47companies in Consumer discretionary

Latest 10-K, 10-Q, Form 4 and 13F of each

Compare Consumer discretionary

Compare companies, side by side

The same facts from the filings for each company in a group, where each stands among the others, and what each wrote about a topic in its latest 10-K.

Group median · 47 companies

Sales growth: +5.4%
Gross margin: 41%
Operating margin: 16%
Net margin: 11%

Where each stands

The 3 largest, ranked among the group

Each corner is the share of Consumer discretionary companies the company is above on that ratio. The dashed line is the middle of the group. A rank, not a score.

AMZN Amazon

Revenue $797.5B, last twelve months

Year by year

Sales growth

+12%

Operating margin

13%

FCF margin

-5.9%

0 paragraphs of its Risk Factors mention Crypto, against 0 the year before.

F Ford Motor Company

Revenue $187.0B, last twelve months

Year by year

Sales growth

+1.2%

Operating margin

-3.8%

FCF margin

2.8%

0 paragraphs of its Risk Factors mention Crypto, against 0 the year before.

GM General Motors

Revenue $187.0B, last twelve months

Year by year

Sales growth

-1.3%

Operating margin

2.3%

FCF margin

7.7%

0 paragraphs of its Risk Factors mention Crypto, against 0 the year before.

From the filings

Consumer discretionary: the same facts for each company

Showing 12 of 47, largest revenue first

Company	Revenue, 12 months	Sales growth	Gross / operating margin	Net margin	Debt / equity	Accounting items	Insider buys	Open
AMZN Amazon	$797.5B	+12%	GM 51%OM 13%	17%	0.30	1 of 6to read	0	10-K
F Ford Motor Company	$187.0B	+1.2%	GM 8.4%OM -3.8%	-4.2%	-	2 of 6to read	0	10-K
GM General Motors	$187.0B	-1.3%	GM -OM 2.3%	2.1%	2.09	1 of 6to read	0	10-K
HD Home Depot	$169.2B	+3.2%	GM 33%OM 12%	8.4%	3.18	2 of 6to read	0	10-K
TSLA Tesla, Inc.	$103.6B	-2.9%	GM 19%OM 3.3%	3.1%	0.10	0 of 6to read	0	10-K
LOW Lowe's	$90.4B	+3.1%	GM 33%OM 11%	7.3%	-	2 of 6to read	0	10-K
TJX TJX Companies	$62.4B	+7.1%	GM 32%OM -	9.7%	0.27	0 of 6to read	0	10-K
NKE Nike, Inc.	$45.9B	+0.2%	GM 43%OM -	6.7%	0.52	2 of 6to read	0	10-K
BBY Best Buy	$42.2B	+0.4%	GM 23%OM 4.1%	3.0%	0.37	0 of 6to read	0	10-K
SBUX Starbucks	$38.3B	+2.8%	GM -OM 7.8%	5.2%	-	1 of 6to read	0	10-K
DHI D. R. Horton	$33.4B	-6.9%	GM 23%OM -	9.2%	-	1 of 4to read	0	10-K
LEN Lennar	$32.0B	-3.5%	GM -OM -	4.1%	0.27	2 of 5to read	45	10-K
BKNG Booking Holdings	$28.1B	+13%	GM -OM 33%	26%	-	0 of 4to read	0	10-K
MCD McDonald's	$27.8B	+3.7%	GM -OM 47%	32%	-	0 of 6to read	0	10-K
CCL Carnival Corporation	$27.6B	+6.4%	GM -OM 16%	11%	1.73	0 of 6to read	0	10-K
CVNA Carvana	$27.5B	+49%	GM 19%OM 8.7%	6.2%	1.19	1 of 5to read	0	10-K
MAR Marriott International	$27.4B	+4.3%	GM -OM 16%	9.7%	-	0 of 5to read	0	10-K
GPC Genuine Parts Company	$25.3B	+3.5%	GM 37%OM -	0.1%	1.10	0 of 6to read	0	10-K
ROST Ross Stores	$24.5B	+7.7%	GM 30%OM 14%	11%	0.15	1 of 5to read	0	10-K
APTV Aptiv	$20.6B	+3.5%	GM 19%OM 9.0%	3.7%	0.61	0 of 6to read	0	10-K
