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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% $1.41B
2 MCD McDonald's Corporation Consumer Cyclical 46.10% $202.33B
3 BKNG Booking Holdings Inc. Consumer Cyclical 32.79% $126.76B
4 YUM Yum! Brands, Inc. Consumer Cyclical 31.34% $42.24B
5 PLNT Planet Fitness, Inc. Consumer Cyclical 29.81% $4.07B
6 RRR Red Rock Resorts, Inc. Consumer Cyclical 29.70% $3.64B
7 LEGH Legacy Housing Corporation Consumer Cyclical 29.41% $0.60B
8 ALSN Allison Transmission Holdings, Inc. Consumer Cyclical 29.24% $9.58B
9 WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical 28.13% $5.80B
10 CHH Choice Hotels International, Inc. Consumer Cyclical 28.08% $4.89B
11 RCL Royal Caribbean Cruises Ltd. Consumer Cyclical 27.38% $77.23B
12 HTHT H World Group Limited Consumer Cyclical 26.95% $13.81B
13 CARG CarGurus, Inc. Consumer Cyclical 26.95% $2.50B
14 WING Wingstop Inc. Consumer Cyclical 25.73% $4.19B
15 TCOM Trip.com Group Limited Consumer Cyclical 25.29% $29.84B
16 ATAT Atour Lifestyle Holdings Limited Consumer Cyclical 23.56% $4.54B
17 CSV Carriage Services, Inc. Consumer Cyclical 23.39% $0.63B
18 CHDN Churchill Downs Incorporated Consumer Cyclical 23.37% $6.07B
19 QSR Restaurant Brands International Inc. Consumer Cyclical 23.34% $25.64B
20 DECK Deckers Outdoor Corporation Consumer Cyclical 23.08% $15.88B
21 VVV Valvoline Inc. Consumer Cyclical 22.80% $4.82B
22 SCI Service Corporation International Consumer Cyclical 22.70% $10.17B
23 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical 22.37% $77.82B
24 PRKS United Parks & Resorts Inc. Consumer Cyclical 21.98% $2.19B
25 LVS Las Vegas Sands Corp. Consumer Cyclical 21.65% $33.54B
26 PDD PDD Holdings Inc. Consumer Cyclical 21.56% $115.72B
27 ABNB Airbnb, Inc. Consumer Cyclical 20.78% $77.67B
28 LNW Light & Wonder, Inc. Consumer Cyclical 20.61% $7.03B
29 EBAY eBay Inc. Consumer Cyclical 20.51% $48.67B
30 BKE The Buckle, Inc. Consumer Cyclical 20.14% $2.32B
31 LULU lululemon athletica inc. Consumer Cyclical 19.91% $13.84B
32 ORLY O'Reilly Automotive, Inc. Consumer Cyclical 19.46% $74.67B
33 DPZ Domino's Pizza, Inc. Consumer Cyclical 19.31% $10.39B
34 ROL Rollins, Inc. Consumer Cyclical 19.30% $22.65B
35 AZO AutoZone, Inc. Consumer Cyclical 19.06% $50.44B
36 MCW Mister Car Wash, Inc. Consumer Cyclical 19.04% $2.34B
37 MTN Vail Resorts, Inc. Consumer Cyclical 18.89% $4.86B
38 GNTX Gentex Corporation Consumer Cyclical 18.70% $5.47B
39 ALH Alliance Laundry Holdings Inc. Consumer Cyclical 18.57% $5.13B
40 NATH Nathan's Famous, Inc. Consumer Cyclical 18.57% $0.42B
41 BYD Boyd Gaming Corporation Consumer Cyclical 18.29% $6.43B
42 WSM Williams-Sonoma, Inc. Consumer Cyclical 18.13% $25.76B
43 ATMU Atmus Filtration Technologies Inc. Consumer Cyclical 16.95% $3.93B
44 CCL Carnival Corporation Ltd. Consumer Cyclical 16.84% $38.95B
45 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical 16.23% $40.09B
46 CZR Caesars Entertainment, Inc. Consumer Cyclical 16.18% $6.01B
47 LTH Life Time Group Holdings, Inc. Consumer Cyclical 16.07% $7.76B
48 NCLH Norwegian Cruise Line Holdings Ltd. Consumer Cyclical 15.88% $8.75B
49 MAR Marriott International, Inc. Consumer Cyclical 15.81% $104.66B
