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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 WINA Winmark Corporation Consumer Cyclical 48.40% $1.37B
3 BYD Boyd Gaming Corporation Consumer Cyclical 45.05% $6.42B
4 TCOM Trip.com Group Limited Consumer Cyclical 32.02% $35.75B
5 MCD McDonald's Corporation Consumer Cyclical 31.85% $218.20B
6 ATAT Atour Lifestyle Holdings Limited Consumer Cyclical 30.53% $5.30B
7 PDD PDD Holdings Inc. Consumer Cyclical 28.55% $147.23B
8 LEGH Legacy Housing Corporation Consumer Cyclical 25.41% $0.49B
9 WING Wingstop Inc. Consumer Cyclical 25.01% $5.08B
10 RCL Royal Caribbean Cruises Ltd. Consumer Cyclical 23.80% $71.95B
11 CHH Choice Hotels International, Inc. Consumer Cyclical 23.17% $5.43B
12 RAVE Rave Restaurant Group, Inc. Consumer Cyclical 22.44% $0.03B
13 GEF Greif, Inc. Consumer Cyclical 21.36% $3.88B
14 ALSN Allison Transmission Holdings, Inc. Consumer Cyclical 20.70% $10.45B
15 ABNB Airbnb, Inc. Consumer Cyclical 20.51% $82.62B
16 BKNG Booking Holdings Inc. Consumer Cyclical 20.08% $146.14B
17 DECK Deckers Outdoor Corporation Consumer Cyclical 19.38% $15.38B
18 YUM Yum! Brands, Inc. Consumer Cyclical 18.98% $44.06B
19 TRS TriMas Corporation Consumer Cyclical 18.61% $1.37B
20 MCRI Monarch Casino & Resort, Inc. Consumer Cyclical 18.60% $1.74B
21 EBAY eBay Inc. Consumer Cyclical 18.30% $45.68B
22 VIK Viking Holdings Ltd Consumer Cyclical 17.66% $35.82B
23 CARG CarGurus, Inc. Consumer Cyclical 17.19% $3.45B
24 PLNT Planet Fitness, Inc. Consumer Cyclical 16.55% $5.67B
25 NATH Nathan's Famous, Inc. Consumer Cyclical 16.21% $0.41B
26 BKE The Buckle, Inc. Consumer Cyclical 16.16% $2.73B
27 HRB H&R Block, Inc. Consumer Cyclical 16.11% $4.05B
28 ROLR High Roller Technologies, Inc. Consumer Cyclical 15.45% $0.08B
29 GNTX Gentex Corporation Consumer Cyclical 15.19% $4.66B
30 TOUR Tuniu Corporation Consumer Cyclical 15.03% $0.08B
31 GRBK Green Brick Partners, Inc. Consumer Cyclical 14.93% $2.84B
32 IHG InterContinental Hotels Group PLC Consumer Cyclical 14.63% $21.03B
33 ORLY O'Reilly Automotive, Inc. Consumer Cyclical 14.27% $77.57B
34 LULU lululemon athletica inc. Consumer Cyclical 14.22% $18.83B
35 ROL Rollins, Inc. Consumer Cyclical 14.00% $26.26B
36 WSM Williams-Sonoma, Inc. Consumer Cyclical 13.94% $22.79B
37 WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical 13.51% $6.55B
38 SON Sonoco Products Company Consumer Cyclical 13.34% $5.45B
39 AZO AutoZone, Inc. Consumer Cyclical 13.19% $57.49B
40 HERE Here Group Limited Consumer Cyclical 13.16% $0.19B
41 CHDN Churchill Downs Incorporated Consumer Cyclical 13.09% $6.50B
42 BABA Alibaba Group Holding Limited Consumer Cyclical 13.06% $331.47B
43 NVR NVR, Inc. Consumer Cyclical 12.98% $18.62B
44 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical 12.88% $45.69B
45 PHM PulteGroup, Inc. Consumer Cyclical 12.82% $23.08B
46 HTHT H World Group Limited Consumer Cyclical 12.77% $16.87B
47 SCI Service Corporation International Consumer Cyclical 12.59% $11.52B
48 LVS Las Vegas Sands Corp. Consumer Cyclical 12.50% $37.63B
49 LTH Life Time Group Holdings, Inc. Consumer Cyclical 12.48% $6.17B
50 CSV Carriage Services, Inc. Consumer Cyclical 12.34% $0.76B
