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 10.3% of the market value of the index companies. Its median P/E is 21.2, against 23.7 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 Nov 3, 2026: the average of four factors (momentum, value, quality and growth) computed from public data, against the 461 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 | 57 of 461 | TPR Tapestry | 17.0 | $24.66B |
| 2 | 66 of 461 | ROST Ross Stores | 29.7 | $78.70B |
| 3 | 85 of 461 | CVNA Carvana | 37.0 | $85.27B |
| 4 | 91 of 461 | HAS Hasbro | 18.1 | $16.98B |
| 5 | 99 of 461 | EXPE Expedia | 19.7 | $38.07B |
| 6 | 106 of 461 | AMCR Amcor | 20.8 | $22.82B |
| 7 | 113 of 461 | APTV Aptiv | 11.9 | $8.99B |
| 8 | 120 of 461 | YUM Yum! Brands | 20.7 | $44.29B |
| 9 | 134 of 461 | MGM MGM Resorts International | 12.5 | $8.23B |
| 10 | 135 of 461 | BBY Best Buy | 16.6 | $20.93B |
| 11 | 136 of 461 | EBAY eBay | 27.2 | $54.86B |
| 12 | 144 of 461 | DECK Deckers Outdoor | 11.8 | $11.93B |
| 13 | 160 of 461 | ABNB Airbnb | 40.2 | $105.87B |
| 14 | 163 of 461 | WSM Williams-Sonoma | 27.2 | $31.28B |
| 15 | 171 of 461 | SW Smurfit Westrock | 50.8 | $23.99B |
| 16 | 176 of 461 | GM General Motors | 20.3 | $79.15B |
| 17 | 182 of 461 | BALL Ball | 33.4 | $17.50B |
| 18 | 185 of 461 | RL Ralph Lauren | 25.4 | $24.03B |
| 19 | 194 of 461 | AMZN Amazon.com | 21.5 | $2.87T |
| 20 | 219 of 461 | CASY Casey's General Stores | 32.3 | $24.81B |
| 21 | 253 of 461 | TJX TJX Companies | 26.8 | $159.19B |
| 22 | 262 of 461 | ULTA Ulta Beauty | 24.1 | $28.24B |
| 23 | 276 of 461 | PHM PulteGroup | 14.6 | $26.05B |
| 24 | 280 of 461 | DPZ Domino's Pizza | 18.8 | $11.23B |
| 25 | 284 of 461 | DRI Darden Restaurants | 22.2 | $25.64B |
| 26 | 292 of 461 | CMG Chipotle Mexican Grill | 32.2 | $43.62B |
| 27 | 293 of 461 | LULU lululemon athletica | 9.3 | $13.08B |
| 28 | 301 of 461 | DHI D.R. Horton | 16.3 | $42.43B |
| 29 | 305 of 461 | CCL Carnival | 13.2 | $40.66B |
| 30 | 320 of 461 | PKG Packaging of America | 32.1 | $23.21B |
| 31 | 342 of 461 | AVY Avery Dennison | 20.9 | $14.67B |
| 32 | 344 of 461 | LEN Lennar | 17.6 | $22.12B |
| 33 | 347 of 461 | NCLH Norwegian Cruise Line | 9.8 | $8.25B |
| 34 | 348 of 461 | RCL Royal Caribbean Cruises | 19.2 | $86.82B |
| 35 | 351 of 461 | ORLY O'Reilly Automotive | 28.4 | $74.49B |
| 36 | 374 of 461 | GPC Genuine Parts | 485.7 | $17.41B |
| 37 | 382 of 461 | DASH DoorDash | 81.3 | $85.74B |
| 38 | 394 of 461 | AZO AutoZone | 21.7 | $53.33B |
| 39 | 397 of 461 | IP International Paper | — | $18.99B |
| 40 | 413 of 461 | LOW Lowe's Companies | 19.2 | $127.74B |
| 41 | 434 of 461 | TSCO Tractor Supply | 20.0 | $19.40B |
| 42 | 442 of 461 | NKE NIKE | 19.6 | $60.44B |
| 43 | 449 of 461 | HD Home Depot | 24.5 | $348.93B |
| 44 | 454 of 461 | ROL Rollins | 35.6 | $18.69B |
| 45 | 455 of 461 | TSLA Tesla | 422.2 | $1.52T |
| 46 | 459 of 461 | F Ford Motor | — | $50.65B |
| — | not scored today | BKNG Booking | 18.4 | $128.17B |
| — | not scored today | HLT Hilton Worldwide | 49.8 | $82.13B |
