Consumer Cyclical groups discretionary goods and services — retail, autos, restaurants, travel, and similar — under one industry-group label. Demand can move with the cycle; the label is still not a return series. Combined size is not a sector return. See how the ranking works.
250 U.S.-listed Consumer Cyclical companies with a market cap of at least $1B are ranked here by market capitalization, worth a combined $8.59T — 8.67% of the total market tracked on MarketCapLens. The most valuable is Amazon.com, Inc. at $2.7T. As of October 16, 2026. Size ranking for research, not a sector recommendation.
| Industry | Companies | Combined cap | % of sector |
|---|---|---|---|
| Specialty Retail | 40 | $3.71T | 43.26% |
| Auto - Manufacturers | 14 | $1.94T | 22.59% |
| Restaurants | 23 | $499.29B | 5.82% |
| Travel Services | 13 | $452.41B | 5.27% |
| Home Improvement | 3 | $424.43B | 4.94% |
| Apparel - Retail | 12 | $305.04B | 3.55% |
The largest company, Amazon.com, Inc. (AMZN), is 31.41% of Consumer Cyclical. The three largest — Amazon.com, Inc. (AMZN), Tesla, Inc. (TSLA), and The Home Depot, Inc. (HD) — are 51.32% of the sector. The ten largest are 65.12%. Amazon.com, Inc. is classified as Specialty Retail, which is also the largest industry in this sector by combined cap. Magnificent 7 companies in this sector: Amazon.com, Inc. (AMZN) and Tesla, Inc. (TSLA).
| Weight |
|---|
| 1 | Amazon.com, Inc.AMZN | $2.7T | $250.00 | -1.87% | 39.04M | 31.41% |
| 2 | Tesla, Inc.TSLA | $1.4T | $354.72 | -2.13% | 61.71M | 16.32% |
| 3 | The Home Depot, Inc.HD | $308.91B | $309.63 | +0.45% | 7.01M | 3.60% |
| 4 | Alibaba Group Holding LimitedBABA | $271.44B | $109.11 | -1.82% | 6.62M | 3.16% |
| 5 | Toyota Motor CorporationTM | $230.45B | $194.61 | +1.39% | 652.61K | 2.68% |
| 6 | McDonald's CorporationMCD | $171.94B | $242.97 | +0.19% | 7.16M | 2.00% |
| 7 | The TJX Companies, Inc.TJX | $162.05B | $147.32 | +1.90% | 8.48M | 1.89% |
| 8 | Booking Holdings Inc.BKNG | $122.81B | $163.45 | -1.42% | 6.37M | 1.43% |
| 9 | PDD Holdings Inc.PDD | $115.25B | $80.97 | -1.76% | 4.56M | 1.34% |
| 10 | Starbucks CorporationSBUX | $111.17B | $97.52 | +0.66% | 9.37M | 1.29% |
| 11 | Lowe's Companies, Inc.LOW | $110.7B | $197.31 | +0.81% | 3.53M | 1.29% |
| 12 | Airbnb, Inc.ABNB | $104.01B | $173.70 | -0.33% | 4.76M | 1.21% |
| 13 | Marriott International, Inc.MAR | $101.19B | $388.05 | +0.61% | 1.89M | 1.18% |
| 14 | MercadoLibre, Inc.MELI | $92.98B | $1,834.00 | -1.24% | 271.71K | 1.08% |
| 15 | Hilton Worldwide Holdings Inc.HLT | $77.67B | $345.09 | +0.61% | 1.69M | 0.90% |
| 16 | Ross Stores, Inc.ROST | $75.99B | $236.89 | +0.88% | 2.26M | 0.89% |
| 17 | Royal Caribbean Cruises Ltd.RCL | $74.25B | $277.62 | -0.85% | 2.14M | 0.86% |
| 18 | General Motors CompanyGM | $73.67B | $83.96 | +0.36% | 7.49M | 0.86% |
| 19 | O'Reilly Automotive, Inc.ORLY | $72.22B | $89.27 | +0.87% | 5.89M | 0.84% |
| 20 | Ferrari N.V.RACE | $69.73B | $397.53 | -0.18% | 356.03K | 0.81% |
| 21 | Carvana Co.CVNA | $64.53B | $58.83 | -2.95% | 8.28M | 0.75% |
| 22 | Sea LimitedSE | $57.43B | $93.77 | -3.83% | 4.18M | 0.67% |
| 23 | NIKE, Inc.NKE | $55.15B | $37.13 | -0.03% | 30.9M | 0.64% |
