PILAR SECTORIAL
Acciones de Consumo Cíclico 2026
El consumo cíclico agrupa minoristas, autos, restaurantes, hostelería y lujo — gasto discrecional que oscila con el ciclo de crédito y la confianza del consumidor. El sector incluye tanto retailers de deep value como compounders de lujo con múltiplos premium. Vigila el crecimiento del salario real, las tasas de ahorro de los hogares y la morosidad de tarjetas para giros sectoriales; la fuerza de marca y la disciplina de inventarios separan a los ganadores individuales.
Top 10 por capitalización
Qué mueve este sector
Retail, autos, lujo, restaurantes
Las 248 acciones de Consumo Cíclico
Haz clic en cualquier nombre para la página completa con valoración, posiciones smart money y nuestra tesis.
A
- Abercrombie & Fitch Company (ANF)
- Academy Sports and Outdoors, In (ASO)
- Acushnet Holdings Corp. (GOLF)
- ACV Auctions (ACVA)
- Adidas (ADS.DE)
- Adient plc (ADNT)
- Advance Auto Parts Inc. (AAP)
- Airbnb (ABNB)
- Albany International Corporatio (AIN)
- Alibaba (BABA)
- Amazon (AMZN)
- Amcor plc (AMCR)
- American Eagle Outfitters, Inc. (AEO)
- Aptiv PLC (APTV)
- Asbury Automotive Group Inc (ABG)
- Atmus Filtration Technologies I (ATMU)
- Autoliv, Inc. (ALV)
- AutoNation, Inc. (AN)
- AutoZone, Inc. (AZO)
- Avery Dennison Corporation (AVY)
B
- Ball Corporation (BALL)
- Basic-Fit (BFIT.AS)
- Bath & Body Works, Inc. (BBWI)
- Bertrandt (BDT.DE)
- Best Buy Co., Inc. (BBY)
- BJ's Restaurants (BJRI)
- Bloomin Brands (BLMN)
- BMW (BMW.DE)
- Booking Holdings Inc. Common St (BKNG)
- Boot Barn Holdings, Inc. (BOOT)
- BorgWarner Inc. (BWA)
- Boyd Gaming Corporation (BYD)
- Bright Horizons Family Solution (BFAM)
- Brinker International, Inc. (EAT)
- Brunswick Corporation (BC)
- Buckle, Inc. (The) (BKE)
- Burlington Stores, Inc. (BURL)
C
- Caesars Entertainment, Inc. (CZR)
- Callaway Golf Company (CALY)
- Capri Holdings Limited (CPRI)
- CarGurus (CARG)
- CarMax Inc (KMX)
- Carnival Corporation Ltd. (CCL)
- Carter's, Inc. (CRI)
- Carvana Co. (CVNA)
- Caseys General Stores, Inc. (CASY)
- Cato Corporation (CATO)
- CAVA Group, Inc. (CAVA)
- Cavco Industries, Inc. (CVCO)
- Champion Homes, Inc. (SKY)
- ChargePoint Holdings (CHPT)
- Chewy, Inc. (CHWY)
- Chipotle (CMG)
- Choice Hotels International, In (CHH)
- Churchill Downs, Incorporated (CHDN)
- CIE Automotive (CIE.MC)
- Columbia Sportswear Company (COLM)
- Coupang (CPNG)
- Cracker Barrel Old Country Stor (CBRL)
- Crocs, Inc. (CROX)
- Crown Holdings, Inc. (CCK)
D
- D.R. Horton, Inc. (DHI)
- Dana Incorporated (DAN)
- Darden Restaurants, Inc. (DRI)