51 VVV Valvoline Inc. Consumer Cyclical 12.32% $4.20B
52 TOL Toll Brothers, Inc. Consumer Cyclical 12.28% $13.15B
53 DPZ Domino's Pizza, Inc. Consumer Cyclical 12.18% $12.41B
54 FTDR Frontdoor, Inc. Consumer Cyclical 12.18% $4.24B
55 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical 12.10% $75.59B
56 CART Maplebear Inc. Consumer Cyclical 11.95% $9.88B
57 TLF Tandy Leather Factory, Inc. Consumer Cyclical 11.93% $0.02B
58 ATMU Atmus Filtration Technologies Inc. Consumer Cyclical 11.76% $4.99B
59 GME GameStop Corp. Consumer Cyclical 11.53% $11.29B
60 QSR Restaurant Brands International Inc. Consumer Cyclical 11.39% $26.89B
61 GIL Gildan Activewear Inc. Consumer Cyclical 11.02% $10.55B
62 SN SharkNinja, Inc. Consumer Cyclical 10.96% $16.23B
63 AMZN Amazon.com, Inc. Consumer Cyclical 10.83% $2685.34B
64 XPEL XPEL, Inc. Consumer Cyclical 10.76% $1.30B
65 BBW Build-A-Bear Workshop, Inc. Consumer Cyclical 10.74% $0.48B
66 RL Ralph Lauren Corporation Consumer Cyclical 10.49% $22.38B
67 DHI D.R. Horton, Inc. Consumer Cyclical 10.47% $41.53B
68 CCL Carnival Corporation & plc Consumer Cyclical 10.37% $37.83B
69 PRKS United Parks & Resorts Inc. Consumer Cyclical 10.13% $1.75B
70 MAR Marriott International, Inc. Consumer Cyclical 9.93% $96.02B
71 MCW Mister Car Wash, Inc. Consumer Cyclical 9.80% $2.30B
72 SGHC Super Group (SGHC) Limited Consumer Cyclical 9.77% $5.55B
73 MMYT MakeMyTrip Limited Consumer Cyclical 9.74% $4.54B
74 TMHC Taylor Morrison Home Corporation Consumer Cyclical 9.63% $5.44B
75 ANF Abercrombie & Fitch Co. Consumer Cyclical 9.63% $4.17B
76 DORM Dorman Products, Inc. Consumer Cyclical 9.59% $3.19B
77 BOOT Boot Barn Holdings, Inc. Consumer Cyclical 9.47% $4.71B
78 MTN Vail Resorts, Inc. Consumer Cyclical 9.45% $4.61B
79 SEE Sealed Air Corp Consumer Cyclical 9.43% $6.21B
80 ROST Ross Stores, Inc. Consumer Cyclical 9.43% $71.51B
81 RRR Red Rock Resorts, Inc. Consumer Cyclical 9.35% $3.34B
82 ULTA Ulta Beauty, Inc. Consumer Cyclical 9.31% $23.59B
83 LEVI Levi Strauss & Co. Consumer Cyclical 9.20% $8.54B
84 OPLN OPENLANE, Inc. Consumer Cyclical 9.19% $3.26B
85 MHO M/I Homes, Inc. Consumer Cyclical 9.12% $3.05B
86 TJX The TJX Companies, Inc. Consumer Cyclical 9.10% $174.30B
87 IBP Installed Building Products, Inc. Consumer Cyclical 8.93% $7.60B
88 BBWI Bath & Body Works, Inc. Consumer Cyclical 8.90% $3.63B
89 YETI YETI Holdings, Inc. Consumer Cyclical 8.85% $2.91B
90 RICK RCI Hospitality Holdings, Inc. Consumer Cyclical 8.85% $0.19B
91 EXPE Expedia Group, Inc. Consumer Cyclical 8.78% $31.18B
92 PBPB Potbelly Corporation Consumer Cyclical 8.71% $0.52B
93 DDS Dillard's, Inc. Consumer Cyclical 8.69% $9.26B
94 DRI Darden Restaurants, Inc. Consumer Cyclical 8.69% $22.52B
95 GTX Garrett Motion Inc. Consumer Cyclical 8.65% $3.62B
96 PKG Packaging Corporation of America Consumer Cyclical 8.61% $18.48B
97 HD The Home Depot, Inc. Consumer Cyclical 8.60% $335.81B
98 CVCO Cavco Industries, Inc. Consumer Cyclical 8.49% $3.90B
99 ETD Ethan Allen Interiors Inc. Consumer Cyclical 8.39% $0.56B
100 TILE Interface, Inc. Consumer Cyclical 8.37% $1.57B

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.