| 24 | eBay Inc.EBAY | $53.52B | $120.28 | -2.14% | 4.56M | 0.62% |
| 25 | AutoZone, Inc.AZO | $50.94B | $3,120.59 | +1.99% | 247K | 0.59% |
| 26 | Ford Motor CompanyF | $49.57B | $12.43 | +0.97% | 49.27M | 0.58% |
| 27 | Honda Motor Co., Ltd.HMC | $44.48B | $34.28 | +0.65% | 925.1K | 0.52% |
| 28 | Yum! Brands, Inc.YUM | $41.07B | $150.51 | -0.21% | 2.02M | 0.48% |
| 29 | D.R. Horton, Inc.DHI | $38.99B | $139.39 | -0.11% | 3.35M | 0.45% |
| 30 | Chipotle Mexican Grill, Inc.CMG | $37.81B | $29.88 | -2.30% | 17.16M | 0.44% |
| 31 | Viking Holdings LtdVIK | $37.22B | $83.42 | -0.67% | 3.17M | 0.43% |
| 32 | JD.com, Inc.JD | $36.48B | $27.01 | -1.39% | 6.79M | 0.42% |
| 33 | Carnival Corporation & plcCCL | $34.83B | $25.90 | -2.12% | 22.29M | 0.41% |
| 34 | Expedia Group, Inc.EXPE | $33.08B | $288.95 | -1.00% | 2.27M | 0.39% |
| 35 | Williams-Sonoma, Inc.WSM | $29.46B | $250.16 | -0.44% | 1.81M | 0.34% |
| 36 | SharkNinja, Inc.SN | $26.39B | $186.51 | -3.70% | 1.14M | 0.31% |
| 37 | Trip.com Group LimitedTCOM | $26.11B | $40.01 | +0.20% | 3.08M | 0.30% |
| 38 | Restaurant Brands International Inc.QSR | $26.09B | $74.81 | +0.94% | 3.34M | 0.30% |
| 39 | Coupang, Inc.CPNG | $25.65B | $14.27 | -3.52% | 12.16M | 0.30% |
| 40 | Casey's General Stores, Inc.CASY | $25.47B | $689.22 | +2.31% | 546.26K | 0.30% |
| 41 | Ulta Beauty, Inc.ULTA | $25.35B | $592.94 | -2.68% | 461.14K | 0.30% |
| 42 | Las Vegas Sands Corp.LVS | $24.62B | $38.01 | -0.81% | 8.33M | 0.29% |
| 43 | InterContinental Hotels Group PLCIHG | $24.54B | $167.77 | +0.98% | 412.47K | 0.29% |
| 44 | Darden Restaurants, Inc.DRI | $24.48B | $216.35 | +0.95% | 1.13M | 0.29% |
| 45 | Tapestry, Inc.TPR | $24.01B | $120.18 | +0.36% | 2.12M | 0.28% |
| 46 | Ralph Lauren CorporationRL | $22.97B | $385.50 | -1.42% | 419.35K | 0.27% |
| 47 | PulteGroup, Inc.PHM | $21.63B | $113.55 | +0.50% | 2.16M | 0.25% |
| 48 | Smurfit Westrock plcSW | $21.59B | $41.16 | -0.19% | 7.29M | 0.25% |
| 49 | Packaging Corporation of AmericaPKG | $21.03B | $236.00 | +1.47% | 917.37K | 0.24% |
| 50 | Amcor plcAMCR | $20.27B | $43.85 | +0.25% | 3.43M | 0.24% |
| 51 | Best Buy Co., Inc.BBY | $19.43B | $92.63 | -1.64% | 3.4M | 0.23% |
| 52 | Genuine Parts CompanyGPC | $18.47B | $133.96 | +0.34% | 1.25M | 0.22% |
| 53 | Lennar CorporationLEN | $18.34B | $77.08 | -0.79% | 4.43M | 0.21% |
| 54 | Rivian Automotive, Inc.RIVN | $17.93B | $12.42 | -4.61% | 25.86M | 0.21% |
| 55 | Magna International Inc.MGA | $17.65B | $65.99 | -0.63% | 1.35M | 0.21% |
| 56 | Amer Sports, Inc.AS | $17.47B | $30.02 | +0.27% | 5.38M | 0.20% |
| 57 | Tractor Supply CompanyTSCO | $17.28B | $33.16 | -0.63% | 11.67M | 0.20% |
| 58 | Ball CorporationBALL | $16.73B | $63.20 | +0.64% | 2.95M | 0.19% |
| 59 | Burlington Stores, Inc.BURL | $16.5B | $262.66 | -1.92% | 1.28M | 0.19% |
| 60 | Hyatt Hotels CorporationH | $15.97B | $169.13 | +0.13% | 1.12M | 0.19% |
| 61 | NVR, Inc.NVR | $15.85B | $5,919.82 | -0.35% | 84.87K | 0.18% |
| 62 | Yum China Holdings, Inc.YUMC | $15.45B | $45.12 | +1.01% | 1.85M | 0.18% |
| 63 | Wayfair Inc.W | $14.69B | $107.28 | -4.15% | 2.45M | 0.17% |
