Top Consumer Cyclical Stocks by Free Cash Flow
Top consumer cyclical companies ranked by free cash flow, latest annual filings.
What Free Cash Flow Means for Consumer Cyclical Companies
Free cash flow in consumer cyclical tracks discretionary spending with a lag. Retailers, auto makers, travel operators, and apparel brands show cash conversion that depends heavily on inventory management and same-store dynamics, and a down cycle often surfaces through bloated stock, markdowns, and deteriorating working capital well before it appears in reported revenue. Well-run firms use the line to signal discipline: matching purchases to demand and returning the rest to owners.
Why It Matters in Consumer Cyclical
Strong free cash flow across a full consumer cycle tends to mark genuine brand durability and inventory discipline, especially when peers are running markdown cycles. Yet a single strong year can be a cycle peak, with cash generation flattered by tight inventory that will need rebuilding, or by discretionary capex that has simply been postponed. Reading free cash flow against same-store sales and inventory days gives a more honest read than the number alone.
What to Read Alongside
Pair free cash flow with Net Income to check earnings quality against inventory markdowns, Share Buybacks for capital return discipline through the cycle, and Revenue for the conversion rate from discretionary sales into actual cash.
| # | Symbol | Company | Sector | ||
|---|---|---|---|---|---|
| 1 | GM | General Motors Company | Consumer Cyclical | $17.56B | $76.29B |
| 2 | HD | Home Depot, Inc. | Consumer Cyclical | $12.65B | $348.51B |
| 3 | F | Ford Motor Company | Consumer Cyclical | $12.47B | $54.99B |
| 4 | MELI | MercadoLibre, Inc. | Consumer Cyclical | $10.77B | $92.78B |
| 5 | BKNG | Booking Holdings Inc. | Consumer Cyclical | $9.09B | $155.83B |
| 6 | LOW | Lowe's Companies Inc. | Consumer Cyclical | $7.65B | $122.46B |
| 7 | MCD | McDonald's Corporation | Consumer Cyclical | $7.19B | $196.28B |
| 8 | TSLA | Tesla, Inc. | Consumer Cyclical | $6.22B | $1262.00B |
| 9 | TJX | The TJX Companies, Inc. | Consumer Cyclical | $4.92B | $179.03B |
| 10 | SE | Sea Limited American | Consumer Cyclical | $4.51B | $67.99B |
| 11 | DHI | D.R. Horton Inc. | Consumer Cyclical | $3.28B | $40.84B |
| 12 | EXPE | Expedia Group, Inc. | Consumer Cyclical | $3.11B | $36.79B |
| 13 | MAR | Marriott International | Consumer Cyclical | $2.61B | $93.79B |
| 14 | CCL | Carnival Corporation Ltd. | Consumer Cyclical | $2.61B | $39.43B |
| 15 | SBUX | Starbucks Corporation | Consumer Cyclical | $2.44B | $119.88B |
| 16 | MGA | Magna International Inc. | Consumer Cyclical | $2.29B | $18.14B |
| 17 | ROST | Ross Stores, Inc. | Consumer Cyclical | $2.21B | $81.58B |
| 18 | NKE | NIKE, Inc. | Consumer Cyclical | $2.18B | $62.31B |
| 19 | DASH | DoorDash, Inc. | Consumer Cyclical | $2.17B | $92.40B |
| 20 | HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | $2.03B | $72.47B |
