CompaniesRanked

2874 companies · fiscal year 2025 · SEC EDGAR · September 25, 2026

Largest consumer discretionary companies by operating income

Operating income is profit from the core business before interest and tax. It strips out financing decisions, so it compares operations rather than balance sheets. Figures are for fiscal year 2025 and are read directly from each company's SEC filings; the source column on every row links to the document.

Ranks 1–100 of 271 · Fiscal year 2025 · Data as of September 25, 2026

Amazon (AMZN) tops the list with $80.0B in operating income for fiscal 2025, ahead of Walmart ($29.8B) and Home Depot ($20.9B). The top 10 together report $185B in operating income; the gap between #1 and #10 is ×19.31. 271 companies in Consumer discretionary report operating income, 12.7% of the 2135-filer universe. The last place on the list, On Holding, comes in at $455M.

Operating income
#CompanyOperating incomeYoY15-year trend
1AmazonAMZNUS$80.0B+16.6%
2WalmartWMTUS$29.8B+1.6%
3Home DepotHDUS$20.9B−3.0%
4McDonald'sMCDUS$12.4B+5.8%
5Costco WholesaleCOSTUS$10.4B+11.8%
6Lowe's CompaniesLOWUS$10.2B−3.0%
7TJX CompaniesTJXUS$7.3B+12.6%
8TargetTGTUS$5.1B−8.1%
9TeslaTSLAUS$4.4B−38.5%
10Marriott InternationalMARUS$4.1B+9.9%
11NikeNKEUS$3.9B+0.4%
12AutoZoneAZOUS$3.6B−4.7%
13O Reilly AutomotiveORLYUS$3.5B+6.4%
14Sherwin WilliamsSHWUS$3.3B−3.3%
15PACCARPCARUS$3.0B−44.0%
16StarbucksSBUXUS$2.9B−45.7%
17General MotorsGMUS$2.9B−77.2%
18Las Vegas SandsLVSUS$2.8B+17.3%
19Ross StoresROSTUS$2.7B+4.7%
20Hilton WorldwideHLTUS$2.7B+13.6%
21CintasCTASUS$2.6B+10.5%
22Yum BrandsYUMUS$2.6B+7.1%
23FerrariRACEIT$2.4B+16.7%
24Lululemon AthleticaLULUCA$2.2B−11.8%
25Dollar GeneralDGUS$2.2B+28.6%
26Restaurant Brands InternationalQSRUS$2.2B−9.0%
27Chipotle Mexican GrillCMGUS$1.9B+1.0%
28TapestryTPRUS$1.9B+361.3%
29CarvanaCVNAUS$1.9B+90.0%
30Caesars EntertainmentCZRUS$1.9B−19.4%
31CopartCPRTUS$1.7B+7.9%
32FastenalFASTUS$1.7B+9.6%
33CDWCDWUS$1.7B+0.3%
34Dollar TreeDLTRUS$1.7B+13.1%
35Lithia MotorsLADUS$1.6B+1.7%
36Darden RestaurantsDRIUS$1.6B+16.2%
37Ulta BeautyULTAUS$1.5B−2.0%
38Tractor SupplyTSCOUS$1.5B−0.0%
39Williams SonomaWSMUS$1.4B−1.0%
40Best BuyBBYUS$1.4B+10.1%
41Magna InternationalMGACA$1.3B−15.2%
42Yum ChinaYUMCUS$1.3B+11.0%
43Penske AutomotivePAGUS$1.3B−6.5%
44Deckers OutdoorDECKUS$1.3B+7.1%
45AutonationANUS$1.2B−5.0%
46Intercontinental HotelsIHGGB$1.2B+15.1%
47AptivAPTVCH$1.2B−35.7%
48Ralph LaurenRLUS$1.2B+26.5%
49Vipshop HoldingsVIPSCN$1.2B−7.4%
50Bath & Body WorksBBWIUS$1.1B−11.1%
51Wynn ResortsWYNNUS$1.1B−1.3%
52GapGAPUS$1.1B+0.3%
53Dick's Sporting GoodsDKSUS$1.1B−25.6%
54AutolivALVUS$1.1B+11.1%
55Macy'sMUS$1.0B+13.3%
56AmcorAMCRGB$1.0B+13.9%
57MGM Resorts InternationalMGMUS$1.0B−32.8%
58Service Corp InternationalSCIUS$978M+5.4%
59H WorldHTHTCN$975M+36.7%
60OshkoshOSKUS$940M−7.0%
61SharkninjaSNUS$920M+42.9%
62Allison TransmissionALSNUS$880M−11.3%
63Asbury AutomotiveABGUS$861M+3.0%
64WhirlpoolWHRUS$838M+486.0%
65BJ's Wholesale ClubBJUS$817M+5.7%
66Burlington StoresBURLUS$816M+20.9%
67AramarkARMKUS$792M+12.1%
68Builders FirstsourceBLDRUS$786M−50.7%
69H&R BlockHRBUS$781M+2.5%
70LearLEAUS$777M−12.4%
71Boyd GamingBYDUS$748M−19.3%
72Group 1 AutomotiveGPIUS$734M−19.3%
73Dillard'sDDSUS$730M−20.4%
74Smith A OAOSUS$729M+3.0%
75Luckin CoffeeLKNCYCN$724M+49.4%
76Murphy USAMUSAUS$719M−3.3%
77Amer SportsASKY$702M+49.1%
78Abercrombie & FitchANFUS$699M−5.6%
79Ryder SystemRUS$685M+3.6%
80Levi StraussLEVIUS$678M+157.9%
81Luxexperience B.VLUXEDE$654M+$678M
82New Oriental Education & TechnologyEDUCN$643M+50.2%
83Kohl'sKSSUS$624M+44.1%
84Birkenstock HoldingBIRKGB$621M+36.2%
85Gildan ActivewearGILCA$620M+0.3%
86Brinker InternationalEATUS$620M+21.1%
87Urban OutfittersURBNUS$606M+27.8%
88Melco Resorts & EntertainmentMLCOHK$600M+23.9%
89Red Rock ResortsRRRUS$597M+5.1%
90V FVFCUS$577M+89.8%
91Travel & LeisureTNLUS$553M−24.6%
92MattelMATUS$546M−21.3%
93BorgWarnerBWAUS$536M−1.8%
94Academy Sports & OutdoorsASOUS$512M−4.9%
95Mohawk IndustriesMHKUS$490M−29.4%
96Texas RoadhouseTXRHUS$475M−8.1%
97GentexGNTXUS$474M+3.1%
98CoupangCPNGUS$473M+8.5%
99Five BelowFIVEUS$457M+41.3%
100On HoldingONONCH$455M+89.1%

All figures from SEC filings · FY2025 · 100

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{{cite web |title=Largest consumer discretionary companies by operating income |url=https://companiesranked.com/en/largest-consumer-discretionary-companies-by-operating-income |website=CompaniesRanked |date=2026-09-25 |language=en}}

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@misc{companiesranked-en-largest-consumer-discretionary-companies-by-operating-income-2026,
  author       = {{CompaniesRanked}},
  title        = {{Largest consumer discretionary companies by operating income}},
  year         = {2026},
  howpublished = {\url{https://companiesranked.com/en/largest-consumer-discretionary-companies-by-operating-income}},
  note         = {Compiled from SEC EDGAR XBRL filings; data as of 2026-09-25},
  urldate      = {2026-09-25}
}

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