undamentalytics Newsletter

Specialized Consumer Services stocks

21 US-listed companies in specialized consumer services, with $35.8bn of combined revenue in their latest fiscal years. DoorDash is the largest ($13.7bn). The fastest grower with at least $100m of revenue in both years is Evgo Inc., up 49.6%. The median company grew 4.9% with a net margin of 6.8%.

Companies21
Combined revenue$35.8bn
Median revenue growth4.9%
Median net margin6.8%
Median return on equity15.2%
#CompanyRevenueGrowthNet marginROEFiscal year
1 DoorDashDASH $13.7bn 27.9% 6.8% 10.5% 2025
2 ADT Inc.ADT $5.1bn 4.7% 11.6% 15.7% 2025
3 Service Corp InternationalSCI $4.3bn 2.9% 12.6% 32.7% 2025
4 H&R Block IncHRB $3.9bn 4.9% 18.6% — 2026
5 Bright Horizons Family Solutions Inc.BFAM $2.9bn 9.2% 6.6% 14.8% 2025
6 Frontdoor, Inc.FTDR $2.1bn 13.6% 12.2% 106.0% 2025
7 Driven Brands Holdings Inc.DRVN $1.9bn 6.3% 7.0% 20.0% 2025
8 Carriage Services IncCSV $417m 3.3% 12.3% 22.2% 2025
9 Evgo Inc.EVGO $384m 49.6% −10.8% — 2025
10 Beachbody Company, Inc.BODI $252m −39.9% −1.1% −9.6% 2025
11 Regis CorpRGS $224m 6.8% 3.1% 3.7% 2026
12 Playboy, Inc.PLBY $121m 4.1% −10.5% — 2025
13 Able View Global Inc.ABLV $105m −17.0% 0.8% 11.0% 2025
14 Winmark CorpWINA $86m 5.9% 48.4% — 2025
15 Nextnrg, Inc.NXXT $82m 194.7% −104.8% — 2025
16 Dolphin Entertainment, Inc.DLPN $57m 9.7% −5.4% −29.0% 2025
17 E-home Household Service Holdings LtdEJH $49m −2.1% −6.4% −1.5% 2025
18 Xwell, Inc.XWEL $29m −13.8% −58.2% — 2025
19 Golden Heaven Group Holdings LTD.GDHG $15m −31.5% −56.2% −6.5% 2025
20 Nexttrip, Inc.NTRP $4m 641.0% −428.3% — 2026
21 Arrive AI Inc.ARAI $113,250 — −11325.7% — 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other consumer discretionary industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.