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Top Consumer Cyclical Stocks by Revenue

Top consumer cyclical companies ranked by revenue, latest annual filings.

What Revenue Means for Consumer Cyclical Companies

Revenue in consumer cyclical is dollars from discretionary purchases: cars, apparel, travel, restaurants, home improvement, and leisure. Because these categories depend on household confidence and disposable income, the top line tends to swing with employment, interest rates, and credit conditions. Same-store sales, traffic, and average transaction size often tell the operating story more clearly than total revenue, especially for chains expanding their footprint.

Why It Matters in Consumer Cyclical

Revenue momentum signals whether the brand is winning or losing wallet share in a category where consumers have plenty of substitutes. Strong same-store trends alongside steady total revenue growth suggests genuine demand rather than just new openings. Still, revenue is lumpy and seasonal, and a quarter of promotional activity can flatter the top line at the cost of margin, so growth driven by discounting is a different animal than growth driven by pricing power.

What to Read Alongside

Pair revenue with [Gross Margin](/financials/top-gross-margin-stocks/consumer-cyclical/) to separate full-price demand from promotional clearance, [Operating Margin](/financials/top-operating-margin-stocks/consumer-cyclical/) for store-level cost discipline, and [Free Cash Flow](/financials/top-free-cash-flow-stocks/consumer-cyclical/) to check working capital health once inventory and receivables are accounted for.

