Consumer Discretionary
Sector deep dive
Consumer Discretionary
Consumer discretionary covers what people buy when they have money left over: cars, restaurants, travel, clothing, home improvement and online retail. It is the most cyclical corner of the market, rising sharply in good times and falling first when household budgets tighten.
470 public companies in this sector are currently in the Substox database. Below are the top names by market capitalization.
Every other Consumer Discretionary company 430 more
Darden Restaurants, Inc.
Burlington Stores, Inc.
Rivian Automotive, Inc.
Tractor Supply Company
DICK'S Sporting Goods, Inc.
NVR, Inc.
International Paper Company
Flutter Entertainment plc,
Packaging Corporation of America
Somnigroup International Inc.
Ball Corporation
SharkNinja, Inc.
Hyatt Hotels Corporation
Genuine Parts Company
Deckers Outdoor Corporation
Toll Brothers, Inc.
Best Buy Co., Inc.
Hasbro, Inc.
Five Below, Inc.
Avery Dennison Corporation
Modine Manufacturing Company
Domino's Pizza, Inc.
Chewy, Inc.
Crown Holdings, Inc.
Service Corporation International
DraftKings Inc.
BorgWarner Inc.
Wynn Resorts, Limited
GameStop Corp.
CAVA Group, Inc.
Allison Transmission Holdings, Inc.
Wayfair Inc.
Texas Roadhouse, Inc.
Penske Automotive Group, Inc.
Maplebear Inc.
MGM Resorts International
The Gap, Inc.
Dillard's, Inc.
Dutch Bros Inc.
Murphy USA Inc.
Levi Strauss & Co.
Norwegian Cruise Line Holdings Ltd.
Installed Building Products, Inc.
V.F. Corporation
LKQ Corporation
AutoNation, Inc.
Mohawk Industries, Inc.
Wyndham Hotels & Resorts, Inc.
Lear Corporation
Boyd Gaming Corporation
Lithia Motors, Inc.
Urban Outfitters, Inc.
Churchill Downs Incorporated
Brinker International, Inc.
Etsy, Inc.
Life Time Group Holdings, Inc.
Planet Fitness, Inc.
Acushnet Holdings Corp.
Floor & Decor Holdings, Inc.
Rush Enterprises, Inc.,
CarMax, Inc.
Caesars Entertainment, Inc.
Red Rock Resorts, Inc.
Sonoco Products Company
Brunswick Corporation
Crocs, Inc.
Choice Hotels International, Inc.
Rush Street Interactive, Inc.
Macy's, Inc.
Wingstop Inc.
Boot Barn Holdings, Inc.
Atmus Filtration Technologies Inc.
Gentex Corporation
Travel + Leisure Co.
Bright Horizons Family Solutions Inc.
Vail Resorts, Inc.
Meritage Homes Corporation
PVH Corp.
Champion Homes, Inc.- Rush Enterprises, Inc.
Victoria's Secret & Co.
Reynolds Consumer Products Inc.
Shake Shack Inc.
Frontdoor, Inc.
Kontoor Brands, Inc.
Abercrombie & Fitch Co.
Mattel, Inc.
QuantumScape Corporation
Silgan Holdings Inc.
Valvoline Inc.
Bath & Body Works, Inc.
THOR Industries, Inc.
Dana Incorporated
Cavco Industries, Inc.
H&R Block, Inc.
Group 1 Automotive, Inc.
Asbury Automotive Group, Inc.
Hilton Grand Vacations Inc.
Greif, Inc.,
Andersen Group Inc.
Academy Sports and Outdoors, Inc.
Whirlpool Corporation
CarGurus, Inc.- Greif, Inc.
KB Home
Advance Auto Parts, Inc.
Polaris Inc.
Columbia Sportswear Company
Patrick Industries, Inc.
OPENLANE, Inc.
M/I Homes, Inc.
American Eagle Outfitters, Inc.
Dorman Products, Inc.
YETI Holdings, Inc.
Green Brick Partners, Inc.
The Cheesecake Factory Incorporated
LCI Industries
Madison Square Garden Entertainment Corp.
Steven Madden, Ltd.
Graphic Packaging Holding Company
The Buckle, Inc.
Under Armour, Inc.
PHINIA Inc.
Callaway Golf Company
Visteon Corporation
Harley-Davidson, Inc.
HNI Corporation
Marriott Vacations Worldwide Corporation- RH
FIGS, Inc.- Lucid Group, Inc.