| 21 | TCOM | Trip.com Group Limited | Consumer Cyclical | $1.95B | $29.12B |
| 22 | LVS | Las Vegas Sands Corp. | Consumer Cyclical | $1.85B | $29.87B |
| 23 | AZO | AutoZone, Inc. | Consumer Cyclical | $1.79B | $50.11B |
| 24 | PHM | Pultegroup, Inc. | Consumer Cyclical | $1.75B | $24.68B |
| 25 | YUM | Yum! Brands, Inc. | Consumer Cyclical | $1.64B | $41.56B |
| 26 | JD | JD.com, Inc. | Consumer Cyclical | $1.60B | $44.31B |
| 27 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | $1.59B | $76.21B |
| 28 | APTV | Aptiv PLC | Consumer Cyclical | $1.53B | $9.61B |
| 29 | MGM | MGM RESORTS INTERNATIONAL | Consumer Cyclical | $1.46B | $11.25B |
| 30 | QSR | Restaurant Brands International Inc. | Consumer Cyclical | $1.45B | $25.43B |
| 31 | CMG | Chipotle Mexican Grill, Inc. | Consumer Cyclical | $1.45B | $42.66B |
| 32 | EBAY | eBay Inc. | Consumer Cyclical | $1.43B | $48.90B |
| 33 | BBY | Best Buy Company, Inc. | Consumer Cyclical | $1.26B | $16.87B |
| 34 | KMX | CarMax Inc. | Consumer Cyclical | $1.24B | $8.24B |
| 35 | RCL | Royal Caribbean Group | Consumer Cyclical | $1.24B | $85.73B |
| 36 | SW | Smurfit Westrock Plc | Consumer Cyclical | $1.20B | $24.62B |
| 37 | BWA | BorgWarner Inc. | Consumer Cyclical | $1.18B | $13.40B |
| 38 | DRI | Darden Restaurants, Inc. | Consumer Cyclical | $1.12B | $24.06B |
| 39 | CCK | Crown Holdings Inc. | Consumer Cyclical | $1.12B | $13.17B |
| 40 | DECK | Deckers Outdoor Corporation | Consumer Cyclical | $1.10B | $13.33B |
| 41 | NVR | NVR, Inc. | Consumer Cyclical | $1.10B | $16.80B |
| 42 | TPR | Tapestry, Inc. | Consumer Cyclical | $1.09B | $32.73B |
| 43 | FLUT | Flutter Entertainment plc | Consumer Cyclical | $1.08B | $16.14B |
| 44 | ULTA | Ulta Beauty, Inc. | Consumer Cyclical | $1.07B | $23.16B |
| 45 | M | Macy's, Inc. | Consumer Cyclical | $1.06B | $6.61B |
| 46 | WSM | Williams-Sonoma, Inc. | Consumer Cyclical | $1.06B | $29.07B |
| 47 | TOL | Toll Brothers, Inc. | Consumer Cyclical | $1.03B | $14.14B |
| 48 | KSS | Kohls Corporation | Consumer Cyclical | $1.01B | $2.09B |
| 49 | LULU | lululemon athletica inc. | Consumer Cyclical | $0.92B | $14.16B |
| 50 | CART | Maplebear Inc. | Consumer Cyclical | $0.91B | $10.58B |
| 51 | CVNA | Carvana Co. | Consumer Cyclical | $0.89B | $75.14B |
| 52 | IHG | InterContinental Hotels Group Plc | Consumer Cyclical | $0.87B | $23.50B |
| 53 | BBWI | Bath & Body Works, Inc. | Consumer Cyclical | $0.86B | $4.06B |
| 54 | LKQ | LKQ Corporation | Consumer Cyclical | $0.85B | $6.19B |
| 55 | YUMC | Yum China Holdings, Inc. | Consumer Cyclical | $0.84B | $16.49B |
| 56 | HAS | Hasbro, Inc. | Consumer Cyclical | $0.83B | $12.93B |
| 57 | GAP | The Gap, Inc. | Consumer Cyclical | $0.82B | $7.39B |
| 58 | AMCR | Amcor plc | Consumer Cyclical | $0.81B | $21.76B |
| 59 | BALL | Ball Corporation | Consumer Cyclical | $0.79B | $16.71B |
| 60 | VIPS | Vipshop Holdings Limited | Consumer Cyclical | $0.78B | $7.40B |
| 61 | TMHC | Taylor Morrison Home Corp | Consumer Cyclical | $0.78B | $6.67B |
