who reports todayUS earnings, drawn as flowsMy portfolio

← Who reports today

Consumer Discretionary

Share of the S&P 500 — 9.3% by market cap · 47 companies, sorted by weight. “deep dive →” marks a full earnings card.

Companies: index weight and revenue growth

Sector revenue growth y/y (weighted by index share): +17%

Broadline RetailAMZN · Amazon — revenue y/y: +20% · quarter ended 06/30/2026; 40.9% of the sector · 3.81% of the indexAMZN+20%EBAY · eBay Inc. — revenue y/y: +15% · quarter ended 06/30/2026; 0.7% of the sector · 0.06% of the indexAutomobilesTSLA · Tesla — revenue y/y: +26% · quarter ended 06/30/2026; 20.2% of the sector · 1.88% of the indexTSLA+26%GM · General Motors — revenue y/y: +2.1% · quarter ended 06/30/2026; 1.1% of the sector · 0.10% of the indexGM+2.1%F · Ford Motor Company — revenue y/y: −3.8% · quarter ended 06/30/2026; 0.8% of the sector · 0.07% of the indexF−3.8%Hotels, Restaurants & LeisureMCD · Mcdonalds — revenue y/y: +3.7% · quarter ended 06/30/2026; 2.8% of the sector · 0.26% of the indexMCD+3.7%BKNG · Booking Holdings — revenue y/y: +8.1% · quarter ended 06/30/2026; 2.3% of the sector · 0.22% of the indexBKNG+8.1%SBUX · Starbucks — revenue y/y: −1.4% · quarter ended 06/28/2026; 1.8% of the sector · 0.16% of the indexSBUX−1.4%ABNB · Airbnb — revenue y/y: +17% · quarter ended 06/30/2026; 1.6% of the sector · 0.15% of the indexABNB+17%MAR · Marriott International — revenue y/y: +4.8% · quarter ended 06/30/2026; 1.4% of the sector · 0.13% of the indexMAR+4.8%RCL · Royal Caribbean Cruises Ltd. — revenue y/y: +6.5% · quarter ended 06/30/2026; 1.1% of the sector · 0.11% of the indexRCL+6.5%HLT · Hilton Worldwide Holdings Inc. — revenue y/y: +6.5% · quarter ended 06/30/2026; 1.1% of the sector · 0.10% of the indexHLT+6.5%CMG · Chipotle Mexican Grill, Inc. — revenue y/y: +9.3% · quarter ended 06/30/2026; 0.7% of the sector · 0.07% of the indexCMG+9.3%YUM · Yum! Brands, Inc. — revenue y/y: +12% · quarter ended 06/30/2026; 0.6% of the sector · 0.06% of the indexYUM+12%EXPE · Expedia Group, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.6% of the sector · 0.05% of the indexEXPE+14%CCL · Carnival Corporation Ltd. — revenue y/y: +5.3% · quarter ended 05/31/2026; 0.5% of the sector · 0.05% of the indexCCL+5.3%LVS · Las Vegas Sands Corp. — revenue y/y: −0.7% · quarter ended 06/30/2026; 0.4% of the sector · 0.04% of the indexLVSDRI · Darden Restaurants, Inc. — revenue y/y: +5.9% · quarter ended 02/22/2026; 0.4% of the sector · 0.03% of the indexDRIDPZ · Domino's Pizza, Inc. — revenue y/y: +4.3% · quarter ended 06/14/2026; 0.2% of the sector · 0.02% of the indexDPZMGM · MGM Resorts International — revenue y/y: +1% · quarter ended 06/30/2026; 0.2% of the sector · 0.01% of the indexMGMWYNN · Wynn Resorts, Limited — revenue y/y: +6.9% · quarter ended 06/30/2026; 0.1% of the sector · 0.01% of the indexNCLH · Norwegian Cruise Line Holdings Ltd. — revenue y/y: +4.9% · quarter ended 06/30/2026; 0.1% of the sector · 0.01% of the indexSpecialty RetailHD · Home Depot — revenue