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.
255 U.S.-listed Consumer Cyclical companies with a market cap of at least $1B are ranked here by market capitalization, worth a combined $8.68T — 8.60% of the total market tracked on MarketCapLens. The most valuable is Amazon.com, Inc. at $2.74T. As of September 22, 2026. Size ranking for research, not a sector recommendation.
| Industry | Companies | Combined cap | % of sector |
|---|---|---|---|
| Specialty Retail | 40 | $3.75T | 43.20% |
| Auto - Manufacturers | 15 | $2.04T | 23.53% |
| Restaurants | 22 | $496.07B | 5.71% |
| Travel Services | 13 | $434.43B | 5.00% |
| Home Improvement | 3 | $419.67B | 4.83% |
| Apparel - Retail | 12 | $283.76B | 3.27% |
The largest company, Amazon.com, Inc. (AMZN), is 31.59% of Consumer Cyclical. The three largest — Amazon.com, Inc. (AMZN), Tesla, Inc. (TSLA), and The Home Depot, Inc. (HD) — are 52.33% of the sector. The ten largest are 65.92%. 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 | $2.74T | $254.98 | -1.34% | 41.26M | 31.59% |
| 2 | Tesla, Inc.TSLA | $1.5T | $378.90 | +0.96% | 28.09M | 17.23% |
| 3 | The Home Depot, Inc.HD | $304.47B | $305.35 | +2.74% | 5.45M | 3.51% |
| 4 | Alibaba Group Holding LimitedBABA | $278.68B | $116.27 | +0.45% | 13.66M | 3.21% |
| 5 | Toyota Motor CorporationTM | $227.43B | $192.06 | -0.23% | 213.75K | 2.62% |
| 6 | McDonald's CorporationMCD | $177.88B | $250.35 | +1.00% | 4.97M | 2.05% |
| 7 | The TJX Companies, Inc.TJX | $144.5B | $130.80 | -0.12% | 9.86M | 1.66% |
| 8 | Booking Holdings Inc.BKNG | $127.25B | $164.22 | -2.55% | 14.25M | 1.47% |
| 9 | PDD Holdings Inc.PDD | $114.37B | $80.35 | +1.33% | 7.11M | 1.32% |
| 10 | Lowe's Companies, Inc.LOW | $109.98B | $196.14 | +2.70% | 3.38M | 1.27% |
| 11 | Starbucks CorporationSBUX | $108.43B | $95.11 | +0.22% | 8.25M | 1.25% |
| 12 | Airbnb, Inc.ABNB | $96.04B | $161.81 | -3.01% | 4.96M | 1.11% |
| 13 | MercadoLibre, Inc.MELI | $92.6B | $1,826.58 | +0.34% | 801.96K | 1.07% |
| 14 | Marriott International, Inc.MAR | $90.76B | $348.06 | +1.58% | 1.77M | 1.05% |
| 15 | General Motors CompanyGM | $75.48B | $83.45 | -0.60% | 6.21M | 0.87% |
| 16 | Ross Stores, Inc.ROST | $74.58B | $232.51 | +0.54% | 2.07M | 0.86% |
| 17 | Ferrari N.V.RACE | $72.71B | $413.32 | -0.68% | 245.66K | 0.84% |
| 18 | Carvana Co.CVNA | $71.69B | $65.36 | -2.71% | 4.95M | 0.83% |
| 19 | O'Reilly Automotive, Inc.ORLY | $71.12B | $85.82 | +3.55% | 9.52M | 0.82% |
| 20 | Hilton Worldwide Holdings Inc.HLT | $69.42B | $308.44 | +0.44% | 1.74M | 0.80% |
| 21 | Royal Caribbean Cruises Ltd.RCL | $63B | $234.89 | -6.14% | 8.34M | 0.73% |
| 22 | Sea LimitedSE | $62.24B | $103.67 | +0.99% | 2.81M | 0.72% |
| 23 | NIKE, Inc.NKE | $53.42B | $36.10 | 0.00% | 31.25M | 0.62% |
| 24 | Ford Motor CompanyF | $52.24B | $13.10 | -0.53% | 43.83M | 0.60% |
| 25 | eBay Inc.EBAY | $48.52B | $109.28 | +0.90% | 4.47M | 0.56% |
| 26 | AutoZone, Inc.AZO | $47.26B | $2,894.73 | +3.26% | 777.32K | 0.54% |
