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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% $1.36B
2 MCD McDonald's Corporation Consumer Cyclical 46.10% $193.77B
3 BKNG Booking Holdings Inc. Consumer Cyclical 32.79% $129.78B
4 YUM Yum! Brands, Inc. Consumer Cyclical 31.34% $40.81B
5 PLNT Planet Fitness, Inc. Consumer Cyclical 29.81% $4.06B
6 RRR Red Rock Resorts, Inc. Consumer Cyclical 29.70% $3.32B
7 LEGH Legacy Housing Corporation Consumer Cyclical 29.41% $0.56B
8 ALSN Allison Transmission Holdings, Inc. Consumer Cyclical 29.24% $9.82B
9 WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical 28.13% $5.97B
10 CHH Choice Hotels International, Inc. Consumer Cyclical 28.08% $4.96B
11 RCL Royal Caribbean Cruises Ltd. Consumer Cyclical 27.38% $78.66B
12 HTHT H World Group Limited Consumer Cyclical 26.95% $13.76B
13 CARG CarGurus, Inc. Consumer Cyclical 26.95% $2.47B
14 WING Wingstop Inc. Consumer Cyclical 25.73% $3.93B
15 TCOM Trip.com Group Limited Consumer Cyclical 25.29% $30.26B
16 NATH Nathan's Famous, Inc. Consumer Cyclical 24.63% $0.41B
17 ATAT Atour Lifestyle Holdings Limited Consumer Cyclical 23.56% $4.63B
18 CSV Carriage Services, Inc. Consumer Cyclical 23.39% $0.60B
19 CHDN Churchill Downs Incorporated Consumer Cyclical 23.37% $6.01B
20 QSR Restaurant Brands International Inc. Consumer Cyclical 23.34% $24.92B
21 DECK Deckers Outdoor Corporation Consumer Cyclical 23.08% $15.13B
22 VVV Valvoline Inc. Consumer Cyclical 22.80% $4.50B
23 SCI Service Corporation International Consumer Cyclical 22.70% $9.63B
24 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical 22.37% $76.98B
25 PRKS United Parks & Resorts Inc. Consumer Cyclical 21.98% $1.92B
26 LVS Las Vegas Sands Corp. Consumer Cyclical 21.65% $33.62B
27 PDD PDD Holdings Inc. Consumer Cyclical 21.56% $122.24B
28 ABNB Airbnb, Inc. Consumer Cyclical 20.78% $79.36B
29 LNW Light & Wonder, Inc. Consumer Cyclical 20.61% $7.03B
30 EBAY eBay Inc. Consumer Cyclical 20.51% $48.46B
31 BKE The Buckle, Inc. Consumer Cyclical 20.14% $2.24B
32 LULU lululemon athletica inc. Consumer Cyclical 19.91% $14.93B
33 ORLY O'Reilly Automotive, Inc. Consumer Cyclical 19.46% $73.26B
34 DPZ Domino's Pizza, Inc. Consumer Cyclical 19.31% $10.23B
35 ROL Rollins, Inc. Consumer Cyclical 19.30% $22.39B
36 AZO AutoZone, Inc. Consumer Cyclical 19.06% $50.45B
37 MCW Mister Car Wash, Inc. Consumer Cyclical 19.04% $2.34B
38 MTN Vail Resorts, Inc. Consumer Cyclical 18.89% $4.79B
39 GNTX Gentex Corporation Consumer Cyclical 18.70% $5.33B
40 ALH Alliance Laundry Holdings Inc. Consumer Cyclical 18.57% $4.95B
41 BYD Boyd Gaming Corporation Consumer Cyclical 18.29% $6.57B
42 WSM Williams-Sonoma, Inc. Consumer Cyclical 18.13% $24.50B
43 ATMU Atmus Filtration Technologies Inc. Consumer Cyclical 16.95% $3.86B
44 CCL Carnival Corporation Ltd. Consumer Cyclical 16.84% $38.58B
45 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical 16.23% $36.15B
46 CZR Caesars Entertainment, Inc. Consumer Cyclical 16.18% $5.96B
47 LTH Life Time Group Holdings, Inc. Consumer Cyclical 16.07% $7.25B
48 NCLH Norwegian Cruise Line Holdings Ltd. Consumer Cyclical 15.88% $8.78B
49 MAR Marriott International, Inc. Consumer Cyclical 15.81% $101.60B
