Most profitable consumer discretionary companies

Net income is profit after tax and all expenses, as reported in the annual filing. Companies reporting a loss are excluded from this ranking. 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 251 · Fiscal year 2025 · Data as of September 25, 2026

Amazon (AMZN) tops the list with $77.7B in net income for fiscal 2025, ahead of Walmart ($21.9B) and Home Depot ($14.2B). The top 10 together report $153B in net income; the gap between #1 and #10 is ×23.47. 251 companies in Consumer discretionary report net income, 12.2% of the 2058-filer universe. The last place on the list, Graham Holdings, comes in at $292M.

Net income
#CompanyNet incomeYoY15-year trend
1AmazonAMZNUS$77.7B+31.1%
2WalmartWMTUS$21.9B+12.6%
3Home DepotHDUS$14.2B−4.4%
4McDonald'sMCDUS$8.6B+4.1%
5Costco WholesaleCOSTUS$8.1B+9.9%
6Lowe's CompaniesLOWUS$6.7B−4.4%
7TJX CompaniesTJXUS$5.5B+13.0%
8TeslaTSLAUS$3.8B−46.5%
9TargetTGTUS$3.7B−9.4%
10JD.comJDCN$3.3B−45.9%
11NikeNKEUS$3.1B−3.4%
12General MotorsGMUS$2.8B−53.4%
13Marriott InternationalMARUS$2.6B+9.5%
14Sherwin WilliamsSHWUS$2.6B−4.2%
15O Reilly AutomotiveORLYUS$2.5B+6.3%
16AutoZoneAZOUS$2.5B−6.2%
17PACCARPCARUS$2.4B−42.9%
18Ross StoresROSTUS$2.1B+2.6%
19CintasCTASUS$2.0B+10.4%
20StarbucksSBUXUS$1.9B−50.6%
21Boyd GamingBYDUS$1.8B+218.9%
22FerrariRACEIT$1.8B+9.5%
23Las Vegas SandsLVSUS$1.6B+12.5%
24Lululemon AthleticaLULUCA$1.6B−13.0%
25Yum BrandsYUMUS$1.6B+4.9%
26CopartCPRTUS$1.6B+13.9%
27Chipotle Mexican GrillCMGUS$1.5B+0.1%
28TapestryTPRUS$1.5B+735.0%
29Dollar GeneralDGUS$1.5B+34.4%
30Hilton WorldwideHLTUS$1.5B−5.1%
31CarvanaCVNAUS$1.4B+570.0%
32Dollar TreeDLTRUS$1.3B+$4.3B
33FastenalFASTUS$1.3B+9.4%
34Darden RestaurantsDRIUS$1.2B+15.0%
35Ulta BeautyULTAUS$1.2B−4.0%
36Tractor SupplyTSCOUS$1.1B−0.5%
37Williams SonomaWSMUS$1.1B−3.3%
38Restaurant Brands InternationalQSRUS$1.1B−25.6%
39Best BuyBBYUS$1.1B+15.3%
40CDWCDWUS$1.1B−1.0%
41Vipshop HoldingsVIPSCN$1.0B−3.6%
42Deckers OutdoorDECKUS$1.0B+6.0%
43Ralph LaurenRLUS$941M+26.7%
44Penske AutomotivePAGUS$935M−3.5%
45Yum ChinaYUMCUS$929M+2.0%
46Dick's Sporting GoodsDKSUS$849M−27.1%
47Magna InternationalMGACA$829M−17.8%
48Lithia MotorsLADUS$820M+2.9%
49GapGAPUS$816M−3.3%
50Intercontinental HotelsIHGGB$758M+20.7%
51AutolivALVUS$735M+13.8%
52H WorldHTHTCN$726M+73.7%
53Caseys General StoresCASYUS$714M+30.7%
54SharkninjaSNUS$701M+59.9%
55AutonationANUS$649M−6.2%
56Bath & Body WorksBBWIUS$649M−18.7%
57OshkoshOSKUS$647M−5.0%
58Luxexperience B.VLUXEDE$644M+$671M
59Macy'sMUS$642M+10.3%
60Allison TransmissionALSNUS$623M−14.8%
61Burlington StoresBURLUS$610M+21.1%
62H&R BlockHRBUS$606M+1.8%
63Levi StraussLEVIUS$578M+174.5%
64BJ's Wholesale ClubBJUS$578M+8.2%
65Dillard'sDDSUS$570M−3.9%
66Smith A OAOSUS$546M+2.4%
67Service Corp InternationalSCIUS$543M+4.6%
68Tal EducationTALCN$531M+527.4%
69Luckin CoffeeLKNCYCN$514M+27.9%
70AmcorAMCRGB$511M−1.0%
71Abercrombie & FitchANFUS$507M−8.9%
72Ryder SystemRUS$499M+2.0%
73Asbury AutomotiveABGUS$492M+14.3%
74Brinker InternationalEATUS$487M+27.1%
75New Oriental Education & TechnologyEDUCN$475M+27.8%
76Murphy USAMUSAUS$471M−6.3%
77Urban OutfittersURBNUS$465M+15.5%
78LearLEAUS$437M−13.8%
79Builders FirstsourceBLDRUS$435M−59.6%
80Amer SportsASKY$427M+488.7%
81GamestopGMEUS$418M+219.1%
82Texas RoadhouseTXRHUS$406M−6.5%
83Gildan ActivewearGILCA$399M−0.5%
84MattelMATUS$398M−26.6%
85Birkenstock HoldingBIRKGB$394M+89.8%
86GentexGNTXUS$385M−4.9%
87Academy Sports & OutdoorsASOUS$377M−10.0%
88Mohawk IndustriesMHKUS$370M−28.1%
89Choice Hotels InternationalCHHUS$370M+23.4%
90Five BelowFIVEUS$359M+41.4%
91Red Rock ResortsRRRUS$356M+22.1%
92Harley-DavidsonHOGUS$339M−25.6%
93Firstcash HoldingsFCFSUS$330M+27.6%
94Wynn ResortsWYNNUS$327M−34.7%
95AramarkARMKUS$326M+24.3%
96Group 1 AutomotiveGPIUS$325M−34.7%
97WhirlpoolWHRUS$318M+$641M
98Garrett MotionGTXCH$310M+9.9%
99Signet JewelersSIGUS$294M+381.0%
100Graham HoldingsGHCUS$292M−59.7%

All figures from SEC filings · FY2025 · 100

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

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