# Consumer Cyclical — Sector Hub

> Quantitative analysis from TrendMatrix. Data for informational use only — not investment advice.

Consumer Cyclical stocks represent companies selling discretionary goods and services—from apparel and restaurants to automotive and home furnishings—where demand shifts sharply with economic cycles and consumer confidence. Key sensitivities include employment trends, interest rates (which affect both consumer spending and financing availability), and commodity costs. TrendMatrix ranks 262 US-listed Consumer Cyclical stocks by 10-dimension quantitative score, refreshed every 5 minutes during market hours with a full reanalysis nightly.

- **Stocks tracked:** 269 (primer N: 262)
- **Sentiment:** 16 bullish · 39 neutral · 214 bearish · avg score 5.24
- **Last updated:** 2026-04-25T16:28:11+00:00

## Ranked Stocks

| # | Symbol | Name | Verdict | Score | Price | Upside |
|---|---|---|---|---|---|---|
| 1 | [ATAT](https://trendmatrix.com/stocks/ATAT) | Atour Lifestyle Holdings Limite | STRONG_BUY_WAIT | 7.3 | $37.81 | +20.1% |
| 2 | [BKNG](https://trendmatrix.com/stocks/BKNG) | Booking Holdings Inc. Common St | STRONG_BUY_WAIT | 6.4 | $167.50 | +24.7% |
| 3 | [LCII](https://trendmatrix.com/stocks/LCII) | LCI Industries | STRONG_BUY_WAIT | 6.1 | $118.34 | +19.9% |
| 4 | [HLT](https://trendmatrix.com/stocks/HLT) | Hilton Worldwide Holdings Inc. | STRONG_BUY_WAIT | 6.0 | $323.05 | +8.2% |
| 5 | [FIGS](https://trendmatrix.com/stocks/FIGS) | FIGS, Inc. | STRONG_BUY_WAIT | 5.9 | $14.82 | +11.4% |
| 6 | [MLCO](https://trendmatrix.com/stocks/MLCO) | Melco Resorts & Entertainment L | STRONG_BUY_WAIT | 5.9 | $5.66 | +36.9% |
| 7 | [TPR](https://trendmatrix.com/stocks/TPR) | Tapestry, Inc. | STRONG_BUY_WAIT | 5.9 | $143.62 | +18.0% |
| 8 | [GIL](https://trendmatrix.com/stocks/GIL) | Gildan Activewear, Inc. | STRONG_BUY_WAIT | 5.8 | $61.66 | +19.8% |
| 9 | [LKQ](https://trendmatrix.com/stocks/LKQ) | LKQ Corporation | STRONG_BUY_WAIT | 5.8 | $31.70 | +13.0% |
| 10 | [PATK](https://trendmatrix.com/stocks/PATK) | Patrick Industries, Inc. | STRONG_BUY_WAIT | 5.7 | $91.14 | +33.0% |
| 11 | [RCL](https://trendmatrix.com/stocks/RCL) | Royal Caribbean Cruises Ltd. | STRONG_BUY_WAIT | 5.7 | $269.71 | +16.8% |
| 12 | [MHK](https://trendmatrix.com/stocks/MHK) | Mohawk Industries, Inc. | STRONG_BUY_WAIT | 5.6 | $105.57 | +12.0% |
| 13 | [HGV](https://trendmatrix.com/stocks/HGV) | Hilton Grand Vacations Inc. | STRONG_BUY_WAIT | 5.5 | $47.01 | +19.0% |
| 14 | [COLM](https://trendmatrix.com/stocks/COLM) | Columbia Sportswear Company | STRONG_BUY_WAIT | 5.4 | $61.23 | +9.6% |
| 15 | [CHH](https://trendmatrix.com/stocks/CHH) | Choice Hotels International, In | STRONG_BUY_WAIT | 4.8 | $101.15 | +15.4% |
| 16 | [CROX](https://trendmatrix.com/stocks/CROX) | Crocs, Inc. | STRONG_BUY_WAIT | 4.6 | $100.35 | +14.9% |
| 17 | [TCOM](https://trendmatrix.com/stocks/TCOM) | Trip.com Group Limited | HOLD_IF_HOLDING | 7.0 | $53.86 | +30.6% |
| 18 | [MNSO](https://trendmatrix.com/stocks/MNSO) | MINISO Group Holding Limited | HOLD_IF_HOLDING | 6.6 | $14.69 | +37.6% |
| 19 | [LUXE](https://trendmatrix.com/stocks/LUXE) | LuxExperience B.V. | HOLD_IF_HOLDING | 6.5 | $8.95 | +1.3% |
| 20 | [FTDR](https://trendmatrix.com/stocks/FTDR) | frontdoor, inc. | HOLD_IF_HOLDING | 6.3 | $65.58 | +20.2% |
| 21 | [GNTX](https://trendmatrix.com/stocks/GNTX) | Gentex Corporation | HOLD_IF_HOLDING | 6.3 | $23.38 | +8.7% |
