Consumer Discretionary Sector Earnings Signals
Operator Signal breakdown for 38 Consumer Discretionary companies based on SEC EDGAR filings. The Consumer Discretionary sector is predominantly in tailwind mode.
All Consumer Discretionary Companies
| Company | Ticker | Signal | Revenue | Rev Growth | EPS |
|---|---|---|---|---|---|
| Amazon.com Inc. | AMZN | TAILWIND | $181.5B | +14.3% | $2.78 |
| Yum! Brands Inc. | YUM | TAILWIND | $2.1B | +12.8% | $1.55 |
| General Motors Company | GM | NEUTRAL | $43.6B | -10.5% | $2.82 |
| Lowe's Companies | LOW | NEUTRAL | $20.8B | -11.8% | $2.88 |
| NIKE Inc. | NKE | NEUTRAL | $11.3B | -8.7% | $0.35 |
| Starbucks Corporation | SBUX | NEUTRAL | $9.5B | +1.4% | $0.45 |
| D.R. Horton Inc. | DHI | NEUTRAL | $7.6B | -0.7% | $2.24 |
| Marriott International | MAR | NEUTRAL | $6.7B | +6.4% | $2.43 |
| Aptiv PLC | APTV | NEUTRAL | $5.1B | +5.4% | $0.88 |
| O'Reilly Automotive | ORLY | NEUTRAL | $4.7B | +10.1% | $0.85 |
| AutoZone Inc. | AZO | NEUTRAL | $4.3B | -0.1% | $27.63 |
| Darden Restaurants | DRI | NEUTRAL | $3.3B | +15.8% | $2.65 |
| Chipotle Mexican Grill | CMG | NEUTRAL | $3.1B | +10.5% | $0.23 |
| Domino's Pizza | DPZ | NEUTRAL | $1.2B | +6.5% | $4.13 |
| The Home Depot Inc. | HD | NEUTRAL | N/A | N/A | $3.62 |
| TJX Companies Inc. | TJX | NEUTRAL | N/A | N/A | $1.28 |
| Ford Motor Company | F | NEUTRAL | N/A | N/A | $0.63 |
| eBay Inc. | EBAY | NEUTRAL | N/A | N/A | $1.12 |
| Best Buy Co. Inc. | BBY | NEUTRAL | N/A | N/A | $0.66 |
| Etsy Inc. | ETSY | NEUTRAL | N/A | N/A | $0.60 |
| Carnival Corporation | CCL | NEUTRAL | N/A | N/A | $0.19 |
| Royal Caribbean Group | RCL | NEUTRAL | N/A | N/A | $3.48 |
| Wynn Resorts | WYNN | NEUTRAL | N/A | N/A | $1.04 |
| MGM Resorts International | MGM | NEUTRAL | N/A | N/A | $0.48 |
| Hilton Worldwide | HLT | NEUTRAL | N/A | N/A | $1.66 |
| Tesla Inc. | TSLA | MIXED | $22.4B | -11.1% | $0.13 |
| Lennar Corporation | LEN | MIXED | $6.6B | -29.7% | $0.93 |
| McDonald's Corporation | MCD | MIXED | $6.5B | -5.2% | $2.78 |
| Ross Stores Inc. | ROST | MIXED | $5.6B | +5.9% | $1.58 |
| Booking Holdings | BKNG | MIXED | $5.5B | -30.8% | $1.36 |
| Expedia Group | EXPE | MIXED | $4.4B | +24.0% | $7.33 |
| Las Vegas Sands | LVS | MIXED | $3.6B | +25.3% | $0.85 |
| Ulta Beauty Inc. | ULTA | MIXED | $2.9B | +12.0% | $5.14 |
| Airbnb Inc. | ABNB | MIXED | $2.7B | -28.2% | N/A |
| Deckers Outdoor | DECK | MIXED | $2.0B | +49.3% | $3.33 |
| Garmin Ltd. | GRMN | MIXED | $1.8B | +10.6% | $2.09 |
| Pool Corporation | POOL | MIXED | $1.1B | -20.6% | $1.45 |
| PulteGroup Inc. | PHM | MIXED | N/A | N/A | $1.79 |
What Consumer Discretionary Signals Mean for Operators
The Consumer Discretionary sector is sending mixed signals. Some companies growing, some flat, some declining. This usually indicates the sector is in transition. Look for the specific companies and sub-segments within consumer discretionary that are outperforming to find opportunities.
Frequently Asked Questions
The Consumer Discretionary sector has 2 companies showing tailwinds, 0 showing headwinds, 23 neutral, and 13 mixed. Overall, the sector leans positive with more companies in growth mode.
Operator Signals are based on revenue trajectory from SEC EDGAR filings. Tailwind means revenue is accelerating, Headwind means declining, Neutral means steady-state, and Mixed means inconsistent quarter-over-quarter patterns. For the Consumer Discretionary sector, we track 38 companies.
Amazon.com Inc., Yum! Brands Inc. are among the Consumer Discretionary companies showing the strongest tailwind signals based on recent earnings data.
/methodology