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INDICATIVE · SAMPLE DATA
Companies

Consumer Discretionary

Coverage of consumer discretionary companies under Platform analysis-pipeline.

Sub-sectors of Consumer Cyclicals

4
Sector ETFXLYConsumer Discretionary Select Sector SPDR
Top moverslast close vs prior close · 3006 tickers in sector
Peer cohort medianspeer cohort · industry-most-specific level
Retailers2 cos · 495 covered
Activity
Op margin9.5%
Net margin1.8%
Gross margin16.4%
R&D / revenue0.4%
Textiles & Leather Goods425 cos · 357 covered
Activity
Op margin4.2%
Net margin2.7%
Gross margin18.4%
Apparel & Accessories2 cos · 325 covered
Activity
Op margin6.6%
Net margin3.7%
Gross margin57.5%
Construction Supplies & Fixtures1 cos · 272 covered
Activity
Op margin3.2%
Net margin-1.0%
Gross margin28.1%
R&D / revenue1.0%
Auto, Truck & Motorcycle Parts1 cos · 259 covered
Activity
Op margin3.3%
Net margin1.9%
Gross margin12.6%
R&D / revenue3.2%
Hotels, Motels & Cruise Lines1 cos · 251 covered
Activity
Op margin11.9%
Net margin-6.6%
Gross margin61.2%
Automobiles1 cos · 247 covered
Activity
Op margin12.0%
Net margin2.6%
Gross margin25.3%
R&D / revenue4.1%
Advertising & Marketing1 cos · 245 covered
Activity
Op margin2.0%
Net margin2.0%
Gross margin39.6%
Restaurants & Bars1 cos · 217 covered
Activity
Op margin2.6%
Net margin9.8%
Gross margin19.6%
Leisure & Recreation242 cos · 196 covered
Activity
Op margin10.0%
Net margin-19.6%
Gross margin39.1%
Entertainment Production1 cos · 148 covered
Activity
Op margin11.3%
Net margin3.0%
Gross margin27.2%
Appliances, Tools & Housewares1 cos · 125 covered
Activity
Op margin4.0%
Net margin6.5%
Gross margin35.7%
R&D / revenue4.1%
Home Furnishings2 cos · 119 covered
Activity
Op margin7.3%
Net margin4.3%
Gross margin33.2%
R&D / revenue0.4%
Homebuilding1 cos · 104 covered
Activity
Op margin7.1%
Net margin13.0%
Gross margin22.1%
Department Stores168 cos · 102 covered
Activity
Op margin4.7%
Net margin-3.6%
Gross margin46.1%
Consumer Publishing1 cos · 91 covered
Activity
Op margin15.3%
Net margin12.2%
Gross margin48.9%
R&D / revenue9.4%
Auto & Truck Manufacturers128 cos · 76 covered
Activity
Op margin5.4%
Net margin3.1%
Gross margin20.2%
R&D / revenue4.4%
Recreational Products1 cos · 74 covered
Activity
Op margin-0.8%
Net margin-2.6%
Gross margin26.3%
R&D / revenue3.1%
Broadcasting1 cos · 72 covered
Activity
Op margin17.7%
Net margin1.1%
Gross margin40.4%
Casinos & Gaming4 cos · 54 covered
Activity
Op margin8.9%
Net margin4.6%
Gross margin45.7%
R&D / revenue1.1%
Footwear48 cos · 40 covered
Activity
Op margin5.4%
Net margin2.0%
Gross margin41.0%
Toys & Children's Products51 cos · 39 covered
Activity
Op margin1.1%
Net margin0.9%
Gross margin32.5%
Retail2 cos · 16 covered
Activity
Op margin4.9%
Net margin3.5%
Gross margin30.7%
Top companies showing 50 of 3924
Sort by
AZONYSE68

Autozone Inc

Auto Vehicles, Parts & Service Retailers
Price$3365.74
Mkt Cap
P/E
Revenue$8.90B
Op Income$1.48B
FCF$665.6M

AutoZone's capital structure is highly leveraged, with a debt-to-equity ratio of -3.06, indicating that the company's liabilities significantly outweigh its equity. The company's liquidity position…