| 22 | [HNI](https://trendmatrix.com/stocks/HNI) | HNI Corporation | HOLD_IF_HOLDING | 6.2 | $36.56 | +67.4% |
| 23 | [BIRK](https://trendmatrix.com/stocks/BIRK) | Birkenstock Holding plc | HOLD_IF_HOLDING | 6.1 | $39.19 | +29.8% |
| 24 | [GTX](https://trendmatrix.com/stocks/GTX) | Garrett Motion Inc. | HOLD_IF_HOLDING | 6.1 | $25.12 | +12.2% |
| 25 | [HRB](https://trendmatrix.com/stocks/HRB) | H&R Block, Inc. | HOLD_IF_HOLDING | 6.1 | $31.17 | +11.8% |
| 26 | [LEVI](https://trendmatrix.com/stocks/LEVI) | Levi Strauss & Co | HOLD_IF_HOLDING | 6.1 | $22.16 | +9.1% |
| 27 | [RERE](https://trendmatrix.com/stocks/RERE) | ATRenew Inc. | HOLD_IF_HOLDING | 6.1 | $4.43 | +40.0% |
| 28 | [AS](https://trendmatrix.com/stocks/AS) | Amer Sports, Inc. | HOLD_IF_HOLDING | 6.0 | $34.73 | +26.5% |
| 29 | [CVNA](https://trendmatrix.com/stocks/CVNA) | Carvana Co. | HOLD_IF_HOLDING | 6.0 | $386.57 | +6.4% |
| 30 | [PLNT](https://trendmatrix.com/stocks/PLNT) | Planet Fitness, Inc. | HOLD_IF_HOLDING | 6.0 | $65.73 | +48.3% |
| 31 | [RSI](https://trendmatrix.com/stocks/RSI) | Rush Street Interactive, Inc. | HOLD_IF_HOLDING | 6.0 | $27.82 | +2.2% |
| 32 | [SN](https://trendmatrix.com/stocks/SN) | SharkNinja, Inc. | HOLD_IF_HOLDING | 6.0 | $114.13 | +13.7% |
| 33 | [CARG](https://trendmatrix.com/stocks/CARG) | CarGurus, Inc. | HOLD_IF_HOLDING | 5.9 | $36.34 | +4.2% |
| 34 | [DECK](https://trendmatrix.com/stocks/DECK) | Deckers Outdoor Corporation | HOLD_IF_HOLDING | 5.9 | $102.39 | +13.3% |
| 35 | [DORM](https://trendmatrix.com/stocks/DORM) | Dorman Products, Inc. | HOLD_IF_HOLDING | 5.9 | $112.44 | +17.9% |
| 36 | [MBLY](https://trendmatrix.com/stocks/MBLY) | Mobileye Global Inc. | HOLD_IF_HOLDING | 5.9 | $8.70 | +38.8% |
| 37 | [SHOO](https://trendmatrix.com/stocks/SHOO) | Steven Madden, Ltd. | HOLD_IF_HOLDING | 5.9 | $37.47 | +1.7% |
| 38 | [TOL](https://trendmatrix.com/stocks/TOL) | Toll Brothers, Inc. | HOLD_IF_HOLDING | 5.9 | $141.31 | +8.1% |
| 39 | [AEO](https://trendmatrix.com/stocks/AEO) | American Eagle Outfitters, Inc. | HOLD_IF_HOLDING | 5.8 | $17.29 | +20.2% |
| 40 | [ALV](https://trendmatrix.com/stocks/ALV) | Autoliv, Inc. | HOLD_IF_HOLDING | 5.8 | $116.15 | +2.4% |
| 41 | [YETI](https://trendmatrix.com/stocks/YETI) | YETI Holdings, Inc. | HOLD_IF_HOLDING | 5.8 | $39.10 | +15.1% |
| 42 | [RL](https://trendmatrix.com/stocks/RL) | Ralph Lauren Corporation | HOLD_IF_HOLDING | 5.7 | $358.59 | +3.4% |
| 43 | [FIVE](https://trendmatrix.com/stocks/FIVE) | Five Below, Inc. | HOLD_IF_HOLDING | 5.6 | $234.24 | +0.6% |
| 44 | [SIG](https://trendmatrix.com/stocks/SIG) | Signet Jewelers Limited | HOLD_IF_HOLDING | 5.6 | $89.06 | +8.2% |
| 45 | [ANDG](https://trendmatrix.com/stocks/ANDG) | Andersen Group Inc. | HOLD_IF_HOLDING | 5.5 | $35.80 | +0.5% |
| 46 | [ATMU](https://trendmatrix.com/stocks/ATMU) | Atmus Filtration Technologies I | HOLD_IF_HOLDING | 5.4 | $63.21 | +10.6% |
| 47 | [M](https://trendmatrix.com/stocks/M) | Macy's Inc | HOLD_IF_HOLDING | 5.4 | $19.50 | +3.3% |
| 48 | [BYD](https://trendmatrix.com/stocks/BYD) | Boyd Gaming Corporation | HOLD_IF_HOLDING | 5.3 | $86.58 | +1.3% |
| 49 | [PHIN](https://trendmatrix.com/stocks/PHIN) | PHINIA Inc. | HOLD_IF_HOLDING | 5.3 | $73.54 | +8.0% |
| 50 | [EBAY](https://trendmatrix.com/stocks/EBAY) | eBay Inc. | HOLD_IF_HOLDING | 5.1 | $100.90 | +4.2% |