AZO AutoZone	$20.3B	+7.4%	GM 52%OM 18%	13%	-	0 of 6to read	0	10-K
RCL Royal Caribbean Group	$19.1B	+8.8%	GM 49%OM 28%	24%	1.91	0 of 6to read	0	10-K
ORLY O'Reilly Automotive	$19.0B	+6.4%	GM 52%OM 20%	14%	-	0 of 6to read	0	10-K
MGM MGM Resorts	$17.7B	+1.7%	GM -OM 7.0%	3.9%	2.26	0 of 6to read	3	10-K
DASH DoorDash	$17.1B	+28%	GM -OM 5.3%	6.2%	-	2 of 5to read	0	10-K
EXPE Expedia Group	$16.2B	+7.6%	GM -OM 17%	13%	3.31	1 of 5to read	0	10-K
PHM PulteGroup	$16.0B	-3.5%	GM -OM -	11%	0.00	1 of 4to read	0	10-K
TSCO Tractor Supply	$15.9B	+4.3%	GM 36%OM 8.2%	6.1%	0.84	0 of 5to read	0	10-K
ABNB Airbnb	$13.9B	+10%	GM 83%OM 22%	23%	0.25	0 of 4to read	0	10-K
LVS Las Vegas Sands	$13.6B	+15%	GM -OM 21%	12%	-	2 of 6to read	0	10-K
DRI Darden Restaurants	$13.4B	+9.4%	GM 20%OM 12%	8.8%	1.26	1 of 6to read	0	10-K
ULTA Ulta Beauty	$13.0B	+9.7%	GM 39%OM 12%	9.3%	0.13	1 of 5to read	0	10-K
CMG Chipotle Mexican Grill	$12.7B	+5.4%	GM -OM 14%	11%	0.00	0 of 6to read	0	10-K
HLT Hilton Worldwide	$12.7B	+7.7%	GM -OM 24%	13%	-	0 of 5to read	0	10-K
EBAY eBay Inc.	$12.4B	+7.9%	GM 72%OM 20%	17%	1.53	3 of 5to read	0	10-K
LULU Lululemon Athletica	$11.1B	+4.9%	GM 56%OM 18%	13%	0.00	2 of 6to read	0	10-K
NCLH Norwegian Cruise Line Holdings	$10.2B	+3.7%	GM 41%OM 14%	8.2%	4.79	2 of 6to read	0	10-K
NVR NVR, Inc.	$9.3B	-1.9%	GM -OM -	11%	-	1 of 4to read	0	10-K
YUM Yum! Brands	$8.8B	+8.8%	GM 67%OM 49%	39%	-	0 of 5to read	0	10-K
RL Ralph Lauren Corporation	$8.5B	+15%	GM 72%OM 16%	13%	0.45	0 of 6to read	0	10-K
TPR Tapestry, Inc.	$8.2B	+14%	GM 78%OM 25%	20%	5.70	0 of 6to read	0	10-K
WSM Williams-Sonoma, Inc.	$8.0B	+1.2%	GM 47%OM 19%	15%	-	0 of 5to read	0	10-K
GRMN Garmin	$7.9B	+15%	GM 61%OM 29%	26%	-	3 of 6to read	0	10-K
WYNN Wynn Resorts	$7.3B	+0.1%	GM -OM 14%	5.2%	-	2 of 6to read	0	10-K
HAS Hasbro	$5.8B	+13%	GM 66%OM 23%	16%	3.74	2 of 6to read	0	10-K
DECK Deckers Brands	$5.6B	+9.8%	GM 59%OM 24%	19%	-	1 of 6to read	0	10-K
DPZ Domino's	$5.1B	+5.0%	GM 40%OM 20%	12%	-	0 of 6to read	0	10-K

Sales growth is the last fiscal year against the one before; margins are over the last twelve months. Where each comes from

Growth against cash margin

The 14 largest by revenue. A bigger bubble is more revenue; the dashed lines are the median of these companies.

10-K XBRL

How to read this page

A radar shows where a company ranks among its group on six ratios. A corner at the edge means it is above every other company on that ratio.
A table row lists the facts as the filings give them: revenue, growth, margins, debt to equity, the accounting checks, insider buying and followed investors holding.
A bubble to the right grew faster, and one higher up kept more of its sales as free cash flow.
A bar is paragraphs that mention the topic this year, and the mark on it is last year.

Risk Factors and XBRL figures from each company's latest 10-K, read nightly from SEC EDGAR. Nothing here is a rating.