| 27 | Honda Motor Co., Ltd.HMC | $42.07B | $32.42 | -0.34% | 640.09K | 0.48% |
| 28 | Chipotle Mexican Grill, Inc.CMG | $41.85B | $32.63 | -1.55% | 11.93M | 0.48% |
| 29 | D.R. Horton, Inc.DHI | $40.31B | $144.11 | +3.49% | 2.25M | 0.46% |
| 30 | Yum! Brands, Inc.YUM | $38.51B | $139.71 | +0.27% | 2.89M | 0.44% |
| 31 | JD.com, Inc.JD | $38.44B | $27.38 | +0.37% | 5.08M | 0.44% |
| 32 | Viking Holdings LtdVIK | $35.99B | $81.02 | -5.85% | 8.56M | 0.41% |
| 33 | Expedia Group, Inc.EXPE | $32.14B | $280.70 | -0.11% | 6.16M | 0.37% |
| 34 | Carnival Corporation & plcCCL | $30.52B | $22.28 | -0.13% | 40.55M | 0.35% |
| 35 | Williams-Sonoma, Inc.WSM | $27.4B | $232.69 | +2.43% | 1.08M | 0.32% |
| 36 | Trip.com Group LimitedTCOM | $26.54B | $40.85 | +0.49% | 3.14M | 0.31% |
| 37 | Coupang, Inc.CPNG | $26.26B | $14.61 | -0.07% | 8.14M | 0.30% |
| 38 | Las Vegas Sands Corp.LVS | $25.71B | $39.70 | -1.39% | 5.03M | 0.30% |
| 39 | Restaurant Brands International Inc.QSR | $24.95B | $71.91 | -0.90% | 3.56M | 0.29% |
| 40 | Darden Restaurants, Inc.DRI | $24.44B | $213.35 | +0.97% | 1.31M | 0.28% |
| 41 | Smurfit Westrock plcSW | $24.36B | $46.45 | +2.29% | 3.37M | 0.28% |
| 42 | SharkNinja, Inc.SN | $23.92B | $169.01 | +0.90% | 2.86M | 0.28% |
| 43 | Ulta Beauty, Inc.ULTA | $23.81B | $553.86 | -0.72% | 496.55K | 0.27% |
| 44 | PulteGroup, Inc.PHM | $23.6B | $122.29 | +2.79% | 1.52M | 0.27% |
| 45 | InterContinental Hotels Group PLCIHG | $22.88B | $154.85 | +0.16% | 174.24K | 0.26% |
| 46 | Tapestry, Inc.TPR | $22.75B | $112.59 | -0.42% | 3.56M | 0.26% |
| 47 | Casey's General Stores, Inc.CASY | $21.64B | $584.83 | -0.09% | 749.98K | 0.25% |
| 48 | Packaging Corporation of AmericaPKG | $21.23B | $238.23 | -0.03% | 383.76K | 0.24% |
| 49 | Ralph Lauren CorporationRL | $21.11B | $346.06 | +1.84% | 698.33K | 0.24% |
| 50 | Lennar CorporationLEN | $20.62B | $83.06 | +6.38% | 6.46M | 0.24% |
| 51 | Amcor plcAMCR | $19.99B | $43.24 | +2.59% | 3.68M | 0.23% |
| 52 | Best Buy Co., Inc.BBY | $19.98B | $94.82 | +1.72% | 2.55M | 0.23% |
| 53 | Rivian Automotive, Inc.RIVN | $18.38B | $15.14 | -1.43% | 20.62M | 0.21% |
| 54 | Genuine Parts CompanyGPC | $17.87B | $129.59 | +2.48% | 814.28K | 0.21% |
| 55 | Magna International Inc.MGA | $17.37B | $63.79 | +1.24% | 851.6K | 0.20% |
| 56 | Tractor Supply CompanyTSCO | $17.22B | $32.84 | +1.58% | 12.13M | 0.20% |
| 57 | NVR, Inc.NVR | $17.11B | $6,338.92 | +2.42% | 44.65K | 0.20% |
| 58 | Burlington Stores, Inc.BURL | $16.17B | $256.85 | +2.01% | 2.01M | 0.19% |
| 59 | Amer Sports, Inc.AS | $15.99B | $27.65 | +0.73% | 8.14M | 0.18% |
| 60 | Ball CorporationBALL | $15.97B | $59.97 | +0.44% | 1.75M | 0.18% |
| 61 | Flutter Entertainment plcFLUT | $15.37B | $88.62 | +2.03% | 2.79M | 0.18% |
| 62 | Hyatt Hotels CorporationH | $14.96B | $157.80 | +0.54% | 890.67K | 0.17% |
| 63 | Wayfair Inc.W | $14.7B | $107.35 | +2.29% | 1.79M | 0.17% |
| 64 | Yum China Holdings, Inc.YUMC | $14.52B | $41.58 | +0.27% | 1.87M | 0.17% |