50 WEN The Wendy's Company Consumer Cyclical 15.78% $1.29B
51 TOL Toll Brothers, Inc. Consumer Cyclical 15.69% $13.76B
52 WYNN Wynn Resorts, Limited Consumer Cyclical 15.67% $11.18B
53 BBWI Bath & Body Works, Inc. Consumer Cyclical 15.44% $3.79B
54 HERE Here Group Limited Consumer Cyclical 14.56% $0.11B
55 RL Ralph Lauren Corporation Consumer Cyclical 14.53% $23.41B
56 SN SharkNinja, Inc. Consumer Cyclical 14.38% $19.19B
57 DORM Dorman Products, Inc. Consumer Cyclical 14.06% $3.83B
58 TNL Travel + Leisure Co. Consumer Cyclical 13.75% $4.59B
59 SEE Sealed Air Corp Consumer Cyclical 13.54% $6.21B
60 SON Sonoco Products Company Consumer Cyclical 13.54% $5.00B
61 HLLY Holley Inc. Consumer Cyclical 13.44% $0.31B
62 CART Maplebear Inc. Consumer Cyclical 13.31% $9.85B
63 ANF Abercrombie & Fitch Co. Consumer Cyclical 13.28% $4.03B
64 BOOT Boot Barn Holdings, Inc. Consumer Cyclical 13.27% $5.31B
65 XPEL XPEL, Inc. Consumer Cyclical 13.16% $1.27B
66 IBP Installed Building Products, Inc. Consumer Cyclical 13.01% $5.59B
67 EXPE Expedia Group, Inc. Consumer Cyclical 12.70% $26.96B
68 HD The Home Depot, Inc. Consumer Cyclical 12.68% $325.07B
69 CCK Crown Holdings, Inc. Consumer Cyclical 12.56% $10.91B
70 JAKK JAKKS Pacific, Inc. Consumer Cyclical 12.55% $0.26B
71 DRVN Driven Brands Holdings Inc. Consumer Cyclical 12.41% $2.28B
72 ULTA Ulta Beauty, Inc. Consumer Cyclical 12.37% $20.48B
73 PKG Packaging Corporation of America Consumer Cyclical 12.31% $19.99B
74 ROST Ross Stores, Inc. Consumer Cyclical 11.90% $76.70B
75 INTG The InterGroup Corporation Consumer Cyclical 11.87% $0.07B
76 TILE Interface, Inc. Consumer Cyclical 11.82% $1.82B
77 LOW Lowe's Companies, Inc. Consumer Cyclical 11.77% $123.94B
78 GOLF Acushnet Holdings Corp. Consumer Cyclical 11.70% $5.82B
79 MLCO Melco Resorts & Entertainment Limited Consumer Cyclical 11.63% $2.16B
80 MHO M/I Homes, Inc. Consumer Cyclical 11.47% $3.63B
81 YETI YETI Holdings, Inc. Consumer Cyclical 11.43% $3.84B
82 LUCK Lucky Strike Entertainment Corporation Consumer Cyclical 11.42% $1.20B
83 DRI Darden Restaurants, Inc. Consumer Cyclical 11.28% $24.15B
84 RH RH Consumer Cyclical 11.26% $3.01B
85 PLOW Douglas Dynamics, Inc. Consumer Cyclical 11.22% $1.08B
86 AMZN Amazon.com, Inc. Consumer Cyclical 11.16% $2597.95B
87 MELI MercadoLibre, Inc. Consumer Cyclical 11.08% $81.62B
88 YUMC Yum China Holdings, Inc. Consumer Cyclical 10.93% $15.10B
89 RICK RCI Hospitality Holdings, Inc. Consumer Cyclical 10.83% $0.21B
90 LEVI Levi Strauss & Co. Consumer Cyclical 10.79% $9.32B
91 MOD Modine Manufacturing Company Consumer Cyclical 10.76% $14.34B
92 BFAM Bright Horizons Family Solutions Inc. Consumer Cyclical 10.73% $3.44B
93 KTB Kontoor Brands, Inc. Consumer Cyclical 10.68% $4.44B
94 WEYS Weyco Group, Inc. Consumer Cyclical 10.56% $0.34B
95 CHA Chagee Holdings Limited Consumer Cyclical 10.44% $2.29B
96 MAT Mattel, Inc. Consumer Cyclical 10.22% $4.26B
97 CVCO Cavco Industries, Inc. Consumer Cyclical 10.18% $4.60B
98 KAR OPENLANE, Inc. Consumer Cyclical 10.16% $3.28B
99 SGI Somnigroup International Inc. Consumer Cyclical 10.10% $15.21B
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.