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.
251 U.S.-listed Consumer Cyclical companies with a market cap of at least $1B are ranked here by market capitalization, worth a combined $8.69T — 8.82% of the total market tracked on MarketCapLens. The most valuable is Amazon.com, Inc. at $2.69T. As of October 27, 2026. Size ranking for research, not a sector recommendation.
| Industry | Companies | Combined cap | % of sector |
|---|---|---|---|
| Specialty Retail | 40 | $3.66T | 42.15% |
| Auto - Manufacturers | 15 | $2.08T | 23.92% |
| Restaurants | 23 | $505.59B | 5.82% |
| Travel Services | 13 | $444.91B | 5.12% |
| Home Improvement | 3 | $434.9B | 5.01% |
| Apparel - Retail | 12 | $300.56B | 3.46% |
The largest company, Amazon.com, Inc. (AMZN), is 30.93% of Consumer Cyclical. The three largest — Amazon.com, Inc. (AMZN), Tesla, Inc. (TSLA), and The Home Depot, Inc. (HD) — are 52.42% of the sector. The ten largest are 65.82%. 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 | $2.69T | $249.09 | +0.44% | 32.08M | 30.93% |
| 2 | Tesla, Inc.TSLA | $1.55T | $391.62 | +5.21% | 52.86M | 17.82% |
| 3 | The Home Depot, Inc.HD | $318.64B | $319.38 | -0.14% | 3.64M | 3.67% |
| 4 | Alibaba Group Holding LimitedBABA | $249.4B | $100.25 | +0.61% | 7.66M | 2.87% |
| 5 | Toyota Motor CorporationTM | $235.45B | $197.64 | +0.43% | 246.96K | 2.71% |
| 6 | McDonald's CorporationMCD | $177.5B | $250.83 | +0.95% | 4.6M | 2.04% |
| 7 | The TJX Companies, Inc.TJX | $158.07B | $143.70 | -0.94% | 4.8M | 1.82% |
| 8 | Starbucks CorporationSBUX | $117.07B | $102.69 | +1.88% | 6.33M | 1.35% |
| 9 | Booking Holdings Inc.BKNG | $115.07B | $153.14 | -1.73% | 5.55M | 1.32% |
| 10 | Lowe's Companies, Inc.LOW | $111.21B | $198.22 | -0.23% | 2.53M | 1.28% |
| 11 | PDD Holdings Inc.PDD | $111.21B | $78.13 | -1.15% | 3.7M | 1.28% |
| 12 | Marriott International, Inc.MAR | $102.94B | $394.75 | +1.03% | 1.12M | 1.19% |
| 13 | Airbnb, Inc.ABNB | $102.42B | $171.05 | -0.56% | 2.09M | 1.18% |
| 14 | MercadoLibre, Inc.MELI | $84.6B | $1,668.72 | -7.81% | 2.41M | 0.97% |
| 15 | Hilton Worldwide Holdings Inc.HLT | $79.2B | $351.89 | +0.65% | 2.61M | 0.91% |
| 16 | Ross Stores, Inc.ROST | $75.1B | $234.11 | +2.10% | 2.08M | 0.86% |
| 17 | Royal Caribbean Cruises Ltd.RCL | $75.05B | $280.60 | +1.49% | 2.39M | 0.86% |
| 18 | O'Reilly Automotive, Inc.ORLY | $73.66B | $91.05 | +1.26% | 5.32M | 0.85% |
| 19 | Ferrari N.V.RACE | $68.89B | $392.94 | -0.09% | 270.88K | 0.79% |
| 20 | General Motors CompanyGM | $64.79B | $76.31 | +0.51% | 5.26M | 0.75% |
| 21 | Carvana Co.CVNA | $62.07B | $56.59 | -2.11% | 8.46M | 0.71% |
| 22 | NIKE, Inc.NKE | $56.31B | $37.91 | +1.64% | 24.42M | 0.65% |
| 23 | eBay Inc.EBAY | $52.79B | $118.62 | -2.30% | 3.91M | 0.61% |
| 24 | AutoZone, Inc.AZO | $52.08B | $3,190.07 | -0.33% | 182.26K | 0.60% |
| 25 | Ford Motor CompanyF | $46.18B | $11.58 | -0.17% | 34.96M | 0.53% |
| 26 | Sea LimitedSE | $45.33B | $74.01 | -0.83% | 8.94M | 0.52% |
