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Top Consumer Cyclical Stocks by Net Margin

Top consumer cyclical companies ranked by net margin, latest annual filings.

What Net Margin Means for Consumer Cyclical Companies

Net margin inside consumer cyclical tells a story of discretionary spending, inventory risk, and brand leverage. Volume-driven retailers and auto manufacturers typically run thin bottom-line margins that are vulnerable to even modest demand softness, while luxury and premium-brand businesses can sustain much richer net margins through the cycle because their customer base is less price-sensitive and their inventory risk is better managed.

Why It Matters in Consumer Cyclical

A net margin that holds through a downturn reveals genuine brand equity and merchandising discipline; one that collapses tells you the firm was earning its money on volume rather than pricing. It is worth noting that inventory write-downs, lease impairment charges, and loyalty-program accounting can move reported net margin meaningfully in specific quarters without changing the underlying trajectory of the business, especially as omnichannel retail blurs fulfillment cost classification.

What to Read Alongside

Pair net margin with [Gross Margin](/financials/top-gross-margin-stocks/consumer-cyclical/) to locate pricing power at the top of the stack, [Operating Margin](/financials/top-operating-margin-stocks/consumer-cyclical/) for the middle layer, and [Free Cash Flow](/financials/top-free-cash-flow-stocks/consumer-cyclical/) because working-capital cycles matter here.

