SECTOR PILLAR
Consommation Cyclique Stocks 2026
La consommation cyclique regroupe la distribution, l'automobile, la restauration, l'hôtellerie et le luxe — des dépenses discrétionnaires qui oscillent fortement avec le cycle du crédit et la confiance des consommateurs. Le secteur comprend à la fois des distributeurs deep value et des compounders du luxe traités à des multiples premium. Surveillez la croissance des salaires réels, le taux d'épargne des ménages et les défauts sur cartes de crédit pour les retournements sectoriels ; la force des marques et la discipline sur les stocks séparent les gagnants individuels.
Top 10 by market cap
What moves this sector
Distribution, automobile, luxe, restauration
All 248 Consommation Cyclique stocks
Click any name for the full stock page with valuation, smart-money positions and our investment thesis.
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
F
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
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
O
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
V
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)