| 27 | Honda Motor Co., Ltd.HMC | $44.82B | $34.36 | +0.61% | 749.33K | 0.52% |
| 28 | D.R. Horton, Inc.DHI | $40.98B | $146.52 | -0.65% | 2.57M | 0.47% |
| 29 | Yum! Brands, Inc.YUM | $40.79B | $149.47 | -0.15% | 2.52M | 0.47% |
| 30 | Viking Holdings LtdVIK | $37.82B | $84.68 | +2.97% | 3.6M | 0.44% |
| 31 | Carnival Corporation & plcCCL | $36.12B | $26.86 | +2.87% | 24.22M | 0.42% |
| 32 | Chipotle Mexican Grill, Inc.CMG | $35.95B | $28.41 | +3.23% | 21.9M | 0.41% |
| 33 | JD.com, Inc.JD | $34.09B | $25.24 | -0.47% | 4.96M | 0.39% |
| 34 | Expedia Group, Inc.EXPE | $32.51B | $283.97 | -1.74% | 997.25K | 0.37% |
| 35 | Williams-Sonoma, Inc.WSM | $29.44B | $249.96 | -0.99% | 869.87K | 0.34% |
| 36 | SharkNinja, Inc.SN | $28.11B | $198.63 | +1.15% | 928.49K | 0.32% |
| 37 | Ulta Beauty, Inc.ULTA | $26.74B | $625.33 | +0.14% | 454.36K | 0.31% |
| 38 | Trip.com Group LimitedTCOM | $26.17B | $39.91 | +0.33% | 1.41M | 0.30% |
| 39 | Casey's General Stores, Inc.CASY | $26.02B | $703.93 | +0.67% | 336.91K | 0.30% |
| 40 | Restaurant Brands International Inc.QSR | $25.98B | $74.48 | -1.14% | 3.18M | 0.30% |
| 41 | Coupang, Inc.CPNG | $24.72B | $13.75 | -1.08% | 13.02M | 0.28% |
| 42 | InterContinental Hotels Group PLCIHG | $24.46B | $167.32 | +3.03% | 387.96K | 0.28% |
| 43 | Darden Restaurants, Inc.DRI | $24.13B | $213.25 | +0.40% | 847.59K | 0.28% |
| 44 | Las Vegas Sands Corp.LVS | $23.69B | $36.57 | +2.49% | 7.67M | 0.27% |
| 45 | PulteGroup, Inc.PHM | $23.11B | $121.31 | +0.10% | 2.25M | 0.27% |
| 46 | Ralph Lauren CorporationRL | $23.06B | $386.95 | +2.53% | 598.48K | 0.27% |
| 47 | Packaging Corporation of AmericaPKG | $22.61B | $253.74 | +2.61% | 893.47K | 0.26% |
| 48 | Smurfit Westrock plcSW | $22.16B | $42.24 | +0.93% | 4.95M | 0.26% |
| 49 | Tapestry, Inc.TPR | $22.01B | $110.90 | +0.48% | 2.85M | 0.25% |
| 50 | Amcor plcAMCR | $21.36B | $46.19 | +0.17% | 2.83M | 0.25% |
| 51 | Best Buy Co., Inc.BBY | $20.54B | $97.95 | -1.92% | 2.19M | 0.24% |
| 52 | Lennar CorporationLEN | $19.98B | $83.98 | -1.11% | 3.05M | 0.23% |
| 53 | Magna International Inc.MGA | $17.11B | $63.96 | -0.02% | 907.45K | 0.20% |
| 54 | Ball CorporationBALL | $17.06B | $64.45 | -0.48% | 1.91M | 0.20% |
| 55 | Genuine Parts CompanyGPC | $16.99B | $123.22 | +0.16% | 907.45K | 0.20% |
| 56 | Tractor Supply CompanyTSCO | $16.95B | $32.53 | -2.66% | 13.15M | 0.20% |
| 57 | Hasbro, Inc.HAS | $16.64B | $117.96 | +0.44% | 2.71M | 0.19% |
| 58 | Amer Sports, Inc.AS | $16.61B | $28.55 | +1.10% | 5.69M | 0.19% |
| 59 | Rivian Automotive, Inc.RIVN | $16.5B | $11.43 | -3.38% | 24.89M | 0.19% |
| 60 | Hyatt Hotels CorporationH | $16.23B | $171.96 | -0.36% | 650.15K | 0.19% |
| 61 | Yum China Holdings, Inc.YUMC | $15.59B | $45.53 | +2.22% | 2.51M | 0.18% |
| 62 | Wayfair Inc.W | $15.48B | $113.05 | +0.50% | 1.66M | 0.18% |
| 63 | NVR, Inc.NVR | $15.35B | $5,732.15 | -4.20% | 45.19K | 0.18% |
| 64 | Burlington Stores, Inc.BURL | $15.15B | $241.26 | -2.57% | 1.63M | 0.17% |
