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.
253 U.S.-listed Consumer Cyclical companies with a market cap of at least $1B are ranked here by market capitalization, worth a combined $8.92T — 9.48% of the total market tracked on MarketCapLens. The most valuable is Amazon.com, Inc. at $2.8T. As of November 6, 2026. Size ranking for research, not a sector recommendation.
| Industry | Companies | Combined cap | % of sector |
|---|---|---|---|
| Specialty Retail | 39 | $3.8T | 42.63% |
| Auto - Manufacturers | 15 | $1.99T | 22.32% |
| Restaurants | 23 | $545.66B | 6.12% |
| Travel Services | 12 | $480.63B | 5.39% |
| Home Improvement | 3 | $474B | 5.31% |
| Apparel - Retail | 12 | $291.64B | 3.27% |
The largest company, Amazon.com, Inc. (AMZN), is 31.44% of Consumer Cyclical. The three largest — Amazon.com, Inc. (AMZN), Tesla, Inc. (TSLA), and The Home Depot, Inc. (HD) — are 51.15% of the sector. The ten largest are 64.94%. 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 |
|---|
| 101 | Etsy, Inc.ETSY | $7.75B | $89.93 | -1.75% | 3.1M | 0.09% |
| 102 | VinFast Auto Ltd.VFS | $7.6B | $3.25 | +0.93% | 239.73K | 0.09% |
| 103 | The Gap, Inc.GAP | $7.55B | $21.48 | -4.15% | 6.06M | 0.08% |
| 104 | AndersenANDG | $7.31B | $65.00 | -1.92% | 1.18M | 0.08% |
| 105 | CarMax, Inc.KMX | $7.31B | $51.48 | -2.13% | 1.96M | 0.08% |
| 106 | Urban Outfitters, Inc.URBN | $7.26B | $84.70 | -3.28% | 1.01M | 0.08% |
| 107 | Global-e Online Ltd.GLBE | $7.22B | $42.97 | -0.83% | 865.19K | 0.08% |
| 108 | Crocs, Inc.CROX | $6.94B | $151.86 | -0.70% | 1.1M | 0.08% |
| 109 | CAVA Group, Inc.CAVA | $6.91B | $59.15 | -1.43% | 4.41M | 0.08% |
| 110 | Churchill Downs IncorporatedCHDN | $6.71B | $97.94 | -0.24% | 945.37K | 0.08% |
| 111 | Frontdoor, Inc.FTDR | $6.69B | $97.09 | +1.16% | 1.01M | 0.07% |
| 112 | Lithia Motors, Inc.LAD | $6.68B | $308.77 | -2.22% | 184.27K | 0.07% |
| 113 | Birkenstock Holding plcBIRK | $6.64B | $37.32 | +0.59% | 1.69M | 0.07% |
| 114 | Vipshop Holdings LimitedVIPS | $6.59B | $13.86 | -0.79% | 1.74M | 0.07% |
| 115 | H&R Block, Inc.HRB | $6.45B | $52.69 | -4.22% | 1.93M | 0.07% |
| 116 | Gildan Activewear Inc.GIL | $6.44B | $34.75 | -0.77% | 3.28M | 0.07% |
| 117 | Abercrombie & Fitch Co.ANF | $6.35B | $149.54 | -5.11% | 1.06M | 0.07% |
| 118 | Dutch Bros Inc.BROS | $6.34B | $33.77 | -2.31% | 6.82M | 0.07% |
| 119 | Macy's, Inc.M | $6.03B | $23.08 | -4.59% | 5.61M | 0.07% |
| 120 | Caesars Entertainment, Inc.CZR | $5.96B | $29.23 | +0.17% | 2.36M | 0.07% |
| 121 | AutoNation, Inc.AN | $5.88B | $184.00 | -2.19% | 511.35K | 0.07% |
| 122 | Installed Building Products, Inc.IBP | $5.85B | $220.06 | -1.35% | 346.42K | 0.07% |
| 123 | Super Group (SGHC) LimitedSGHC | $5.77B | $11.36 | -1.73% | 2.58M | 0.06% |
| 124 | Wyndham Hotels & Resorts, Inc.WH | $5.74B | $77.35 | -0.62% | 994.11K | 0.06% |
| 125 | Vail Resorts, Inc.MTN | $5.66B | $158.59 | +0.03% | 337.34K | 0.06% |
| 126 | Boyd Gaming CorporationBYD | $5.41B | $76.57 | -0.65% | 1.01M | 0.06% |
