Consumer Discretionary stocks
496 US-listed companies in the consumer discretionary sector reported $4.53tn of revenue in their latest fiscal years. Amazon is the largest, with $716.9bn. Among companies with at least $100m of revenue, the median grew 3.7% and kept 3.2% of revenue as net income.
Companies496
Combined revenue$4.53tn
Median revenue growth3.7%
Median net margin3.2%
Median return on equity8.7%
Largest consumer discretionary companies
| # | Company | Revenue | Growth | Net margin | ROE | Fiscal year |
|---|---|---|---|---|---|---|
| 1 | AmazonAMZN | $716.9bn | 12.4% | 10.8% | 22.3% | 2025 |
| 2 | Toyota Motor Corp/TM | $336.8bn | 6.8% | 7.6% | 10.4% | 2026 |
| 3 | Ford Motor CompanyF | $187.3bn | 1.2% | −4.4% | −20.3% | 2025 |
| 4 | General MotorsGM | $185.0bn | −1.3% | 1.5% | 4.3% | 2025 |
| 5 | Jd.com, Inc.JD | $182.2bn | 13.1% | 1.5% | 8.4% | 2025 |
| 6 | Stellantis N.V.STLA | $173.6bn | 2.2% | −14.5% | −34.3% | 2025 |
| 7 | The Home DepotHD | $164.7bn | 3.2% | 8.6% | 145.5% | 2026 |
| 8 | Honda Motor Co LTDHMC | $144.8bn | 1.7% | −1.9% | −3.6% | 2026 |
| 9 | Alibaba Group Holding LtdBABA | $144.2bn | 4.4% | 10.1% | 10.0% | 2026 |
| 10 | Tesla, Inc.TSLA | $94.8bn | −2.9% | 4.0% | 4.9% | 2025 |
| 11 | Lowe'sLOW | $86.3bn | 3.1% | 7.7% | — | 2026 |
| 12 | TJX CompaniesTJX | $60.4bn | 7.1% | 9.1% | 59.1% | 2026 |
| 13 | PDD Holdings Inc.PDD | $60.1bn | 9.8% | 22.7% | 26.7% | 2025 |
| 14 | Nike, Inc.NKE | $46.4bn | 0.2% | 6.7% | 22.1% | 2026 |
| 15 | Magna International IncMGA | $42.0bn | −1.9% | 2.0% | 6.9% | 2025 |
| 16 | Best BuyBBY | $41.7bn | 0.4% | 2.6% | 37.0% | 2026 |
| 17 | Lithia Motors IncLAD | $37.6bn | 4.0% | 2.2% | 12.4% | 2025 |
| 18 | StarbucksSBUX | $37.2bn | 2.8% | 5.0% | — | 2025 |
| 19 | Coupang, Inc.CPNG | $34.5bn | 14.1% | 0.6% | 4.8% | 2025 |
| 20 | D. R. HortonDHI | $34.3bn | −6.9% | 10.5% | 14.5% | 2025 |
| 21 | LennarLEN | $34.2bn | −3.5% | 6.1% | 8.3% | 2025 |
| 22 | Penske Automotive Group, Inc.PAG | $31.8bn | −0.2% | 2.9% | 17.1% | 2025 |
| 23 | Autonation, Inc.AN | $27.6bn | 3.2% | 2.3% | 27.1% | 2025 |
| 24 | Booking HoldingsBKNG | $26.9bn | 13.4% | 20.1% | — | 2025 |
| 25 | McDonald'sMCD | $26.9bn | 3.7% | 31.9% | — | 2025 |
Industries in consumer discretionary
- Broadline Retail24 companies, $1.22tn
- Automobile Manufacturers26 companies, $1.19tn
- Automotive Retail25 companies, $288.7bn
- Home Improvement Retail3 companies, $255.7bn
- Restaurants49 companies, $195.1bn
- Hotels, Resorts & Cruise Lines25 companies, $193.9bn
- Automotive Parts & Equipment29 companies, $174.6bn
- Apparel Retail29 companies, $154.1bn
- Homebuilding18 companies, $141.9bn
- Apparel, Accessories & Luxury Goods30 companies, $131.2bn
- Other Specialty Retail38 companies, $108.2bn
- Casinos & Gaming23 companies, $102.5bn
- Distributors10 companies, $45.8bn
- Computer & Electronics Retail2 companies, $45.3bn
- Leisure Products31 companies, $37.1bn
- Specialized Consumer Services21 companies, $35.8bn
- Education Services33 companies, $32.5bn
- Homefurnishing Retail7 companies, $26.9bn
- Footwear10 companies, $23.4bn
- Home Furnishings13 companies, $23.3bn
- Household Appliances5 companies, $23.1bn
- Leisure Facilities19 companies, $21.6bn
- Tires & Rubber1 company, $18.3bn
- Housewares & Specialties5 companies, $10.3bn
- Consumer Electronics12 companies, $10.1bn
- Retail-catalog & mail-order houses2 companies, $9.3bn
- Motorcycle Manufacturers3 companies, $4.5bn
- Apparel & other finishd prods of fabrics & similar matl1 company, $2.9bn
- Textiles2 companies, $18m