_Showing top 50 of 269 tracked. Full list at `/api/sectors/consumer-cyclical/rollup`._

## Recent 8-K Events (last 30 days)

- **EXPE** [Item 5.02] (2026-04-23): CFO Scott Schenkel agreed to step down effective May 11, 2026. Derek Andersen (former Snap CFO) appointed successor CFO effective May 11, 2026. Departure not due to any disagreement with operations or practices.
- **LULU** [Item 5.02] (2026-04-22): . | Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 21, 2026, lululemon athletica inc. entered into an employment agreement with Heidi O'Neill whereby it agreed to appoint Ms.
- **BBY** [Item 5.02] (2026-04-22): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) On April 22, 2026, Best Buy Co., Inc.
- **CAVA** [Item 5.02] (2026-04-21): Director Karen Kochevar informed CAVA she will retire from the Board upon term expiration at the 2026 Annual Meeting on June 22, 2026. No disagreement with Company operations, policies, or practices cited.
- **F** [Item 5.02] (2026-04-15): Designation | Description | Method of Filing | | [Exhibit 99](https://www.sec.gov/Archives/edgar/data/37996/000003799626000081/exhibit99.htm) | News release dated April 15, 2026 | Furnished with this Report | | | | Exhibit 104 | Cover Page Interactive Data File | ** | (formatted in Inline XBRL) |...
- **LCID** [Item 5.02] (2026-04-14): Silvio Napoli named CEO effective April 15, 2026, pending U.S. work authorization. Marc Winterhoff (Interim CEO) resumes COO role when Napoli formally appointed. No reason for transition cited.
- **BKE** [Item 5.02] (2026-04-09): Scott A. Werth appointed Senior Vice President of Stores effective March 31, 2026. 37-year Buckle veteran; previously VP of Sales and Strategy. No departure announced.
- **CPRI** [Item 5.02] (2026-04-09): Krista McDonough, Chief Legal and Sustainability Officer, voluntarily resigned effective June 26, 2026, to pursue another professional opportunity. Company initiated successor search. No disagreement cited.
- **KMX** [Item 5.02] (2026-04-09): Board nominated William C. Cobb (Frontdoor CEO, former H&R Block CEO) and James Kessler (RB Global CEO) as director nominees for 2026 Annual Meeting. Routine board nomination.
- **LEVI** [Item 5.02] (2026-04-07): CFO Harmit Singh to transition to Special Advisor; executive search firm retained for CFO replacement. Singh continues as EVP and CFO until successor starts, no later than November 30, 2026.

