Top Consumer Cyclical Stocks by Net Income
Top consumer cyclical companies ranked by net income, latest annual filings.
What Net Income Means for Consumer Cyclical Companies
Net income in consumer cyclical tracks the rhythm of discretionary spending, which rises when households feel wealthy and contracts when budgets tighten. Retailers, automakers, and leisure operators report profit that reflects not just their own execution but the macro backdrop their customers are navigating, and a strong year often says as much about the cycle as about any competitive advantage the firm has built.
Why It Matters Less in Consumer Cyclical
Firms with durable brand equity and loyal customer bases can grow profit across multiple cycles, separating themselves from peers whose earnings fade with every downturn. Still, inventory writedowns and promotional markdowns can compress margins quickly when demand cools, and a single quarter of missed trend-spotting can produce charges large enough to swing annual profit. Multi-cycle earnings records reveal more than a single peak reading.
What to Read Alongside
Read net income alongside Free Cash Flow to confirm reported profit converts to real cash rather than working capital bloat, Gross Margin for pricing power and brand durability, and Return on Equity for through-cycle capital efficiency.
| # | Symbol | Company | Sector | ||
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | $77.67B | $2.64T |
| 2 | TM | Toyota Motor Corporation | Consumer Cyclical | $31.79B | $231.59B |
| 3 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | $15.02B | $247.63B |
| 4 | HD | The Home Depot, Inc. | Consumer Cyclical | $14.16B | $328.22B |
| 5 | PDD | PDD Holdings Inc. | Consumer Cyclical | $13.99B | $112.85B |
| 6 | MCD | McDonald's Corporation | Consumer Cyclical | $8.56B | $182.13B |
| 7 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | $6.65B | $116.30B |
| 8 | HMC | Honda Motor Co., Ltd. | Consumer Cyclical | $5.58B | $43.98B |
| 9 | TJX | The TJX Companies, Inc. | Consumer Cyclical | $5.49B | $155.53B |
| 10 | BKNG | Booking Holdings Inc. | Consumer Cyclical | $5.40B | $113.03B |
| 11 | TCOM | Trip.com Group Limited | Consumer Cyclical | $4.76B | $24.28B |
| 12 | RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | $4.27B | $83.06B |
| 13 | TSLA | Tesla, Inc. | Consumer Cyclical | $3.79B | $1.59T |
| 14 | DHI | D.R. Horton, Inc. | Consumer Cyclical | $3.59B | $40.98B |
| 15 | NKE | NIKE, Inc. | Consumer Cyclical | $3.11B | $57.07B |
| 16 | JD | JD.com, Inc. | Consumer Cyclical | $2.81B | $34.61B |
| 17 | CCL | Carnival Corporation Ltd. | Consumer Cyclical | $2.76B | $38.78B |
| 18 | GM | General Motors Company | Consumer Cyclical | $2.70B | $72.78B |
| 19 | MAR | Marriott International, Inc. | Consumer Cyclical | $2.60B | $104.22B |
| 20 | AZO | AutoZone, Inc. | Consumer Cyclical | $2.57B | $50.49B |
| 21 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | $2.54B | $70.86B |
| 22 | ABNB | Airbnb, Inc. | Consumer Cyclical | $2.51B | $98.14B |
| 23 | PHM | PulteGroup, Inc. | Consumer Cyclical | $2.22B | $23.69B |
| 24 | ROST | Ross Stores, Inc. | Consumer Cyclical | $2.15B | $74.21B |
| 25 | LEN | Lennar Corporation | Consumer Cyclical | $2.08B | $20.33B |
| 26 | EBAY | eBay Inc. | Consumer Cyclical | $2.03B | $53.93B |
| 27 | MELI | MercadoLibre, Inc. | Consumer Cyclical | $2.00B | $84.16B |
| 28 | RACE | Ferrari N.V. | Consumer Cyclical | $1.87B | $70.07B |
| 29 | SBUX | Starbucks Corporation | Consumer Cyclical | $1.86B | $120.28B |
| 30 | BYD | Boyd Gaming Corporation | Consumer Cyclical | $1.84B | $5.12B |
| 31 | LVS | Las Vegas Sands Corp. | Consumer Cyclical | $1.63B | $23.99B |
| 32 | LULU | lululemon athletica inc. | Consumer Cyclical | $1.58B | $12.72B |
| 33 | SE | Sea Limited | Consumer Cyclical | $1.58B | $46.89B |