| 65 | H World Group LimitedHTHT | $14.54B | $47.35 | +2.42% | 992.65K | 0.17% |
| 66 | Somnigroup International IncSGI | $14.3B | $62.13 | -3.94% | 3.78M | 0.16% |
| 67 | Penske Automotive Group, Inc.PAG | $13.93B | $212.09 | -0.11% | 381.93K | 0.16% |
| 68 | Flutter Entertainment plcFLUT | $13.91B | $80.18 | +0.11% | 2.14M | 0.16% |
| 69 | Avery Dennison CorporationAVY | $13.9B | $183.43 | +0.88% | 431.69K | 0.16% |
| 70 | Toll Brothers, Inc.TOL | $12.94B | $140.40 | +0.36% | 800.9K | 0.15% |
| 71 | DICK'S Sporting Goods, Inc.DKS | $12.85B | $144.48 | -0.13% | 2.12M | 0.15% |
| 72 | Five Below, Inc.FIVE | $12.72B | $230.00 | +3.03% | 775.82K | 0.15% |
| 73 | Crown Holdings, Inc.CCK | $12.69B | $116.71 | -0.49% | 699.08K | 0.15% |
| 74 | GameStop Corp.GME | $12.06B | $23.90 | -3.71% | 8.29M | 0.14% |
| 75 | Lululemon Athletica Inc.LULU | $11.92B | $102.91 | +3.94% | 3.57M | 0.14% |
| 76 | Stellantis N.V.STLA | $11.81B | $4.08 | +0.49% | 33.67M | 0.14% |
| 77 | Li Auto Inc.LI | $11.75B | $11.35 | -0.35% | 1.57M | 0.14% |
| 78 | BorgWarner Inc.BWA | $11.23B | $55.12 | +0.29% | 2.14M | 0.13% |
| 79 | Service Corporation InternationalSCI | $11.23B | $82.36 | -1.14% | 1.06M | 0.13% |
| 80 | Deckers Outdoor CorporationDECK | $10.94B | $80.37 | -0.89% | 3.99M | 0.13% |
| 81 | On Holding AGONON | $10.93B | $33.17 | +2.03% | 5.11M | 0.13% |
| 82 | Texas Roadhouse, Inc.TXRH | $10.88B | $165.82 | +0.10% | 1.2M | 0.13% |
| 83 | DraftKings Inc.DKNG | $10.53B | $21.22 | +1.48% | 12.21M | 0.12% |
| 84 | Domino's Pizza, Inc.DPZ | $10.31B | $313.32 | -0.09% | 606.28K | 0.12% |
| 85 | Murphy USA Inc.MUSA | $9.91B | $539.14 | +0.84% | 278.12K | 0.11% |
| 86 | Life Time Group Holdings, Inc.LTH | $9.8B | $43.86 | +4.60% | 3.65M | 0.11% |
| 87 | Aptiv PLCAPTV | $9.05B | $43.61 | +2.16% | 2.25M | 0.10% |
| 88 | Allison Transmission Holdings, Inc.ALSN | $8.85B | $107.19 | +0.82% | 630.03K | 0.10% |
| 89 | Chewy, Inc.CHWY | $8.8B | $21.90 | -0.14% | 5.29M | 0.10% |
| 90 | XPeng Inc.XPEV | $8.66B | $9.12 | -0.98% | 4.28M | 0.10% |
| 91 | Autoliv, Inc.ALV | $8.45B | $115.32 | +0.57% | 914.54K | 0.10% |
| 92 | Levi Strauss & Co.LEVI | $8.37B | $21.84 | +3.36% | 3.45M | 0.10% |
| 93 | Dutch Bros Inc.BROS | $7.89B | $42.02 | +1.28% | 3.56M | 0.09% |
| 94 | Brinker International, Inc.EAT | $7.87B | $187.98 | +2.89% | 1.51M | 0.09% |
| 95 | NIO Inc.NIO | $7.85B | $3.26 | -0.91% | 18.94M | 0.09% |
| 96 | Etsy, Inc.ETSY | $7.84B | $85.43 | -1.73% | 2.55M | 0.09% |
| 97 | The Gap, Inc.GAP | $7.82B | $22.26 | -0.27% | 5.65M | 0.09% |
| 98 | Urban Outfitters, Inc.URBN | $7.76B | $90.59 | +4.67% | 1.24M | 0.09% |
| 99 | Wynn Resorts, LimitedWYNN | $7.64B | $74.20 | +2.02% | 2.45M | 0.09% |
| 100 | Victoria's Secret & CompanyVSXY | $7.57B | $94.96 | +4.56% | 2.02M | 0.09% |
| Travel Lodging | 9 | $255.01B | 2.94% |
|---|
| Residential Construction | 13 | $140.62B | 1.62% |
|---|
| Other | 123 | $865.2B | 9.96% |
|---|
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.