Dilution: Medium · Liquidity: High
BYDNYSE68

Boyd Gaming Corp

Casinos & Gaming
Price$79.09
Mkt Cap$6.07B
P/E63.2
Revenue$997.4M
Op Income$164.0M
FCF-$20.8M

Capital Structure and Liquidity Boyd Gaming's capital structure is characterized by a debt-to-equity ratio of 0.9, with long-term debt of $2.27 billion and total equity of $2.54 billion. The compan…

Dilution: Medium · Liquidity: High
CMGNYSE68

Chipotle Mexican Grill Inc

Restaurants & Bars
Price$33.66
Mkt Cap
P/E
Revenue$3.09B
Op Income$397.1M
FCF$471.0M

Chipotle Mexican Grill's capital structure is characterized by a debt-to-equity ratio of 0.0, indicating no leverage in its financing. The company's liquidity position is reflected in a current rat…

Dilution: Unknown · Liquidity: High
DGNYSE68

Dollar General Corp

Discount Stores
Price$106.02
Mkt Cap
P/E
Revenue$42.72B
Op Income$2.20B
FCF

Dollar General's capital structure is supported by a total equity of $8.51 billion and a long-term debt of $4.57 billion, resulting in a debt-to-equity ratio of 0.54, which is relatively conservati…

Dilution: Medium · Liquidity: High
DHINYSE68

Horton D R Inc /de/

Homebuilding
Price$137.49
Mkt Cap
P/E
Revenue$14.45B
Op Income
FCF$376.9M

D.R. Horton's capital structure is characterized by a debt-to-equity ratio of 0.0, indicating a strong equity position with total equity of $23.6 billion and total liabilities of $11.4 billion. The…

Dilution: Medium · Liquidity: Low
LOWNYSE68

Lowes Companies Inc

Home Improvement Products & Services Retailers
Price$218.01
Mkt Cap$122.09B
P/E20.1
Revenue$86.29B
Op Income$10.15B
FCF$7.65B

Lowe's Companies, Inc. has a market cap of $133.7 billion and a price-to-earnings ratio of 20.1, which is above the industry median of 16.5. The company's liquidity position is characterized by a c…

Dilution: Medium · Liquidity: High
QSRNYSE68

Restaurant Brands International Inc.

Restaurants & Bars
Price$75.69
Mkt Cap$34.59B
P/E
Revenue$9.43B
Op Income$2.20B
FCF$1.45B

Restaurant Brands International Inc. (QSR) maintains a capital structure with a debt-to-equity ratio of 3.65, significantly above the median for the Restaurants & Bars industry, indicating a high l…

Dilution: High · Liquidity: High
GMENYSE68

GameStop Corp.

Computer & Electronics Retailers
Price$21.87
Mkt Cap$12.01B
P/E33.4
Revenue$3.63B
Op Income$232.1M
FCF$597.3M

Capital Structure and Liquidity GameStop maintains a robust liquidity position with $6.3 billion in cash and equivalents, representing 15.3x current liabilities and zero short-term debt. The compan…

Dilution: High · Liquidity: Low
HLTNYSE68

Hilton Worldwide Holdings Inc.

Hotels, Motels & Cruise Lines
Price$318.14
Mkt Cap
P/E
Revenue$2.94B
Op Income$678.0M
FCF$609.0M

Hilton's capital structure is highly leveraged, with total liabilities of $22.25 billion and total equity of -$5.91 billion, resulting in a debt-to-equity ratio of -2.09. The company's liquidity po…

Dilution: Medium · Liquidity: High
LVSNYSE68

Las Vegas Sands Corp

Casinos & Gaming
Price$50.24
Mkt Cap
P/E
Revenue$3.58B
Op Income$904.0M
FCF$537.0M

Las Vegas Sands Corp. has a highly leveraged capital structure, with a debt-to-equity ratio of 11.6, indicating a significant reliance on debt financing. The company maintains a liquidity position…

Dilution: Medium · Liquidity: High
CCLNYSE68

Carnival Corp

Hotels, Motels & Cruise Lines
Price$24.91
Mkt Cap
P/E
Revenue$6.17B
Op Income$607.0M
FCF$697.0M

Carnival Corporation's capital structure is highly leveraged, with a debt-to-equity ratio of 1.94, indicating significant reliance on debt financing. The company's liquidity position is weak, as ev…

Dilution: Unknown · Liquidity: High
HDNYSE68

Home Depot, Inc.

