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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 $2597.95B
2 GM General Motors Company Consumer Cyclical $9.30B $72.90B
3 F Ford Motor Company Consumer Cyclical $8.81B $58.61B
4 TSLA Tesla, Inc. Consumer Cyclical $8.53B $1499.10B
5 RCL Royal Caribbean Cruises Ltd. Consumer Cyclical $5.23B $77.23B
6 HD The Home Depot, Inc. Consumer Cyclical $3.68B $325.07B
7 CCL Carnival Corporation Ltd. Consumer Cyclical $3.61B $38.95B
8 MCD McDonald's Corporation Consumer Cyclical $3.37B $202.33B
9 NCLH Norwegian Cruise Line Holdings Ltd. Consumer Cyclical $3.26B $8.75B
10 SBUX Starbucks Corporation Consumer Cyclical $2.31B $116.57B
11 LOW Lowe's Companies, Inc. Consumer Cyclical $2.21B $123.94B
12 SW Smurfit Westrock Plc Consumer Cyclical $2.19B $22.39B
13 TJX The TJX Companies, Inc. Consumer Cyclical $1.96B $185.97B
14 IP International Paper Company Consumer Cyclical $1.86B $18.51B
15 RIVN Rivian Automotive, Inc. Consumer Cyclical $1.71B $20.87B
16 MELI MercadoLibre, Inc. Consumer Cyclical $1.34B $81.62B
17 AZO AutoZone, Inc. Consumer Cyclical $1.33B $50.44B
18 MGA Magna International Inc. Consumer Cyclical $1.31B $17.90B
19 CPNG Coupang, Inc. Consumer Cyclical $1.25B $30.96B
20 ORLY O'Reilly Automotive, Inc. Consumer Cyclical $1.17B $74.67B
21 LVS Las Vegas Sands Corp. Consumer Cyclical $1.17B $33.54B
22 DKS DICK'S Sporting Goods, Inc. Consumer Cyclical $1.14B $20.04B
23 JD JD.com, Inc. Consumer Cyclical $1.12B $37.90B
24 MGM MGM Resorts International Consumer Cyclical $1.07B $12.08B
25 BURL Burlington Stores, Inc. Consumer Cyclical $1.06B $21.55B
26 VFS VinFast Auto Ltd. Consumer Cyclical $0.91B $7.23B
27 TSCO Tractor Supply Company Consumer Cyclical $0.89B $16.39B
28 LTH Life Time Group Holdings, Inc. Consumer Cyclical $0.89B $7.76B
29 LCID Lucid Group, Inc. Consumer Cyclical $0.87B $2.02B
30 NIO NIO Inc. Consumer Cyclical $0.87B $13.10B
31 PKG Packaging Corporation of America Consumer Cyclical $0.83B $19.99B
32 GT The Goodyear Tire & Rubber Company Consumer Cyclical $0.83B $1.72B
33 ROST Ross Stores, Inc. Consumer Cyclical $0.82B $76.70B
34 CZR Caesars Entertainment, Inc. Consumer Cyclical $0.81B $6.01B
35 EXPE Expedia Group, Inc. Consumer Cyclical $0.77B $26.96B
36 BBY Best Buy Co., Inc. Consumer Cyclical $0.70B $16.25B
37 LULU lululemon athletica inc. Consumer Cyclical $0.68B $13.84B
38 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical $0.67B $40.09B
39 WYNN Wynn Resorts, Limited Consumer Cyclical $0.66B $11.18B
40 APTV Aptiv PLC Consumer Cyclical $0.66B $14.38B
41 DRI Darden Restaurants, Inc. Consumer Cyclical $0.64B $24.15B
42 YUMC Yum China Holdings, Inc. Consumer Cyclical $0.63B $15.10B
43 MAR Marriott International, Inc. Consumer Cyclical $0.60B $104.66B
44 LI Li Auto Inc. Consumer Cyclical $0.60B $13.91B
45 BYD Boyd Gaming Corporation Consumer Cyclical $0.59B $6.43B
46 AMCR Amcor plc Consumer Cyclical $0.58B $18.46B
47 LEA Lear Corporation Consumer Cyclical $0.56B $7.26B
48 KMX CarMax, Inc. Consumer Cyclical $0.54B $7.31B
49 EBAY eBay Inc. Consumer Cyclical $0.53B $48.67B
50 SE Sea Limited Consumer Cyclical $0.51B $52.48B
