Consumer Discretionary
Retail, restaurants, autos, travel, leisure. Most cyclical sector, strong businesses can compound for decades, weak ones get destroyed every recession.
What drives this sector
- Cyclical demand: buy in recessions
- Brand-driven businesses outlast commodity ones
- Inventory management matters
- E-commerce disruption is uneven by sub-sector
Top stocks ranked by Buffett-fit
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).
| # | Company | mcap | Q | View stock |
|---|---|---|---|---|
| 1 | 1.2B | 0 |
Consumer Discretionary by strategy
Screen all stocks in sector
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).