Top Consumer Cyclical Stocks by Return on Equity
Top consumer cyclical companies ranked by return on equity, latest annual filings.
What Return on Equity Means for Consumer Cyclical Companies
Return on Equity divides net income by shareholder equity and summarizes how efficiently capital produces profit. In consumer cyclical, discretionary spending sensitivity makes the ratio move with the consumer cycle. A retailer or restaurant firm might post strong readings through expansion years and see them compress quickly when household budgets tighten, so single-year figures warrant careful framing against where the cycle sits.
Why It Matters Less in Consumer Cyclical
Strong cyclical consumer Return on Equity often reflects brand durability and inventory turnover discipline that competitors cannot easily match. Still, many mature cyclical firms carry meaningful debt and run aggressive buyback programs, both of which inflate reported Return on Equity above what operations alone deliver. Decomposing the ratio into margin, turnover, and leverage makes the real driver visible instead of letting the headline number carry weight it cannot support.
What to Read Alongside
Pair Return on Equity with Net Income to see earnings in absolute terms through the spending cycle, Long-term Debt to frame the leverage contribution, and Gross Margin to judge underlying pricing discipline.
| # | Symbol | Company | Sector | ||
|---|---|---|---|---|---|
| 1 | TPR | Tapestry, Inc. | Consumer Cyclical | 220.77% | $26.10B |
| 2 | RH | RH | Consumer Cyclical | 205.92% | $2.48B |
| 3 | CHH | Choice Hotels International, Inc. | Consumer Cyclical | 204.13% | $5.29B |
| 4 | CPRI | Capri Holdings Limited | Consumer Cyclical | 171.25% | $2.12B |
| 5 | WEN | The Wendy's Company | Consumer Cyclical | 140.63% | $1.56B |
| 6 | HD | The Home Depot, Inc. | Consumer Cyclical | 110.48% | $342.68B |
| 7 | EAT | Brinker International, Inc. | Consumer Cyclical | 109.76% | $8.58B |
| 8 | FTDR | Frontdoor, Inc. | Consumer Cyclical | 105.37% | $6.56B |
| 9 | VIK | Viking Holdings Ltd | Consumer Cyclical | 104.92% | $39.07B |
| 10 | LVS | Las Vegas Sands Corp. | Consumer Cyclical | 102.33% | $26.38B |
| 11 | EXPE | Expedia Group, Inc. | Consumer Cyclical | 100.78% | $30.74B |
| 12 | RRR | Red Rock Resorts, Inc. | Consumer Cyclical | 90.27% | $5.03B |
| 13 | MUSA | Murphy USA Inc. | Consumer Cyclical | 75.48% | $9.45B |
| 14 | BYD | Boyd Gaming Corporation | Consumer Cyclical | 70.66% | $5.41B |
| 15 | VVV | Valvoline Inc. | Consumer Cyclical | 62.25% | $4.44B |
| 16 | MTN | Vail Resorts, Inc. | Consumer Cyclical | 61.34% | $5.66B |
| 17 | ATMU | Atmus Filtration Technologies Inc. | Consumer Cyclical | 54.80% | $4.13B |
| 18 | DRI | Darden Restaurants, Inc. | Consumer Cyclical | 54.66% | $25.61B |
| 19 | CMG | Chipotle Mexican Grill, Inc. | Consumer Cyclical | 54.26% | $43.55B |
| 20 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 53.92% | $148.83B |
| 21 | WSM | Williams-Sonoma, Inc. | Consumer Cyclical | 52.26% | $29.92B |
| 22 | BKE | The Buckle, Inc. | Consumer Cyclical | 49.39% | $2.16B |
| 23 | DOO | BRP Inc. | Consumer Cyclical | 47.75% | $4.60B |
| 24 | EBAY | eBay Inc. | Consumer Cyclical | 45.30% | $53.54B |
| 25 | ATAT | Atour Lifestyle Holdings Limited | Consumer Cyclical | 45.11% | $4.89B |
| 26 | CHWY | Chewy, Inc. | Consumer Cyclical | 44.75% | $9.07B |
| 27 | RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | 42.52% | $87.51B |
| 28 | TSCO | Tractor Supply Company | Consumer Cyclical | 42.46% | $18.85B |
| 29 | WH | Wyndham Hotels & Resorts, Inc. | Consumer Cyclical | 41.24% | $5.74B |
| 30 | ULTA | Ulta Beauty, Inc. | Consumer Cyclical | 41.14% | $27.57B |
| 31 | DECK | Deckers Outdoor Corporation | Consumer Cyclical | 40.97% | $11.57B |