| 127 | Floor & Decor Holdings, Inc.FND | $5.34B | $51.25 | -0.43% | 1.94M | 0.06% |
| 128 | The Cheesecake Factory IncorporatedCAKE | $5.32B | $106.76 | -3.57% | 1.12M | 0.06% |
| 129 | Lear CorporationLEA | $5.31B | $110.28 | -3.35% | 683.1K | 0.06% |
| 130 | Choice Hotels International, Inc.CHH | $5.29B | $118.91 | +0.91% | 805.88K | 0.06% |
| 131 | Rush Enterprises, Inc.RUSHA | $5.16B | $44.20 | -2.47% | 423.67K | 0.06% |
| 132 | LKQ CorporationLKQ | $5.06B | $20.05 | -2.39% | 5.31M | 0.06% |
| 133 | Brunswick CorporationBC | $5B | $77.23 | -2.10% | 904.12K | 0.06% |
| 134 | Sonoco Products CompanySON | $4.99B | $50.43 | -1.83% | 941.29K | 0.06% |
| 135 | Atour Lifestyle Holdings LimitedATAT | $4.96B | $35.91 | +2.28% | 714.39K | 0.06% |
| 136 | Champion Homes, Inc.SKY | $4.96B | $91.40 | -1.89% | 556.58K | 0.06% |
| 137 | Cavco Industries, Inc.CVCO | $4.87B | $638.55 | -0.84% | 90.41K | 0.05% |
| 138 | Mobileye Global Inc.MBLY | $4.87B | $5.73 | +11.70% | 19.88M | 0.05% |
| 139 | MakeMyTrip LimitedMMYT | $4.81B | $51.10 | -0.35% | 862.47K | 0.05% |
| 140 | Acushnet Holdings Corp.GOLF | $4.72B | $80.74 | -3.44% | 456.5K | 0.05% |
| 141 | BRP Inc.DOO | $4.6B | $64.72 | -0.75% | 136.45K | 0.05% |
| 142 | Planet Fitness, Inc.PLNT | $4.57B | $60.31 | +0.40% | 2.03M | 0.05% |
| 143 | Travel + Leisure Co.TNL | $4.54B | $75.33 | +0.37% | 671.81K | 0.05% |
| 144 | Signet Jewelers LimitedSIG | $4.49B | $117.26 | -3.82% | 739.2K | 0.05% |
| 145 | Valvoline Inc.VVV | $4.44B | $34.81 | -2.85% | 1.6M | 0.05% |
| 146 | Jersey Mike's Subs Inc.JMKE | $4.44B | $19.01 | -4.04% | 3.35M | 0.05% |
| 147 | Wingstop Inc.WING | $4.42B | $163.28 | -1.48% | 885.02K | 0.05% |
| 148 | Mattel, Inc.MAT | $4.39B | $15.35 | +2.54% | 10.07M | 0.05% |
| 149 | Meritage Homes CorporationMTH | $4.38B | $68.05 | -4.20% | 794.63K | 0.05% |
| 150 | Silgan Holdings Inc.SLGN | $4.34B | $41.09 | -1.32% | 1.11M | 0.05% |
| 151 | Bath & Body Works, Inc.BBWI | $4.31B | $21.36 | -3.26% | 7.17M | 0.05% |
| 152 | OPENLANE, Inc.OPLN | $4.22B | $34.35 | -3.65% | 1.58M | 0.05% |
| 153 | Kontoor Brands, Inc.KTB | $4.21B | $77.06 | -2.68% | 1.65M | 0.05% |
| 154 | Gentex CorporationGNTX | $4.19B | $19.88 | -1.63% | 2.92M | 0.05% |
| 155 | Thor Industries, Inc.THO | $4.17B | $80.77 | -1.89% | 747.77K | 0.05% |
| 156 | PVH Corp.PVH | $4.15B | $89.95 | -2.52% | 1.12M | 0.05% |
| 157 | Academy Sports and Outdoors, Inc.ASO | $4.14B | $67.27 | -0.80% | 1.46M | 0.05% |
| 158 | Atmus Filtration Technologies Inc.ATMU | $4.13B | $50.60 | +9.62% | 1.01M | 0.05% |
| 159 | Dorman Products, Inc.DORM | $4.03B | $136.70 | -1.99% | 228.6K | 0.05% |
| 160 | Boot Barn Holdings, Inc.BOOT | $3.92B | $130.96 | -5.67% | 1.03M | 0.04% |
| 161 | Marriott Vacations Worldwide CorporationVAC | $3.8B | $110.42 | +3.02% | 425.39K | 0.04% |
| 162 | Ermenegildo Zegna N.V.ZGN | $3.78B | $14.07 | +0.79% | 1.27M | 0.04% |
| 163 | Garrett Motion Inc.GTX | $3.72B | $20.13 | +3.98% | 4.26M | 0.04% |
| 164 | Asbury Automotive Group, Inc.ABG | $3.64B | $202.65 | -2.12% | 199.02K | 0.04% |