| 64 | Somnigroup International IncSGI | $14.64B | $63.58 | -1.85% | 2.43M | 0.17% |
| 65 | H World Group LimitedHTHT | $14.28B | $46.50 | +1.22% | 1.43M | 0.17% |
| 66 | Penske Automotive Group, Inc.PAG | $13.95B | $212.42 | +0.20% | 1.09M | 0.16% |
| 67 | Hasbro, Inc.HAS | $13.93B | $98.76 | +0.36% | 1.81M | 0.16% |
| 68 | GameStop Corp.GME | $13.53B | $26.81 | -4.32% | 13M | 0.16% |
| 69 | Avery Dennison CorporationAVY | $13.29B | $175.31 | -0.32% | 563.35K | 0.15% |
| 70 | Flutter Entertainment plcFLUT | $13.12B | $75.60 | -0.76% | 2.03M | 0.15% |
| 71 | DICK'S Sporting Goods, Inc.DKS | $12.84B | $144.35 | +2.49% | 5.15M | 0.15% |
| 72 | Stellantis N.V.STLA | $12.65B | $4.37 | +0.46% | 32.61M | 0.15% |
| 73 | Crown Holdings, Inc.CCK | $12.42B | $114.15 | +0.41% | 811.71K | 0.14% |
| 74 | Toll Brothers, Inc.TOL | $12.32B | $133.70 | -0.18% | 1.22M | 0.14% |
| 75 | Five Below, Inc.FIVE | $12.32B | $222.72 | -0.23% | 1.04M | 0.14% |
| 76 | BorgWarner Inc.BWA | $11.84B | $58.13 | -0.92% | 2M | 0.14% |
| 77 | Deckers Outdoor CorporationDECK | $11.67B | $85.71 | -1.00% | 2.7M | 0.14% |
| 78 | On Holding AGONON | $11.45B | $34.75 | -1.25% | 10.17M | 0.13% |
| 79 | Lululemon Athletica Inc.LULU | $11.25B | $97.10 | -2.01% | 3.44M | 0.13% |
| 80 | Service Corporation InternationalSCI | $11.09B | $81.37 | +0.67% | 531.43K | 0.13% |
| 81 | Li Auto Inc.LI | $11.08B | $11.34 | -1.05% | 2.13M | 0.13% |
| 82 | Texas Roadhouse, Inc.TXRH | $11.05B | $168.40 | -1.50% | 1.63M | 0.13% |
| 83 | Domino's Pizza, Inc.DPZ | $10.21B | $308.64 | +1.83% | 819.69K | 0.12% |
| 84 | Murphy USA Inc.MUSA | $10.07B | $547.67 | +0.54% | 204.3K | 0.12% |
| 85 | DraftKings Inc.DKNG | $9.38B | $18.90 | -2.12% | 19.02M | 0.11% |
| 86 | Aptiv PLCAPTV | $9.31B | $44.86 | -0.73% | 3.1M | 0.11% |
| 87 | Allison Transmission Holdings, Inc.ALSN | $9.23B | $111.80 | -0.67% | 501.68K | 0.11% |
| 88 | Life Time Group Holdings, Inc.LTH | $9.05B | $40.52 | -0.10% | 2.56M | 0.11% |
| 89 | XPeng Inc.XPEV | $8.77B | $9.23 | -4.15% | 5.45M | 0.10% |
| 90 | Brinker International, Inc.EAT | $8.55B | $204.14 | -0.38% | 1.12M | 0.10% |
| 91 | Autoliv, Inc.ALV | $8.49B | $115.99 | +0.03% | 705.97K | 0.10% |
| 92 | Chewy, Inc.CHWY | $8.43B | $20.97 | -1.60% | 7.68M | 0.10% |
| 93 | NIO Inc.NIO | $8.17B | $3.43 | -2.00% | 26.57M | 0.10% |
| 94 | The Gap, Inc.GAP | $8.12B | $23.12 | -1.45% | 4.62M | 0.09% |
| 95 | Levi Strauss & Co.LEVI | $7.84B | $20.44 | -1.02% | 3.62M | 0.09% |
| 96 | Etsy, Inc.ETSY | $7.81B | $85.14 | -4.53% | 5.06M | 0.09% |
| 97 | Wynn Resorts, LimitedWYNN | $7.78B | $75.60 | -1.78% | 1.64M | 0.09% |
| 98 | Dutch Bros Inc.BROS | $7.73B | $41.16 | +0.15% | 4.77M | 0.09% |
| 99 | Gildan Activewear Inc.GIL | $7.58B | $40.94 | -2.50% | 1.52M | 0.09% |
| 100 | CarMax, Inc.KMX | $7.57B | $53.33 | +1.35% | 2.3M | 0.09% |
| Travel Lodging | 9 | $251.56B | 2.93% |
|---|
| Residential Construction | 13 | $134.12B | 1.56% |
|---|
| Other | 123 | $865.15B | 10.08% |
|---|
Industry rows keep autos separate from internet retail, restaurants, and lodging. Combined market cap is the listed equity in this snapshot, not same-store sales or a consumer-confidence reading.