StubHub Holdings, Inc.
Sonic Automotive, Inc.
Driven Brands Holdings Inc.
Peloton Interactive, Inc.
National Vision Holdings, Inc.
The Goodyear Tire & Rubber Company
PENN Entertainment, Inc.
Revolve Group, Inc.
Six Flags Entertainment Corporation
Kohl's Corporation
Monarch Casino & Resort, Inc.
United Parks & Resorts Inc.
Interface, Inc.
Leggett & Platt, Incorporated
O-I Glass, Inc.
Albany International Corp.
Bob's Discount Furniture, Inc.
Wolverine World Wide, Inc.
La-Z-Boy Incorporated
Sally Beauty Holdings, Inc.
Carter's, Inc.- Sharplink, Inc.
Winmark Corporation
Dream Finders Homes, Inc.
TriMas Corporation
Dauch Corporation
The RealReal, Inc.
Savers Value Village, Inc.
The Wendy's Company
G-III Apparel Group, Ltd.
Tripadvisor, Inc.
XPEL, Inc.
Lindblad Expeditions Holdings, Inc.
Papa John's International, Inc.
Lucky Strike Entertainment Corporation
MillerKnoll, Inc.- Tron Inc.
MasterBrand, Inc.
Arhaus, Inc.
Pursuit Attractions and Hospitality, Inc.
Douglas Dynamics, Inc.
LGI Homes, Inc.
Liquidity Services, Inc.
Biglari Holdings Inc.,
Accel Entertainment, Inc.- Biglari Holdings Inc.
Winnebago Industries, Inc.
Gentherm Incorporated,
Newegg Commerce, Inc.
Petco Health and Wellness Company, Inc.
ACV Auctions Inc.
Standard Motor Products, Inc.
Myers Industries, Inc.
BJ's Restaurants, Inc.
Sweetgreen, Inc.
Solid Power, Inc.
First Watch Restaurant Group, Inc.
Carriage Services, Inc.
Camping World Holdings, Inc.
Fox Factory Holding Corp.
Kura Sushi USA, Inc.
Arko Corp.
Hovnanian Enterprises, Inc.
Oxford Industries, Inc.
EVgo, Inc.
Cracker Barrel Old Country Store, Inc.
MarineMax, Inc.
Beazer Homes USA, Inc.
Movado Group, Inc.
Microvast Holdings, Inc.
Cannae Holdings, Inc.
Ethan Allen Interiors Inc.
Bally's Corporation
Karat Packaging Inc.
Bloomin' Brands, Inc.
ThredUp Inc.
Cooper-Standard Holdings Inc.
Miller Industries, Inc.
Johnson Outdoors Inc.
Malibu Boats, Inc.
Stitch Fix, Inc.
Shoe Carnival, Inc.
Monro, Inc.
Legacy Housing Corporation
Build-A-Bear Workshop, Inc.
Caleres, Inc.
Portillo's Inc.
Zumiez Inc.
SES AI Corporation
El Pollo Loco Holdings, Inc.
Bed Bath & Beyond, Inc.
Holley Inc.- Citi Trends, Inc.
Genesco Inc.
Designer Brands Inc.- Lands' End, Inc.
LiveWire Group, Inc.
MasterCraft Boat Holdings, Inc.
Haverty Furniture Companies, Inc.
Barnes & Noble Education, Inc.- Forward Industries, Inc.
Dine Brands Global, Inc.
Ranpak Holdings Corp.
Hyliion Holdings Corp.
Xponential Fitness, Inc.
Kingsway Financial Services Inc.- Civeo Corporation
Rocky Brands, Inc.
Strattec Security Corporation
Weyco Group, Inc.
Fossil Group, Inc.
Hamilton Beach Brands Holding Company- RideNow Group, Inc.
Flexsteel Industries, Inc.
BRC Group Holdings, Inc.
JAKKS Pacific, Inc.
1-800-FLOWERS.COM, Inc.
Escalade, Incorporated
The Lovesac Company
Funko, Inc.
Jack in the Box Inc.
Venu Holding Corporation
Torrid Holdings Inc.
Virtuix Holdings Inc.
Motorcar Parts of America, Inc.
1stdibs.Com, Inc.
Playboy, Inc.
RCI Hospitality Holdings, Inc.
J.Jill, Inc.
Stoneridge, Inc.
Inspired Entertainment, Inc.
