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 to separate full-price demand from promotional clearance, Operating Margin for store-level cost discipline, and Free Cash Flow to check working capital health once inventory and receivables are accounted for.
| # | Symbol | Company | Sector | ||
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | $716.92B | $2.80T |
| 2 | TM | Toyota Motor Corporation | Consumer Cyclical | $318.61B | $254.63B |
| 3 | F | Ford Motor Company | Consumer Cyclical | $187.27B | $49.68B |
| 4 | JD | JD.com, Inc. | Consumer Cyclical | $187.20B | $39.31B |
| 5 | GM | General Motors Company | Consumer Cyclical | $185.02B | $73.15B |
| 6 | STLA | Stellantis N.V. | Consumer Cyclical | $180.16B | $12.87B |
| 7 | HD | The Home Depot, Inc. | Consumer Cyclical | $164.68B | $342.68B |
| 8 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | $148.40B | $272.18B |
| 9 | HMC | Honda Motor Co., Ltd. | Consumer Cyclical | $137.02B | $46.43B |
| 10 | TSLA | Tesla, Inc. | Consumer Cyclical | $94.83B | $1.42T |
| 11 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | $86.29B | $125.98B |
| 12 | PDD | PDD Holdings Inc. | Consumer Cyclical | $61.75B | $118.18B |
| 13 | TJX | The TJX Companies, Inc. | Consumer Cyclical | $60.37B | $148.83B |
| 14 | NKE | NIKE, Inc. | Consumer Cyclical | $46.40B | $57.32B |
| 15 | MGA | Magna International Inc. | Consumer Cyclical | $42.01B | $16.06B |
| 16 | BBY | Best Buy Co., Inc. | Consumer Cyclical | $41.69B | $20.90B |
| 17 | LAD | Lithia Motors, Inc. | Consumer Cyclical | $37.63B | $6.68B |
| 18 | SBUX | Starbucks Corporation | Consumer Cyclical | $37.18B | $120.18B |
| 19 | CPNG | Coupang, Inc. | Consumer Cyclical | $34.53B | $29.20B |
| 20 | DHI | D.R. Horton, Inc. | Consumer Cyclical | $34.25B | $41.33B |
| 21 | LEN | Lennar Corporation | Consumer Cyclical | $34.19B | $21.11B |
| 22 | PAG | Penske Automotive Group, Inc. | Consumer Cyclical | $31.81B | $13.94B |
| 23 | SW | Smurfit Westrock Plc | Consumer Cyclical | $31.18B | $23.13B |
| 24 | MELI | MercadoLibre, Inc. | Consumer Cyclical | $28.89B | $76.55B |
| 25 | AN | AutoNation, Inc. | Consumer Cyclical | $27.63B | $5.88B |
| 26 | BKNG | Booking Holdings Inc. | Consumer Cyclical | $26.92B | $119.49B |
| 27 | MCD | McDonald's Corporation | Consumer Cyclical | $26.89B | $195.68B |
| 28 | CCL | Carnival Corporation Ltd. | Consumer Cyclical | $26.62B | $39.77B |
| 29 | MAR | Marriott International, Inc. | Consumer Cyclical | $26.19B | $107.24B |
| 30 | KMX | CarMax, Inc. | Consumer Cyclical | $25.88B | $7.31B |
| 31 | GPC | Genuine Parts Company | Consumer Cyclical | $24.30B | $16.93B |
| 32 | IP | International Paper Company | Consumer Cyclical | $23.63B | $18.29B |
| 33 | AMCR | Amcor plc | Consumer Cyclical | $23.51B | $20.73B |
| 34 | LEA | Lear Corporation | Consumer Cyclical | $23.26B | $5.31B |
| 35 | SE | Sea Limited | Consumer Cyclical | $22.94B | $46.38B |
| 36 | ROST | Ross Stores, Inc. | Consumer Cyclical | $22.75B | $73.82B |
| 37 | M | Macy's, Inc. | Consumer Cyclical | $22.62B | $6.03B |
| 38 | GPI | Group 1 Automotive, Inc. | Consumer Cyclical | $22.57B | $3.12B |
| 39 | APTV | Aptiv PLC | Consumer Cyclical | $20.40B | $7.98B |
| 40 | AZO | AutoZone, Inc. | Consumer Cyclical | $20.34B | $51.77B |
| 41 | CVNA | Carvana Co. | Consumer Cyclical | $20.32B | $81.12B |
| 42 | MUSA | Murphy USA Inc. | Consumer Cyclical | $19.38B | $9.45B |
