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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 $2694.59B
2 F Ford Motor Company Consumer Cyclical $187.27B $51.62B
3 GM General Motors Company Consumer Cyclical $185.02B $73.51B
4 HD The Home Depot, Inc. Consumer Cyclical $164.68B $348.01B
5 JD JD.com, Inc. Consumer Cyclical $146.40B $43.16B
6 BABA Alibaba Group Holding Limited Consumer Cyclical $137.30B $337.26B
7 TSLA Tesla, Inc. Consumer Cyclical $94.83B $1503.30B
8 LOW Lowe's Companies, Inc. Consumer Cyclical $86.29B $140.98B
9 TJX The TJX Companies, Inc. Consumer Cyclical $60.37B $177.84B
10 PDD PDD Holdings Inc. Consumer Cyclical $53.96B $148.76B
11 NKE NIKE, Inc. Consumer Cyclical $46.31B $68.17B
12 MGA Magna International Inc. Consumer Cyclical $42.84B $16.74B
13 LAD Lithia Motors, Inc. Consumer Cyclical $37.63B $6.59B
14 SBUX Starbucks Corporation Consumer Cyclical $37.18B $113.93B
15 CPNG Coupang, Inc. Consumer Cyclical $34.53B $39.40B
16 DHI D.R. Horton, Inc. Consumer Cyclical $34.25B $43.40B
17 LEN Lennar Corporation Consumer Cyclical $34.19B $22.85B
18 PAG Penske Automotive Group, Inc. Consumer Cyclical $31.81B $10.61B
19 SW Smurfit Westrock Plc Consumer Cyclical $31.18B $22.14B
20 MELI MercadoLibre, Inc. Consumer Cyclical $28.89B $94.09B
21 AN AutoNation, Inc. Consumer Cyclical $27.63B $7.14B
22 BKNG Booking Holdings Inc. Consumer Cyclical $26.92B $152.04B
23 MCD McDonald's Corporation Consumer Cyclical $26.89B $221.32B
24 CCL Carnival Corporation & plc Consumer Cyclical $26.62B $40.47B
25 MAR Marriott International, Inc. Consumer Cyclical $26.19B $100.13B
26 GPC Genuine Parts Company Consumer Cyclical $24.30B $15.83B
27 IP International Paper Company Consumer Cyclical $23.63B $19.66B
28 LEA Lear Corporation Consumer Cyclical $23.26B $6.35B
29 ROST Ross Stores, Inc. Consumer Cyclical $22.75B $73.39B
30 M Macy's, Inc. Consumer Cyclical $22.62B $5.15B
31 GPI Group 1 Automotive, Inc. Consumer Cyclical $22.57B $4.15B
32 KMX CarMax, Inc. Consumer Cyclical $20.70B $5.80B
33 APTV Aptiv PLC Consumer Cyclical $20.40B $12.71B
34 CVNA Carvana Co. Consumer Cyclical $20.32B $55.41B
35 MUSA Murphy USA Inc. Consumer Cyclical $19.38B $9.09B
36 AZO AutoZone, Inc. Consumer Cyclical $18.94B $58.86B
37 GT The Goodyear Tire & Rubber Company Consumer Cyclical $18.28B $2.02B
38 BBY Best Buy Co., Inc. Consumer Cyclical $18.04B $13.74B
39 ABG Asbury Automotive Group, Inc. Consumer Cyclical $18.00B $4.08B
40 RCL Royal Caribbean Cruises Ltd. Consumer Cyclical $17.93B $77.23B
41 ORLY O'Reilly Automotive, Inc. Consumer Cyclical $17.78B $78.41B
42 MGM MGM Resorts International Consumer Cyclical $17.54B $9.87B
43 PHM PulteGroup, Inc. Consumer Cyclical $17.31B $24.24B
44 DKS DICK'S Sporting Goods, Inc. Consumer Cyclical $17.22B $19.98B
45 FLUT Flutter Entertainment plc Consumer Cyclical $16.38B $19.16B
46 CASY Casey's General Stores, Inc. Consumer Cyclical $15.94B $27.89B
47 TSCO Tractor Supply Company Consumer Cyclical $15.52B $23.68B
48 WHR Whirlpool Corporation Consumer Cyclical $15.52B $3.61B
49 GAP The Gap, Inc. Consumer Cyclical $15.37B $9.87B
50 LI Li Auto Inc. Consumer Cyclical $15.26B $18.80B