By topic · 10-K Item 1A

Crypto: paragraphs that mention it

AI Tariffs China Cybersecurity Interest rates Inflation Supply chain Climate Labor Regulation Crypto

TSLA 13 vs 19 HD 2 vs 0 EBAY 1 vs 1 NCLH 1 vs 1 NKE 1 vs 1 AAP 0 vs 0 ABG 0 vs 0 ABNB 0 vs 0 AEO 0 vs 0 AIN 0 vs 0 ALSN 0 vs 0 ALV 0 vs 0 AMZN 0 vs 0 AN 0 vs 0 ANF 0 vs 0

All 69 companies

APTV 0 vs 0 ARMK 0 vs 0 ASO 0 vs 0 ATMU 0 vs 0 AYI 0 vs 0 AZO 0 vs 0 BATRA 0 vs 0 BBWI 0 vs 0 BBY 0 vs 0 BFAM 0 vs 0 BKNG 0 vs 0 BLDR 0 vs 0 BOOT 0 vs 0 BRC 0 vs 0 BROS 0 vs 0 BURL 0 vs 0 BWA 0 vs 0 BYD 0 vs 0 CCL 0 vs 0 CMG 0 vs 0 CVNA 0 vs 0 DASH 0 vs 0 DECK 0 vs 0 DHI 0 vs 0 DPZ 0 vs 0 DRI 0 vs 0 EXPE 0 vs 0 F 0 vs 0 GM 0 vs 0 GPC 0 vs 0 GRMN 0 vs 0 HAS 0 vs 0 HLT 0 vs 0 LEN 0 vs 0 LOW 0 vs 0 LULU 0 vs 0 LVS 0 vs 0 MAR 0 vs 0 MCD 0 vs 0 MGM 0 vs 0 NVR 0 vs 0 ORLY 0 vs 0 PHM 0 vs 0 RCL 0 vs 0 RL 0 vs 0 ROST 0 vs 0 SBUX 0 vs 0 TJX 0 vs 0 TPR 0 vs 0 TSCO 0 vs 0 ULTA 0 vs 0 WSM 0 vs 0 WYNN 0 vs 0 YUM 0 vs 0

Risk Factors paragraphs in each company's latest 10-K, most mentions first. The bar is this year and the mark is last year. 101 companies have no 10-K downloaded yet.

In their words

What the companies wrote

The paragraphs as filed, each linked to its filing on sec.gov

TSLA Tesla, Inc.

13 paragraphs

Other (expense) income, net, changed unfavorably by $1.11 billion in the year ended December 31, 2025 as compared to the year ended December 31, 2024 primarily due to mark-to-market on our bitcoin digital assets and fluctuations in …
Item 7, MD&A, 10-K Jan 29, 2026

Other (expense) income, net, consists of foreign exchange gains and losses related to our foreign currency-denominated monetary assets and liabilities and fair value remeasurements of our digital assets following the adoption of ASU 2023-08 effective January 1, 2024. See Note 2, Summary of Significant Accounting Policies, to the consolidated financial statements included elsewhere in this Annual Report on Form 10-K for further details.
Item 7, MD&A, 10-K Jan 29, 2026

HD HOME DEPOT, INC.

2 paragraphs

… Our investments to enhance our interconnected experience, including investments in our store base, supply chain, and differentiated capabilities, including our digital assets, might not provide the anticipated benefits, or might take longer than expected to complete, integrate or realize anticipated …
Item 1A, Risk Factors, 10-K Mar 18, 2026

… When we discuss the “interconnected experience,” we are referring to our customers’ many touchpoints across our physical and digital assets throughout their entire shopping journey. Home Depot is primarily a project retailer, and it is our goal to help customers …
10-K, 10-K Mar 18, 2026

EBAY EBAY INC

1 paragraph

In 2023, the FASB issued ASU 2023-08 - Intangibles - Goodwill and Other - Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets. The guidance addresses the accounting and disclosure requirements for certain crypto assets and requires entities to …
10-K, 10-K Feb 19, 2026

NCLH Norwegian Cruise Line Holdings Ltd.

1 paragraph

… In addition, a data security breach or cybersecurity incident may cause business interruption, information system disruption, disruptions as a result of regulatory investigation or litigation, digital asset loss related to corrupted or destroyed data, loss of company assets, damage to …
Item 1A, Risk Factors, 10-K Mar 2, 2026

NKE NIKE, Inc.

1 paragraph

… Moreover, the regulation of certain transactions we engage in, including those involving virtual goods and cryptocurrencies, remains in an early stage and subject to significant uncertainty. As a result, we are required to exercise our judgment as to whether or …
Item 1A, Risk Factors, 10-K Jul 15, 2026