S&P 500 Consumer Cyclical stocks: today's ranking and data
The S&P 500 has 54 companies in Consumer Cyclical today. It accounts for 9.5% of the market value of the index companies. Its median P/E is 19.9, against 23.6 for the index as a whole.
What Consumer Cyclical is and what drives its earnings
What it includes. What people buy when money is left over and put off when it is not: cars and auto parts, retail and e-commerce (Amazon is here), home improvement, apparel, footwear and luxury goods, restaurants, hotels, cruise lines, casinos and travel agencies, and homebuilders. In this classification, packaging and container makers land here too; GICS puts them in Materials.
What drives its earnings. Household employment and disposable income, consumer confidence, interest rates (cars and homes are bought on credit), gasoline prices, which compete for the same paycheck, and the cost of raw materials, freight and wages. In retail, the big selling seasons, with the holiday quarter first.
How it behaves. It amplifies the cycle: when the economy speeds up, its sales and margins rise more than average, and when it slows, they fall more. Very different businesses share the sector: a discount chain and a luxury brand react differently to the same news.
The classification is the one used by this site's data provider, similar to but not the same as GICS, S&P's standard: this sector roughly matches "Consumer Discretionary". Counts may therefore differ from other sources.
All 54 stocks in the sector, by today's multi-factor rank
The rank is the order produced by a quantitative model on data as of Sep 18, 2026: the average of four factors (momentum, value, quality and growth) computed from public data, against the 466 index companies that score. It is a calculation, not a recommendation to buy or sell: it knows nothing about anyone's situation, horizon or risk, and the returns of portfolios built with it are simulated. How it is computed: see the methodology.
| In sector | Index rank | Company | P/E | Market cap |
|---|---|---|---|---|
| 1 | 47 of 466 | TPR Tapestry | 15.8 | $22.93B |
| 2 | 51 of 466 | ROST Ross Stores | 27.4 | $72.69B |
| 3 | 61 of 466 | AMCR Amcor | 17.6 | $19.37B |
| 4 | 64 of 466 | EXPE Expedia | 17.4 | $33.53B |
| 5 | 78 of 466 | BALL Ball | 17.1 | $15.92B |
| 6 | 85 of 466 | HAS Hasbro | 15.7 | $12.35B |
| 7 | 117 of 466 | BBY Best Buy | 15.4 | $19.47B |
| 8 | 119 of 466 | YUM Yum! Brands | 17.4 | $37.66B |
| 9 | 126 of 466 | CVNA Carvana | 34.4 | $72.17B |
| 10 | 128 of 466 | ABNB Airbnb | 37.8 | $99.53B |
| 11 | 132 of 466 | LEN Lennar | 12.0 | $18.41B |
| 12 | 144 of 466 | CASY Casey's General Stores | 28.8 | $22.08B |
| 13 | 154 of 466 | AMZN Amazon.com | 20.4 | $2.74T |
| 14 | 163 of 466 | RL Ralph Lauren | 21.1 | $19.97B |
| 15 | 180 of 466 | GM General Motors | 37.2 | $74.35B |
| 16 | 189 of 466 | WSM Williams-Sonoma | 23.0 | $26.41B |
| 17 | 201 of 466 | DECK Deckers Outdoor | 11.1 | $10.68B |
| 18 | 209 of 466 | SW Smurfit Westrock | 46.7 | $23.25B |
| 19 | 212 of 466 | LULU lululemon athletica | 8.1 | $10.86B |
| 20 | 213 of 466 | TJX TJX Companies | 23.6 | $139.96B |
| 21 | 216 of 466 | EBAY eBay | 23.2 | $49.77B |
| 22 | 235 of 466 | PHM PulteGroup | 12.0 | $22.34B |
