Top Consumer Cyclical Stocks by Share Buybacks
Top consumer cyclical companies ranked by share buybacks, latest annual filings.
What Share Buybacks Mean for Consumer Cyclical Companies
Share buybacks are a staple of capital return at mature retailers, restaurants, and branded consumer cyclical firms. Programs tend to be steady in good years, with repurchases layered on top of dividends once discretionary cash flow exceeds reinvestment needs. Automakers occupy an exception: their capital demands from electrification and plant retooling have reshaped buyback behavior compared to earlier cycles when dividends and repurchases were the default use of surplus cash.
Why It Matters in Consumer Cyclical
Sustained buybacks at mature consumer brands suggest durable franchise economics and limited high-return reinvestment inside the existing format. Yet the segment is also prone to debt-funded repurchases, particularly at firms using balance sheet capacity to boost EPS rather than genuine operating strength. A buyback paired with rising leverage and flat revenue invites harder questions than the headline repurchase figure alone might suggest.
What to Read Alongside
Pair buybacks with Free Cash Flow to confirm programs are genuinely self-funded rather than debt-financed, Net Income for the EPS picture, and Revenue to judge whether same-store growth supports the program.
| # | Symbol | Company | Sector | ||
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings Inc. | Consumer Cyclical | $6.44B | $115.07B |
| 2 | GM | General Motors Company | Consumer Cyclical | $6.01B | $64.79B |
| 3 | HMC | Honda Motor Co., Ltd. | Consumer Cyclical | $4.82B | $44.59B |
| 4 | DHI | D.R. Horton, Inc. | Consumer Cyclical | $4.30B | $40.98B |
| 5 | ABNB | Airbnb, Inc. | Consumer Cyclical | $3.79B | $102.42B |
| 6 | MAR | Marriott International, Inc. | Consumer Cyclical | $3.30B | $102.94B |
| 7 | HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | $3.18B | $79.20B |
| 8 | JD | JD.com, Inc. | Consumer Cyclical | $3.06B | $34.09B |
| 9 | TJX | The TJX Companies, Inc. | Consumer Cyclical | $2.52B | $158.07B |
| 10 | EBAY | eBay Inc. | Consumer Cyclical | $2.50B | $52.79B |
| 11 | CMG | Chipotle Mexican Grill, Inc. | Consumer Cyclical | $2.43B | $35.96B |
| 12 | LVS | Las Vegas Sands Corp. | Consumer Cyclical | $2.22B | $23.69B |
| 13 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | $2.10B | $73.66B |
| 14 | MCD | McDonald's Corporation | Consumer Cyclical | $2.06B | $177.50B |
| 15 | AZO | AutoZone, Inc. | Consumer Cyclical | $2.01B | $51.59B |
| 16 | EXPE | Expedia Group, Inc. | Consumer Cyclical | $1.93B | $34.08B |
| 17 | NVR | NVR, Inc. | Consumer Cyclical | $1.83B | $15.34B |
| 18 | LEN | Lennar Corporation | Consumer Cyclical | $1.81B | $19.98B |
| 19 | TPR | Tapestry, Inc. | Consumer Cyclical | $1.55B | $22.01B |
| 20 | CART | Maplebear Inc. | Consumer Cyclical | $1.39B | $14.45B |
| 21 | BALL | Ball Corporation | Consumer Cyclical | $1.32B | $17.06B |
| 22 | MGM | MGM Resorts International | Consumer Cyclical | $1.23B | $7.30B |
| 23 | PHM | PulteGroup, Inc. | Consumer Cyclical | $1.20B | $23.11B |
| 24 | LULU | lululemon athletica inc. | Consumer Cyclical | $1.18B | $11.92B |
| 25 | RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | $1.16B | $75.05B |
| 26 | YUMC | Yum China Holdings, Inc. | Consumer Cyclical | $1.14B | $46.13B |
| 27 | FLUT | Flutter Entertainment plc | Consumer Cyclical | $1.12B | $13.91B |
| 28 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | $1.11B | $249.47B |
| 29 | DECK | Deckers Outdoor Corporation | Consumer Cyclical | $1.08B | $10.94B |
| 30 | ROST | Ross Stores, Inc. | Consumer Cyclical | $1.05B | $75.10B |