| — | not scored today | LVS Las Vegas Sands | 16.7 | $26.35B |
| — | not scored today | MAR Marriott International | 41.7 | $107.93B |
| — | not scored today | MCD McDonald's | 22.4 | $195.48B |
| — | not scored today | NVR NVR | 17.8 | $17.28B |
| — | not scored today | SBUX Starbucks | 49.1 | $123.79B |
| — | not scored today | WYNN Wynn Resorts | 19.6 | $8.43B |
"—" under P/E: no positive P/E (negative trailing earnings or missing at the source). 8 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 | 21.2 | 52 of 54 |
| S&P 500 | 23.7 | 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 | $2.87T | 39.8% | 194 |
| 2 | TSLA Tesla | $1.52T | 21.0% | 455 |
| 3 | HD Home Depot | $348.93B | 4.8% | 449 |
| 4 | MCD McDonald's | $195.48B | 2.7% | not scored |
| 5 | TJX TJX Companies | $159.19B | 2.2% | 253 |
| 6 | BKNG Booking | $128.17B | 1.8% | not scored |
| 7 | LOW Lowe's Companies | $127.74B | 1.8% | 413 |
| 8 | SBUX Starbucks | $123.79B | 1.7% | not scored |
| 9 | MAR Marriott International | $107.93B | 1.5% | not scored |
| 10 | ABNB Airbnb | $105.87B | 1.5% | 160 |
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 Oct 4, 2026 to Nov 3, 2026, 4 open-market purchases ($151.7M) and 26 sales ($91.6M), filed on SEC Form 4 by directors, officers and 10% owners of 15 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 |
|---|---|---|---|---|
| ROL Rollins | 2 | $99.9M | 0 | — |
| HLT Hilton Worldwide | 0 | — | 1 | $53.8M |
| MGM MGM Resorts International | 2 | $51.7M | 0 | — |
| CVNA Carvana | 0 | — | 6 | $26.6M |
| ABNB Airbnb | 0 | — | 3 | $4.8M |
| EBAY eBay | 0 | — | 3 | $2.7M |
| HAS Hasbro | 0 | — | 1 | $864k |
| RCL Royal Caribbean Cruises | 0 | — | 3 | $736k |
| CCL Carnival | 0 | — | 1 | $694k |
| DRI Darden Restaurants | 0 | — | 1 | $448k |
| WSM Williams-Sonoma | 0 | — | 2 | $325k |
| BKNG Booking | 0 | — | 1 | $245k |
| SBUX Starbucks | 0 | — | 2 | $214k |
| DASH DoorDash | 0 | — | 1 | $198k |
| YUM Yum! Brands | 0 | — | 1 | $40k |
Upcoming earnings dates
Dates announced by the companies themselves, from Nasdaq's public calendar (between Nov 4, 2026 and Dec 8, 2026). They are announcements, not measured dates: each company's SEC history is on its earnings page.
| Date | Company | When |
|---|---|---|
| Nov 4, 2026 | AMCR Amcor | after the close |
| Nov 4, 2026 | EXPE Expedia | after the close |
| Nov 5, 2026 | ABNB Airbnb | after the close |
| Nov 5, 2026 | RL Ralph Lauren | before the open |
| Nov 5, 2026 | TPR Tapestry | before the open |
| Nov 17, 2026 | HD Home Depot | before the open |
| Nov 18, 2026 | LOW Lowe's Companies | before the open |
| Nov 18, 2026 | TJX TJX Companies | before the open |
| Nov 18, 2026 | WSM Williams-Sonoma | no time announced |
| Nov 19, 2026 | ROST Ross Stores | no time announced |
| Nov 24, 2026 | BBY Best Buy | before the open |
| Dec 3, 2026 | ULTA Ulta Beauty | after the close |
| Dec 8, 2026 | AZO AutoZone | no time announced |
| Dec 8, 2026 | CASY Casey's General Stores | 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 Nov 3, 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.