Sector perspective
Retailers, consumer brands and service platforms balance demand, price, unit volume and operating costs.
Unit volumes, comparable sales, inventory, pricing and operating leverage.
Consumer affordability, input inflation, competitive promotions and discretionary demand.
Company selection is editorial, not GICS. These annual snapshots have different fiscal year ends and are not a sector index. Each data note shows the full eligible sample and source filings.
Services-To Dwellings & Other Buildings
AMZNRetail-Catalog & Mail-Order Houses
BKNGTransportation Services
COSTRetail-Variety Stores
HDRetail-Lumber & Other Building Materials Dealers
KOBeverages
LOWRetail-Lumber & Other Building Materials Dealers
MARHotels & Motels
MCDRetail-Eating Places
MDLZFood and Kindred Products
MNSTBottled & Canned Soft Drinks & Carbonated Waters
PEPBeverages
PMCigarettes
SBUXRetail-Eating & Drinking Places
TJXRetail-Family Clothing Stores
TSLAMotor Vehicles & Passenger Car Bodies
WMTRetail-Variety Stores
Across 13 eligible consumer companies, the equal-weight median capital expenditure as a share of revenue was 3.53% for the prior selected annual periods.
Across 12 eligible consumer companies, the equal-weight median capital expenditure as a share of revenue was 3.55% for the latest selected annual periods.
Across 17 eligible consumer companies, the equal-weight median operating cash-flow margin was 14.46% for the prior selected annual periods.
Across 17 eligible consumer companies, the equal-weight median operating cash-flow margin was 12.87% for the latest selected annual periods.
Across 17 eligible consumer companies, the equal-weight median equity as a share of assets was 24.72% for the prior selected annual periods.
Across 17 eligible consumer companies, the equal-weight median equity as a share of assets was 28.49% for the latest selected annual periods.
Across 10 eligible consumer companies, the equal-weight median liabilities as a share of assets was 87.41% for the prior selected annual periods.
Across 10 eligible consumer companies, the equal-weight median liabilities as a share of assets was 84.34% for the latest selected annual periods.
Across 17 eligible consumer companies, the equal-weight median net margin was 10.40% for the prior selected annual periods.
Across 17 eligible consumer companies, the equal-weight median net margin was 9.10% for the latest selected annual periods.
Across 16 eligible consumer companies, the equal-weight median operating margin was 14.98% for the prior selected annual periods.
Across 16 eligible consumer companies, the equal-weight median operating margin was 12.46% for the latest selected annual periods.
Across 17 eligible consumer companies, the equal-weight median revenue growth was 4.48% for the prior selected annual periods.
Across 17 eligible consumer companies, the equal-weight median revenue growth was 4.73% for the latest selected annual periods.
Annual revenue of USD 12.241 billion and net income of USD 2.511 billion for the period ended 2025-12-31.
A two-period review of AMZN revenue, profitability and cash conversion; reported revenue growth was 12.38%.
Annual revenue of USD 716.924 billion and net income of USD 77.670 billion for the period ended 2025-12-31.
Annual revenue of USD 26.917 billion and net income of USD 5.404 billion for the period ended 2025-12-31.
A research framework for 17 covered consumer issuers, with explicit attention to financial comparability.
A two-period review of COST revenue, profitability and cash conversion; reported revenue growth was 8.17%.