Consumer Cyclical Stocks (Consumer Discretionary)
Consumer cyclical stocks, also called consumer discretionary, are the 514 companies GNG Research tracks that sell things people buy more of when budgets allow, such as cars and auto parts, restaurant meals and retail goods. 181 of them pay a dividend, with a median forward yield of 2.54% among payers. The largest by market cap are Amazon.com (AMZN), Tesla (TSLA) and The Home Depot (HD). State Street Consumer Discretionary Select Sector SPDR ETF (XLY), the sector proxy used here, has a total return of -5.2% in 2026 through Oct 16, 2026, against +12.8% for the S&P 500 (SPY).
Prices and yields use the latest available records. Returns through Oct 16, 2026.
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Consumer Discretionary Dividend Stocks
Companies worth at least $1B with a forward yield up to 25%, one listing per company.
Largest Consumer Discretionary Stocks
Companies ranked by reported market capitalization, one listing per company.
- $2.70T
- $1.40T
- $307.53B
- $276.46B
- $226.07B
- $171.94B
- $162.06B
- $122.81B
- $115.25B
- $111.17B
Consumer Discretionary Sector Performance
Calendar-year total returns of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) and the S&P 500 (SPY), with dividends reinvested.
Total returns from daily closes with dividends reinvested and splits applied, using State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as the sector proxy and SPY for the S&P 500. 2026 is year to date through Oct 16, 2026.
Growth of $10,000 in XLY
A $10,000 investment in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) at the start of 2010, with dividends reinvested, against the same amount in the S&P 500 (SPY).
$10,000 invested in XLY at the start of 2010 grew to $92,459 by Oct 16, 2026 with dividends reinvested, against $92,073 in SPY.
Consumer Discretionary by Industry
One listing per company; preferred shares, notes and funds are left out.
Consumer Discretionary ETFs
Funds that hold consumer discretionary stocks. XLY is the sector proxy for the returns on this page; yields and expense ratios are the figures each fund's page shows.
Consumer Discretionary Stocks List
All 514 consumer discretionary stocks GNG Research tracks, largest first. Yield is the trailing 12-month dividend yield each stock page shows.
Showing 100 of 514 companies
About Consumer Cyclical
Consumer cyclical companies, often called consumer discretionary, sell things people buy more of when budgets allow, such as cars and auto parts, restaurant meals, travel, homes, apparel and retail goods.
Their sales tend to rise and fall with jobs, wages and consumer confidence. On this page the sector also includes packaging and container makers.
Research Consumer Discretionary Stocks
- Screen consumer discretionary stocks by dividend yield, payout ratio and valuation in the free dividend stock screener. A free account is required, and the View in Research Terminal button above loads every company on this page.
- Open any company for its full stock analysis, or its dividend page for ex-dividend dates and payment history, such as the HD dividend history.
- Chart a company's P/E ratio, price and dividends over time with Advanced Charting, free with a free GNG account.
- Test a portfolio of consumer discretionary stocks or sector ETFs with the free dividend portfolio backtest tool.
- Project the dividend income from consumer discretionary stocks in the Dividend Forecaster (Pro Lite and up).
- Follow the companies you are researching in a free watchlist.
Other Stock Sectors
Median forward dividend yield among each sector's dividend payers, and each sector ETF's total return this year.
Frequently Asked Questions
What are consumer discretionary stocks?
Consumer cyclical companies, often called consumer discretionary, sell things people buy more of when budgets allow, such as cars and auto parts, restaurant meals, travel, homes, apparel and retail goods. GNG Research tracks 514 consumer discretionary stocks.
Is consumer cyclical the same as consumer discretionary?
Mostly. GNG Research uses the sector name Consumer Cyclical for the companies most index providers call consumer discretionary, such as automakers, restaurants, retailers and homebuilders. One difference: packaging and container makers are listed in this sector here.
Which consumer discretionary stocks pay dividends?
Among consumer discretionary stocks worth at least $1 billion with forward yields up to 25%, the highest forward dividend yields are Whirlpool (WHR) at 10.21%, Brightstar Lottery (BRSL) at 9.49% and Miniso Group Holding (MNSO) at 6.28%. 181 consumer discretionary stocks on this page pay a dividend, with a median forward yield of 2.54%.
What are the largest consumer discretionary stocks?
Amazon.com (AMZN), Tesla (TSLA) and The Home Depot (HD) are the largest consumer discretionary stocks by market cap, at $2.70T, $1.40T and $307.53B.
How has the consumer discretionary sector performed?
State Street Consumer Discretionary Select Sector SPDR ETF (XLY), used here as the sector proxy, returned -5.2% in 2026 through Oct 16, 2026 and +7.4% in 2025, with dividends reinvested. The S&P 500 (SPY) returned +12.8% and +17.7% over the same periods.
All Consumer Cyclical stocks covered by GNG
Market data is provided for informational purposes only and is not investment advice. GNG Research's proprietary safety, quality, and valuation scores are available to members on each stock page.
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