX The TJX Companies, Inc. Consumer Cyclical $1.96B $174.30B
15 IP International Paper Company Consumer Cyclical $1.86B $19.16B
16 RIVN Rivian Automotive, Inc. Consumer Cyclical $1.71B $20.96B
17 MELI MercadoLibre, Inc. Consumer Cyclical $1.34B $92.38B
18 AZO AutoZone, Inc. Consumer Cyclical $1.33B $57.49B
19 CPNG Coupang, Inc. Consumer Cyclical $1.25B $39.29B
20 ORLY O'Reilly Automotive, Inc. Consumer Cyclical $1.17B $77.57B
21 LVS Las Vegas Sands Corp. Consumer Cyclical $1.17B $37.63B
22 DKS DICK'S Sporting Goods, Inc. Consumer Cyclical $1.14B $19.40B
23 JD JD.com, Inc. Consumer Cyclical $1.12B $42.79B
24 MGM MGM Resorts International Consumer Cyclical $1.07B $9.85B
25 BURL Burlington Stores, Inc. Consumer Cyclical $1.06B $21.19B
26 TSCO Tractor Supply Company Consumer Cyclical $0.89B $23.48B
27 LTH Life Time Group Holdings, Inc. Consumer Cyclical $0.89B $6.17B
28 LCID Lucid Group, Inc. Consumer Cyclical $0.87B $2.82B
29 NIO NIO Inc. Consumer Cyclical $0.87B $17.21B
30 PKG Packaging Corporation of America Consumer Cyclical $0.83B $18.48B
31 GT The Goodyear Tire & Rubber Company Consumer Cyclical $0.83B $1.89B
32 ROST Ross Stores, Inc. Consumer Cyclical $0.82B $71.51B
33 CZR Caesars Entertainment, Inc. Consumer Cyclical $0.81B $5.63B
34 EXPE Expedia Group, Inc. Consumer Cyclical $0.77B $31.18B
35 BBY Best Buy Co., Inc. Consumer Cyclical $0.70B $13.52B
36 VFS VinFast Auto Ltd. Consumer Cyclical $0.69B $9.87B
37 LULU lululemon athletica inc. Consumer Cyclical $0.68B $18.83B
38 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical $0.67B $45.69B
39 WYNN Wynn Resorts, Limited Consumer Cyclical $0.66B $11.11B
40 APTV Aptiv PLC Consumer Cyclical $0.66B $12.26B
41 DRI Darden Restaurants, Inc. Consumer Cyclical $0.64B $22.52B
42 YUMC Yum China Holdings, Inc. Consumer Cyclical $0.63B $17.04B
43 MAR Marriott International, Inc. Consumer Cyclical $0.60B $96.02B
44 LI Li Auto Inc. Consumer Cyclical $0.60B $18.94B
45 BYD Boyd Gaming Corporation Consumer Cyclical $0.59B $6.42B
46 AMCR Amcor plc Consumer Cyclical $0.58B $18.56B
47 LEA Lear Corporation Consumer Cyclical $0.56B $6.03B
48 KMX CarMax, Inc. Consumer Cyclical $0.54B $5.74B
49 EBAY eBay Inc. Consumer Cyclical $0.53B $45.68B
50 CASY Casey's General Stores, Inc. Consumer Cyclical $0.51B $27.25B
51 FUN Six Flags Entertainment Corporation Consumer Cyclical $0.48B $1.99B
52 BALL Ball Corporation Consumer Cyclical $0.47B $16.87B
53 GAP The Gap, Inc. Consumer Cyclical $0.47B $9.53B
54 GPC Genuine Parts Company Consumer Cyclical $0.47B $15.47B
55 BWA BorgWarner Inc. Consumer Cyclical $0.47B $10.98B
56 ALV Autoliv, Inc. Consumer Cyclical $0.44B $8.33B
57 MHK Mohawk Industries, Inc. Consumer Cyclical $0.44B $6.25B
58 MUSA Murphy USA Inc. Consumer Cyclical $0.44B $9.57B
59 ULTA Ulta Beauty, Inc. Consumer Cyclical $0.43B $23.59B
60 OI O-I Glass, Inc. Consumer Cyclical $0.43B $1.60B
61 NKE NIKE, Inc. Consumer Cyclical $0.43B $67.68B
62 SKX Skechers U.S.A., Inc. Consumer Cyclical $0.42B $9.49B
63 CCK Crown Holdings, Inc. Consumer Cyclical $0.41B $11.70B
64 RUSHA Rush Enterprises, Inc. Consumer Cyclical $0.40B $5.47B