y/y: +5.7% · quarter ended 08/02/2026; 4.9% of the sector · 0.45% of the indexHD+5.7%TJX · TJX Companies — revenue y/y: +5.4% · Q2 FY2027; 2.3% of the sector · 0.21% of the indexTJX+5.4%LOW · Lowes Companies — revenue y/y: +8.3% · quarter ended 07/31/2026; 1.7% of the sector · 0.16% of the indexLOW+8.3%CVNA · Carvana — revenue y/y: +52% · quarter ended 06/30/2026; 1.2% of the sector · 0.11% of the indexCVNA+52%ROST · Ross Stores, Inc. — revenue y/y: +13% · quarter ended 08/01/2026; 1.1% of the sector · 0.10% of the indexROST+13%ORLY · O'Reilly Automotive, Inc. — revenue y/y: +8.1% · quarter ended 06/30/2026; 1.1% of the sector · 0.10% of the indexORLY+8.1%AZO · AutoZone, Inc. — revenue y/y: +8.4% · quarter ended 05/09/2026; 0.7% of the sector · 0.07% of the indexAZO+8.4%WSM · Williams-Sonoma, Inc. — revenue y/y: +6.7% · quarter ended 08/02/2026; 0.4% of the sector · 0.04% of the indexWSMULTA · Ulta Beauty, Inc. — revenue y/y: +8.9% · quarter ended 08/01/2026; 0.3% of the sector · 0.03% of the indexTSCO · Tractor Supply Company — revenue y/y: +2.3% · quarter ended 06/27/2026; 0.3% of the sector · 0.03% of the indexBBY · Best Buy Co., Inc. — revenue y/y: +3.6% · quarter ended 08/01/2026; 0.3% of the sector · 0.02% of the indexHouseh…GRMN · Garmin Ltd. — revenue y/y: +11% · quarter ended 06/27/2026; 0.8% of the sector · 0.08% of the indexGRMN+11%DHI · D.R. Horton, Inc. — revenue y/y: 0% · quarter ended 06/30/2026; 0.6% of the sector · 0.06% of the indexDHI0%PHM · PulteGroup, Inc. — revenue y/y: −9.6% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexLEN · Lennar Corporation — revenue y/y: −5.2% · quarter ended 05/31/2026; 0.3% of the sector · 0.03% of the indexLENNVR · NVR, Inc. — revenue y/y: −11% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexNVRAppare…NKE · NIKE, Inc. — revenue y/y: +0.1% · quarter ended 02/28/2026; 0.8% of the sector · 0.08% of the indexNKE+0.1%TPR · Tapestry, Inc. — revenue y/y: +21% · quarter ended 03/28/2026; 0.4% of the sector · 0.04% of the indexTPRRL · Ralph Lauren Corporation — revenue y/y: +14% · quarter ended 06/27/2026; 0.3% of the sector · 0.03% of the indexRLLULU · lululemon athletica inc. — revenue y/y: −4.3% · quarter ended 08/02/2026; 0.2% of the sector · 0.02% of the indexDECK · Deckers Outdoor Corporation — revenue y/y: +5.7% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexConsum…DASH · Doordash — revenue y/y: +36% · quarter ended 06/30/2026; 1.5% of the sector · 0.14% of the indexDASH+36%GPC · Genuine Parts Company — revenue y/y: +6% · quarter ended 06/30/2026; 0.3% of the sector · 0.03% of the indexGPCHAS · Hasbro, Inc. — revenue y/y: +16% · quarter ended 06/28/2026; 0.2% of the sector · 0.02% of the indexAPTV · Aptiv PLC — revenue y/y: +2.3% · quarter ended 06/30/2026; 0.1% of the sector · 0.01% of the indexAMZN · Amazon — revenue y/y: +20% · quarter ended 06/30/2026; 40.9% of the sector · 3.81% of the indexAMZN+20%TSLA · Tesla — revenue y/y: +26% · quarter ended 06/30/2026; 20.2% of the sector · 1.88% of the indexTSLA+26%HD · Home