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2874 companies · fiscal year 2025 · SEC EDGAR · September 25, 2026

Largest consumer discretionary companies by total assets

Total assets is everything the company owns at the balance-sheet date. Banks and insurers dominate this measure because customer deposits and policy reserves sit on their balance sheets. Figures are for fiscal year 2025 and are read directly from each company's SEC filings; the source column on every row links to the document.

Ranks 1–100 of 348 · Fiscal year 2025 · Data as of September 25, 2026

Amazon (AMZN) tops the list with $818B in total assets for fiscal 2025, ahead of Ford Motor ($289B) and Walmart ($285B). The top 10 together report $2.39T in total assets; the gap between #1 and #10 is ×13.75. 348 companies in Consumer discretionary report total assets, 12.3% of the 2836-filer universe. The last place on the list, Ulta Beauty, comes in at $7.0B.

Total assets
#CompanyTotal assetsYoY15-year trend
1AmazonAMZNUS$818B+30.9%
2Ford MotorFUS$289B+1.4%
3WalmartWMTUS$285B+9.1%
4General MotorsGMUS$281B+0.5%
5StellantisSTLANL$229B+6.3%
6TeslaTSLAUS$138B+12.9%
7Home DepotHDUS$105B+9.3%
8JD.comJDCN$99.4B+3.9%
9Costco WholesaleCOSTUS$82.8B+12.8%
10McDonald'sMCDUS$59.5B+7.9%
11TargetTGTUS$59.5B+3.0%
12Lowe's CompaniesLOWUS$54.1B+25.6%
13PACCARPCARUS$44.3B+2.1%
14MGM Resorts InternationalMGMUS$41.4B−2.0%
15NikeNKEUS$37.8B−0.5%
16AmcorAMCRGB$37.0B+129.2%
17TJX CompaniesTJXUS$35.8B+12.7%
18StarbucksSBUXUS$32.2B+1.1%
19Caesars EntertainmentCZRUS$31.6B−2.9%
20Magna InternationalMGACA$31.4B+1.2%
21Avis BudgetCARUS$31.3B+7.6%
22Dollar GeneralDGUS$31.0B−0.5%
23Marriott InternationalMARUS$27.5B+5.2%
24Sherwin WilliamsSHWUS$25.9B+9.6%
25Restaurant Brands InternationalQSRUS$25.6B+4.0%
26CarmaxKMXUS$25.6B−6.4%
27Lithia MotorsLADUS$25.1B+8.6%
28AptivAPTVCH$23.4B−0.2%
29Hertz GlobalHTZUS$22.3B+2.3%
30Li AutoLICN$22.1B−0.8%
31Las Vegas SandsLVSUS$21.9B+6.1%
32U-Haul HoldingUHALUS$21.6B+6.3%
33AutoZoneAZOUS$19.7B+12.6%
34Service Corp InternationalSCIUS$18.7B+7.3%
35NIONIOCN$17.8B+20.7%
36CoupangCPNGUS$17.8B+15.9%
37Penske AutomotivePAGUS$17.6B+2.8%
38Dick's Sporting GoodsDKSUS$17.4B+66.5%
39Hilton WorldwideHLTUS$16.8B+1.5%
40O Reilly AutomotiveORLYUS$16.5B+11.0%
41Ryder SystemRUS$16.4B−1.7%
42Macy'sMUS$16.2B−1.0%
43CDWCDWUS$16.0B+9.2%
44WhirlpoolWHRUS$16.0B−1.8%
45Ross StoresROSTUS$15.5B+4.3%
46Rivian AutomotiveRIVNUS$14.9B−3.5%
47LearLEAUS$14.8B+5.8%
48Best BuyBBYUS$14.7B−0.8%
49AutonationANUS$14.4B+10.7%
50Penn EntertainmentPENNUS$14.3B−6.5%
51Hyatt HotelsHUS$14.0B+5.3%
52BorgWarnerBWAUS$13.8B−1.6%
53Mohawk IndustriesMHKUS$13.7B+7.5%
54AramarkARMKUS$13.5B+6.6%
55Dollar TreeDLTRUS$13.5B−27.8%
56Kohl'sKSSUS$13.4B−1.5%
57CarvanaCVNAUS$13.2B+55.6%
58Wynn ResortsWYNNUS$13.1B+1.0%
59Darden RestaurantsDRIUS$12.9B0.0%