Home Improvement Products & Services Retailers
Price$300.21
Mkt Cap$298.71B
P/E23.0
Revenue$164.68B
Op Income$20.89B
FCF

The company's capital structure is characterized by a high debt-to-equity ratio of 3.62, indicating a significant reliance on debt financing. Its liquidity position is marked by a current ratio of…

Dilution: Medium · Liquidity: High
TJXNYSE68

TJX Companies Inc /de/

Discount Stores
Price$150.49
Mkt Cap
P/E
Revenue
Op Income
FCF$4.92B

TJX maintains a strong liquidity position with $6.23 billion in cash and equivalents, supported by $4.92 billion in free cash flow and $6.87 billion in operating cash flow for FY2026. The company's…

Dilution: Medium · Liquidity: Medium
AAPNYSE68

Advance Auto Parts Inc

Auto Vehicles, Parts & Service Retailers
Price$50.38
Mkt Cap
P/E
Revenue$8.60B
Op Income-$43.0M
FCF-$298.0M

Advance Auto Parts, Inc. has a liquidity position that is characterized by a current ratio of 1.75, indicating that the company has $1.75 in current assets for every $1 in current liabilities. Howe…

Dilution: Medium · Liquidity: Medium
AEONYSE68

American Eagle Outfitters Inc

Apparel & Accessories Retailers
Price$14.89
Mkt Cap
P/E
Revenue$5.55B
Op Income$226.2M
FCF$195.4M

American Eagle Outfitters, Inc. (AEO) maintains a relatively strong liquidity position, with a current ratio of 1.51 and cash and equivalents of $238.92 million. The company's liquidity is further…

Dilution: High · Liquidity: Low
AWINYSE68

Armstrong World Industries Inc

Construction Supplies & Fixtures
Price$157.89
Mkt Cap
P/E
Revenue$409.9M
Op Income$94.2M
FCF

Armstrong World Industries, Inc. (AWI) has a liquidity position that is characterized by a current ratio of 1.54, indicating that the company has $1.54 in current assets for every $1 of current lia…

Dilution: Medium · Liquidity: Medium
BCCNYSE68

Boise Cascade Co

Construction Supplies & Fixtures
Price$67.60
Mkt Cap
P/E
Revenue$6.40B
Op Income$183.3M
FCF$12.7M

Capital Structure and Liquidity Boise Cascade maintains a strong liquidity position with a current ratio of 3.36, indicating a robust ability to meet short-term obligations. The company holds $477.…

Dilution: Medium · Liquidity: Low
FUNNYSE68

Six Flags Entertainment Corporation/NEW

Leisure & Recreation
Price$20.08
Mkt Cap
P/E
Revenue$3.10B
Op Income-$1.38B
FCF

Capital Structure and Liquidity Six Flags has a highly leveraged capital structure, with a debt-to-equity ratio of 9.42, indicating significant reliance on debt financing. The company's liquidity p…

Dilution: Medium · Liquidity: High
GAPNYSE68

Gap Inc

Apparel & Accessories Retailers
Price$20.74
Mkt Cap
P/E
Revenue$15.37B
Op Income$1.11B
FCF$823.0M

Gap Inc. maintains a relatively strong liquidity position, with a current ratio of 1.75 and $2.62 billion in cash and equivalents, which supports its operational flexibility and short-term obligati…

Dilution: High · Liquidity: Low
GFFNYSE68

Griffon Corp

Construction Supplies & Fixtures
Price$82.83
Mkt Cap
P/E
Revenue$649.1M
Op Income$113.4M
FCF

Capital Structure and Liquidity Griffon's liquidity position is characterized by a current ratio of 2.55, indicating a moderate ability to meet short-term obligations. The company's debt-to-equity…

Dilution: Medium · Liquidity: Medium
KBHNYSE68

Kb Home

Homebuilding
Price$45.53
Mkt Cap
P/E
Revenue$1.08B
Op Income
FCF-$138.6M

KB Home's capital structure is characterized by a debt-to-equity ratio of 0.0, indicating no leverage in its current financial position. The company reported a negative operating cash flow of -$125…

Dilution: Medium · Liquidity: Unknown
KTBNYSE68

Kontoor Brands, Inc.