Depot — revenue y/y: +5.7% · quarter ended 08/02/2026; 4.9% of the sector · 0.45% of the indexHD+5.7%MCD · Mcdonalds — revenue y/y: +3.7% · quarter ended 06/30/2026; 2.8% of the sector · 0.26% of the indexMCD+3.7%BKNG · Booking Holdings — revenue y/y: +8.1% · quarter ended 06/30/2026; 2.3% of the sector · 0.22% of the indexBKNG+8.1%TJX · TJX Companies — revenue y/y: +5.4% · Q2 FY2027; 2.3% of the sector · 0.21% of the indexTJX+5.4%SBUX · Starbucks — revenue y/y: −1.4% · quarter ended 06/28/2026; 1.8% of the sector · 0.16% of the indexSBUX−1.4%LOW · Lowes Companies — revenue y/y: +8.3% · quarter ended 07/31/2026; 1.7% of the sector · 0.16% of the indexLOW+8.3%ABNB · Airbnb — revenue y/y: +17% · quarter ended 06/30/2026; 1.6% of the sector · 0.15% of the indexABNB+17%DASH · Doordash — revenue y/y: +36% · quarter ended 06/30/2026; 1.5% of the sector · 0.14% of the indexDASH+36%MAR · Marriott International — revenue y/y: +4.8% · quarter ended 06/30/2026; 1.4% of the sector · 0.13% of the indexMAR+4.8%CVNA · Carvana — revenue y/y: +52% · quarter ended 06/30/2026; 1.2% of the sector · 0.11% of the indexCVNARCL · Royal Caribbean Cruises Ltd. — revenue y/y: +6.5% · quarter ended 06/30/2026; 1.1% of the sector · 0.11% of the indexRCLROST · Ross Stores, Inc. — revenue y/y: +13% · quarter ended 08/01/2026; 1.1% of the sector · 0.10% of the indexROSTGM · General Motors — revenue y/y: +2.1% · quarter ended 06/30/2026; 1.1% of the sector · 0.10% of the indexGMHLT · Hilton Worldwide Holdings Inc. — revenue y/y: +6.5% · quarter ended 06/30/2026; 1.1% of the sector · 0.10% of the indexHLTORLY · O'Reilly Automotive, Inc. — revenue y/y: +8.1% · quarter ended 06/30/2026; 1.1% of the sector · 0.10% of the indexORLYNKE · NIKE, Inc. — revenue y/y: +0.1% · quarter ended 02/28/2026; 0.8% of the sector · 0.08% of the indexNKEGRMN · Garmin Ltd. — revenue y/y: +11% · quarter ended 06/27/2026; 0.8% of the sector · 0.08% of the indexF · Ford Motor Company — revenue y/y: −3.8% · quarter ended 06/30/2026; 0.8% of the sector · 0.07% of the indexFAZO · AutoZone, Inc. — revenue y/y: +8.4% · quarter ended 05/09/2026; 0.7% of the sector · 0.07% of the indexAZOCMG · Chipotle Mexican Grill, Inc. — revenue y/y: +9.3% · quarter ended 06/30/2026; 0.7% of the sector · 0.07% of the indexCMGEBAY · eBay Inc. — revenue y/y: +15% · quarter ended 06/30/2026; 0.7% of the sector · 0.06% of the indexYUM · Yum! Brands, Inc. — revenue y/y: +12% · quarter ended 06/30/2026; 0.6% of the sector · 0.06% of the indexYUMDHI · D.R. Horton, Inc. — revenue y/y: 0% · quarter ended 06/30/2026; 0.6% of the sector · 0.06% of the indexDHIEXPE · Expedia Group, Inc. — revenue y/y: +14% · quarter ended 06/30/2026; 0.6% of the sector · 0.05% of the indexCCL · Carnival Corporation Ltd. — revenue y/y: +5.3% · quarter ended 05/31/2026; 0.5% of the sector · 0.05% of the indexLVS · Las Vegas Sands Corp. — revenue y/y: −0.7% · quarter ended 06/30/2026; 0.4% of the sector · 0.04% of the indexWSM · Williams-Sonoma, Inc. — revenue y/y: +6.7% · quarter ended 08/02/2026; 