60GapGAPUS$12.6B+6.3%
61Advance Auto PartsAAPUS$11.8B+9.5%
62PVHPVHUS$11.7B+5.9%
63Asbury AutomotiveABGUS$11.6B+12.4%
64Hilton Grand VacationsHGVUS$11.5B+0.8%
65FerrariRACEIT$11.3B+14.7%
66Vipshop HoldingsVIPSCN$11.3B+9.8%
67Builders FirstsourceBLDRUS$11.2B+6.2%
68Bally'sBALYUS$11.2B+91.6%
69Tractor SupplyTSCOUS$10.9B+11.5%
70Yum ChinaYUMCUS$10.8B−3.0%
71CopartCPRTUS$10.6B+15.3%
72Gildan ActivewearGILCA$10.5B+181.7%
73V FVFCUS$10.4B−1.2%
74GamestopGMEUS$10.4B+76.8%
75Group 1 AutomotiveGPIUS$10.3B+5.3%
76CintasCTASUS$10.1B+8.2%
77OshkoshOSKUS$10.1B+6.9%
78Amer SportsASKY$10.1B+19.9%
79Burlington StoresBURLUS$9.9B+13.1%
80H WorldHTHTCN$9.3B+8.1%
81Insight EnterprisesNSITUS$9.1B+22.0%
82Chipotle Mexican GrillCMGUS$9.0B−2.3%
83AdientADNTIE$8.8B+2.8%
84AutolivALVUS$8.6B+10.8%
85Caseys General StoresCASYUS$8.6B+4.4%
86Lululemon AthleticaLULUCA$8.5B+11.2%
87QVC GroupQVCGUS$8.5B−14.5%
88Graham HoldingsGHCUS$8.4B+9.4%
89Lucid GroupLCIDUS$8.4B−13.1%
90Yum BrandsYUMUS$8.2B+21.9%
91Harley-DavidsonHOGUS$8.0B−32.3%
92Ralph LaurenRLUS$7.8B+10.4%
93DanaDANUS$7.8B+4.3%
94Park Hotels & ResortsPKUS$7.7B−15.9%
95Old QVCQVCAQUS$7.6B−17.3%
96Melco Resorts & EntertainmentMLCOHK$7.6B−4.9%
97BJ's Wholesale ClubBJUS$7.5B+6.3%
98Callaway GolfCALYUS$7.3B−4.6%
99Thor IndustriesTHOUS$7.0B+4.5%
100Ulta BeautyULTAUS$7.0B+16.6%

All figures from SEC filings · FY2025 · 100

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<p style="max-width:680px;font:13px system-ui,sans-serif">Source: <a href="https://companiesranked.com/en/largest-consumer-discretionary-companies-by-total-assets">Largest consumer discretionary companies by total assets</a> — CompaniesRanked, compiled from SEC EDGAR filings</p>

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{{cite web |title=Largest consumer discretionary companies by total assets |url=https://companiesranked.com/en/largest-consumer-discretionary-companies-by-total-assets |website=CompaniesRanked |date=2026-09-25 |language=en}}

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CompaniesRanked. (September 25, 2026). Largest consumer discretionary companies by total assets. CompaniesRanked. https://companiesranked.com/en/largest-consumer-discretionary-companies-by-total-assets

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@misc{companiesranked-en-largest-consumer-discretionary-companies-by-total-assets-2026,
  author       = {{CompaniesRanked}},
  title        = {{Largest consumer discretionary companies by total assets}},
  year         = {2026},
  howpublished = {\url{https://companiesranked.com/en/largest-consumer-discretionary-companies-by-total-assets}},
  note         = {Compiled from SEC EDGAR XBRL filings; data as of 2026-09-25},
  urldate      = {2026-09-25}
}

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