| 165 | Columbia Sportswear CompanyCOLM | $3.61B | $70.43 | +1.90% | 819.78K | 0.04% |
| 166 | Polaris Inc.PII | $3.59B | $63.07 | -1.91% | 606.48K | 0.04% |
| 167 | Rush Street Interactive, Inc.RSI | $3.43B | $12.28 | +3.19% | 5M | 0.04% |
| 168 | HNI CorporationHNI | $3.41B | $47.26 | -2.17% | 652.09K | 0.04% |
| 169 | Harley-Davidson, Inc.HOG | $3.4B | $32.66 | +0.25% | 1.83M | 0.04% |
| 170 | Greif, Inc.GEF | $3.35B | $72.51 | -1.19% | 297.75K | 0.04% |
| 171 | American Eagle Outfitters, Inc.AEO | $3.34B | $19.92 | -2.21% | 4.64M | 0.04% |
| 172 | Hilton Grand Vacations Inc.HGV | $3.33B | $43.95 | +0.80% | 1.56M | 0.04% |
| 173 | M/I Homes, Inc.MHO | $3.33B | $131.60 | -2.03% | 190.66K | 0.04% |
| 174 | MINISO Group Holding LimitedMNSO | $3.32B | $11.04 | 0.00% | 954.01K | 0.04% |
| 175 | Graphic Packaging Holding CompanyGPK | $3.31B | $11.19 | -3.03% | 6.04M | 0.04% |
| 176 | FIGS, Inc.FIGS | $3.29B | $19.82 | -1.93% | 7.43M | 0.04% |
| 177 | YETI Holdings, Inc.YETI | $3.28B | $44.97 | -4.22% | 1.69M | 0.04% |
| 178 | Group 1 Automotive, Inc.GPI | $3.12B | $261.35 | -1.93% | 143.86K | 0.04% |
| 179 | OneSpaWorld Holdings LtdOSW | $3.12B | $31.13 | +1.33% | 835.17K | 0.03% |
| 180 | KB HomeKBH | $3.08B | $50.70 | -2.61% | 988.64K | 0.03% |
| 181 | Callaway Golf CompanyCALY | $3B | $16.83 | +5.72% | 3.27M | 0.03% |
| 182 | Shake Shack Inc.SHAK | $2.9B | $71.89 | +2.96% | 1.43M | 0.03% |
| 183 | Steven Madden, Ltd.SHOO | $2.89B | $39.50 | +1.30% | 3.11M | 0.03% |
| 184 | Red Rock Resorts, Inc.RRR | $2.85B | $48.22 | +0.54% | 957.46K | 0.03% |
| 185 | Ardagh Metal Packaging S.A.AMBP | $2.82B | $4.72 | -0.74% | 1.18M | 0.03% |
| 186 | Warby Parker Inc.WRBY | $2.76B | $25.48 | -2.30% | 5.1M | 0.03% |
| 187 | Green Brick Partners, Inc.GRBK | $2.75B | $64.82 | -1.64% | 229K | 0.03% |
| 188 | Advance Auto Parts, Inc.AAP | $2.75B | $45.50 | -5.44% | 1.67M | 0.03% |
| 189 | QuantumScape CorporationQS | $2.65B | $4.28 | +4.14% | 9.64M | 0.03% |
| 190 | Kohl's CorporationKSS | $2.61B | $23.04 | -3.60% | 3.01M | 0.03% |
| 191 | Bob's Discount Furniture, Inc.BOBS | $2.54B | $19.42 | -0.26% | 3.01M | 0.03% |
| 192 | Patrick Industries, Inc.PATK | $2.53B | $78.79 | -5.20% | 491.12K | 0.03% |
| 193 | RhRH | $2.48B | $130.96 | -4.71% | 682.71K | 0.03% |
| 194 | PHINIA Inc.PHIN | $2.48B | $68.94 | -0.22% | 309.1K | 0.03% |
| 195 | Boyd Group Services Inc.BGSI | $2.47B | $88.72 | -1.62% | 25.41K | 0.03% |
| 196 | LCI IndustriesLCII | $2.38B | $97.81 | -4.58% | 284.5K | 0.03% |
| 197 | Peloton Interactive, Inc.PTON | $2.37B | $5.61 | -0.88% | 13.15M | 0.03% |
| 198 | Chagee Holdings Limited American Depositary SharesCHA | $2.37B | $12.43 | +1.22% | 535.61K | 0.03% |
| 199 | PENN Entertainment, Inc.PENN | $2.34B | $17.43 | +0.52% | 4.31M | 0.03% |
| 200 | Dana IncorporatedDAN | $2.31B | $21.50 | -2.89% | 1.04M | 0.03% |
| Travel Lodging | 9 | $267.98B | 3.00% |
|---|
| Residential Construction | 15 | $151.58B | 1.70% |
|---|
| Other | 125 | $914.84B | 10.26% |
|---|
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.