0.4% of the sector · 0.04% of the indexTPR · Tapestry, Inc. — revenue y/y: +21% · quarter ended 03/28/2026; 0.4% of the sector · 0.04% of the indexDRI · Darden Restaurants, Inc. — revenue y/y: +5.9% · quarter ended 02/22/2026; 0.4% of the sector · 0.03% of the indexPHM · PulteGroup, Inc. — revenue y/y: −9.6% · quarter ended 06/30/2026; 0.4% of the sector · 0.03% of the indexULTA · Ulta Beauty, Inc. — revenue y/y: +8.9% · quarter ended 08/01/2026; 0.3% of the sector · 0.03% of the indexRL · Ralph Lauren Corporation — revenue y/y: +14% · quarter ended 06/27/2026; 0.3% of the sector · 0.03% of the indexLEN · Lennar Corporation — revenue y/y: −5.2% · quarter ended 05/31/2026; 0.3% of the sector · 0.03% of the indexGPC · Genuine Parts Company — revenue y/y: +6% · quarter ended 06/30/2026; 0.3% of the sector · 0.03% of the indexTSCO · Tractor Supply Company — revenue y/y: +2.3% · quarter ended 06/27/2026; 0.3% of the sector · 0.03% of the indexBBY · Best Buy Co., Inc. — revenue y/y: +3.6% · quarter ended 08/01/2026; 0.3% of the sector · 0.02% of the indexNVR · NVR, Inc. — revenue y/y: −11% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexLULU · lululemon athletica inc. — revenue y/y: −4.3% · quarter ended 08/02/2026; 0.2% of the sector · 0.02% of the indexHAS · Hasbro, Inc. — revenue y/y: +16% · quarter ended 06/28/2026; 0.2% of the sector · 0.02% of the indexDECK · Deckers Outdoor Corporation — revenue y/y: +5.7% · quarter ended 06/30/2026; 0.2% of the sector · 0.02% of the indexDPZ · Domino's Pizza, Inc. — revenue y/y: +4.3% · quarter ended 06/14/2026; 0.2% of the sector · 0.02% of the indexMGM · MGM Resorts International — revenue y/y: +1% · quarter ended 06/30/2026; 0.2% of the sector · 0.01% of the indexWYNN · Wynn Resorts, Limited — revenue y/y: +6.9% · quarter ended 06/30/2026; 0.1% of the sector · 0.01% of the indexAPTV · Aptiv PLC — revenue y/y: +2.3% · quarter ended 06/30/2026; 0.1% of the sector · 0.01% of the indexNCLH · Norwegian Cruise Line Holdings Ltd. — revenue y/y: +4.9% · quarter ended 06/30/2026; 0.1% of the sector · 0.01% of the index
Color scale
Revenue growth y/y, %no data
As a list: all 47 companies
  1. AMZN40.9%+20%
  2. TSLA20.2%+26%
  3. HD4.9%+5.7%
  4. MCD2.8%+3.7%
  5. BKNG2.3%+8.1%
  6. TJX2.3%+5.4%
  7. SBUX1.8%−1.4%
  8. LOW1.7%+8.3%
  9. ABNB1.6%+17%
  10. DASH1.5%+36%
  11. MAR1.4%+4.8%
  12. CVNA1.2%+52%
  13. RCL1.1%+6.5%
  14. ROST1.1%+13%
  15. GM1.1%+2.1%
  16. HLT1.1%+6.5%
  17. ORLY1.1%+8.1%
  18. NKE0.8%+0.1%
  19. GRMN0.8%+11%
  20. F0.8%−3.8%
  21. AZO0.7%+8.4%
  22. CMG0.7%+9.3%
  23. EBAY0.7%+15%
  24. YUM0.6%+12%
  25. DHI0.6%0%
  26. EXPE0.6%+14%
  27. CCL0.5%+5.3%
  28. LVS0.4%−0.7%
  29. WSM0.4%+6.7%
  30. TPR0.4%+21%
  31. DRI0.4%+5.9%
  32. PHM0.4%−9.6%
  33. ULTA0.3%+8.9%
  34. RL0.3%+14%
  35. LEN0.3%−5.2%
  36. GPC0.3%+6%
  37. TSCO0.3%+2.3%
  38. BBY0.3%+3.6%
  39. NVR0.2%−11%
  40. LULU0.2%−4.3%
  41. HAS0.2%+16%
  42. DECK0.2%+5.7%
  43. DPZ0.2%+4.3%
  44. MGM0.2%+1%
  45. WYNN0.1%+6.9%
  46. APTV0.1%+2.3%
  47. NCLH0.1%+4.9%

