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Top Consumer Cyclical Stocks by Operating Margin

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

What Operating Margin Means for Consumer Cyclical Companies

Operating margin in consumer cyclical reveals how efficiently a retailer, restaurant, auto maker, or apparel brand converts discretionary spending into operating profit after merchandise cost, store payroll, marketing, and occupancy are paid. Premium luxury houses and asset-light franchisors typically earn some of the widest operating margins in the sector, while volume-driven big-box retailers, mass-market apparel, and auto manufacturing tend to run markedly thinner, with the rest of the sector scattered in between depending on brand power and store productivity.

Why It Matters in Consumer Cyclical

Operating margin captures whether a brand retains pricing power against rising labor, marketing, and logistics costs through the discretionary cycle. Premium positioning, exclusive distribution, and franchised models can defend margin, while promotional pressure compresses it. Still, operating margin reads poorly in isolation: a wide margin on stagnating revenue can signal a shrinking franchise harvesting price, while a thinner margin paired with strong same-store sales often describes a healthier trajectory than the headline number suggests.

What to Read Alongside

Pair operating margin with [Gross Margin](/financials/top-gross-margin-stocks/consumer-cyclical/) to isolate merchandising and pricing power before store overhead, [Revenue](/financials/top-revenue-stocks/consumer-cyclical/) to gauge scale and comparable sales direction, and [Net Margin](/financials/top-net-margin-stocks/consumer-cyclical/) for the after-tax bottom line.