OneWater Marine Inc.
Superior Group of Companies, Inc.
ChargePoint Holdings, Inc.
Tilly's, Inc.
Rent the Runway, Inc.
Lifetime Brands, Inc.- Empery Digital Inc.
Commercial Vehicle Group, Inc.
Hooker Furnishings Corporation- Brilliant Earth Group, Inc.
Duluth Holdings Inc.
Bassett Furniture Industries, Incorporated
a.k.a. Brands Holding Corp.- American Outdoor Brands, Inc.
Vera Bradley, Inc.
Faraday Future Intelligent Electric Inc.
Aptera Motors Corp.
Medifast, Inc.
Traeger, Inc.
America's Car-Mart, Inc.
Clarus Corporation
Kewaunee Scientific Corporation
Virco Mfg. Corporation
Full House Resorts, Inc.
BARK, Inc.- Sypris Solutions, Inc.
The Children's Place, Inc.
Allbirds, Inc.- High Roller Technologies, Inc.
- Canterbury Park Holding Corporation
Hour Loop, Inc.
Red Robin Gourmet Burgers, Inc.
Off The Hook YS Inc.
The InterGroup Corporation
Purple Innovation, Inc.
GrowGeneration Corp.
Unifi, Inc.
Regis Corporation- Aureus Greenway Holdings Inc.
CarParts.com, Inc.
Sportsman's Warehouse Holdings, Inc.
Noodles & Company
Vince Holding Corp.- Flanigan's Enterprises, Inc.
The ONE Group Hospitality, Inc.
The Cato Corporation
GEN Restaurant Group, Inc.
Massimo Group
Century Casinos, Inc.- Jerash Holdings (US), Inc.
Live Ventures Incorporated- NextTrip, Inc.
Culp, Inc.- AiRWA Inc.
Destination XL Group, Inc.
Rave Restaurant Group, Inc.
Lulu's Fashion Lounge Holdings, Inc.
Crown Crafts, Inc.- Workhorse Group, Inc.
- Ark Restaurants Corp.
Natural Health Trends Corp.- Envirotech Vehicles, Inc.
FGI Industries Ltd.- Tandy Leather Factory, Inc.
- Greenland Technologies Holding Corporation
Leslie's, Inc.- Caring Brands, Inc.
Reborn Coffee, Inc.- Good Times Restaurants Inc.
- Worksport Ltd.
- Xcel Brands, Inc.
- BT Brands, Inc.
- Marwynn Holdings, Inc.
- DSS, Inc.
- HWH International Inc.
NanoViricides, Inc.- Yunhong Green CTI Ltd.
Aterian, Inc.- Lucyd, Inc
- Newton Golf Company, Inc.
Cenntro Inc.- Twin Vee Powercats Co.
- StableX Technologies, Inc.
- QVC Group Inc.
Fly-E Group, Inc.
iPower Inc.- Interactive Strength Inc.
7 & i Holdings Co, Ltd.- Aeon
Alibaba
Amer Sports
Anta Sports
Aritzia
BIC- BMW
BYD
Bridgestone
Burberry
Canada Goose
Compagnie Financière Richemont
Compass Group
Delonghi Group- Denso
Dior
Dollarama- Dometic
- Electrolux
Essilor Luxottica- F&F Co
- FILA
- Falabella
Fast Retailing- Ferrari
- Flutter Entertainment
Gildan
H&M
HUGO Boss
Hermes
Honda
Husqvarna
Hyundai
Inditex
InterContinental Hotels Group
JD Sports Fashion
Jersey Mike’s Subs
Jingdong Mall
Jollibees
Kering
Kia
LG Electronics- LPP SA
- LiNing
Louis Vuitton Moet Hennessy (LVMH)
Luckin Coffee- Lulu's Fashion Lounge Holdings, Inc.
- MTY Food Group
- Mazda
- Meituan
MercadoLibre
Mercedes Benz
Michelin- Midea
Next plc
NioCorp Developments Ltd.
Nissan
On Holding- Oriental Land
PDD Holdings (Pinduoduo)
Pan Pacific International Holdings
Panasonic
Prada
Puma
Rajesh Exports
Reformation Inc.
Restaurant Brands International Inc.,- SEB Group
Salvatore Ferragamo
Seiko Group
Sony
Spin Master
Stellantis
Subaru
Suzuki Motor
Swatch- TATA Motors
Toyota
Volkswagen
Yamaha Motor