| 31 | LAD | Lithia Motors, Inc. | Consumer Cyclical | $960.90M | $6.31B |
| 32 | RACE | Ferrari N.V. | Consumer Cyclical | $921.66M | $68.89B |
| 33 | ULTA | Ulta Beauty, Inc. | Consumer Cyclical | $901.39M | $26.74B |
| 34 | WSM | Williams-Sonoma, Inc. | Consumer Cyclical | $853.96M | $29.44B |
| 35 | AN | AutoNation, Inc. | Consumer Cyclical | $791.60M | $5.30B |
| 36 | BYD | Boyd Gaming Corporation | Consumer Cyclical | $778.32M | $5.26B |
| 37 | ETSY | Etsy, Inc. | Consumer Cyclical | $776.90M | $7.84B |
| 38 | VIPS | Vipshop Holdings Limited | Consumer Cyclical | $706.52M | $6.01B |
| 39 | DRI | Darden Restaurants, Inc. | Consumer Cyclical | $671.70M | $24.13B |
| 40 | TOL | Toll Brothers, Inc. | Consumer Cyclical | $651.02M | $12.94B |
| 41 | DAN | Dana Incorporated | Consumer Cyclical | $650.00M | $2.91B |
| 42 | MUSA | Murphy USA Inc. | Consumer Cyclical | $649.90M | $9.91B |
| 43 | KMX | CarMax, Inc. | Consumer Cyclical | $642.79M | $7.47B |
| 44 | TCOM | Trip.com Group Limited | Consumer Cyclical | $628.63M | $25.13B |
| 45 | RL | Ralph Lauren Corporation | Consumer Cyclical | $623.80M | $23.06B |
| 46 | HGV | Hilton Grand Vacations Inc. | Consumer Cyclical | $600.00M | $2.78B |
| 47 | MAT | Mattel, Inc. | Consumer Cyclical | $600.00M | $4.52B |
| 48 | CROX | Crocs, Inc. | Consumer Cyclical | $582.32M | $5.70B |
| 49 | PVH | PVH Corp. | Consumer Cyclical | $577.70M | $3.99B |
| 50 | AVY | Avery Dennison Corporation | Consumer Cyclical | $572.30M | $13.90B |
| 51 | DKNG | DraftKings Inc. | Consumer Cyclical | $571.53M | $10.53B |
| 52 | GPI | Group 1 Automotive, Inc. | Consumer Cyclical | $554.80M | $2.91B |
| 53 | YUM | Yum! Brands, Inc. | Consumer Cyclical | $552.00M | $40.79B |
| 54 | KBH | KB Home | Consumer Cyclical | $541.30M | $2.82B |
| 55 | BWA | BorgWarner Inc. | Consumer Cyclical | $508.00M | $11.23B |
| 56 | CCK | Crown Holdings, Inc. | Consumer Cyclical | $505.00M | $12.69B |
| 57 | PLNT | Planet Fitness, Inc. | Consumer Cyclical | $500.37M | $3.98B |
| 58 | SCI | Service Corporation International | Consumer Cyclical | $461.01M | $11.22B |
| 59 | ANF | Abercrombie & Fitch Co. | Consumer Cyclical | $451.22M | $6.99B |
| 60 | EAT | Brinker International, Inc. | Consumer Cyclical | $443.90M | $7.87B |
| 61 | CHDN | Churchill Downs Incorporated | Consumer Cyclical | $427.80M | $5.86B |
| 62 | BBWI | Bath & Body Works, Inc. | Consumer Cyclical | $401.00M | $4.31B |
| 63 | APTV | Aptiv PLC | Consumer Cyclical | $397.00M | $9.05B |
| 64 | WYNN | Wynn Resorts, Limited | Consumer Cyclical | $380.11M | $7.64B |
| 65 | TSCO | Tractor Supply Company | Consumer Cyclical | $361.26M | $16.95B |
| 66 | DPZ | Domino's Pizza, Inc. | Consumer Cyclical | $357.70M | $10.31B |
| 67 | PENN | PENN Entertainment, Inc. | Consumer Cyclical | $354.40M | $2.00B |
| 68 | HOG | Harley-Davidson, Inc. | Consumer Cyclical | $353.27M | $3.00B |
| 69 | ALV | Autoliv, Inc. | Consumer Cyclical | $351.00M | $8.30B |
| 70 | DKS | DICK'S Sporting Goods, Inc. | Consumer Cyclical | $347.13M | $14.24B |
| 71 | ALSN | Allison Transmission Holdings, Inc. | Consumer Cyclical | $328.00M | $8.85B |
| 72 | LEA | Lear Corporation | Consumer Cyclical | $325.20M | $5.75B |
| 73 | CNNE | Cannae Holdings, Inc. | Consumer Cyclical | $319.70M | $707.87M |
| 74 | GNTX | Gentex Corporation | Consumer Cyclical | $315.50M | $4.35B |
| 75 | TNL | Travel + Leisure Co. | Consumer Cyclical | $301.00M | $4.02B |
| 76 | YETI | YETI Holdings, Inc. | Consumer Cyclical | $297.78M | $3.18B |
| 77 | MTH | Meritage Homes Corporation | Consumer Cyclical | $295.00M | $4.15B |
| 78 | H | Hyatt Hotels Corporation | Consumer Cyclical | $293.00M | $16.20B |