Data as of FY 2025 100 companies Rhea AI
# Symbol Company Sector
1 WINA Winmark Corporation Consumer Cyclical 63.44% $1.37B
2 MCD McDonald's Corporation Consumer Cyclical 46.10% $218.20B
3 ATAT Atour Lifestyle Holdings Limited Consumer Cyclical 43.45% $5.30B
4 BKNG Booking Holdings Inc. Consumer Cyclical 32.79% $146.14B
5 YUM Yum! Brands, Inc. Consumer Cyclical 31.34% $44.06B
6 PLNT Planet Fitness, Inc. Consumer Cyclical 29.81% $5.67B
7 RRR Red Rock Resorts, Inc. Consumer Cyclical 29.70% $3.34B
8 LEGH Legacy Housing Corporation Consumer Cyclical 29.41% $0.49B
9 ALSN Allison Transmission Holdings, Inc. Consumer Cyclical 29.24% $10.45B
10 WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical 28.13% $6.55B
11 CHH Choice Hotels International, Inc. Consumer Cyclical 28.08% $5.43B
12 PDD PDD Holdings Inc. Consumer Cyclical 27.53% $147.23B
13 RCL Royal Caribbean Cruises Ltd. Consumer Cyclical 27.38% $71.95B
14 CARG CarGurus, Inc. Consumer Cyclical 26.95% $3.45B
15 TCOM Trip.com Group Limited Consumer Cyclical 26.61% $35.75B
16 WING Wingstop Inc. Consumer Cyclical 25.73% $5.08B
17 RICK RCI Hospitality Holdings, Inc. Consumer Cyclical 24.78% $0.19B
18 NATH Nathan's Famous, Inc. Consumer Cyclical 24.63% $0.41B
19 DECK Deckers Outdoor Corporation Consumer Cyclical 23.65% $15.38B
20 CSV Carriage Services, Inc. Consumer Cyclical 23.39% $0.76B
21 CHDN Churchill Downs Incorporated Consumer Cyclical 23.37% $6.50B
22 QSR Restaurant Brands International Inc. Consumer Cyclical 23.34% $26.89B
23 VVV Valvoline Inc. Consumer Cyclical 22.80% $4.20B
24 SCI Service Corporation International Consumer Cyclical 22.70% $11.52B
25 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical 22.37% $75.59B
26 PRKS United Parks & Resorts Inc. Consumer Cyclical 21.98% $1.75B
27 HTHT H World Group Limited Consumer Cyclical 21.78% $16.87B
28 LVS Las Vegas Sands Corp. Consumer Cyclical 21.65% $37.63B
29 ABNB Airbnb, Inc. Consumer Cyclical 20.78% $82.62B
30 LNW Light & Wonder, Inc. Consumer Cyclical 20.61% $7.03B
31 EBAY eBay Inc. Consumer Cyclical 20.51% $45.68B
32 BKE The Buckle, Inc. Consumer Cyclical 20.14% $2.73B
33 LULU lululemon athletica inc. Consumer Cyclical 19.91% $18.83B
34 ORLY O'Reilly Automotive, Inc. Consumer Cyclical 19.46% $77.57B
35 DPZ Domino's Pizza, Inc. Consumer Cyclical 19.31% $12.41B
36 ROL Rollins, Inc. Consumer Cyclical 19.30% $26.26B
37 AZO AutoZone, Inc. Consumer Cyclical 19.06% $57.49B
38 MCW Mister Car Wash, Inc. Consumer Cyclical 19.04% $2.30B
39 MTN Vail Resorts, Inc. Consumer Cyclical 18.89% $4.61B
40 GNTX Gentex Corporation Consumer Cyclical 18.70% $4.66B
41 ALH Alliance Laundry Holdings Inc. Consumer Cyclical 18.57% $4.84B
42 BYD Boyd Gaming Corporation Consumer Cyclical 18.29% $6.42B
43 WSM Williams-Sonoma, Inc. Consumer Cyclical 18.13% $22.79B
44 ATMU Atmus Filtration Technologies Inc. Consumer Cyclical 16.95% $4.99B
45 CCL Carnival Corporation & plc Consumer Cyclical 16.84% $37.83B
46 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical 16.23% $45.69B
47 CZR Caesars Entertainment, Inc. Consumer Cyclical 16.18% $5.63B
48 LTH Life Time Group Holdings, Inc. Consumer Cyclical 16.07% $6.17B
49 NCLH Norwegian Cruise Line Holdings Ltd. Consumer Cyclical 15.88% $9.12B
50 MAR Marriott International, Inc. Consumer Cyclical 15.81% $96.02B
51 WEN The Wendy's Company Consumer Cyclical 15.78% $1.30B
52 TOL Toll Brothers, Inc. Consumer Cyclical 15.69% $13.15B
53 WYNN Wynn Resorts, Limited Consumer Cyclical 15.67% $11.11B
54 BBWI Bath & Body Works, Inc. Consumer Cyclical 15.44% $3.63B
55 HERE Here Group Limited Consumer Cyclical 14.56% $0.19B
56 SN SharkNinja, Inc. Consumer Cyclical 14.38% $16.23B
57 BABA Alibaba Group Holding Limited Consumer Cyclical 14.14% $331.47B
58 DORM Dorman Products, Inc. Consumer Cyclical 14.06% $3.19B
59 TNL Travel + Leisure Co. Consumer Cyclical 13.75% $4.76B
60 SON Sonoco Products Company Consumer Cyclical 13.54% $5.45B
61 SEE Sealed Air Corp Consumer Cyclical 13.54% $6.21B
62 HLLY Holley Inc. Consumer Cyclical 13.44% $0.37B
63 CART Maplebear Inc. Consumer Cyclical 13.31% $9.88B
64 ANF Abercrombie & Fitch Co. Consumer Cyclical 13.28% $4.17B
65 RL Ralph Lauren Corporation Consumer Cyclical 13.17% $22.38B
66 XPEL XPEL, Inc. Consumer Cyclical 13.16% $1.30B
67 IBP Installed Building Products, Inc. Consumer Cyclical 13.01% $7.60B
68 MSGE Madison Square Garden Entertainment Corp. Consumer Cyclical 12.95% $2.89B
69 EXPE Expedia Group, Inc. Consumer Cyclical 12.70% $31.18B
70 HD The Home Depot, Inc. Consumer Cyclical 12.68% $335.81B
71 CCK Crown Holdings, Inc. Consumer Cyclical 12.56% $11.70B
72 BOOT Boot Barn Holdings, Inc. Consumer Cyclical 12.52% $4.71B
73 ULTA Ulta Beauty, Inc. Consumer Cyclical 12.37% $23.59B
74 TOUR Tuniu Corporation Consumer Cyclical 12.32% $0.08B
75 PKG Packaging Corporation of America Consumer Cyclical 12.31% $18.48B
76 GHG GreenTree Hospitality Group Ltd. Consumer Cyclical 12.05% $0.13B
77 ROST Ross Stores, Inc. Consumer Cyclical 11.90% $71.51B
78 INTG The InterGroup Corporation Consumer Cyclical 11.87% $0.08B
79 TILE Interface, Inc. Consumer Cyclical 11.82% $1.57B
80 LOW Lowe's Companies, Inc. Consumer Cyclical 11.77% $135.77B
81 GOLF Acushnet Holdings Corp. Consumer Cyclical 11.70% $5.72B
82 MLCO Melco Resorts & Entertainment Limited Consumer Cyclical 11.63% $2.40B
83 MHO M/I Homes, Inc. Consumer Cyclical 11.47% $3.05B
84 YETI YETI Holdings, Inc. Consumer Cyclical 11.43% $2.91B
85 LUCK Lucky Strike Entertainment Corporation Consumer Cyclical 11.42% $1.17B
86 DRI Darden Restaurants, Inc. Consumer Cyclical 11.28% $22.52B
87 RH RH Consumer Cyclical 11.26% $2.44B
88 PLOW Douglas Dynamics, Inc. Consumer Cyclical 11.22% $1.04B
89 AMZN Amazon.com, Inc. Consumer Cyclical 11.16% $2685.34B
90 MELI MercadoLibre, Inc. Consumer Cyclical 11.08% $92.38B
91 MOD Modine Manufacturing Company Consumer Cyclical 10.97% $12.41B
92 YUMC Yum China Holdings, Inc. Consumer Cyclical 10.93% $17.04B
93 LEVI Levi Strauss & Co. Consumer Cyclical 10.79% $8.54B
94 BFAM Bright Horizons Family Solutions Inc. Consumer Cyclical 10.73% $4.67B
95 KTB Kontoor Brands, Inc. Consumer Cyclical 10.68% $4.00B
96 WEYS Weyco Group, Inc. Consumer Cyclical 10.56% $0.33B
97 MAT Mattel, Inc. Consumer Cyclical 10.22% $4.36B
98 OPLN OPENLANE, Inc. Consumer Cyclical 10.16% $3.26B
99 SGI Somnigroup International Inc. Consumer Cyclical 10.10% $16.66B
100 ETD Ethan Allen Interiors Inc. Consumer Cyclical 10.09% $0.56B

How this ranking is built

Companies are ranked by operating 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.