| 43 | GT | The Goodyear Tire & Rubber Company | Consumer Cyclical | $18.28B | $1.26B |
| 44 | ABG | Asbury Automotive Group, Inc. | Consumer Cyclical | $18.00B | $3.64B |
| 45 | RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | $17.93B | $87.51B |
| 46 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | $17.78B | $72.33B |
| 47 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | $17.56B | $25.42B |
| 48 | MGM | MGM Resorts International | Consumer Cyclical | $17.54B | $8.18B |
| 49 | PHM | PulteGroup, Inc. | Consumer Cyclical | $17.31B | $25.24B |
| 50 | DKS | DICK'S Sporting Goods, Inc. | Consumer Cyclical | $17.22B | $13.87B |
| 51 | FLUT | Flutter Entertainment plc | Consumer Cyclical | $16.38B | $14.18B |
| 52 | LI | Li Auto Inc. | Consumer Cyclical | $16.06B | $12.25B |
| 53 | KSS | Kohl's Corporation | Consumer Cyclical | $15.53B | $2.61B |
| 54 | TSCO | Tractor Supply Company | Consumer Cyclical | $15.52B | $18.94B |
| 55 | WHR | Whirlpool Corporation | Consumer Cyclical | $15.52B | $2.01B |
| 56 | GAP | The Gap, Inc. | Consumer Cyclical | $15.37B | $7.55B |
| 57 | SAH | Sonic Automotive, Inc. | Consumer Cyclical | $15.15B | $1.95B |
| 58 | VIPS | Vipshop Holdings Limited | Consumer Cyclical | $15.15B | $6.59B |
| 59 | EXPE | Expedia Group, Inc. | Consumer Cyclical | $14.73B | $30.76B |
| 60 | ADNT | Adient plc | Consumer Cyclical | $14.54B | $1.22B |
| 61 | BWA | BorgWarner Inc. | Consumer Cyclical | $14.32B | $9.80B |
| 62 | DASH | DoorDash, Inc. | Consumer Cyclical | $13.72B | $78.33B |
| 63 | LKQ | LKQ Corporation | Consumer Cyclical | $13.65B | $5.06B |
| 64 | DRI | Darden Restaurants, Inc. | Consumer Cyclical | $13.21B | $25.61B |
| 65 | BALL | Ball Corporation | Consumer Cyclical | $13.16B | $17.16B |
| 66 | LVS | Las Vegas Sands Corp. | Consumer Cyclical | $13.02B | $26.38B |
| 67 | CHWY | Chewy, Inc. | Consumer Cyclical | $12.60B | $9.07B |
| 68 | NIO | NIO Inc. | Consumer Cyclical | $12.51B | $8.49B |
| 69 | W | Wayfair Inc. | Consumer Cyclical | $12.46B | $15.29B |
| 70 | ULTA | Ulta Beauty, Inc. | Consumer Cyclical | $12.39B | $27.57B |
| 71 | CCK | Crown Holdings, Inc. | Consumer Cyclical | $12.37B | $13.11B |
| 72 | ABNB | Airbnb, Inc. | Consumer Cyclical | $12.24B | $112.02B |
| 73 | HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | $12.04B | $82.43B |
| 74 | CMG | Chipotle Mexican Grill, Inc. | Consumer Cyclical | $11.93B | $43.55B |
| 75 | YUMC | Yum China Holdings, Inc. | Consumer Cyclical | $11.80B | $16.79B |
| 76 | BURL | Burlington Stores, Inc. | Consumer Cyclical | $11.57B | $15.50B |
| 77 | CZR | Caesars Entertainment, Inc. | Consumer Cyclical | $11.49B | $5.96B |
| 78 | LULU | lululemon athletica inc. | Consumer Cyclical | $11.10B | $12.83B |
| 79 | EBAY | eBay Inc. | Consumer Cyclical | $11.10B | $53.54B |
| 80 | XPEV | XPeng Inc. | Consumer Cyclical | $10.97B | $9.81B |
| 81 | TOL | Toll Brothers, Inc. | Consumer Cyclical | $10.97B | $14.06B |
| 82 | ALV | Autoliv, Inc. | Consumer Cyclical | $10.81B | $8.89B |
| 83 | MHK | Mohawk Industries, Inc. | Consumer Cyclical | $10.79B | $8.75B |
| 84 | NVR | NVR, Inc. | Consumer Cyclical | $10.32B | $16.66B |
| 85 | NCLH | Norwegian Cruise Line Holdings Ltd. | Consumer Cyclical | $9.83B | $8.23B |
| 86 | THO | THOR Industries, Inc. | Consumer Cyclical | $9.61B | $4.18B |
| 87 | VFC | V.F. Corporation | Consumer Cyclical | $9.61B | $8.01B |