- Dauch Corporation (DCH)
- Deckers Outdoor Corporation (DECK)
- Dick's Sporting Goods Inc (DKS)
- Domino's Pizza (DPZ)
- DoorDash, Inc. (DASH)
- Dorman Products, Inc. (DORM)
- Dream Finders Homes, Inc. (DFH)
- Driven Brands Holdings (DRVN)
- Dutch Bros (BROS)
E
- eBay Inc. (EBAY)
- El Pollo Loco Holdings (LOCO)
- Ethan Allen Interiors Inc. (ETD)
- Etsy (ETSY)
- EVgo (EVGO)
- Expedia Group, Inc. (EXPE)
F
- Five Below, Inc. (FIVE)
- Floor & Decor Holdings, Inc. (FND)
- Ford Motor Company (F)
- Fox Factory Holding Corp. (FOXF)
- frontdoor, inc. (FTDR)
G
- G-III Apparel Group, LTD. (GIII)
- GameStop Corporation (GME)
- Gap, Inc. (The) (GAP)
- General Motors Company (GM)
- Gentex Corporation (GNTX)
- Gentherm Inc (THRM)
- Genuine Parts Company (GPC)
- Graphic Packaging Holding Compa (GPK)
- Green Brick Partners, Inc. (GRBK)
- Greif Inc. (GEF)
- Group 1 Automotive, Inc. (GPI)
H
- H&R Block, Inc. (HRB)
- Hamilton Beach Brands (HBB)
- Harley-Davidson, Inc. (HOG)
- Harvia (HARVIA.HE)
- Hasbro, Inc. (HAS)
- Hilton (HLT)
- Hilton Grand Vacations (HGV)
- HNI Corporation (HNI)
- Home Depot (HD)
- Hornbach Holding (HBH.DE)
- Hyatt Hotels Corporation (H)
I
- Installed Building Products, In (IBP)
- Interface, Inc. (TILE)
- International Paper Company (IP)
K
- KB Home (KBH)
- Kohl's Corporation (KSS)
- Kontoor Brands, Inc. (KTB)
- Kura Sushi USA (KRUS)
L
- La-Z-Boy Incorporated (LZB)
- Las Vegas Sands Corp. (LVS)
- LCI Industries (LCII)
- Lear Corporation (LEA)
- Leggett & Platt, Incorporated (LEG)
- Lennar (LEN)
- Lenzing (LNZ.VI)
- Leslies (LESL)
- LGI Homes, Inc. (LGIH)
- Life Time Group Holdings, Inc. (LTH)
- Liquidity Services, Inc. (LQDT)
- Lithia Motors, Inc. (LAD)
- LKQ Corporation (LKQ)
- Lowe's Companies, Inc. (LOW)
- Lululemon (LULU)
- LVMH (MC.PA)
M
- M/I Homes, Inc. (MHO)
- Macy's Inc (M)
- Maplebear Inc. (CART)
- MarineMax (HZO)
- Marriott International (MAR)
- Marriott Vacations Worldwide Co (VAC)
- MasterBrand, Inc. (MBC)
- Mattel, Inc. (MAT)
- Mayr-Melnhof Karton (MMK.VI)
- McDonald's (MCD)
- Mercedes-Benz (MBG.DE)
- Meritage Homes Corporation (MTH)
- MGM Resorts International (MGM)
- MillerKnoll, Inc. (MLKN)
- Mobilezone (MOZN.SW)
- Mohawk Industries, Inc. (MHK)
- Monarch Casino and Resort (MCRI)
- Monro, Inc. (MNRO)
- Murphy USA Inc. (MUSA)
N
- National Vision Holdings, Inc. (EYE)
- Nike (NKE)
- NIO (NIO)
- Norwegian Cruise Line Holdings (NCLH)
- NVR, Inc. (NVR)
O
- O'Reilly Automotive, Inc. (ORLY)
- O-I Glass, Inc. (OI)
- OneSpaWorld Holdings Limited (OSW)
- OPENLANE, Inc. (OPLN)
- Oxford Industries, Inc. (OXM)
P