50 WEN The Wendy's Company Consumer Cyclical 15.78% $1.29B
51 TOL Toll Brothers, Inc. Consumer Cyclical 15.69% $13.07B
52 WYNN Wynn Resorts, Limited Consumer Cyclical 15.67% $10.75B
53 BBWI Bath & Body Works, Inc. Consumer Cyclical 15.44% $3.62B
54 HERE Here Group Limited Consumer Cyclical 14.56% $0.13B
55 RL Ralph Lauren Corporation Consumer Cyclical 14.53% $21.83B
56 SN SharkNinja, Inc. Consumer Cyclical 14.38% $17.47B
57 DORM Dorman Products, Inc. Consumer Cyclical 14.06% $3.83B
58 TNL Travel + Leisure Co. Consumer Cyclical 13.75% $4.41B
59 SEE Sealed Air Corp Consumer Cyclical 13.54% $6.21B
60 SON Sonoco Products Company Consumer Cyclical 13.54% $4.73B
61 HLLY Holley Inc. Consumer Cyclical 13.44% $0.32B
62 CART Maplebear Inc. Consumer Cyclical 13.31% $9.75B
63 ANF Abercrombie & Fitch Co. Consumer Cyclical 13.28% $3.47B
64 BOOT Boot Barn Holdings, Inc. Consumer Cyclical 13.27% $5.13B
65 XPEL XPEL, Inc. Consumer Cyclical 13.16% $1.27B
66 IBP Installed Building Products, Inc. Consumer Cyclical 13.01% $5.46B
67 EXPE Expedia Group, Inc. Consumer Cyclical 12.70% $27.27B
68 HD The Home Depot, Inc. Consumer Cyclical 12.68% $309.06B
69 CCK Crown Holdings, Inc. Consumer Cyclical 12.56% $10.40B
70 JAKK JAKKS Pacific, Inc. Consumer Cyclical 12.55% $0.25B
71 DRVN Driven Brands Holdings Inc. Consumer Cyclical 12.41% $2.13B
72 ULTA Ulta Beauty, Inc. Consumer Cyclical 12.37% $19.88B
73 PKG Packaging Corporation of America Consumer Cyclical 12.31% $20.02B
74 ROST Ross Stores, Inc. Consumer Cyclical 11.90% $74.76B
75 INTG The InterGroup Corporation Consumer Cyclical 11.87% $0.07B
76 TILE Interface, Inc. Consumer Cyclical 11.82% $1.73B
77 LOW Lowe's Companies, Inc. Consumer Cyclical 11.77% $116.36B
78 GOLF Acushnet Holdings Corp. Consumer Cyclical 11.70% $5.21B
79 MLCO Melco Resorts & Entertainment Limited Consumer Cyclical 11.63% $2.26B
80 MHO M/I Homes, Inc. Consumer Cyclical 11.47% $3.54B
81 YETI YETI Holdings, Inc. Consumer Cyclical 11.43% $3.62B
82 LUCK Lucky Strike Entertainment Corporation Consumer Cyclical 11.42% $1.04B
83 DRI Darden Restaurants, Inc. Consumer Cyclical 11.28% $22.16B
84 RH RH Consumer Cyclical 11.26% $2.90B
85 PLOW Douglas Dynamics, Inc. Consumer Cyclical 11.22% $1.03B
86 AMZN Amazon.com, Inc. Consumer Cyclical 11.16% $2730.05B
87 MELI MercadoLibre, Inc. Consumer Cyclical 11.08% $82.88B
88 YUMC Yum China Holdings, Inc. Consumer Cyclical 10.93% $15.04B
89 RICK RCI Hospitality Holdings, Inc. Consumer Cyclical 10.83% $0.19B
90 LEVI Levi Strauss & Co. Consumer Cyclical 10.79% $8.66B
91 MOD Modine Manufacturing Company Consumer Cyclical 10.76% $15.91B
92 BFAM Bright Horizons Family Solutions Inc. Consumer Cyclical 10.73% $3.24B
93 KTB Kontoor Brands, Inc. Consumer Cyclical 10.68% $3.79B
94 WEYS Weyco Group, Inc. Consumer Cyclical 10.56% $0.34B
95 CHA Chagee Holdings Limited Consumer Cyclical 10.44% $2.21B
96 MAT Mattel, Inc. Consumer Cyclical 10.22% $4.13B
97 CVCO Cavco Industries, Inc. Consumer Cyclical 10.18% $4.23B
98 KAR OPENLANE, Inc. Consumer Cyclical 10.16% $3.28B
99 SGI Somnigroup International Inc. Consumer Cyclical 10.10% $14.65B
100 ETD Ethan Allen Interiors Inc. Consumer Cyclical 10.09% $0.53B

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.