PILASTRO SETTORIALE
Azioni Consumo Ciclico 2026
Il consumo ciclico raggruppa retailer, auto, ristoranti, hotellerie e lusso — spesa discrezionale che oscilla forte con il ciclo del credito e la fiducia dei consumatori. Il settore include sia retailer deep-value sia compounder del lusso a multipli premium. Osserva la crescita dei salari reali, il tasso di risparmio delle famiglie e i tassi di insolvenza sulle carte di credito per le svolte settoriali; brand strength e disciplina sugli inventari separano i singoli vincitori.
Top 10 per capitalizzazione
Cosa muove questo settore
Retail, auto, lusso, ristorazione
Tutte le 248 azioni Consumo Ciclico
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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)