## Cross-Company Themes

- **China** — 5 companies (DORM, SHOO, YUMC, W, ASO)
- **United States** — 3 companies (FIGS, SHOO, TNL)
- **Peterbilt and PACCAR** — 2 companies (RUSHA, RUSHB)
- **limited number of shipyards** — 2 companies (RCL, CUK)
- **single-source component suppliers** — 2 companies (ALSN, HOG)

## Industries in this Sector

- [Auto Parts](https://trendmatrix.com/industries/auto-parts) — 25 stocks
- [Restaurants](https://trendmatrix.com/industries/restaurants) — 19 stocks
- [Internet Retail](https://trendmatrix.com/industries/internet-retail) — 18 stocks
- [Specialty Retail](https://trendmatrix.com/industries/specialty-retail) — 17 stocks
- [Auto & Truck Dealerships](https://trendmatrix.com/industries/auto-and-truck-dealerships) — 16 stocks
- [Packaging & Containers](https://trendmatrix.com/industries/packaging-and-containers) — 16 stocks
- [Residential Construction](https://trendmatrix.com/industries/residential-construction) — 16 stocks
- [Travel Services](https://trendmatrix.com/industries/travel-services) — 15 stocks
- [Apparel Manufacturing](https://trendmatrix.com/industries/apparel-manufacturing) — 13 stocks
- [Auto Manufacturers](https://trendmatrix.com/industries/auto-manufacturers) — 13 stocks
- [Leisure](https://trendmatrix.com/industries/leisure) — 13 stocks
- [Apparel Retail](https://trendmatrix.com/industries/apparel-retail) — 12 stocks
- [Resorts & Casinos](https://trendmatrix.com/industries/resorts-and-casinos) — 12 stocks
- [Furnishings, Fixtures & Appliances](https://trendmatrix.com/industries/furnishings-fixtures-and-appliances) — 11 stocks
- [Lodging](https://trendmatrix.com/industries/lodging) — 8 stocks
- [Footwear & Accessories](https://trendmatrix.com/industries/footwear-and-accessories) — 7 stocks
- [Gambling](https://trendmatrix.com/industries/gambling) — 6 stocks
- [Personal Services](https://trendmatrix.com/industries/personal-services) — 6 stocks
- [Recreational Vehicles](https://trendmatrix.com/industries/recreational-vehicles) — 6 stocks
- [Luxury Goods](https://trendmatrix.com/industries/luxury-goods) — 5 stocks
- [Department Stores](https://trendmatrix.com/industries/department-stores) — 4 stocks
- [Home Improvement Retail](https://trendmatrix.com/industries/home-improvement-retail) — 3 stocks
- [Textile Manufacturing](https://trendmatrix.com/industries/textile-manufacturing) — 1 stocks

## Canonical Links

- HTML: https://trendmatrix.com/sectors/consumer-cyclical
- JSON: https://trendmatrix.com/api/sectors/consumer-cyclical/rollup
- Markdown: https://trendmatrix.com/sectors/consumer-cyclical.md