| 23 | 269 of 466 | AVY Avery Dennison | 18.4 | $12.71B |
| 24 | 270 of 466 | DPZ Domino's Pizza | 16.7 | $9.73B |
| 25 | 283 of 466 | CCL Carnival | 9.8 | $29.91B |
| 26 | 294 of 466 | ULTA Ulta Beauty | 19.7 | $23.13B |
| 27 | 313 of 466 | DHI D.R. Horton | 13.1 | $38.60B |
| 28 | 322 of 466 | DRI Darden Restaurants | 20.2 | $23.76B |
| 29 | 329 of 466 | LVS Las Vegas Sands | 15.6 | $25.90B |
| 30 | 335 of 466 | MGM MGM Resorts International | 23.3 | $9.67B |
| 31 | 336 of 466 | NCLH Norwegian Cruise Line | 8.7 | $6.48B |
| 32 | 337 of 466 | CMG Chipotle Mexican Grill | 30.7 | $42.30B |
| 33 | 345 of 466 | PKG Packaging of America | 30.2 | $20.74B |
| 34 | 361 of 466 | RCL Royal Caribbean Cruises | 15.2 | $65.74B |
| 35 | 372 of 466 | ORLY O'Reilly Automotive | 26.9 | $68.53B |
| 36 | 397 of 466 | LOW Lowe's Companies | 16.3 | $108.00B |
| 37 | 403 of 466 | IP International Paper | — | $18.29B |
| 38 | 421 of 466 | DASH DoorDash | 101.0 | $83.60B |
| 39 | 422 of 466 | AZO AutoZone | 19.6 | — |
| 40 | 430 of 466 | GPC Genuine Parts | 492.6 | $17.66B |
| 41 | 438 of 466 | TSCO Tractor Supply | 16.8 | $16.78B |
| 42 | 441 of 466 | APTV Aptiv | 41.1 | $9.05B |
| 43 | 445 of 466 | NKE NIKE | 17.0 | $52.68B |
| 44 | 449 of 466 | HD Home Depot | 21.0 | $299.29B |
| 45 | 450 of 466 | F Ford Motor | — | $52.68B |
| 46 | 451 of 466 | ROL Rollins | 29.5 | $15.60B |
| 47 | 460 of 466 | TSLA Tesla | 337.3 | $1.44T |
| — | not scored today | BKNG Booking | 18.6 | $126.16B |
| — | not scored today | HLT Hilton Worldwide | 44.8 | $68.81B |
| — | not scored today | MAR Marriott International | 35.0 | $88.38B |
| — | not scored today | MCD McDonald's | 20.2 | $175.66B |
| — | not scored today | NVR NVR | 16.0 | $16.47B |
| — | not scored today | SBUX Starbucks | 55.1 | $109.25B |
| — | not scored today | WYNN Wynn Resorts | 19.6 | $8.41B |
"—" under P/E: no positive P/E (negative trailing earnings or missing at the source). 7 stocks do not get a multi-factor score today because a factor is missing; they go last, alphabetically. The full S&P 500 ranking →
Consumer Cyclical P/E against the index
| Median P/E | Companies with a positive P/E | |
|---|---|---|
| Consumer Cyclical | 19.9 | 52 of 54 |
| S&P 500 | 23.6 | 474 of 500 |
The median is the company in the middle: a few firms with near-zero earnings and huge P/Es do not move it, which is what happens to the average. Loss-making companies have no P/E and are left out.
Guide: P/E ratio explained · all guides
The 10 largest in the sector by market cap
| # | Company | Market cap | Weight in sector | Rank today |
|---|---|---|---|---|
| 1 | AMZN Amazon.com | $2.74T | 41.2% | 154 |
| 2 | TSLA Tesla | $1.44T | 21.7% | 460 |
| 3 | HD Home Depot | $299.29B | 4.5% | 449 |
| 4 | MCD McDonald's | $175.66B | 2.6% | not scored |
| 5 | TJX TJX Companies | $139.96B | 2.1% | 213 |
| 6 | BKNG Booking | $126.16B | 1.9% | not scored |
| 7 | SBUX Starbucks | $109.25B | 1.6% | not scored |
| 8 | LOW Lowe's Companies | $108.00B | 1.6% | 397 |
| 9 | ABNB Airbnb | $99.53B | 1.5% | 128 |
| 10 | MAR Marriott International | $88.38B | 1.3% | not scored |
Total market value (price times shares outstanding), without the float adjustment S&P applies: the weight is indicative. Companies with two share classes count once.
