Largest consumer discretionary companies by operating income — page 2

Ranks 101–200 of 271 · Fiscal year 2025 · Data as of September 25, 2026

Operating income
#CompanyOperating incomeYoY15-year trend
101Choice Hotels InternationalCHHUS$448M−3.3%
102Firstcash HoldingsFCFSUS$448M+30.6%
103U-Haul HoldingUHALUS$433M−39.6%
104Laureate EducationLAURUS$431M+15.3%
105Wyndham Hotels & ResortsWHUS$402M−18.8%
106JD.comJDCN$397M−92.5%
107Rush EnterprisesRUSHAUS$394M−15.9%
108Signet JewelersSIGUS$393M+255.1%
109Garrett MotionGTXCH$392M+14.3%
110RHRHUS$387M+20.1%
111Harley-DavidsonHOGUS$387M−7.2%
112Sonic AutomotiveSAHUS$368M−20.4%
113Arcos DoradosARCOUY$364M+12.3%
114StrideLRNUS$360M+44.3%
115Wendy'sWENUS$343M−7.5%
116Modine ManufacturingMODUS$342M+20.8%
117CovistaCVSAUS$342M+57.4%
118Federal SignalFSSUS$341M+21.1%
119VisteonVCUS$338M+13.4%
120Kontoor BrandsKTBUS$337M−1.6%
121Insight EnterprisesNSITUS$335M−13.8%
122Atour LifestyleATATCN$330M+48.4%
123Sally BeautySBHUS$328M+15.9%
124Wabash NationalWNCUS$308M+$664M
125Dorman ProductsDORMUS$300M+2.3%
126Acushnet HoldingsGOLFUS$299M−1.6%
127Boot BarnBOOTUS$299M+25.0%
128Atmus Filtration TechnologiesATMUUS$299M+12.3%
129Ollie's Bargain OutletOLLIUS$298M+19.3%
130Thor IndustriesTHOUS$296M−15.1%
131Lci IndustriesLCIIUS$280M+28.3%
132Tal EducationTALCN$276M+$279M
133Patrick IndustriesPATKUS$276M+7.0%
134Victoria's SecretVSXYUS$271M−12.6%
135Floor & DecorFNDUS$270M+5.4%
136Grand Canyon EducationLOPEUS$266M−3.4%
137BuckleBKEUS$261M+8.3%
138ChewyCHWYUS$254M+125.8%
139PhiniaPHINUS$254M−1.9%
140BradyBRCUS$237M−2.8%
141Graham HoldingsGHCUS$235M+9.0%
142PricesmartPSMTUS$233M+5.2%
143GamestopGMEUS$232M+$258M
144Driven BrandsDRVNUS$231M+15.7%
145PVHPVHUS$231M−70.1%
146American Eagle OutfittersAEOUS$226M−47.1%
147AfyaAFYABR$217M+15.6%
148Yeti HoldingsYETIUS$214M−13.0%
149Columbia SportswearCOLMUS$207M−23.5%
150Suburban Propane PartnersSPHUS$206M+20.5%
151Mister Car WashMCWUS$200M+11.9%
152OpenlaneOPLNUS$197M+7.9%
153Perdoceo EducationPRDOUS$196M+12.5%
154Chagee HoldingsCHACN$193M—
155Cheesecake FactoryCAKEUS$187M+5.0%
156YelpYELPUS$185M+22.2%
157UnifirstUNFUS$184M+0.5%
158Camping WorldCWHUS$180M+21.3%
159WingstopWINGUS$179M+8.3%
160Hilton Grand VacationsHGVUS$175M+28.7%
161Strategic EducationSTRAUS$174M+12.0%
162Blue BirdBLBDUS$167M+20.0%
163InterfaceTILEUS$164M+22.0%
164Dutch BrosBROSUS$161M+51.9%
165Ermenegildo ZegnaZGNIT$158M−12.7%
166Wolverine World WideWWWUS$150M+54.1%
167CrocsCROXUS$150M−85.4%
168EzcorpEZPWUS$149M+32.6%
169Gigacloud TechnologyGCTUS$145M+11.0%
170CartersCRIUS$144M−43.5%
171DanaDANUS$139M+$315M
172Standard Motor ProductsSMPUS$137M+69.3%
173Monarch Casino & ResortMCRIUS$129M+40.1%
174Callaway GolfCALYUS$128M−16.2%
175Savers Value VillageSVVUS$124M−4.7%
176Petco Health & WellnessWOOFUS$120M+1,608.0%
177Star GroupSGUUS$114M+87.3%
178DauchDCHUS$112M−53.5%
179G Iii ApparelGIIIUS$108M−63.2%
180Xenia Hotels & ResortsXHRUS$108M+23.8%
181Carriage ServicesCSVUS$97.7M+19.4%
182Ferrellgas Partners L PFGPRUS$90.1M−56.1%
183Papa Johns InternationalPZZAUS$89.1M−43.1%
184ArhausARHSUS$88.9M+2.2%
185Cooper-Standard HoldingsCPSUS$86.6M+24.0%
186Dave & Buster's EntertainmentPLAYUS$86.1M−60.9%
187ImaxIMAXCA$84.2M+92.0%
188Universal Technical InstituteUTIUS$83.5M+41.7%
189GenthermTHRMUS$82.7M−22.7%
190HolleyHLLYUS$82.5M+462.3%
191Hyatt HotelsHUS$81.0M−94.8%
192Steven MaddenSHOOUS$80.8M−64.1%
193Revolve GroupRVLVUS$74.3M+44.4%
194Studio City InternationalMSCHK$70.0M+83.6%
195Oil-Dri Corp of AmericaODCUS$68.2M+32.1%
196Build-A-Bear WorkshopBBWUS$67.2M+0.1%
197Shoe StationSHOEUS$66.8M−26.8%
198Motorcar Parts of AmericaMPAAUS$65.8M+64.9%
199Shake ShackSHAKUS$62.5M+1,957.5%
200DaktronicsDAKTUS$60.8M+83.7%

All figures from SEC filings · FY2025 · 100

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