51 SAH Sonic Automotive, Inc. Consumer Cyclical $15.15B $2.37B
52 AMCR Amcor plc Consumer Cyclical $15.01B $19.38B
53 KSS Kohl's Corporation Consumer Cyclical $14.78B $1.63B
54 EXPE Expedia Group, Inc. Consumer Cyclical $14.73B $32.57B
55 ADNT Adient plc Consumer Cyclical $14.54B $1.71B
56 BWA BorgWarner Inc. Consumer Cyclical $14.32B $11.47B
57 VIPS Vipshop Holdings Limited Consumer Cyclical $13.93B $7.35B
58 DASH DoorDash, Inc. Consumer Cyclical $13.72B $79.89B
59 LKQ LKQ Corporation Consumer Cyclical $13.65B $7.94B
60 BALL Ball Corporation Consumer Cyclical $13.16B $17.16B
61 LVS Las Vegas Sands Corp. Consumer Cyclical $13.02B $38.25B
62 CHWY Chewy, Inc. Consumer Cyclical $12.60B $11.47B
63 W Wayfair Inc. Consumer Cyclical $12.46B $10.11B
64 ULTA Ulta Beauty, Inc. Consumer Cyclical $12.39B $23.59B
65 CCK Crown Holdings, Inc. Consumer Cyclical $12.37B $12.03B
66 ABNB Airbnb, Inc. Consumer Cyclical $12.24B $84.86B
67 DRI Darden Restaurants, Inc. Consumer Cyclical $12.08B $23.03B
68 HLT Hilton Worldwide Holdings Inc. Consumer Cyclical $12.04B $78.03B
69 SE Sea Limited Consumer Cyclical $11.94B $54.07B
70 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical $11.93B $46.67B
71 YUMC Yum China Holdings, Inc. Consumer Cyclical $11.80B $17.04B
72 BURL Burlington Stores, Inc. Consumer Cyclical $11.57B $21.82B
73 CZR Caesars Entertainment, Inc. Consumer Cyclical $11.49B $5.54B
74 LULU lululemon athletica inc. Consumer Cyclical $11.10B $19.34B
75 EBAY eBay Inc. Consumer Cyclical $11.10B $46.88B
76 NIO NIO Inc. Consumer Cyclical $10.99B $17.11B
77 TOL Toll Brothers, Inc. Consumer Cyclical $10.97B $13.89B
78 ALV Autoliv, Inc. Consumer Cyclical $10.81B $8.90B
79 MHK Mohawk Industries, Inc. Consumer Cyclical $10.79B $6.66B
80 NVR NVR, Inc. Consumer Cyclical $10.32B $19.45B
81 NCLH Norwegian Cruise Line Holdings Ltd. Consumer Cyclical $9.83B $9.56B
82 THO THOR Industries, Inc. Consumer Cyclical $9.58B $4.24B
83 VFC V.F. Corporation Consumer Cyclical $9.50B $7.87B
84 QSR Restaurant Brands International Inc. Consumer Cyclical $9.43B $27.14B
85 PKG Packaging Corporation of America Consumer Cyclical $8.99B $19.00B
86 SKX Skechers U.S.A., Inc. Consumer Cyclical $8.97B $9.49B
87 PVH PVH Corp. Consumer Cyclical $8.95B $4.31B
88 AVY Avery Dennison Corporation Consumer Cyclical $8.86B $13.27B
89 GPK Graphic Packaging Holding Company Consumer Cyclical $8.62B $2.91B
90 AAP Advance Auto Parts, Inc. Consumer Cyclical $8.60B $3.47B
91 YUM Yum! Brands, Inc. Consumer Cyclical $8.21B $44.06B
92 TMHC Taylor Morrison Home Corporation Consumer Cyclical $8.12B $5.75B
93 FL Foot Locker, Inc. Consumer Cyclical $7.99B $2.29B
94 WSM Williams-Sonoma, Inc. Consumer Cyclical $7.81B $22.79B
95 ARKO Arko Corp. Consumer Cyclical $7.64B $0.75B
96 SON Sonoco Products Company Consumer Cyclical $7.52B $5.66B
97 DAN Dana Incorporated Consumer Cyclical $7.50B $4.06B
98 SGI Somnigroup International Inc. Consumer Cyclical $7.48B $17.88B
99 RUSHA Rush Enterprises, Inc. Consumer Cyclical $7.43B $5.79B
100 TCOM Trip.com Group Limited Consumer Cyclical $7.30B $36.07B

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.