| 32 | CVNA | Carvana Co. | Consumer Cyclical | 40.89% | $81.12B |
| 33 | RACE | Ferrari N.V. | Consumer Cyclical | 40.87% | $72.92B |
| 34 | KTB | Kontoor Brands, Inc. | Consumer Cyclical | 40.27% | $4.21B |
| 35 | HTHT | H World Group Limited | Consumer Cyclical | 39.68% | $16.10B |
| 36 | ROL | Rollins, Inc. | Consumer Cyclical | 38.32% | $18.26B |
| 37 | CHDN | Churchill Downs Incorporated | Consumer Cyclical | 37.92% | $6.71B |
| 38 | IBP | Installed Building Products, Inc. | Consumer Cyclical | 37.39% | $5.85B |
| 39 | ANF | Abercrombie & Fitch Co. | Consumer Cyclical | 36.11% | $6.34B |
| 40 | BBY | Best Buy Co., Inc. | Consumer Cyclical | 36.07% | $20.90B |
| 41 | NVR | NVR, Inc. | Consumer Cyclical | 34.67% | $16.66B |
| 42 | ROST | Ross Stores, Inc. | Consumer Cyclical | 34.67% | $73.82B |
| 43 | CAKE | The Cheesecake Factory Incorporated | Consumer Cyclical | 34.01% | $5.32B |
| 44 | BURL | Burlington Stores, Inc. | Consumer Cyclical | 33.76% | $15.50B |
| 45 | ALSN | Allison Transmission Holdings, Inc. | Consumer Cyclical | 33.37% | $9.60B |
| 46 | RL | Ralph Lauren Corporation | Consumer Cyclical | 33.12% | $22.26B |
| 47 | SCI | Service Corporation International | Consumer Cyclical | 33.12% | $10.02B |
| 48 | DDS | Dillard's, Inc. | Consumer Cyclical | 32.05% | $9.41B |
| 49 | LULU | lululemon athletica inc. | Consumer Cyclical | 31.83% | $12.83B |
| 50 | AVY | Avery Dennison Corporation | Consumer Cyclical | 30.69% | $14.10B |
| 51 | ABNB | Airbnb, Inc. | Consumer Cyclical | 30.63% | $111.63B |
| 52 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 29.59% | $76.55B |
| 53 | GEF | Greif, Inc. | Consumer Cyclical | 28.82% | $4.12B |
| 54 | ALV | Autoliv, Inc. | Consumer Cyclical | 28.58% | $8.89B |
| 55 | TXRH | Texas Roadhouse, Inc. | Consumer Cyclical | 27.76% | $12.07B |
| 56 | SON | Sonoco Products Company | Consumer Cyclical | 27.75% | $4.99B |
| 57 | AN | AutoNation, Inc. | Consumer Cyclical | 27.73% | $5.88B |
| 58 | ARCO | Arcos Dorados Holdings Inc. | Consumer Cyclical | 27.53% | $1.47B |
| 59 | SGHC | Super Group (SGHC) Limited | Consumer Cyclical | 27.02% | $5.77B |
| 60 | SN | SharkNinja, Inc. | Consumer Cyclical | 26.21% | $31.42B |
| 61 | ALH | Alliance Laundry Holdings Inc. | Consumer Cyclical | 25.95% | $4.49B |
| 62 | YETI | YETI Holdings, Inc. | Consumer Cyclical | 25.43% | $3.28B |
| 63 | LEVI | Levi Strauss & Co. | Consumer Cyclical | 25.37% | $8.77B |
| 64 | SBH | Sally Beauty Holdings, Inc. | Consumer Cyclical | 24.66% | $1.71B |
| 65 | CCK | Crown Holdings, Inc. | Consumer Cyclical | 24.61% | $13.11B |
| 66 | GOLF | Acushnet Holdings Corp. | Consumer Cyclical | 24.06% | $4.62B |
| 67 | PDD | PDD Holdings Inc. | Consumer Cyclical | 23.67% | $118.18B |
| 68 | WWW | Wolverine World Wide, Inc. | Consumer Cyclical | 23.48% | $1.75B |
| 69 | RSI | Rush Street Interactive, Inc. | Consumer Cyclical | 22.62% | $2.85B |
| 70 | CCL | Carnival Corporation Ltd. | Consumer Cyclical | 22.49% | $39.77B |
| 71 | GAP | The Gap, Inc. | Consumer Cyclical | 21.47% | $7.55B |
| 72 | QSR | Restaurant Brands International Inc. | Consumer Cyclical | 21.35% | $27.06B |
| 73 | NKE | NIKE, Inc. | Consumer Cyclical | 20.91% | $57.32B |
| 74 | TCOM | Trip.com Group Limited | Consumer Cyclical | 19.49% | $27.94B |
| 75 | NCLH | Norwegian Cruise Line Holdings Ltd. | Consumer Cyclical | 19.15% | $8.23B |
| 76 | ACEL | Accel Entertainment, Inc. | Consumer Cyclical | 19.09% | $1.10B |
| 77 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 18.89% | $2.80T |
| 78 | VSXY | Victorias Secret & Co. | Consumer Cyclical | 18.81% | $8.62B |
| 79 | TILE | Interface, Inc. | Consumer Cyclical | 18.12% | $1.78B |
| 80 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | 18.08% | $25.42B |
| 81 | MAT | Mattel, Inc. | Consumer Cyclical | 17.80% | $4.39B |
