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 |
|---|
| 201 | Lindblad Expeditions Holdings, Inc.LIND | $2.23B | $33.98 | +7.63% | 908.14K | 0.02% |
| 202 | Under Armour, Inc.UA | $2.19B | $5.09 | -5.04% | 5.02M | 0.02% |
| 203 | The Buckle, Inc.BKE | $2.16B | $41.96 | -5.43% | 643.53K | 0.02% |
| 204 | Capri Holdings LimitedCPRI | $2.12B | $20.54 | -2.79% | 2.83M | 0.02% |
| 205 | Arhaus, Inc.ARHS | $2.01B | $14.19 | +9.66% | 4.93M | 0.02% |
| 206 | Whirlpool CorporationWHR | $2.01B | $30.54 | -3.17% | 3.22M | 0.02% |
| 207 | Driven Brands Holdings Inc.DRVN | $1.96B | $11.89 | -1.57% | 1.07M | 0.02% |
| 208 | Polibeli Group LtdPLBL | $1.96B | $5.35 | +3.28% | 49.92K | 0.02% |
| 209 | Sonic Automotive, Inc.SAH | $1.95B | $61.71 | -1.74% | 226.14K | 0.02% |
| 210 | Monarch Casino & Resort, Inc.MCRI | $1.92B | $108.75 | -0.54% | 72.63K | 0.02% |
| 211 | Hesai GroupHSAI | $1.87B | $14.33 | +11.60% | 2.14M | 0.02% |
| 212 | Visteon CorporationVC | $1.87B | $75.68 | -2.32% | 601.43K | 0.02% |
| 213 | Blue Bird CorporationBLBD | $1.82B | $58.09 | -1.86% | 565.46K | 0.02% |
| 214 | Brightstar Lottery PLCBRSL | $1.82B | $9.90 | -1.20% | 1.58M | 0.02% |
| 215 | United Parks & Resorts Inc.PRKS | $1.81B | $39.99 | +5.63% | 1.07M | 0.02% |
| 216 | Interface, Inc.TILE | $1.78B | $30.74 | -18.72% | 1.86M | 0.02% |
| 217 | Melco Resorts & Entertainment LimitedMLCO | $1.77B | $4.51 | -1.10% | 1.96M | 0.02% |
| 218 | Wolverine World Wide, Inc.WWW | $1.75B | $21.33 | -1.66% | 693.26K | 0.02% |
| 219 | Sally Beauty Holdings, Inc.SBH | $1.71B | $18.31 | -2.29% | 1.56M | 0.02% |
| 220 | Century Communities, Inc.CCS | $1.56B | $55.21 | -3.21% | 195.54K | 0.02% |
| 221 | The Wendy's CompanyWEN | $1.55B | $8.15 | +2.64% | 10.03M | 0.02% |
| 222 | The RealReal, Inc.REAL | $1.55B | $12.87 | -1.00% | 3.25M | 0.02% |
| 223 | Gentherm IncorporatedTHRM | $1.55B | $29.47 | -0.52% | 877.79K | 0.02% |
| 224 | Savers Value Village, Inc.SVV | $1.52B | $9.84 | +8.13% | 3.02M | 0.02% |
| 225 | Pursuit Attractions and Hospitality, Inc.PRSU | $1.49B | $54.56 | +0.96% | 332.24K | 0.02% |
| 226 | MillerKnoll, Inc.MLKN | $1.48B | $21.49 | -2.27% | 205.9K | 0.02% |
| 227 | ATRenew Inc.RERE | $1.48B | $4.45 | +3.49% | 382.74K | 0.02% |
| 228 | Arcos Dorados Holdings Inc.ARCO | $1.47B | $6.98 | -0.14% | 1.19M | 0.02% |
| 229 | Cracker Barrel Old Country StoreCBRL | $1.45B | $64.81 | -4.58% | 801.05K | 0.02% |
| 230 | Sweetgreen, Inc.SG | $1.43B | $12.01 | +3.98% | 12.91M | 0.02% |
| 231 | LuxExperience B.V.LUXE | $1.42B | $10.19 | +1.29% | 178.98K | 0.02% |
| 232 | National Vision Holdings, Inc.EYE | $1.42B | $17.90 | +0.28% | 1.63M | 0.02% |
| 233 | TriMas CorporationTRS | $1.39B | $38.61 | +1.98% | 342.44K | 0.02% |
| 234 | MasterBrand, Inc.MBC | $1.37B | $6.72 | -5.08% | 3.28M | 0.02% |
| 235 | Liquidity Services, Inc.LQDT | $1.37B | $43.64 | -2.42% | 506.35K | 0.02% |
| 236 | G-III Apparel Group, Ltd.GIII | $1.35B | $31.41 | -1.91% | 282.83K | 0.02% |
| 237 | Revolve Group, Inc.RVLV | $1.32B | $18.53 | -2.68% | 1.08M | 0.01% |
| 238 | La-Z-Boy IncorporatedLZB | $1.27B | $31.73 | -2.73% | 653.07K | 0.01% |
| 239 | Adient plcADNT | $1.26B | $16.30 | -4.51% | 1.26M | 0.01% |
| 240 | The Goodyear Tire & Rubber CompanyGT | $1.26B | $4.36 | -2.02% | 13.18M | 0.01% |
| 241 | BJ's Restaurants, Inc.BJRI | $1.18B | $55.67 | -4.76% | 1.19M | 0.01% |
| 242 | Carter's Inc.CRI | $1.17B | $32.01 | -1.93% | 918.5K | 0.01% |
| 243 | MarineMax, Inc.HZO | $1.16B | $52.70 | -0.06% | 681.95K | 0.01% |
| 244 | Dream Finders Homes, Inc.DFH | $1.12B | $12.40 | -0.48% | 1.04M | 0.01% |
| 245 | Accel Entertainment, Inc.ACEL | $1.11B | $13.72 | -0.36% | 792.31K | 0.01% |
| 246 | Dauch Corp.DCH | $1.07B | $4.52 | +2.26% | 7.35M | 0.01% |
| 247 | Reformation Inc. (California)REF | $1.07B | $18.05 | +7.12% | 930.88K | 0.01% |
| 248 | LGI Homes, Inc.LGIH | $1.06B | $45.57 | -3.35% | 211.11K | 0.01% |
| 249 | XPEL, Inc.XPEL | $1.06B | $38.39 | -4.17% | 677.65K | 0.01% |
| 250 | Lucid Group, Inc.LCID | $1.05B | $3.29 | +10.40% | 9.8M | 0.01% |
| 251 | Biglari Holdings Inc.BH | $1.03B | $322.43 | -2.66% | 65.7K | 0.01% |
| 252 | Six Flags Entertainment CorporationFUN | $1.02B | $10.00 | +8.23% | 11.22M | 0.01% |
| 253 | Myers Industries, Inc.MYE | $1.01B | $26.95 | +0.56% | 299.57K | 0.01% |
| 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.