| 34 | YUM | Yum! Brands, Inc. | Consumer Cyclical | $1.56B | $42.18B |
| 35 | CMG | Chipotle Mexican Grill, Inc. | Consumer Cyclical | $1.54B | $39.57B |
| 36 | TPR | Tapestry, Inc. | Consumer Cyclical | $1.53B | $23.38B |
| 37 | HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | $1.46B | $79.42B |
| 38 | CVNA | Carvana Co. | Consumer Cyclical | $1.41B | $75.36B |
| 39 | TOL | Toll Brothers, Inc. | Consumer Cyclical | $1.35B | $13.29B |
| 40 | NVR | NVR, Inc. | Consumer Cyclical | $1.34B | $16.04B |
| 41 | EXPE | Expedia Group, Inc. | Consumer Cyclical | $1.29B | $33.93B |
| 42 | DRI | Darden Restaurants, Inc. | Consumer Cyclical | $1.21B | $24.95B |
| 43 | ULTA | Ulta Beauty, Inc. | Consumer Cyclical | $1.15B | $27.72B |
| 44 | VIK | Viking Holdings Ltd | Consumer Cyclical | $1.15B | $39.99B |
| 45 | AMCR | Amcor plc | Consumer Cyclical | $1.11B | $21.77B |
| 46 | TSCO | Tractor Supply Company | Consumer Cyclical | $1.10B | $17.53B |
| 47 | WSM | Williams-Sonoma, Inc. | Consumer Cyclical | $1.09B | $30.61B |
| 48 | BBY | Best Buy Co., Inc. | Consumer Cyclical | $1.07B | $21.05B |
| 49 | VIPS | Vipshop Holdings Limited | Consumer Cyclical | $1.04B | $6.06B |
| 50 | DECK | Deckers Outdoor Corporation | Consumer Cyclical | $1.02B | $11.05B |
| 51 | SON | Sonoco Products Company | Consumer Cyclical | $1.00B | $4.93B |
| 52 | RL | Ralph Lauren Corporation | Consumer Cyclical | $941.10M | $23.86B |
| 53 | PAG | Penske Automotive Group, Inc. | Consumer Cyclical | $935.40M | $13.94B |
| 54 | DASH | DoorDash, Inc. | Consumer Cyclical | $935.00M | $77.56B |
| 55 | YUMC | Yum China Holdings, Inc. | Consumer Cyclical | $929.00M | $15.21B |
| 56 | BALL | Ball Corporation | Consumer Cyclical | $912.00M | $17.07B |
| 57 | DKS | DICK'S Sporting Goods, Inc. | Consumer Cyclical | $849.24M | $13.99B |
| 58 | GEF | Greif, Inc. | Consumer Cyclical | $840.00M | $4.67B |
| 59 | MGA | Magna International Inc. | Consumer Cyclical | $829.00M | $17.31B |
| 60 | LAD | Lithia Motors, Inc. | Consumer Cyclical | $819.60M | $6.42B |
| 61 | GAP | The Gap, Inc. | Consumer Cyclical | $816.00M | $8.04B |
| 62 | QSR | Restaurant Brands International Inc. | Consumer Cyclical | $776.00M | $25.45B |
| 63 | PKG | Packaging Corporation of America | Consumer Cyclical | $774.10M | $22.68B |
| 64 | IHG | InterContinental Hotels Group PLC | Consumer Cyclical | $758.00M | $24.74B |
| 65 | CCK | Crown Holdings, Inc. | Consumer Cyclical | $738.00M | $12.77B |
| 66 | ALV | Autoliv, Inc. | Consumer Cyclical | $735.00M | $8.42B |
| 67 | HRB | H&R Block, Inc. | Consumer Cyclical | $733.60M | $6.09B |
| 68 | HTHT | H World Group Limited | Consumer Cyclical | $726.46M | $14.79B |
| 69 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | $714.45M | $25.05B |
| 70 | SN | SharkNinja, Inc. | Consumer Cyclical | $701.37M | $29.46B |
| 71 | SW | Smurfit Westrock Plc | Consumer Cyclical | $699.00M | $22.31B |
| 72 | AVY | Avery Dennison Corporation | Consumer Cyclical | $688.00M | $13.81B |
| 73 | LUXE | LuxExperience B.V. | Consumer Cyclical | $670.84M | $1.33B |
| 74 | AN | AutoNation, Inc. | Consumer Cyclical | $649.10M | $5.60B |
| 75 | BBWI | Bath & Body Works, Inc. | Consumer Cyclical | $649.00M | $4.59B |
| 76 | M | Macy's, Inc. | Consumer Cyclical | $642.00M | $6.46B |
| 77 | ALSN | Allison Transmission Holdings, Inc. | Consumer Cyclical | $623.00M | $9.08B |
| 78 | BURL | Burlington Stores, Inc. | Consumer Cyclical | $610.15M | $15.22B |
| 79 | LKQ | LKQ Corporation | Consumer Cyclical | $608.00M | $4.57B |
| 80 | DPZ | Domino's Pizza, Inc. | Consumer Cyclical | $601.70M | $10.26B |
| 81 | LEVI | Levi Strauss & Co. | Consumer Cyclical | $578.10M | $8.67B |
| 82 | DDS | Dillard's, Inc. | Consumer Cyclical | $570.19M | $10.32B |
| 83 | SCI | Service Corporation International | Consumer Cyclical | $542.61M | $10.23B |