| 82 | CART | Maplebear Inc. | Consumer Cyclical | 17.75% | $13.75B |
| 83 | VIPS | Vipshop Holdings Limited | Consumer Cyclical | 17.66% | $6.59B |
| 84 | ASO | Academy Sports and Outdoors, Inc. | Consumer Cyclical | 17.35% | $4.14B |
| 85 | CVCO | Cavco Industries, Inc. | Consumer Cyclical | 17.27% | $4.87B |
| 86 | YUMC | Yum China Holdings, Inc. | Consumer Cyclical | 17.27% | $16.79B |
| 87 | BOOT | Boot Barn Holdings, Inc. | Consumer Cyclical | 17.13% | $3.92B |
| 88 | PHM | PulteGroup, Inc. | Consumer Cyclical | 17.09% | $25.24B |
| 89 | DRVN | Driven Brands Holdings Inc. | Consumer Cyclical | 17.08% | $1.96B |
| 90 | GRBK | Green Brick Partners, Inc. | Consumer Cyclical | 16.85% | $2.75B |
| 91 | PKG | Packaging Corporation of America | Consumer Cyclical | 16.84% | $22.25B |
| 92 | BALL | Ball Corporation | Consumer Cyclical | 16.82% | $17.16B |
| 93 | PAG | Penske Automotive Group, Inc. | Consumer Cyclical | 16.82% | $13.94B |
| 94 | BRSL | Brightstar Lottery PLC | Consumer Cyclical | 16.80% | $1.79B |
| 95 | URBN | Urban Outfitters, Inc. | Consumer Cyclical | 16.51% | $7.26B |
| 96 | FIVE | Five Below, Inc. | Consumer Cyclical | 16.35% | $13.23B |
| 97 | TOL | Toll Brothers, Inc. | Consumer Cyclical | 16.28% | $14.06B |
| 98 | ARHS | Arhaus, Inc. | Consumer Cyclical | 16.08% | $2.01B |
| 99 | CHA | Chagee Holdings Limited | Consumer Cyclical | 15.95% | $2.37B |
| 100 | GNTX | Gentex Corporation | Consumer Cyclical | 15.47% | $4.19B |
No companies match this search.
Companies with return on equity above 500%, or shareholder equity below 1% of total assets, are excluded: when equity is near zero the ratio becomes unstable and unrepresentative. Ratio rankings also require at least $1B in annual revenue.
How this ranking is built
Companies are ranked by return on equity 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 $1 billion in annual revenue or above, so a small filer with a freak ratio cannot top the list.
- Value range: Only figures above 0% and up to 500% qualify.
- 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 consumer cyclical Return on Equity figures swing with the consumer cycle?
Discretionary demand moves faster than staple demand, so revenue and margin respond quickly when households change spending patterns. Fixed costs like rent, labor, and marketing create operating leverage that amplifies revenue swings into even larger net income swings. Return on Equity inherits that amplitude, rising during expansion when both margins and turnover are favorable and falling during contraction when inventory must be marked down and store productivity compresses.
How do buybacks inflate consumer cyclical Return on Equity readings?
Mature retailers, restaurants, and apparel firms with steady cash generation often run large share repurchase programs, which shrink the equity denominator in the Return on Equity calculation. A firm with flat earnings that steadily reduces its share count through buybacks will show a rising Return on Equity even without any underlying operational improvement. Reading Return on Equity alongside earnings growth, same-store sales, and share count trajectory makes the buyback contribution visible.
Why is brand durability relevant to interpreting consumer cyclical Return on Equity?
Consumer brands with strong customer loyalty command premium pricing, which supports margin and therefore Return on Equity even through economic downturns when generic substitutes might gain share elsewhere. Brand durability also stabilizes unit volumes, keeping asset turnover steady. Firms lacking brand strength tend to compete on price and show more volatile Return on Equity across cycles, so brand resilience adds interpretive value to the ratio beyond the headline figure.