65 WHR Whirlpool Corporation Consumer Cyclical $0.39B $3.61B
66 SCI Service Corporation International Consumer Cyclical $0.39B $11.52B
67 TXRH Texas Roadhouse, Inc. Consumer Cyclical $0.39B $10.53B
68 M Macy's, Inc. Consumer Cyclical $0.37B $5.03B
69 KSS Kohl's Corporation Consumer Cyclical $0.37B $1.61B
70 YUM Yum! Brands, Inc. Consumer Cyclical $0.37B $44.06B
71 LAD Lithia Motors, Inc. Consumer Cyclical $0.35B $6.40B
72 SON Sonoco Products Company Consumer Cyclical $0.34B $5.45B
73 ARCO Arcos Dorados Holdings Inc. Consumer Cyclical $0.33B $1.83B
74 PAG Penske Automotive Group, Inc. Consumer Cyclical $0.32B $10.26B
75 BKNG Booking Holdings Inc. Consumer Cyclical $0.32B $146.14B
76 RRR Red Rock Resorts, Inc. Consumer Cyclical $0.32B $3.34B
77 FND Floor & Decor Holdings, Inc. Consumer Cyclical $0.32B $5.69B
78 BRSL Brightstar Lottery PLC Consumer Cyclical $0.32B $2.37B
79 AN AutoNation, Inc. Consumer Cyclical $0.31B $6.81B
80 SLGN Silgan Holdings Inc. Consumer Cyclical $0.31B $4.30B
81 DRVN Driven Brands Holdings Inc. Consumer Cyclical $0.29B $2.09B
82 VIPS Vipshop Holdings Limited Consumer Cyclical $0.28B $7.35B
83 GPI Group 1 Automotive, Inc. Consumer Cyclical $0.27B $3.98B
84 EAT Brinker International, Inc. Consumer Cyclical $0.27B $6.58B
85 QSR Restaurant Brands International Inc. Consumer Cyclical $0.27B $26.89B
86 AEO American Eagle Outfitters, Inc. Consumer Cyclical $0.26B $3.20B
87 URBN Urban Outfitters, Inc. Consumer Cyclical $0.26B $5.95B
88 WSM Williams-Sonoma, Inc. Consumer Cyclical $0.26B $22.79B
89 VVV Valvoline Inc. Consumer Cyclical $0.26B $4.20B
90 DASH DoorDash, Inc. Consumer Cyclical $0.26B $77.91B
91 AXL Dauch Corporation Consumer Cyclical $0.26B $2.12B
92 MCW Mister Car Wash, Inc. Consumer Cyclical $0.26B $2.30B
93 AAP Advance Auto Parts, Inc. Consumer Cyclical $0.25B $3.42B
94 ADNT Adient plc Consumer Cyclical $0.24B $1.62B
95 SE Sea Limited Consumer Cyclical $0.24B $53.52B
96 BROS Dutch Bros Inc. Consumer Cyclical $0.24B $6.44B
97 ANF Abercrombie & Fitch Co. Consumer Cyclical $0.24B $4.17B
98 FL Foot Locker, Inc. Consumer Cyclical $0.24B $2.29B
99 BBWI Bath & Body Works, Inc. Consumer Cyclical $0.24B $3.63B
100 MTN Vail Resorts, Inc. Consumer Cyclical $0.24B $4.61B

How this ranking is built

Companies are ranked by capital expenditures as reported in their most recent annual filing with the SEC. Figures shown are in US dollars (or percent, as noted), rounded to two decimals.

  • Source: annual 10-K / 20-F filings from companies trading on US exchanges (NYSE, Nasdaq, AMEX).
  • Fiscal year: whichever annual period the company has most recently filed. Fiscal years don't always align with the calendar year, so the "as of FY" stamp above reflects the most common year across the table.
  • Filtered out: warrants, preferred shares, and duplicate listings that share a parent company's financials.
  • Update cadence: refreshed as companies file new annual reports (typically within 60–90 days of fiscal year end).

Not financial advice. This is a research tool, not a recommendation.