| 62 | TSCO | Tractor Supply Company | Consumer Cyclical | $0.74B | $17.88B |
| 63 | PKG | Packaging Corporation of America | Consumer Cyclical | $0.73B | $22.52B |
| 64 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | $0.72B | $30.80B |
| 65 | ALV | Autoliv, Inc. | Consumer Cyclical | $0.72B | $8.83B |
| 66 | AVY | Avery Dennison Corp. | Consumer Cyclical | $0.71B | $13.19B |
| 67 | WYNN | Wynn Resorts, Limited | Consumer Cyclical | $0.69B | $10.53B |
| 68 | ETSY | Etsy, Inc. | Consumer Cyclical | $0.68B | $7.55B |
| 69 | DPZ | Domino's Pizza Inc. | Consumer Cyclical | $0.67B | $11.86B |
| 70 | ALSN | Allison Transmission Holdings, Inc. | Consumer Cyclical | $0.66B | $9.60B |
| 71 | CROX | Crocs, Inc. | Consumer Cyclical | $0.66B | $6.43B |
| 72 | PAG | Penske Automotive Group, Inc. | Consumer Cyclical | $0.65B | $14.21B |
| 73 | ROL | Rollins, Inc. | Consumer Cyclical | $0.65B | $17.72B |
| 74 | DKNG | DraftKings Inc. | Consumer Cyclical | $0.65B | $11.00B |
| 75 | SGI | Somnigroup International Inc. | Consumer Cyclical | $0.63B | $13.65B |
| 76 | DDS | Dillards Inc. | Consumer Cyclical | $0.62B | $9.64B |
| 77 | MHK | Mohawk Industries, Inc. | Consumer Cyclical | $0.62B | $8.97B |
| 78 | HRB | H&R Block, Inc. | Consumer Cyclical | $0.60B | $5.82B |
| 79 | GME | GameStop Corp. | Consumer Cyclical | $0.60B | $8.63B |
| 80 | CHWY | Chewy, Inc. | Consumer Cyclical | $0.56B | $9.59B |
| 81 | PII | Polaris Inc. | Consumer Cyclical | $0.56B | $3.99B |
| 82 | SCI | Service Corporation International | Consumer Cyclical | $0.55B | $11.58B |
| 83 | PVH | PVH Corp. | Consumer Cyclical | $0.54B | $3.99B |
| 84 | LEA | Lear Corporation | Consumer Cyclical | $0.53B | $7.93B |
| 85 | SIG | Signet Jewelers Limited | Consumer Cyclical | $0.53B | $3.65B |
| 86 | MBLY | Mobileye Global Inc. | Consumer Cyclical | $0.52B | $2.13B |
| 87 | TNL | Travel + Leisure Co. | Consumer Cyclical | $0.52B | $4.74B |
| 88 | CPNG | Coupang, Inc. | Consumer Cyclical | $0.52B | $29.39B |
| 89 | AS | Amer Sports, Inc. | Consumer Cyclical | $0.51B | $21.01B |
| 90 | GIL | Gildan Activewear Inc. | Consumer Cyclical | $0.50B | $10.77B |
| 91 | CZR | Caesars Entertainment, Inc. | Consumer Cyclical | $0.50B | $6.12B |
| 92 | SN | SharkNinja, Inc. | Consumer Cyclical | $0.49B | $25.35B |
| 93 | W | Wayfair Inc. | Consumer Cyclical | $0.46B | $14.25B |
| 94 | RUSHA | Rush Enterprises, Inc. | Consumer Cyclical | $0.46B | $6.20B |
| 95 | SEE | Sealed Air Corp | Consumer Cyclical | $0.46B | $6.21B |
| 96 | GNTX | Gentex Corporation | Consumer Cyclical | $0.46B | $4.96B |
| 97 | THO | THOR Industries, Inc. | Consumer Cyclical | $0.46B | $4.04B |
| 98 | KTB | Kontoor Brands, Inc. | Consumer Cyclical | $0.43B | $4.36B |
| 99 | GPI | Group 1 Automotive, Inc. | Consumer Cyclical | $0.42B | $3.23B |
| 100 | SLGN | Silgan Holdings Inc. | Consumer Cyclical | $0.42B | $4.39B |
No companies match this search.
How this ranking is built
Companies are ranked by free cash flow 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.