Apparel & Accessories
Price$64.25
Mkt Cap$3.60B
P/E18.4
Revenue$3.15B
Op Income$336.8M
FCF$434.8M

Kontoor Brands maintains a debt-to-equity ratio of 2.02, indicating a capital structure that is moderately leveraged relative to equity. The company's liquidity position is characterized by a curre…

Dilution: Low · Liquidity: Medium
LTHNYSE68

Life Time Group Holdings, Inc.

Leisure & Recreation
Price$33.23
Mkt Cap
P/E
Revenue$3.00B
Op Income$481.3M
FCF-$21.0M

Life Time Group Holdings, Inc. has a total equity of $3.13 billion and a total liabilities of $4.88 billion, resulting in a debt-to-equity ratio of 0.48. The company's liquidity is characterized by…

Dilution: Medium · Liquidity: High
MCDNYSE68

Mcdonalds Corp

Restaurants & Bars
Price$282.50
Mkt Cap$202.4k
P/E0.0
Revenue$26.89B
Op Income$12.39B
FCF$7.19B

McDonald's capital structure is characterized by a high debt load, with long-term debt of $39.97 billion and a negative total equity of $1.79 billion, resulting in a debt-to-equity ratio of -22.72.…

Dilution: Medium · Liquidity: High
MODNYSE68

Modine Manufacturing Co

Auto, Truck & Motorcycle Parts
Price$247.13
Mkt Cap
P/E
Revenue$2.23B
Op Income$238.5M
FCF-$47.4M

Modine Manufacturing Company has a total equity of $1.12 billion and a total debt of $570.7 million, resulting in a debt-to-equity ratio of 0.51, which is relatively low compared to the industry me…

Dilution: Unknown · Liquidity: Medium
WSMNYSE68

Williams Sonoma Inc

Home Furnishings Retailers
Price$169.21
Mkt Cap
P/E
Revenue$7.81B
Op Income$1.42B
FCF$1.06B

Williams-Sonoma maintains a strong liquidity position, with $1.02 billion in cash and equivalents and a current ratio of 1.39, indicating a solid ability to meet short-term obligations. Free cash f…

Dilution: High · Liquidity: Low
AYINYSE67

Acuity Inc. (de)

Construction Supplies & Fixtures
Price$282.56
Mkt Cap
P/E
Revenue$2.20B
Op Income$293.4M
FCF$188.1M

Capital Structure and Liquidity Acuity Inc. has a total equity of $2.84 billion and total liabilities of $1.72 billion as of Q2 2026, resulting in a debt-to-equity ratio of 0.25. The company mainta…

Dilution: Medium · Liquidity: Medium
PHMNYSE67

Pultegroup Inc/mi/

Homebuilding
Price$111.78
Mkt Cap
P/E
Revenue$3.41B
Op Income
FCF$134.4M

PulteGroup's capital structure and liquidity position show a strong balance sheet with a debt-to-equity ratio of 0.0, indicating no leverage. The company has $1.8 billion in cash and equivalents, a…

Dilution: Medium · Liquidity: Low
TGTNYSE67

Target Corp

Discount Stores
Price$123.46
Mkt Cap$56.25B
P/E16.0
Revenue$104.78B
Op Income$5.12B
FCF$2.83B

Target's capital structure is characterized by a debt-to-equity ratio of 0.89, indicating a moderate level of leverage. The company's liquidity position is assessed as high, with a current ratio of…

Dilution: Medium · Liquidity: High
ZWSNYSE67

Zurn Elkay Water Solutions Corp

Construction Supplies & Fixtures
Price$48.02
Mkt Cap
P/E
Revenue$433.0M
Op Income$82.1M
FCF

Zurn Elkay Water Solutions Corp maintains a conservative capital structure with a debt-to-equity ratio of 0.31, significantly below the industry median of 0.65. The company holds $273.5 million in…

Dilution: Low · Liquidity: Medium
BKENYSE67

Buckle Inc

Apparel & Accessories Retailers
Price$48.08
Mkt Cap
P/E
Revenue$1.30B
Op Income$261.4M
FCF$205.8M

