S&P 500 · sector · 47 companies
Consumer Discretionary stocks in the S&P 500
In their latest fiscal years the companies of the sector had combined revenue of $2.2T and net income of $175B (8.0% of revenue). The largest by revenue is Amazon.
Combined revenue in the latest fiscal year, 47 companies
median revenue growth over 10 years (44 companies)
Combined revenue and net income since 2010
Revenue of the companies with figures for every year (38) went from $641B in 2010 to $2.02T in 2025, 8.0% a year.
The chart data could not be loaded. The table below has the same figures.
Companies
| Amazon | AMZN | Broadline Retail | 2025 | $717B | $77.7B | 10.8% | 13.2% | 21.0% | 60.7% | — | — | +13.5% |
| Ford Motor Company | F | Automobile Manufacturers | 2025 | $187B | −$8.18B | −4.4% | 8.1% | 2.3% | — | $0.75 | 0 | −0.6% |
| General Motors | GM | Automobile Manufacturers | 2025 | $185B | $2.7B | 1.5% | 8.6% | 3.1% | −5.7% | $0.57 | 3 | −40.7% |
| Home Depot (The) | HD | Home Improvement Retail | 2026 | $165B | $14.2B | 8.6% | 4.5% | 6.4% | 10.1% | $9.20 | 16 | −22.4% |
| Tesla, Inc. | TSLA | Automobile Manufacturers | 2025 | $94.8B | $3.79B | 4.0% | 24.6% | 37.1% | — | — | — | +83.5% |
| Lowe's | LOW | Home Improvement Retail | 2026 | $86.3B | $6.65B | 7.7% | −0.8% | 3.9% | 15.8% | $4.75 | 18+ | −39.7% |
| TJX Companies | TJX | Apparel Retail | 2026 | $60.4B | $5.49B | 9.1% | 13.4% | 6.9% | 11.3% | $1.70 | 5 | −17.5% |
| Nike, Inc. | NKE | Apparel, Accessories & Luxury Goods | 2026 | $46.4B | $3.11B | 6.7% | 0.8% | 3.7% | −0.3% | $1.63 | 18+ | −15.0% |
| Best Buy | BBY | Computer & Electronics Retail | 2026 | $41.7B | $1.07B | 2.6% | −2.5% | 0.5% | 7.0% | $3.80 | 8 | −39.5% |
| Starbucks | SBUX | Restaurants | 2025 | $37.2B | $1.86B | 5.0% | 9.6% | 6.9% | −1.1% | $2.45 | 3 | −24.7% |
| D. R. Horton | DHI | Homebuilding | 2025 | $34.3B | $3.59B | 10.5% | 11.0% | 12.2% | 19.0% | $1.60 | 11 | −16.2% |
| Lennar | LEN | Homebuilding | 2025 | $34.2B | $2.08B | 6.1% | 8.7% | 13.7% | — | — | — | — |
| Booking Holdings | BKNG | Hotels, Resorts & Cruise Lines | 2025 | $26.9B | $5.4B | 20.1% | 31.7% | 11.3% | 12.8% | $0.38 | 1 | −36.7% |
| McDonald's | MCD | Restaurants | 2025 | $26.9B | $8.56B | 31.9% | 7.0% | 0.6% | 9.6% | $7.17 | 18+ | −21.2% |
| Carnival Corporation | CCL | Hotels, Resorts & Cruise Lines | 2025 | $26.6B | $2.76B | 10.4% | 36.6% | 5.4% | −1.1% | — | — | +80.0% |
| Marriott International | MAR | Hotels, Resorts & Cruise Lines | 2025 | $26.2B | $2.6B | 9.9% | 19.9% | 6.1% | 11.7% | $2.64 | 3 | +0.3% |
| Genuine Parts Company | GPC | Distributors | 2025 | $24.3B | $65.9M | 0.3% | 8.0% | 4.7% | −20.4% | $4.12 | 18+ | −8.7% |
| Ross Stores | ROST | Apparel Retail | 2026 | $22.8B | $2.15B | 9.4% | 12.7% | 6.7% | 10.2% | $1.62 | 5 | −20.2% |
| Aptiv | APTV | Automotive Parts & Equipment | 2025 | $20.4B | $165M | 0.8% | 9.3% | 6.5% | −17.4% | — | — | −23.0% |
| AutoZone | AZO | Automotive Retail | 2026 | $20.3B | $2.57B | 12.6% | 6.8% | 6.7% | 14.1% | — | — | −44.7% |
| Carvana | CVNA | Automotive Retail | 2025 | $20.3B | $1.41B | 6.9% | 29.5% | 65.7% | — | — | — | — |
| Royal Caribbean Group | RCL | Hotels, Resorts & Cruise Lines | 2025 | $17.9B | $4.27B | 23.8% | 52.0% | 8.0% | 17.9% | $3.50 | 1 | +24.2% |
| O'Reilly Automotive | ORLY | Automotive Retail | 2025 | $17.8B | $2.54B | 14.3% | 8.9% | 8.4% | 17.1% | — | — | −43.8% |
| MGM Resorts | MGM | Casinos & Gaming | 2025 | $17.5B | $206M | 1.2% | 27.7% | 6.7% | — | — | — | −48.9% |