| 84 | ROL | Rollins, Inc. | Consumer Cyclical | $526.71M | $16.69B |
| 85 | ANF | Abercrombie & Fitch Co. | Consumer Cyclical | $506.92M | $7.03B |
| 86 | ABG | Asbury Automotive Group, Inc. | Consumer Cyclical | $492.00M | $3.58B |
| 87 | EAT | Brinker International, Inc. | Consumer Cyclical | $487.00M | $9.14B |
| 88 | MUSA | Murphy USA Inc. | Consumer Cyclical | $470.60M | $9.77B |
| 89 | URBN | Urban Outfitters, Inc. | Consumer Cyclical | $464.92M | $7.90B |
| 90 | MTH | Meritage Homes Corporation | Consumer Cyclical | $453.01M | $4.15B |
| 91 | CART | Maplebear Inc. | Consumer Cyclical | $447.00M | $13.51B |
| 92 | GPK | Graphic Packaging Holding Company | Consumer Cyclical | $444.00M | $2.61B |
| 93 | LEA | Lear Corporation | Consumer Cyclical | $436.80M | $5.79B |
| 94 | KBH | KB Home | Consumer Cyclical | $428.79M | $2.90B |
| 95 | AS | Amer Sports, Inc. | Consumer Cyclical | $427.40M | $17.01B |
| 96 | NCLH | Norwegian Cruise Line Holdings Ltd. | Consumer Cyclical | $423.25M | $8.37B |
| 97 | GME | GameStop Corp. | Consumer Cyclical | $418.40M | $12.11B |
| 98 | BIRK | Birkenstock Holding plc | Consumer Cyclical | $408.76M | $5.51B |
| 99 | TXRH | Texas Roadhouse, Inc. | Consumer Cyclical | $405.55M | $12.01B |
| 100 | MHO | M/I Homes, Inc. | Consumer Cyclical | $402.94M | $3.24B |
No companies match this search.
How this ranking is built
Companies are ranked by net income 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.
- Size floor: A company qualifies at $500 million in market cap or above. Below that, one mis-stated figure outranks the companies the list is about.
- Currency check: A company whose annual revenue runs above 15 times its market cap is left out, because at that gap the two figures are not in the same currency.
- Currency check: A company whose balance sheet runs above 150 times its market cap is left out for the same reason.
- 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.
Frequently asked questions
How does the economic cycle flow through consumer cyclical net income?
When consumer confidence rises and labor markets are strong, households spend more on discretionary categories like apparel, vehicles, home improvement, and travel. Firms in these areas see volume and pricing expand together, and operating leverage amplifies profit growth. In a downturn, the same leverage works in reverse as fixed store and distribution costs meet softer demand. Net income in the sector therefore tends to be more volatile than in staples, and the quality of a business is often measured by how well it holds profit through difficult periods.
Why do inventory and promotional activity matter for reported profit?
Consumer cyclical firms carry inventory they have committed to months before it sells, which means a misread of customer preferences or an unexpectedly soft season leads to markdowns and writedowns that compress gross margin directly. Promotional cadence also affects profit: firms that lean heavily on discounts to clear inventory may maintain revenue but give away margin. Sustained profitability in this sector typically signals disciplined buying, tight inventory control, and brand strength that reduces reliance on promotional pricing.
Can a strong balance sheet offset cyclicality in consumer cyclical profit?
It can soften the impact significantly. Firms with low leverage, ample liquidity, and long-dated debt can continue investing in stores, marketing, and inventory through a downturn while more stretched competitors pull back. That counter-cyclical investment often translates into market share gains and stronger profit on the next upswing. Reading net income alongside balance sheet strength helps distinguish firms that can defend their position in a weak cycle from those forced into defensive moves that compound the profit pressure.