| 65 | Stellantis N.V.STLA | $13.98B | $4.83 | +0.42% | 18.09M | 0.16% |
| 66 | Penske Automotive Group, Inc.PAG | $13.78B | $209.86 | -1.08% | 267.48K | 0.16% |
| 67 | Somnigroup International IncSGI | $13.62B | $64.73 | +2.16% | 2.39M | 0.16% |
| 68 | H World Group LimitedHTHT | $13.31B | $43.33 | -0.73% | 913.26K | 0.15% |
| 69 | Avery Dennison CorporationAVY | $13.16B | $172.09 | +1.63% | 758.15K | 0.15% |
| 70 | Toll Brothers, Inc.TOL | $12.86B | $137.57 | +1.53% | 1.4M | 0.15% |
| 71 | Five Below, Inc.FIVE | $12.84B | $232.28 | -1.63% | 1.45M | 0.15% |
| 72 | BorgWarner Inc.BWA | $12.53B | $61.11 | -3.49% | 3.95M | 0.14% |
| 73 | Hasbro, Inc.HAS | $12.26B | $86.91 | -0.92% | 2.64M | 0.14% |
| 74 | Crown Holdings, Inc.CCK | $11.92B | $109.64 | +0.84% | 1.33M | 0.14% |
| 75 | Lululemon Athletica Inc.LULU | $11.78B | $103.73 | +2.40% | 4.3M | 0.14% |
| 76 | Li Auto Inc.LI | $11.78B | $11.66 | +1.22% | 2.79M | 0.14% |
| 77 | DICK'S Sporting Goods, Inc.DKS | $11.44B | $133.94 | +8.34% | 4.68M | 0.13% |
| 78 | Texas Roadhouse, Inc.TXRH | $10.92B | $166.12 | +0.35% | 1.26M | 0.13% |
| 79 | Deckers Outdoor CorporationDECK | $10.87B | $79.83 | -0.50% | 3.5M | 0.13% |
| 80 | DraftKings Inc.DKNG | $10.82B | $21.80 | -0.77% | 22.93M | 0.12% |
| 81 | GameStop Corp.GME | $10.78B | $24.03 | +5.58% | 14.88M | 0.12% |
| 82 | Service Corporation InternationalSCI | $10.67B | $78.11 | +0.71% | 879.48K | 0.12% |
| 83 | Dillard's, Inc.DDS | $10.15B | $650.17 | +1.73% | 112.3K | 0.12% |
| 84 | XPeng Inc.XPEV | $9.96B | $10.48 | +0.10% | 6.45M | 0.11% |
| 85 | Domino's Pizza, Inc.DPZ | $9.83B | $297.12 | +0.40% | 811.17K | 0.11% |
| 86 | On Holding AGONON | $9.8B | $29.39 | +7.58% | 42.51M | 0.11% |
| 87 | MGM Resorts InternationalMGM | $9.79B | $38.90 | +0.44% | 3.52M | 0.11% |
| 88 | Allison Transmission Holdings, Inc.ALSN | $9.57B | $115.38 | -2.93% | 1.1M | 0.11% |
| 89 | Aptiv PLCAPTV | $9.44B | $44.61 | +2.39% | 4.08M | 0.11% |
| 90 | Murphy USA Inc.MUSA | $9.39B | $508.14 | -0.17% | 221.32K | 0.11% |
| 91 | NIO Inc.NIO | $9.23B | $3.72 | +1.36% | 38.74M | 0.11% |
| 92 | Brinker International, Inc.EAT | $8.87B | $206.81 | +3.25% | 1.39M | 0.10% |
| 93 | Autoliv, Inc.ALV | $8.7B | $118.77 | +0.87% | 521.62K | 0.10% |
| 94 | Wynn Resorts, LimitedWYNN | $8.56B | $82.51 | -0.97% | 1.75M | 0.10% |
| 95 | Life Time Group Holdings, Inc.LTH | $8.53B | $38.19 | -4.31% | 6.63M | 0.10% |
| 96 | Chewy, Inc.CHWY | $8.14B | $19.66 | -4.14% | 11.47M | 0.09% |
| 97 | CarMax, Inc.KMX | $8.07B | $56.84 | -1.76% | 3.05M | 0.09% |
| 98 | Levi Strauss & Co.LEVI | $7.85B | $20.06 | +1.21% | 2.23M | 0.09% |
| 99 | The Gap, Inc.GAP | $7.73B | $21.46 | +0.99% | 5.19M | 0.09% |
| 100 | VinFast Auto Ltd.VFS | $7.56B | $3.23 | -4.44% | 662.29K | 0.09% |
| Travel Lodging | 8 | $225.52B | 2.60% |
|---|
| Residential Construction | 16 | $149.01B | 1.72% |
|---|
| Other | 126 | $880.4B | 10.14% |
|---|
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.