| 79 | FTDR | Frontdoor, Inc. | Consumer Cyclical | $283.00M | $5.78B |
| 80 | BURL | Burlington Stores, Inc. | Consumer Cyclical | $278.42M | $15.15B |
| 81 | BBY | Best Buy Co., Inc. | Consumer Cyclical | $273.00M | $20.54B |
| 82 | BRSL | Brightstar Lottery PLC | Consumer Cyclical | $271.00M | $1.74B |
| 83 | WH | Wyndham Hotels & Resorts, Inc. | Consumer Cyclical | $266.00M | $5.41B |
| 84 | CHWY | Chewy, Inc. | Consumer Cyclical | $262.50M | $8.80B |
| 85 | M | Macy's, Inc. | Consumer Cyclical | $250.00M | $6.16B |
| 86 | CPNG | Coupang, Inc. | Consumer Cyclical | $243.00M | $24.72B |
| 87 | CZR | Caesars Entertainment, Inc. | Consumer Cyclical | $229.00M | $5.91B |
| 88 | BFAM | Bright Horizons Family Solutions Inc. | Consumer Cyclical | $225.41M | $3.58B |
| 89 | WING | Wingstop Inc. | Consumer Cyclical | $221.86M | $3.35B |
| 90 | ROL | Rollins, Inc. | Consumer Cyclical | $216.85M | $16.62B |
| 91 | GOLF | Acushnet Holdings Corp. | Consumer Cyclical | $211.52M | $4.78B |
| 92 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | $211.00M | $111.21B |
| 93 | GTX | Garrett Motion Inc. | Consumer Cyclical | $208.00M | $4.05B |
| 94 | SIG | Signet Jewelers Limited | Consumer Cyclical | $205.20M | $4.41B |
| 95 | MHO | M/I Homes, Inc. | Consumer Cyclical | $202.03M | $3.15B |
| 96 | COLM | Columbia Sportswear Company | Consumer Cyclical | $201.10M | $3.11B |
| 97 | WEN | The Wendy's Company | Consumer Cyclical | $200.77M | $1.18B |
| 98 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | $200.50M | $26.02B |
| 99 | SKY | Champion Homes, Inc. | Consumer Cyclical | $200.00M | $4.30B |
| 100 | ASO | Academy Sports and Outdoors, Inc. | Consumer Cyclical | $198.98M | $3.67B |
No companies match this search.
How this ranking is built
Companies are ranked by share buybacks 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.
- 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 mature retailers and restaurants favor sustained buyback programs?
Once store footprints stabilize and comparable-store growth drives the equity story, incremental reinvestment opportunities inside the existing business shrink. Opening more units yields progressively less, acquisitions are hit and miss, and excess cash accumulates. Buybacks become the natural release valve, often paired with a growing dividend. Investors in these names typically expect capital return rather than rapid redeployment, so programmatic repurchases align with the shareholder base the firms have attracted over time.
How have automakers' buyback patterns changed with electrification?
Prior cycles saw US automakers return substantial cash to shareholders during expansion periods, but the capital demands of vehicle electrification, battery investment, and software development have reshuffled priorities. Management teams now balance buyback programs against multi-year platform spending that prior generations did not face, which has made repurchases more episodic and tied more tightly to cash flow windows. The new pattern looks closer to long-cycle industrial behavior than the steady programs of the pre-transition era.
What should readers watch when buybacks are debt-funded in this sector?
Debt-funded buybacks lever up the balance sheet, which lifts EPS and ROE in the short term but raises the cost of financial distress if demand weakens. In cyclical consumer businesses, that risk bites harder than at staples because same-store sales can turn sharply negative in recession. Watching leverage ratios, interest coverage, and maturity schedules alongside buyback activity helps identify firms where repurchases represent healthy capital return versus those borrowing from future flexibility to sweeten current-period metrics.