| 88 | QSR | Restaurant Brands International Inc. | Consumer Cyclical | $9.43B | $27.06B |
| 89 | PKG | Packaging Corporation of America | Consumer Cyclical | $8.99B | $22.25B |
| 90 | PVH | PVH Corp. | Consumer Cyclical | $8.95B | $4.15B |
| 91 | TCOM | Trip.com Group Limited | Consumer Cyclical | $8.92B | $27.94B |
| 92 | AVY | Avery Dennison Corporation | Consumer Cyclical | $8.86B | $14.10B |
| 93 | GPK | Graphic Packaging Holding Company | Consumer Cyclical | $8.62B | $3.31B |
| 94 | AAP | Advance Auto Parts, Inc. | Consumer Cyclical | $8.60B | $2.75B |
| 95 | RACE | Ferrari N.V. | Consumer Cyclical | $8.39B | $72.92B |
| 96 | YUM | Yum! Brands, Inc. | Consumer Cyclical | $8.21B | $43.35B |
| 97 | RL | Ralph Lauren Corporation | Consumer Cyclical | $8.11B | $22.44B |
| 98 | TPR | Tapestry, Inc. | Consumer Cyclical | $8.00B | $26.35B |
| 99 | WSM | Williams-Sonoma, Inc. | Consumer Cyclical | $7.81B | $29.92B |
| 100 | SON | Sonoco Products Company | Consumer Cyclical | $7.52B | $4.99B |
No companies match this search.
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.
- Size floor: A company qualifies at $500 million in market cap or above. Below that, one mis-stated figure outranks the companies the list is about.
- Currency check: A company whose annual revenue runs above 15 times its market cap is left out, because at that gap the two figures are not in the same currency.
- Currency check: A company whose balance sheet runs above 150 times its market cap is left out for the same reason.
- Market cap: stated at each company's latest close, which is newer than the annual figure ranked here.
- 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.
Frequently asked questions
Why do investors watch same-store sales instead of just total revenue?
Total revenue in retail and restaurants can rise simply because the company opened new locations, which tells you little about whether the existing business is healthy. Same-store sales, also called comparable sales, isolate the performance of stores open for at least a full year, revealing whether customer demand is actually growing. A chain showing strong total revenue growth but flat or negative same-store sales is often expanding into saturation, which tends to pressure future returns.
How does inventory risk affect consumer cyclical revenue?
Many discretionary retailers and apparel makers commit to merchandise months before selling it. If demand softens or taste shifts, excess inventory must be cleared through markdowns, which shows up as revenue booked at lower margins rather than as a clean miss. Reading inventory levels against revenue growth is therefore a standard check; inventory growing faster than sales often foreshadows margin pressure in the following quarter, regardless of how the headline revenue number looks today.
Is high revenue growth always a positive sign in this sector?
Not necessarily. Revenue growth fueled by steep discounting, aggressive promotional calendars, or credit expansion to customers can flatter the top line while eroding brand equity and margins. The quality of revenue growth depends on whether it came from pricing power and traffic, which tend to be durable, or from promotional intensity and easy credit, which tend to reverse. Reading gross margin alongside revenue trends usually reveals which dynamic is at work.