The Buckle, Inc. maintains a strong liquidity position with a current ratio of 1.89, indicating that it has sufficient current assets to cover its current liabilities. The company's operating cash…

Dilution: Medium · Liquidity: Low
MASNYSE67

Masco Corp /de/

Construction Supplies & Fixtures
Price$65.58
Mkt Cap
P/E
Revenue$1.92B
Op Income$316.0M
FCF

Masco’s capital structure is highly leveraged, with total liabilities of $5.2 billion and total equity of -$242 million, resulting in a debt-to-equity ratio of -12.17. Despite holding $388 million…

Dilution: Medium · Liquidity: Medium
PIINYSE67

Polaris Inc.

Auto & Truck Manufacturers
Price$63.98
Mkt Cap
P/E
Revenue$1.66B
Op Income-$39.1M
FCF-$349.9M

Capital Structure and Liquidity Polaris Inc. reported a debt-to-equity ratio of 2.74 as of Q1 2026, indicating a high leverage position. The company's current ratio of 1.21 suggests that it is oper…

Dilution: Medium · Liquidity: High
BJNYSE67

BJ's Wholesale Club Holdings, Inc.

Discount Stores
Price$97.03
Mkt Cap
P/E
Revenue$21.46B
Op Income$816.6M
FCF$328.0M

Capital Structure and Liquidity BJ's has a total equity of $2.198 billion and total liabilities of $5.313 billion, resulting in a debt-to-equity ratio of 0.24, which is relatively low. The company'…

Dilution: Medium · Liquidity: High
LEANYSE67

Lear Corp

Auto, Truck & Motorcycle Parts
Price$130.36
Mkt Cap
P/E
Revenue$23.26B
Op Income$777.3M
FCF$527.2M

Lear Corporation maintains a debt-to-equity ratio of 0.54, indicating a relatively conservative capital structure with a moderate reliance on debt financing. The company's liquidity position is ref…

Dilution: Medium · Liquidity: Medium
LYVNYSE67

Live Nation Entertainment, Inc.

Entertainment Production
Price$167.49
Mkt Cap
P/E
Revenue$25.20B
Op Income$1.25B
FCF$333.6M

Live Nation's capital structure is highly leveraged, with a debt-to-equity ratio of 28.09, indicating significant reliance on debt financing. Despite holding $7.09 billion in cash and equivalents,…

Dilution: Medium · Liquidity: High
NYTNYSE67

New York Times Co

Consumer Publishing
Price$76.68
Mkt Cap
P/E
Revenue$2.82B
Op Income$431.6M
FCF$550.5M

The New York Times Company has a strong liquidity position, with a current ratio of 1.54 and no debt on its balance sheet. The company's liquidity is further supported by $255.4 million in cash and…

Dilution: Medium · Liquidity: Low
SAHNYSE67

Sonic Automotive Inc

Auto Vehicles, Parts & Service Retailers
Price$74.06
Mkt Cap
P/E
Revenue$3.69B
Op Income$132.7M
FCF-$1.5M

Capital Structure and Liquidity Sonic Automotive's liquidity position is characterized by a current ratio of 1.03, which is close to the minimum comfort range. The company's cash and equivalents am…

Dilution: Unknown · Liquidity: High
SGINYSE67

Somnigroup International Inc.

Home Furnishings
Price$62.25
Mkt Cap
P/E
Revenue$7.48B
Op Income$754.9M
FCF$633.2M

The company's capital structure is characterized by a debt-to-equity ratio of 1.47, indicating a moderate reliance on debt financing. Its liquidity position is constrained, as evidenced by a curren…

Dilution: Medium · Liquidity: High
THONYSE67

Thor Industries Inc

Recreational Products
Price$73.81
Mkt Cap$3.91B
P/E106.1
Revenue$4.51B
Op Income
FCF

THOR Industries has a liquidity ratio of 1.76, indicating a moderate ability to meet short-term obligations, with $242.18 million in cash and equivalents and $2.92 million in short-term debt. The c…

