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Top Consumer Cyclical Companies

Explore econometric models and financial health benchmarks for the leading Consumer Cyclical companies.

Median Rev Growth

1.6%

Median R&D Effort

4.0%

Companies Tracked

36

Company Leaderboard

Amazon Com Inc

AMZN
FY Rev: $860B

[AI commentary unavailable].

Ford Motor Co

F
FY Rev: $191B

Ford’s top-line growth remains modest and appears to hinge on efficient SG&A spend rather than a material ramp in volumes, as shown by our econometric model: SG&A ROI of 5.20x and a long-run linear relationship estimated over 70 quarters with a 6.8% MAPE.

Home Depot, Inc.

HD
FY Rev: $187B

Our econometric model shows SG&A elasticity of 0.91x, meaning SG&A expands almost in line with revenue.

General Motors Company

GM
FY Rev: $146B

GM posted $146B in revenue, up 1.2% YoY, but our econometric model shows most near-term growth derives from scale and efficient SG&A spend rather than a surge in R&D or pricing power.

Tesla, Inc.

TSLA
FY Rev: $114B

Tesla posted FY revenue of $114B, up 20% YoY.

Walt Disney Co

DIS
FY Rev: $103B

Disney's revenue appears highly levered to SG&A spend, per our econometric model, which shows an SG&A ROI of $7.83 per $1 and implies incremental selling and promotional spend yields outsized revenue lift.

Lowes Companies Inc

LOW
FY Rev: $84B

Revenue growth appears to be driven primarily by SG&A spending, with a 1% increase in SG&A linked to a 1.40% rise in revenue in this log-log framework; R&D data is not available to attribute any lift to R&D.

The Tjx Companies, Inc.

TJX
FY Rev: $56B

Revenue is anchored in the off-price merchandising model and an expansive store network, which supports durable top-line growth.

Nike, Inc.

NKE
FY Rev: $46B

[AI commentary unavailable].

Best Buy Co., Inc.

BBY
FY Rev: $39B

Revenue is primarily driven by SG&A spending, with a 1% increase in SG&A yielding a 0.63% increase in revenue, indicating a positive but sublinear ROI from selling, general, and administrative expenses under a log-log model.

D.r. Horton, Inc.

DHI
FY Rev: $36B

[AI commentary unavailable].

Carvana Co.

CVNA
FY Rev: $24B

[AI commentary unavailable].

Ross Stores, Inc.

ROST
FY Rev: $22B

Based on 67 quarters of data, revenue appears driven primarily by SG&A efficiency, with the model attributing $6.32 of long-run revenue to each $1 of SG&A spend, signaling a high ROI on operating expenses.

Autozone, Inc.

AZO
FY Rev: $20B

Revenue is driven by a high ROI on SG&A spending, with $1 of SG&A generating $3.45 of long-run revenue, indicating strong leverage from selling and distribution activities.

o Reilly Automotive Inc

ORLY
FY Rev: $19B

Revenue growth is driven by strong SG&A leverage, with every $1 of SG&A spending generating $2.54 of long-run revenue, while the latest quarterly revenue was about $4.414B.

Doordash, Inc.

DASH
FY Rev: $18B

[AI commentary unavailable].

Expedia Group, Inc.

EXPE
FY Rev: $17B

[AI commentary unavailable].

Royal Caribbean Cruises Ltd.

RCL
FY Rev: $16B

The latest quarterly revenue was $4.259 billion, underpinned by a data-rich history of 68 quarters that supports a linear revenue model.

Tractor Supply Co /De/

TSCO
FY Rev: $16B

Revenue is driven by efficient SG&A spending, with every $1 of SG&A generating about $1.92 in long-run revenue, indicating strong operating leverage from spend rather than R&D input.

Carnival Corporation

CCL
FY Rev: $16B

Revenue appears most responsive to SG&A spending, with a 1% increase in SG&A associated with a 2.47% rise in revenue, indicating a positive elasticity and potential ROI from marketing and commercial activity.

Booking Holdings Inc.

BKNG
FY Rev: $15B

[AI commentary unavailable].

Airbnb, Inc.

ABNB
FY Rev: $13B

[AI commentary unavailable].

Las Vegas Sands Corp.

LVS
FY Rev: $12B

Revenue responds positively to R&D investment, with every 1% increase in R&D yielding a 0.68% rise in revenue, while SG&A increases depress revenue by about 3.33% per 1% SG&A.

Ulta Beauty, Inc.

ULTA
FY Rev: $12B

[AI commentary unavailable].

Lululemon Athletica Inc.

LULU
FY Rev: $12B

Revenue growth is driven by highly efficient SG&A spending, with every $1 of SG&A generating about $3.04 of long-run revenue, indicating strong ROI on selling and marketing activities.

Darden Restaurants, Inc.

DRI
FY Rev: $11B

[AI commentary unavailable].

Mgm Resorts International

MGM
FY Rev: $9.4B

[AI commentary unavailable].

Ralph Lauren Corporation

RL
FY Rev: $8.6B

Revenue growth is driven by SG&A spending, with the model estimating a long-run revenue return of $1.86 for every $1 of SG&A, underscoring the effectiveness of branding and marketing investments.

Norwegian Cruise Line Holdings Ltd.

NCLH
FY Rev: $8.3B

[AI commentary unavailable].

Williams-Sonoma, Inc.

WSM
FY Rev: $8.0B

Revenue is primarily driven by SG&A investments, with a 1% increase in SG&A associated with a 1.19% rise in revenue, making SG&A the key growth lever.

Electronic Arts Inc.

EA
FY Rev: $7.4B

[AI commentary unavailable].

Tapestry, Inc.

TPR
FY Rev: $7.1B

[AI commentary unavailable].

Wynn Resorts, Limited

WYNN
FY Rev: $6.6B

Revenue is driven by casino gaming and hospitality demand, with the latest quarterly revenue at 1.866 billion dollars.

Hasbro, Inc.

HAS
FY Rev: $6.5B

[AI commentary unavailable].

Match Group, Inc.

MTCH
FY Rev: $3.8B

[AI commentary unavailable].

Tko Group Holdings, Inc.

TKO
FY Rev: $1.9B

[AI commentary unavailable].