- Packaging Corporation of Americ (PKG)
- Pandora (PNDORA.CO)
- Papa John's International, Inc. (PZZA)
- Patrick Industries, Inc. (PATK)
- Peloton Interactive, Inc. (PTON)
- PENN Entertainment, Inc. (PENN)
- Penske Automotive Group, Inc. (PAG)
- PHINIA Inc. (PHIN)
- Planet Fitness, Inc. (PLNT)
- Polaris Inc. (PII)
- Porsche Automobil (PAH3.DE)
- PulteGroup, Inc. (PHM)
- Purple Innovation (PRPL)
- Pursuit Attractions and Hospita (PRSU)
- PVH Corp. (PVH)
R
- Ralph Lauren Corporation (RL)
- RCI Hospitality Holdings (RICK)
- Red Robin Gourmet Burgers (RRGB)
- Red Rock Resorts, Inc. (RRR)
- Restaurant Brands (QSR)
- Reynolds Consumer Products Inc. (REYN)
- RH (RH)
- Rivian (RIVN)
- Rocky Brands (RCKY)
- Rollins, Inc. (ROL)
- Ross Stores, Inc. (ROST)
- Royal Caribbean Cruises Ltd. (RCL)
- Rush Enterprises, Inc. (RUSHA)
S
- Sally Beauty Holdings, Inc. (Na (SBH)
- Sea Limited (SE)
- SEB (SK.PA)
- Service Corporation Internation (SCI)
- Shake Shack (SHAK)
- SharkNinja, Inc. (SN)
- Signet Jewelers Limited (SIG)
- Silgan Holdings Inc. (SLGN)
- Six Flags Entertainment Corpora (FUN)
- SMCP (SMCP.PA)
- Smurfit WestRock plc (SW)
- Somnigroup International Inc. (SGI)
- Sonic Automotive, Inc. (SAH)
- Sonoco Products Company (SON)
- Sportsmans Warehouse (SPWH)
- Standard Motor Products, Inc. (SMP)
- Starbucks Corporation (SBUX)
- Steven Madden, Ltd. (SHOO)
- Sweetgreen (SG)
T
- Tapestry, Inc. (TPR)
- Taylor Morrison Home Corporatio (TMHC)
- Tesla (TSLA)
- Texas Roadhouse, Inc. (TXRH)
- The Cheesecake Factory Incorpor (CAKE)
- The Goodyear Tire & Rubber Comp (GT)
- Thor Industries, Inc. (THO)
- TJX Companies, Inc. (The) (TJX)
- Toll Brothers, Inc. (TOL)
- Torrid Holdings (CURV)
- Tractor Supply Company (TSCO)
- Travel Leisure Co. (TNL)
- Trigano (TRI.PA)
- TripAdvisor, Inc. (TRIP)
U
- Ulta Beauty, Inc. (ULTA)
- Under Armour, Inc. (UAA)
- Under Armour, Inc. (UA)
- United Parks & Resorts Inc. (PRKS)
- Urban Outfitters, Inc. (URBN)
V
- V.F. Corporation (VFC)
- Vail Resorts, Inc. (MTN)
- Valvoline Inc. (VVV)
- Versigent PLC (VGNT)
- Victoria's Secret and Co (VSCO)
- Victorias Secret & Co. (VSXY)
- Visteon Corporation (VC)
- Volkswagen (VOW3.DE)
W
- Wendy's Company (The) (WEN)
- Westwing (WEW.DE)
- Whirlpool Corporation (WHR)
- Williams-Sonoma, Inc. (WSM)
- Wingstop Inc. (WING)
- Winmark Corporation (WINA)
- Winnebago Industries, Inc. (WGO)
- Wolverine World Wide, Inc. (WWW)
- Workhorse Group (WKHS)
- Wyndham Hotels & Resorts, Inc. (WH)
- Wynn Resorts, Limited (WYNN)
X
- XPEL, Inc. (XPEL)
Y
- YETI Holdings, Inc. (YETI)
- Yum! Brands, Inc. (YUM)