51 CASY Casey's General Stores, Inc. Consumer Cyclical $0.51B $33.86B
52 FUN Six Flags Entertainment Corporation Consumer Cyclical $0.48B $2.49B
53 BALL Ball Corporation Consumer Cyclical $0.47B $15.00B
54 GAP The Gap, Inc. Consumer Cyclical $0.47B $7.87B
55 GPC Genuine Parts Company Consumer Cyclical $0.47B $14.07B
56 BWA BorgWarner Inc. Consumer Cyclical $0.47B $15.35B
57 ALV Autoliv, Inc. Consumer Cyclical $0.44B $9.67B
58 MHK Mohawk Industries, Inc. Consumer Cyclical $0.44B $6.67B
59 MUSA Murphy USA Inc. Consumer Cyclical $0.44B $11.49B
60 ULTA Ulta Beauty, Inc. Consumer Cyclical $0.43B $20.48B
61 OI O-I Glass, Inc. Consumer Cyclical $0.43B $1.39B
62 NKE NIKE, Inc. Consumer Cyclical $0.43B $68.06B
63 SKX Skechers U.S.A., Inc. Consumer Cyclical $0.42B $9.49B
64 CCK Crown Holdings, Inc. Consumer Cyclical $0.41B $10.91B
65 RUSHA Rush Enterprises, Inc. Consumer Cyclical $0.40B $5.37B
66 WHR Whirlpool Corporation Consumer Cyclical $0.39B $2.75B
67 SCI Service Corporation International Consumer Cyclical $0.39B $10.17B
68 TXRH Texas Roadhouse, Inc. Consumer Cyclical $0.39B $11.02B
69 M Macy's, Inc. Consumer Cyclical $0.37B $6.59B
70 KSS Kohl's Corporation Consumer Cyclical $0.37B $1.96B
71 YUM Yum! Brands, Inc. Consumer Cyclical $0.37B $42.24B
72 LAD Lithia Motors, Inc. Consumer Cyclical $0.35B $7.13B
73 SON Sonoco Products Company Consumer Cyclical $0.34B $5.00B
74 PAG Penske Automotive Group, Inc. Consumer Cyclical $0.32B $11.90B
75 BKNG Booking Holdings Inc. Consumer Cyclical $0.32B $126.76B
76 RRR Red Rock Resorts, Inc. Consumer Cyclical $0.32B $3.64B
77 FND Floor & Decor Holdings, Inc. Consumer Cyclical $0.32B $5.81B
78 BRSL Brightstar Lottery PLC Consumer Cyclical $0.32B $2.21B
79 AN AutoNation, Inc. Consumer Cyclical $0.31B $6.49B
80 SLGN Silgan Holdings Inc. Consumer Cyclical $0.31B $4.25B
81 VIPS Vipshop Holdings Limited Consumer Cyclical $0.28B $6.67B
82 ARCO Arcos Dorados Holdings Inc. Consumer Cyclical $0.28B $1.85B
83 GPI Group 1 Automotive, Inc. Consumer Cyclical $0.27B $3.87B
84 EAT Brinker International, Inc. Consumer Cyclical $0.27B $6.81B
85 QSR Restaurant Brands International Inc. Consumer Cyclical $0.27B $25.64B
86 AEO American Eagle Outfitters, Inc. Consumer Cyclical $0.26B $3.06B
87 URBN Urban Outfitters, Inc. Consumer Cyclical $0.26B $6.63B
88 WSM Williams-Sonoma, Inc. Consumer Cyclical $0.26B $25.76B
89 VVV Valvoline Inc. Consumer Cyclical $0.26B $4.82B
90 DASH DoorDash, Inc. Consumer Cyclical $0.26B $67.36B
91 DCH Dauch Corporation Consumer Cyclical $0.26B $1.48B
92 MCW Mister Car Wash, Inc. Consumer Cyclical $0.26B $2.34B
93 AAP Advance Auto Parts, Inc. Consumer Cyclical $0.25B $3.66B
94 ADNT Adient plc Consumer Cyclical $0.24B $1.76B
95 BROS Dutch Bros Inc. Consumer Cyclical $0.24B $8.92B
96 ANF Abercrombie & Fitch Co. Consumer Cyclical $0.24B $4.03B
97 FL Foot Locker, Inc. Consumer Cyclical $0.24B $2.29B
98 BBWI Bath & Body Works, Inc. Consumer Cyclical $0.24B $3.79B
99 MTN Vail Resorts, Inc. Consumer Cyclical $0.24B $4.86B
100 DRVN Driven Brands Holdings Inc. Consumer Cyclical $0.22B $2.28B

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.