Insider buying and selling in the last 30 days
From Aug 19, 2026 to Sep 18, 2026, no open-market purchases and 75 sales ($259.6M), filed on SEC Form 4 by directors, officers and 10% owners of 24 companies in the sector. Counted by trade date; grants, option exercises and transfers between the same insider's accounts are left out.
| Company | Buys | Amount | Sales | Amount |
|---|---|---|---|---|
| ABNB Airbnb | 0 | — | 9 | $88.6M |
| DASH DoorDash | 0 | — | 19 | $73.3M |
| BBY Best Buy | 0 | — | 1 | $27.8M |
| AMZN Amazon.com | 0 | — | 8 | $17.1M |
| ROST Ross Stores | 0 | — | 2 | $12.8M |
| CVNA Carvana | 0 | — | 4 | $9.7M |
| WSM Williams-Sonoma | 0 | — | 2 | $8.4M |
| TPR Tapestry | 0 | — | 2 | $4.3M |
| HD Home Depot | 0 | — | 4 | $3.3M |
| PKG Packaging of America | 0 | — | 1 | $3.0M |
| HLT Hilton Worldwide | 0 | — | 2 | $2.4M |
| EBAY eBay | 0 | — | 2 | $2.3M |
| HAS Hasbro | 0 | — | 2 | $1.6M |
| BKNG Booking | 0 | — | 3 | $1.1M |
| TSLA Tesla | 0 | — | 1 | $938k |
| AVY Avery Dennison | 0 | — | 1 | $663k |
| YUM Yum! Brands | 0 | — | 3 | $633k |
| NKE NIKE | 0 | — | 3 | $371k |
| BALL Ball | 0 | — | 1 | $359k |
| EXPE Expedia | 0 | — | 1 | $336k |
| ULTA Ulta Beauty | 0 | — | 1 | $322k |
| SBUX Starbucks | 0 | — | 1 | $235k |
| CMG Chipotle Mexican Grill | 0 | — | 1 | $96k |
| ORLY O'Reilly Automotive | 0 | — | 1 | $88k |
Upcoming earnings dates
Dates announced by the companies themselves, from Nasdaq's public calendar (between Sep 21, 2026 and Oct 23, 2026). They are announcements, not measured dates: each company's SEC history is on its earnings page.
| Date | Company | When |
|---|---|---|
| Sep 22, 2026 | AZO AutoZone | before the open |
| Sep 24, 2026 | DRI Darden Restaurants | before the open |
| Sep 29, 2026 | CCL Carnival | before the open |
| Oct 1, 2026 | NKE NIKE | after the close |
| Oct 13, 2026 | DPZ Domino's Pizza | before the open |
| Oct 20, 2026 | GM General Motors | no time announced |
| Oct 20, 2026 | GPC Genuine Parts | no time announced |
| Oct 21, 2026 | PKG Packaging of America | after the close |
| Oct 22, 2026 | DECK Deckers Outdoor | no time announced |
| Oct 22, 2026 | F Ford Motor | no time announced |
| Oct 22, 2026 | HAS Hasbro | no time announced |
| Oct 22, 2026 | PHM PulteGroup | before the open |
| Oct 22, 2026 | TSCO Tractor Supply | no time announced |
Who reports this week across the S&P 500 →
The other S&P 500 sectors
- Basic Materials
- Communication Services
- Consumer Defensive
- Energy
- Financial Services
- Healthcare
- Industrials
- Real Estate
- Technology
- Utilities
Dividend yields in Consumer Cyclical and across the S&P 500 →
Sources: sector classification, market cap and P/E from the market-data provider (Yahoo Finance), as of the latest close downloaded; Quant500 multi-factor ranking of Sep 18, 2026; SEC Form 4 (EDGAR); Nasdaq public calendar. P/E is trailing twelve months and the median is taken per company, not per share class. Not investment advice.