Bar — the company’s share of the sector; right — revenue growth y/y.

How to read the map

Rectangle size is the company’s share of the S&P 500; together they make up the whole sector. On a wide screen companies are grouped by GICS industry, labelled above each group. The tiniest ones are combined into a “+N” tile.

Color is revenue growth y/y in the latest report: red — revenue fell, green — it grew (darker is stronger), light — roughly flat (±1%), hatched — no data.

Map as an image (PNG)

Revenue: company filings with the SEC (XBRL) and our report cards. Tap a tile to open the report; if the ticker didn’t fit on the tile or there is no report yet, we show the name and numbers.

The latest reports of 17 companies in the sector at a glance. Fastest revenue growth: Carvana (+52%); slowest: Starbucks (−1.4%). Largest net income: Amazon. Full comparison below.

AMZNAmazon40.9% of sector · 3.81% of indexdeep dive →
TSLATesla20.2% of sector · 1.88% of indexdeep dive →
HDHome Depot4.9% of sector · 0.45% of indexdeep dive →
MCDMcdonalds2.8% of sector · 0.26% of indexdeep dive →
BKNGBooking Holdings2.3% of sector · 0.22% of indexdeep dive →
TJXTJX Companies2.3% of sector · 0.21% of indexdeep dive →
SBUXStarbucks1.8% of sector · 0.16% of indexdeep dive →
LOWLowes Companies1.7% of sector · 0.16% of indexdeep dive →
ABNBAirbnb1.6% of sector · 0.15% of indexdeep dive →
DASHDoordash1.5% of sector · 0.14% of indexdeep dive →
MARMarriott International1.4% of sector · 0.13% of indexdeep dive →
CVNACarvana1.2% of sector · 0.11% of indexdeep dive →
RCLRoyal Caribbean Cruises1.1% of sector · 0.11% of indexdeep dive →
ROSTRoss Stores1.1% of sector · 0.10% of indexdeep dive →
GMGeneral Motors1.1% of sector · 0.10% of indexdeep dive →
HLTHilton Worldwide1.1% of sector · 0.10% of indexdeep dive →
ORLYO'Reilly Automotive1.1% of sector · 0.10% of indexdeep dive →
NKENIKE0.8% of sector · 0.08% of index
GRMNGarmin0.8% of sector · 0.08% of index
FFord Motor0.8% of sector · 0.07% of index
AZOAutoZone0.7% of sector · 0.07% of index
CMGChipotle Mexican Grill0.7% of sector · 0.07% of index
EBAYeBay0.7% of sector · 0.06% of index
YUMYum! Brands0.6% of sector · 0.06% of index
DHID.R. Horton0.6% of sector · 0.06% of index
EXPEExpedia0.6% of sector · 0.05% of index
CCLCarnival0.5% of sector · 0.05% of index
LVSLas Vegas Sands0.4% of sector · 0.04% of index
WSMWilliams-Sonoma0.4% of sector · 0.04% of index
TPRTapestry0.4% of sector · 0.04% of index
DRIDarden Restaurants0.4% of sector · 0.03% of index
PHMPulteGroup0.4% of sector · 0.03% of index
ULTAUlta Beauty0.3% of sector · 0.03% of index
RLRalph Lauren0.3% of sector · 0.03% of index
LENLennar0.3% of sector · 0.03% of index
GPCGenuine Parts0.3% of sector · 0.03% of index
TSCOTractor Supply0.3% of sector · 0.03% of index
BBYBest Buy0.3% of sector · 0.02% of index
NVRNVR0.2% of sector · 0.02% of index
LULUlululemon athletica0.2% of sector · 0.02% of index
HASHasbro0.2% of sector · 0.02% of index
DECKDeckers Outdoor0.2% of sector · 0.02% of index
DPZDomino's Pizza0.2% of sector · 0.02% of index
MGMMGM Resorts International0.2% of sector · 0.01% of index
WYNNWynn Resorts0.1% of sector · 0.01% of index
APTVAptiv0.1% of sector · 0.01% of index
NCLHNorwegian Cruise Line0.1% of sector · 0.01% of index

Latest earnings: Consumer Discretionary compared

AmazonQ2 2026$200,606+20%$62,647+245%Jul 30, 2026
TeslaQ2 2026$28,236+26%$1,114−5%Jul 22, 2026
Home DepotQ2 FY2026$47,861+5.7%$4,766+4.7%Aug 18, 2026
McdonaldsQ2 2026$7,099+4%$2,362+5%Aug 4, 2026
Booking HoldingsQ2 2026$7,352+8.1%$1,950+117.9%Aug 4, 2026
TJX CompaniesQ2 FY2027$15,180+5.4%$1,520+22.3%Aug 19, 2026
StarbucksQ3 2026$9,323−1.4%$1,045+87%Jul 29, 2026
Lowes CompaniesQ2 2026$25,956+8.3%$2,399+0.04%Aug 19, 2026
AirbnbQ2 2026$3,608+16.5%$816+27.1%Aug 6, 2026
DoordashQ2 2026$4,454+36%$200−30%Aug 5, 2026
Marriott InternationalQ2 2026$7,071+4.8%$766+0.4%Aug 3, 2026
CarvanaQ2 2026$7,376+52%$310+69%Jul 29, 2026
Royal Caribbean CruisesQ2 2026$4,832+6.5%$1,128−6.8%Jul 28, 2026
Ross StoresQ2 FY26$6,265+13.3%$851+67.6%Aug 20, 2026
General MotorsQ2 2026$48,026+1.9%$1,354-28.5%Jul 21, 2026
Hilton WorldwideQ2 2026$3,341+6.5%$482+9.0%Jul 28, 2026
O'Reilly AutomotiveQ2 2026$4,892+8.1%$715+7.0%Jul 29, 2026

Amounts in $ millions; changes vs the same period a year earlier. Figures come from our verified earnings breakdowns; fiscal periods differ between companies.

Other sectors

Information Technology 33.5% · Communication Services 15.7% · Financials 11.9% · Health Care 8.8% · Industrials 7.9% · Consumer Staples 4.8% · Energy 3.1% · Utilities 1.8% · Materials 1.7% · Real Estate 1.7%

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