Data as of FY 2025 100 companies Rhea AI
# Symbol Company Sector
1 AMZN Amazon.com, Inc. Consumer Cyclical $716.92B $2730.05B
2 F Ford Motor Company Consumer Cyclical $187.27B $61.13B
3 JD JD.com, Inc. Consumer Cyclical $187.20B $39.42B
4 GM General Motors Company Consumer Cyclical $185.02B $75.04B
5 HD The Home Depot, Inc. Consumer Cyclical $164.68B $309.06B
6 BABA Alibaba Group Holding Limited Consumer Cyclical $148.40B $302.17B
7 TSLA Tesla, Inc. Consumer Cyclical $94.83B $1571.58B
8 LOW Lowe's Companies, Inc. Consumer Cyclical $86.29B $116.36B
9 PDD PDD Holdings Inc. Consumer Cyclical $61.75B $122.24B
10 TJX The TJX Companies, Inc. Consumer Cyclical $60.37B $175.24B
11 NKE NIKE, Inc. Consumer Cyclical $46.31B $64.60B
12 MGA Magna International Inc. Consumer Cyclical $42.01B $18.55B
13 BBY Best Buy Co., Inc. Consumer Cyclical $41.69B $14.96B
14 LAD Lithia Motors, Inc. Consumer Cyclical $37.63B $6.63B
15 SBUX Starbucks Corporation Consumer Cyclical $37.18B $107.29B
16 CPNG Coupang, Inc. Consumer Cyclical $34.53B $29.67B
17 DHI D.R. Horton, Inc. Consumer Cyclical $34.25B $41.52B
18 LEN Lennar Corporation Consumer Cyclical $34.19B $22.63B
19 PAG Penske Automotive Group, Inc. Consumer Cyclical $31.81B $11.28B
20 SW Smurfit Westrock Plc Consumer Cyclical $31.18B $22.17B
21 MELI MercadoLibre, Inc. Consumer Cyclical $28.89B $82.88B
22 AN AutoNation, Inc. Consumer Cyclical $27.63B $6.30B
23 BKNG Booking Holdings Inc. Consumer Cyclical $26.92B $129.78B
24 MCD McDonald's Corporation Consumer Cyclical $26.89B $193.77B
25 CCL Carnival Corporation Ltd. Consumer Cyclical $26.62B $38.58B
26 MAR Marriott International, Inc. Consumer Cyclical $26.19B $101.60B
27 KMX CarMax, Inc. Consumer Cyclical $25.88B $6.65B
28 GPC Genuine Parts Company Consumer Cyclical $24.30B $13.57B
29 IP International Paper Company Consumer Cyclical $23.63B $17.94B
30 LEA Lear Corporation Consumer Cyclical $23.26B $7.21B
31 SE Sea Limited Consumer Cyclical $22.94B $56.40B
32 ROST Ross Stores, Inc. Consumer Cyclical $22.75B $74.76B
33 M Macy's, Inc. Consumer Cyclical $22.62B $6.08B
34 GPI Group 1 Automotive, Inc. Consumer Cyclical $22.57B $3.63B
35 APTV Aptiv PLC Consumer Cyclical $20.40B $15.43B
36 CVNA Carvana Co. Consumer Cyclical $20.32B $47.41B
37 MUSA Murphy USA Inc. Consumer Cyclical $19.38B $9.97B
38 AZO AutoZone, Inc. Consumer Cyclical $18.94B $50.45B
39 GT The Goodyear Tire & Rubber Company Consumer Cyclical $18.28B $1.63B
40 ABG Asbury Automotive Group, Inc. Consumer Cyclical $18.00B $3.54B
41 RCL Royal Caribbean Cruises Ltd. Consumer Cyclical $17.93B $78.66B
42 ORLY O'Reilly Automotive, Inc. Consumer Cyclical $17.78B $73.26B
43 MGM MGM Resorts International Consumer Cyclical $17.54B $12.27B
44 PHM PulteGroup, Inc. Consumer Cyclical $17.31B $22.52B
45 DKS DICK'S Sporting Goods, Inc. Consumer Cyclical $17.22B $19.46B
46 FLUT Flutter Entertainment plc Consumer Cyclical $16.38B $17.48B
47 LI Li Auto Inc. Consumer Cyclical $16.06B $14.79B
48 CASY Casey's General Stores, Inc. Consumer Cyclical $15.94B $28.15B
49 KSS Kohl's Corporation Consumer Cyclical $15.53B $1.79B
50 TSCO Tractor Supply Company Consumer Cyclical $15.52B $15.40B
51 WHR Whirlpool Corporation Consumer Cyclical $15.52B $2.59B
52 GAP The Gap, Inc. Consumer Cyclical $15.37B $7.76B
53 SAH Sonic Automotive, Inc. Consumer Cyclical $15.15B $2.66B
54 VIPS Vipshop Holdings Limited Consumer Cyclical $15.15B $6.65B
55 AMCR Amcor plc Consumer Cyclical $15.01B $17.40B
56 EXPE Expedia Group, Inc. Consumer Cyclical $14.73B $27.27B
57 ADNT Adient plc Consumer Cyclical $14.54B $1.79B
58 BWA BorgWarner Inc. Consumer Cyclical $14.32B $15.80B
59 DASH DoorDash, Inc. Consumer Cyclical $13.72B $69.75B
60 LKQ LKQ Corporation Consumer Cyclical $13.65B $6.44B
61 BALL Ball Corporation Consumer Cyclical $13.16B $14.03B
62 LVS Las Vegas Sands Corp. Consumer Cyclical $13.02B $33.62B
63 CHWY Chewy, Inc. Consumer Cyclical $12.60B $8.52B
64 NIO NIO Inc. Consumer Cyclical $12.51B $14.26B
65 W Wayfair Inc. Consumer Cyclical $12.46B $9.57B
66 ULTA Ulta Beauty, Inc. Consumer Cyclical $12.39B $19.88B
67 CCK Crown Holdings, Inc. Consumer Cyclical $12.37B $10.40B
68 ABNB Airbnb, Inc. Consumer Cyclical $12.24B $79.36B
69 DRI Darden Restaurants, Inc. Consumer Cyclical $12.08B $22.16B
70 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical $12.04B $76.98B
71 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical $11.93B $36.15B
72 YUMC Yum China Holdings, Inc. Consumer Cyclical $11.80B $15.04B
73 BURL Burlington Stores, Inc. Consumer Cyclical $11.57B $20.27B
74 CZR Caesars Entertainment, Inc. Consumer Cyclical $11.49B $5.96B
75 LULU lululemon athletica inc. Consumer Cyclical $11.10B $14.93B
76 EBAY eBay Inc. Consumer Cyclical $11.10B $48.46B
77 TOL Toll Brothers, Inc. Consumer Cyclical $10.97B $13.07B
78 ALV Autoliv, Inc. Consumer Cyclical $10.81B $9.76B
79 MHK Mohawk Industries, Inc. Consumer Cyclical $10.79B $6.41B
80 NVR NVR, Inc. Consumer Cyclical $10.32B $16.67B
81 NCLH Norwegian Cruise Line Holdings Ltd. Consumer Cyclical $9.83B $8.78B
82 VFC V.F. Corporation Consumer Cyclical $9.61B $6.47B
83 THO THOR Industries, Inc. Consumer Cyclical $9.58B $3.90B
84 QSR Restaurant Brands International Inc. Consumer Cyclical $9.43B $24.92B
85 PKG Packaging Corporation of America Consumer Cyclical $8.99B $20.02B
86 SKX Skechers U.S.A., Inc. Consumer Cyclical $8.97B $9.49B
87 PVH PVH Corp. Consumer Cyclical $8.95B $3.60B
88 TCOM Trip.com Group Limited Consumer Cyclical $8.93B $30.26B
89 AVY Avery Dennison Corporation Consumer Cyclical $8.86B $11.72B
90 GPK Graphic Packaging Holding Company Consumer Cyclical $8.62B $3.15B
91 AAP Advance Auto Parts, Inc. Consumer Cyclical $8.60B $3.37B
92 YUM Yum! Brands, Inc. Consumer Cyclical $8.21B $40.81B
93 TMHC Taylor Morrison Home Corporation Consumer Cyclical $8.12B $6.58B
94 RL Ralph Lauren Corporation Consumer Cyclical $8.11B $21.83B
95 FL Foot Locker, Inc. Consumer Cyclical $7.99B $2.29B
96 WSM Williams-Sonoma, Inc. Consumer Cyclical $7.81B $24.50B
97 ARKO Arko Corp. Consumer Cyclical $7.64B $0.87B
98 SON Sonoco Products Company Consumer Cyclical $7.52B $4.73B
99 DAN Dana Incorporated Consumer Cyclical $7.50B $3.97B
100 SGI Somnigroup International Inc. Consumer Cyclical $7.48B $14.65B

How this ranking is built

Companies are ranked by revenue 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.