Top 15 Consumer Cyclical Stocks Right Now
Marvin's rules picked 15 Consumer Cyclical stocks with the highest Overall scores, led by Andersen, Darden Restaurants and Five Below. Each is scored against companies in its own industry, and each blurb flags a weak spot.
Consumer Cyclical companies sell things people tend to buy more of when they feel confident about money. That covers restaurants, retailers, car makers, travel, toys, homebuilders and similar businesses. This list shows 15 of them that Marvin's scores rate most highly as of October 2026.
The group is broad. A restaurant chain, a casino operator, a mattress maker and a packaging company are very different businesses, so Marvin scores each one against others in its own industry. A high score means a company looks strong next to its direct peers. It does not mean it is a better business than one in another industry.
Keep the cautions in mind too. Some companies here have thin profit margins, heavy debt or slow growth, and a few are missing figures. Read each blurb for the weak spot as well as the strengths, and treat this list as a starting point for research.
The list
How Marvin ranked these stocks
Marvin included companies above about three hundred million dollars in size and ranked them by Marvin scores, which run from zero to one hundred and are relative to each company's own industry. This list covers the Consumer Cyclical sector, with the highest Overall score first and at most four stocks from any one industry. A score describes how a company compares with industry peers today. It is not a forecast.
Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Consumer Cyclical sector, highest Overall score first; at most 4 per industry.
The stocks, one by one
Andersen ANDG
Andersen has an Overall score of 96 and revenue growth of 14.6%. Its free cash flow margin of 18.4% suggests it turns a healthy share of sales into cash. Caution: its operating margin is -7.4%, so core operations lost money, and several other figures are unavailable.
Darden Restaurants, Inc. DRI
Darden Restaurants grew revenue 9.4% with an operating margin of 11.7%, a moderate profit level. Return on equity of 57.2% is high. The caution is a debt-to-equity ratio of 4.15, which shows the company relies fairly heavily on borrowed money.
Five Below, Inc. FIVE
Five Below grew revenue 22.9%, quick for a retailer, with an operating margin of 14.7% and return on equity of 25.0%. Its free cash flow margin is 11.3%, below its operating margin. Caution: no debt-to-equity figure is available, so its borrowing can't be judged.
The Buckle, Inc. BKE
The Buckle shows strong profitability, with an operating margin of 20.8%, a gross margin of 49.0% and return on equity of 45.2%. Revenue growth was a modest 6.6%. Caution: its Opportunity score is only 67, well below its Overall score, and debt data is missing.
Gentex Corporation GNTX
Gentex has the top-tier Quality score of 96, backed by an operating margin of 19.3% and a free cash flow margin of 18.9%. Revenue grew 9.6%, a steady pace. Caution: return on equity is 16.0%, lower than many names here, and no debt figure is available.
Hasbro, Inc. HAS
Hasbro posts a gross margin of 75.6%, an operating margin of 20.6% and a free cash flow margin of 21.6%, all strong. Revenue grew 13.1%. Caution: return on equity of 108.7% is unusually high, and debt-to-equity of 5.31 shows substantial borrowing.
Monarch Casino & Resort, Inc. MCRI
Monarch Casino & Resort turns a lot of sales into cash, with a free cash flow margin of 27.8%, and its return on equity is 19.8%. Revenue growth was modest at 4.4%. Caution: operating margin and debt-to-equity are unavailable, so the picture of profit and borrowing is incomplete.
Somnigroup International Inc SGI
Somnigroup International grew revenue 51.6%, the fastest on this list, with an operating margin of 12.5% and modest debt-to-equity of 1.98. Caution: its Quality score of 84 is its weakest score, and its free cash flow margin is only 10.1%.
Sonoco Products Company SON
Sonoco Products grew revenue 41.7% and earned an operating margin of 13.6% and a return on equity of 28.5%, with debt-to-equity of 1.42. Caution: its free cash flow margin is just 2.9%, so little of each sales dollar ends up as free cash.
Booking Holdings Inc. BKNG
Booking Holdings shows very strong profitability, with an operating margin of 32.9% and a free cash flow margin of 33.8%. Its Quality score is 95. Caution: its Opportunity score is only 66, and gross margin, return on equity and debt figures are unavailable.
DICK'S Sporting Goods, Inc. DKS
DICK'S Sporting Goods grew revenue 28.1% and has a gross margin of 32.1%. Caution: profits are thin, with an operating margin of 5.5% and a free cash flow margin of only 1.1%, and its Quality score of 78 is the lowest among its scores.
Kontoor Brands, Inc. KTB
Kontoor Brands grew revenue 20.9% and has a gross margin of 48.3% and return on equity of 43.3%. Its operating margin is 12.5%. Caution: debt-to-equity of 2.06 means it uses a meaningful amount of borrowing alongside its equity.
Toll Brothers, Inc. TOL
Toll Brothers earns an operating margin of 13.8% and a free cash flow margin of 10.1%, with return on equity of 14.0%. Caution: revenue growth was just 1.1%, close to flat, and no debt-to-equity figure is available.
Blue Bird Corporation BLBD
Blue Bird has the lowest debt on this list, with debt-to-equity of 0.18, and a return on equity of 43.0%. Its operating margin is 11.8% and revenue grew 9.9%. Caution: its gross margin of 20.6% is modest, leaving less room if costs rise.
Carvana Co. CVNA
Carvana grew revenue 48.6% and earned a return on equity of 38.9%. Caution: margins are slim, with an operating margin of 8.9% and a free cash flow margin of just 3.7%, and debt-to-equity is 1.43.
Common questions
Why are Consumer Cyclical stocks tied to the economy?
These companies sell goods and services people can delay or skip when money is tight, such as dining out, new cars, travel and furniture. Their sales often rise and fall with consumer confidence and spending, so results can swing more than in sectors selling everyday necessities.
Does a high Marvin score mean a stock is a good buy?
No. Marvin's scores only describe how a company compares with others in its industry today. They are not a prediction or a recommendation. Use them as a starting point, then look at the company's finances, risks and your own goals.
Why do some stocks on this list have missing figures?
Some companies do not report certain numbers in a form Marvin can use, or a measure may not apply to their kind of business. When a figure is missing, the blurb avoids it and notes the gap, so you know which part of the picture is incomplete.
Keep reading
- Top 15 Consumer Cyclical Stocks by Marvin Opportunity Score
- Top 15 Consumer Cyclical Companies by Business Quality
- Top 16 Auto Stocks, Ranked by Marvin Scores
- Top 20 Large-Cap Stocks Right Now, Ranked by Marvin Scores
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Marvin's scores (0-100) compare each company with others in its industry today. Growth and margin figures come from SEC filings. This is general information, not personal investment advice or a recommendation to buy or sell anything. Do your own research.