Data as of FY 2025 100 companies Rhea AI
# Symbol Company Sector
1 RGS Regis Corporation Consumer Cyclical 58.79% $0.07B
2 TCOM Trip.com Group Limited Consumer Cyclical 53.36% $30.26B
3 WINA Winmark Corporation Consumer Cyclical 48.40% $1.36B
4 BYD Boyd Gaming Corporation Consumer Cyclical 45.05% $6.57B
5 MCD McDonald's Corporation Consumer Cyclical 31.85% $193.77B
6 EFOI Energy Focus, Inc. Consumer Cyclical 28.09% $0.03B
7 LEGH Legacy Housing Corporation Consumer Cyclical 25.41% $0.56B
8 WING Wingstop Inc. Consumer Cyclical 25.01% $3.93B
9 RCL Royal Caribbean Cruises Ltd. Consumer Cyclical 23.80% $78.66B
10 CHH Choice Hotels International, Inc. Consumer Cyclical 23.17% $4.96B
11 PDD PDD Holdings Inc. Consumer Cyclical 22.66% $122.24B
12 RAVE Rave Restaurant Group, Inc. Consumer Cyclical 22.44% $0.04B
13 GEF Greif, Inc. Consumer Cyclical 21.36% $3.60B
14 ALSN Allison Transmission Holdings, Inc. Consumer Cyclical 20.70% $9.82B
15 ABNB Airbnb, Inc. Consumer Cyclical 20.52% $79.36B
16 BKNG Booking Holdings Inc. Consumer Cyclical 20.08% $129.78B
17 HTHT H World Group Limited Consumer Cyclical 20.07% $13.76B
18 YUM Yum! Brands, Inc. Consumer Cyclical 18.98% $40.81B
19 DECK Deckers Outdoor Corporation Consumer Cyclical 18.71% $15.13B
20 TRS TriMas Corporation Consumer Cyclical 18.61% $1.42B
21 MCRI Monarch Casino & Resort, Inc. Consumer Cyclical 18.60% $2.17B
22 EBAY eBay Inc. Consumer Cyclical 18.30% $48.46B
23 RRR Red Rock Resorts, Inc. Consumer Cyclical 17.68% $3.32B
24 VIK Viking Holdings Ltd Consumer Cyclical 17.66% $40.15B
25 CARG CarGurus, Inc. Consumer Cyclical 17.19% $2.47B
26 GRBK Green Brick Partners, Inc. Consumer Cyclical 16.84% $2.99B
27 ATAT Atour Lifestyle Holdings Limited Consumer Cyclical 16.56% $4.63B
28 PLNT Planet Fitness, Inc. Consumer Cyclical 16.55% $4.06B
29 NATH Nathan's Famous, Inc. Consumer Cyclical 16.21% $0.41B
30 BKE The Buckle, Inc. Consumer Cyclical 16.16% $2.24B
31 HRB H&R Block, Inc. Consumer Cyclical 16.11% $4.75B
32 ROLR High Roller Technologies, Inc. Consumer Cyclical 15.45% $0.07B
33 GHG GreenTree Hospitality Group Ltd. Consumer Cyclical 15.20% $0.12B
34 GNTX Gentex Corporation Consumer Cyclical 15.19% $5.33B
35 IHG InterContinental Hotels Group PLC Consumer Cyclical 14.63% $23.82B
36 HSAI Hesai Group Consumer Cyclical 14.40% $3.18B
37 ORLY O'Reilly Automotive, Inc. Consumer Cyclical 14.27% $73.26B
38 LULU lululemon athletica inc. Consumer Cyclical 14.22% $14.93B
39 ROL Rollins, Inc. Consumer Cyclical 14.00% $22.39B
40 WSM Williams-Sonoma, Inc. Consumer Cyclical 13.94% $24.50B
41 WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical 13.51% $5.97B
42 SON Sonoco Products Company Consumer Cyclical 13.34% $4.73B
43 AZO AutoZone, Inc. Consumer Cyclical 13.19% $50.45B
44 HERE Here Group Limited Consumer Cyclical 13.16% $0.13B
45 CHDN Churchill Downs Incorporated Consumer Cyclical 13.09% $6.01B
46 NVR NVR, Inc. Consumer Cyclical 12.98% $16.67B
47 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical 12.88% $36.15B
48 PHM PulteGroup, Inc. Consumer Cyclical 12.82% $22.52B
49 SCI Service Corporation International Consumer Cyclical 12.59% $9.63B
50 LVS Las Vegas Sands Corp. Consumer Cyclical 12.50% $33.62B
51 LTH Life Time Group Holdings, Inc. Consumer Cyclical 12.48% $7.25B
52 CSV Carriage Services, Inc. Consumer Cyclical 12.34% $0.60B
53 VVV Valvoline Inc. Consumer Cyclical 12.32% $4.50B
54 TOL Toll Brothers, Inc. Consumer Cyclical 12.28% $13.07B
55 FTDR Frontdoor, Inc. Consumer Cyclical 12.18% $4.44B
56 DPZ Domino's Pizza, Inc. Consumer Cyclical 12.18% $10.23B
57 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical 12.10% $76.98B
58 CART Maplebear Inc. Consumer Cyclical 11.95% $9.75B
59 TLF Tandy Leather Factory, Inc. Consumer Cyclical 11.93% $0.02B
60 ATMU Atmus Filtration Technologies Inc. Consumer Cyclical 11.76% $3.86B
61 RL Ralph Lauren Corporation Consumer Cyclical 11.60% $21.83B
62 GME GameStop Corp. Consumer Cyclical 11.52% $9.99B
63 QSR Restaurant Brands International Inc. Consumer Cyclical 11.39% $24.92B
64 GIL Gildan Activewear Inc. Consumer Cyclical 11.02% $10.72B
65 SN SharkNinja, Inc. Consumer Cyclical 10.96% $17.47B
66 AMZN Amazon.com, Inc. Consumer Cyclical 10.83% $2730.05B
67 XPEL XPEL, Inc. Consumer Cyclical 10.76% $1.27B
68 DHI D.R. Horton, Inc. Consumer Cyclical 10.47% $41.52B
69 CCL Carnival Corporation Ltd. Consumer Cyclical 10.37% $38.58B
70 PRKS United Parks & Resorts Inc. Consumer Cyclical 10.13% $1.92B
71 BABA Alibaba Group Holding Limited Consumer Cyclical 10.12% $302.17B
72 BOOT Boot Barn Holdings, Inc. Consumer Cyclical 10.02% $5.13B
73 MAR Marriott International, Inc. Consumer Cyclical 9.93% $101.60B
74 BBW Build-A-Bear Workshop, Inc. Consumer Cyclical 9.85% $0.45B
75 MCW Mister Car Wash, Inc. Consumer Cyclical 9.80% $2.34B
76 SGHC Super Group (SGHC) Limited Consumer Cyclical 9.77% $6.63B
77 MMYT MakeMyTrip Limited Consumer Cyclical 9.74% $4.29B
78 TMHC Taylor Morrison Home Corporation Consumer Cyclical 9.63% $6.58B
79 ANF Abercrombie & Fitch Co. Consumer Cyclical 9.63% $3.47B
80 DORM Dorman Products, Inc. Consumer Cyclical 9.59% $3.83B
81 MTN Vail Resorts, Inc. Consumer Cyclical 9.45% $4.79B
82 SEE Sealed Air Corp Consumer Cyclical 9.43% $6.21B
83 ROST Ross Stores, Inc. Consumer Cyclical 9.43% $74.76B
84 ULTA Ulta Beauty, Inc. Consumer Cyclical 9.30% $19.88B
85 LEVI Levi Strauss & Co. Consumer Cyclical 9.20% $8.66B
86 KAR OPENLANE, Inc. Consumer Cyclical 9.19% $3.28B
87 MHO M/I Homes, Inc. Consumer Cyclical 9.12% $3.54B
88 TJX The TJX Companies, Inc. Consumer Cyclical 9.10% $175.24B
89 CHA Chagee Holdings Limited Consumer Cyclical 9.07% $2.21B
90 IBP Installed Building Products, Inc. Consumer Cyclical 8.93% $5.46B
91 BBWI Bath & Body Works, Inc. Consumer Cyclical 8.90% $3.62B
92 YETI YETI Holdings, Inc. Consumer Cyclical 8.85% $3.62B
93 EXPE Expedia Group, Inc. Consumer Cyclical 8.83% $27.27B
94 PBPB Potbelly Corporation Consumer Cyclical 8.71% $0.52B
95 DRI Darden Restaurants, Inc. Consumer Cyclical 8.69% $22.16B
96 DDS Dillard's, Inc. Consumer Cyclical 8.69% $9.58B
97 GTX Garrett Motion Inc. Consumer Cyclical 8.65% $6.15B
98 PKG Packaging Corporation of America Consumer Cyclical 8.61% $20.02B
99 HD The Home Depot, Inc. Consumer Cyclical 8.60% $309.06B
100 CVCO Cavco Industries, Inc. Consumer Cyclical 8.49% $4.23B

How this ranking is built

Companies are ranked by net margin 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.