| PulteGroup | PHM | Homebuilding | 2025 | $17.3B | $2.22B | 12.8% | 9.4% | 11.2% | 23.4% | $0.92 | 8 | −44.5% |
| Tractor Supply | TSCO | Other Specialty Retail | 2025 | $15.5B | $1.1B | 7.1% | 7.9% | 9.6% | 13.1% | $0.92 | 15 | −22.2% |
| Expedia Group | EXPE | Hotels, Resorts & Cruise Lines | 2025 | $14.7B | $1.29B | 8.8% | 23.2% | 8.2% | 5.6% | $1.60 | 0 | −1.5% |
| DoorDash | DASH | Specialized Consumer Services | 2025 | $13.7B | $935M | 6.8% | 36.6% | — | — | — | — | — |
| Darden Restaurants | DRI | Restaurants | 2026 | $13.2B | $1.21B | 9.1% | 12.9% | 6.7% | 13.6% | $6.00 | 5 | −10.1% |
| Las Vegas Sands | LVS | Casinos & Gaming | 2025 | $13B | $1.63B | 12.5% | 34.7% | 1.1% | −0.5% | $1.00 | 2 | −13.2% |
| Ulta Beauty | ULTA | Other Specialty Retail | 2026 | $12.4B | $1.15B | 9.3% | 15.0% | 12.2% | 17.8% | — | — | −30.0% |
| Airbnb | ABNB | Hotels, Resorts & Cruise Lines | 2025 | $12.2B | $2.51B | 20.5% | 29.4% | — | — | — | — | — |
| Hilton Worldwide | HLT | Hotels, Resorts & Cruise Lines | 2025 | $12B | $1.46B | 12.1% | 22.8% | 5.4% | 3.7% | $0.60 | 0 | −27.9% |
| Chipotle Mexican Grill | CMG | Restaurants | 2025 | $11.9B | $1.54B | 12.9% | 14.8% | — | 14.2% | — | — | −14.7% |
| Lululemon Athletica | LULU | Apparel, Accessories & Luxury Goods | 2026 | $11.1B | $1.58B | 14.2% | 20.3% | 18.3% | 21.5% | — | — | −15.3% |
| eBay Inc. | EBAY | Broadline Retail | 2025 | $11.1B | $2.03B | 18.3% | 4.5% | 2.6% | 11.8% | — | — | −61.6% |
| NVR, Inc. | NVR | Homebuilding | 2025 | $10.3B | $1.34B | 13.0% | 6.5% | 7.2% | 17.1% | — | — | −27.9% |
| Norwegian Cruise Line Holdings | NCLH | Hotels, Resorts & Cruise Lines | 2025 | $9.83B | $423M | 4.3% | 50.3% | 8.5% | −6.8% | — | — | +107.7% |
| Yum! Brands | YUM | Restaurants | 2025 | $8.21B | $1.56B | 19.0% | 7.8% | 2.5% | 6.7% | $2.84 | 8 | −36.6% |
| Ralph Lauren Corporation | RL | Apparel, Accessories & Luxury Goods | 2026 | $8.11B | $941M | 11.6% | 13.0% | 0.9% | 12.6% | $3.65 | 2 | −27.5% |
| Tapestry, Inc. | TPR | Apparel, Accessories & Luxury Goods | 2026 | $8.0B | $1.53B | 19.1% | 6.9% | 5.9% | 16.0% | $1.60 | 1 | −24.7% |
| Williams-Sonoma, Inc. | WSM | Homefurnishing Retail | 2026 | $7.81B | $1.09B | 13.9% | 2.9% | 4.6% | 18.0% | $2.64 | 15+ | −33.1% |
| Garmin | GRMN | Consumer Electronics | 2025 | $7.25B | $1.66B | 23.0% | 11.6% | 9.9% | 13.6% | — | — | −7.5% |
| Wynn Resorts | WYNN | Casinos & Gaming | 2025 | $7.14B | $327M | 4.6% | 27.8% | 5.8% | 5.0% | $1.00 | 0 | +2.5% |
| Deckers Brands | DECK | Footwear | 2026 | $5.47B | $1.02B | 18.7% | 16.5% | 11.3% | 27.5% | — | — | −26.4% |
| Hasbro | HAS | Leisure Products | 2025 | $5.37B | −$322M | −6.0% | −0.4% | 1.9% | — | $2.80 | 1 | +10.7% |
| Domino's | DPZ | Restaurants | 2025 | $4.94B | $602M | 12.2% | 3.7% | 8.3% | 17.6% | $6.96 | 12 | −38.3% |
Revenue and net income: the latest full fiscal year (FY). Growth: average annual rate over 5 or 10 years. Dividend: per share in the latest year. Raises in a row: consecutive years of a higher dividend per share; the SEC data start in 2009 (with 2007–2008 as comparison years), so + marks a run that goes back to where the company’s figures begin. Shares, 10 yrs: change in the number of shares; below zero means buybacks. —: not in the data or not meaningful.
Other sectors
Source: SEC EDGAR (company filings), data as of November 8, 2026. Sectors, sub-industries, headquarters and index dates: Wikipedia, CC BY-SA 4.0.