Dilution: Unknown · Liquidity: Medium
ALVNYSE67

Autoliv Inc

Auto, Truck & Motorcycle Parts
Price$115.82
Mkt Cap
P/E
Revenue$2.75B
Op Income$237.0M
FCF-$161.0M

Autoliv's capital structure shows a debt-to-equity ratio of 0.79, indicating a moderate reliance on debt financing. The company's liquidity position is assessed as high, but its current ratio of 1.…

Dilution: Medium · Liquidity: High
CHHNYSE67

Choice Hotels International Inc

Hotels, Motels & Cruise Lines
Price$106.65
Mkt Cap
P/E
Revenue$340.6M
Op Income$60.0M
FCF

Choice Hotels International maintains a capital structure characterized by a high debt-to-equity ratio of 14.58, indicating significant leverage. The company's liquidity position is strained, with…

Dilution: Low · Liquidity: High
MNYSE67

Macy's, Inc.

Department Stores
Price$18.64
Mkt Cap
P/E
Revenue$21.76B
Op Income$1.03B
FCF$1.06B

Capital Structure and Liquidity Macy's, Inc. has a debt-to-equity ratio of 0.5, indicating a relatively balanced capital structure. The company's liquidity position is characterized as medium, with…

Dilution: High · Liquidity: Medium
MHONYSE67

M/i Homes, Inc.

Homebuilding
Price$123.89
Mkt Cap
P/E
Revenue$920.7M
Op Income$86.1M
FCF$135.6M

M/I Homes has a strong liquidity position, with $767.4 million in cash, cash equivalents, and restricted cash as of March 31, 2026. Free cash flow for the quarter was $135.6 million, driven by oper…

Dilution: Medium · Liquidity: Unknown
CUKNYSE67

Carnival Plc

Hotels, Motels & Cruise Lines
Price
Mkt Cap
P/E
Revenue
Op Income$554.0M
FCF$905.0M

Carnival PLC's capital structure is characterized by a debt-to-equity ratio of 0.34, indicating a relatively conservative leverage position compared to the industry median of 0.52. The company's li…

Dilution: Unknown · Liquidity: High
DRINYSE67

Darden Restaurants Inc

Restaurants & Bars
Price$193.75
Mkt Cap
P/E
Revenue$9.49B
Op Income$1.07B
FCF

Darden Restaurants, Inc. has a total equity of $2.1 billion and a debt-to-equity ratio of 0.14, indicating a relatively low leverage position. The company's current ratio of 0.39 suggests that its…

Dilution: Medium · Liquidity: High
LENNYSE67

Lennar Corp /new/

Homebuilding
Price$84.59
Mkt Cap
P/E
Revenue$6.62B
Op Income
FCF-$463.5M

Capital Structure and Liquidity Lennar's liquidity position is characterized by a debt-to-equity ratio of 0.0, indicating a strong equity position relative to liabilities. The company's cash and eq…

Dilution: Medium · Liquidity: Low
RSINYSE67

Rush Street Interactive, Inc.

Casinos & Gaming
Price$27.67
Mkt Cap
P/E
Revenue$370.4M
Op Income$42.8M
FCF$19.9M

Rush Street Interactive, Inc. maintains a strong liquidity position, with cash and equivalents amounting to $330.56 million, which is significantly higher than its total liabilities of $358.73 mill…

Dilution: Medium · Liquidity: Low
SPBNYSE67

Spectrum Brands Holdings, Inc.

Appliances, Tools & Housewares
Price$77.09
Mkt Cap
P/E
Revenue$677.0M
Op Income$27.1M
FCF$59.3M

Spectrum Brands has a debt-to-equity ratio of 0.3 and a current ratio of 2.21, indicating a relatively strong liquidity position with sufficient current assets to cover current liabilities. The com…

Dilution: Unknown · Liquidity: Medium
SSDNYSE67

Simpson Manufacturing Co., Inc.

Construction Supplies & Fixtures
Price$182.00
Mkt Cap$7.62B
P/E23.1
Revenue$2.33B
Op Income$458.1M
FCF$297.6M

Simpson Manufacturing Co., Inc. maintains a strong liquidity position with $384.1 million in cash and equivalents and a current ratio of 3.54, indicating a robust ability to meet short-term obligat…

Dilution: Medium · Liquidity: Low
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