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Consumer Discretionary stock comparisons

329 consumer discretionary stock comparisons. 35 share an exact SEC industry code; the rest share a specific research theme. 11 have audited revenue and net income for both companies plus maintained company research on at least one side, led by F vs TSLA, DECK vs NKE, MAR vs MGM.

Retail, autos, travel, and restaurants: spending that expands when confidence and real incomes rise, and contracts first when they fall.

Most substantive consumer discretionary comparisons

Ordered by relationship strength: pairs with audited financials and maintained research first, then same-SEC-industry pairs, then larger combined businesses.

F vs TSLA

Same SIC

Same SEC industry: Motor Vehicles & Passenger Car Bodies. Revenue $187.3B vs $94.8B.

GM vs TSLA

Same SIC

Same SEC industry: Motor Vehicles & Passenger Car Bodies. Revenue $185.0B vs $94.8B.

DECK vs NKE

Same SIC

Same SEC industry: Rubber & Plastics Footwear. Revenue $5.5B vs $46.4B.

MAR vs MGM

Same SIC

Same SEC industry: Hotels & Motels. Revenue $26.2B vs $17.5B.

LVS vs MGM

Same SIC

Same SEC industry: Hotels & Motels. Revenue $13.0B vs $17.5B.

HLT vs MGM

Same SIC

Same SEC industry: Hotels & Motels. Revenue $12.0B vs $17.5B.

AMZN vs GOOGL

Shared theme

Shared theme: Artificial intelligence. Revenue $716.9B vs $402.8B.

AMZN vs MSFT

Shared theme

Shared theme: Artificial intelligence. Revenue $716.9B vs $281.7B.

AMZN vs TSLA

Shared theme

Shared theme: Artificial intelligence. Revenue $716.9B vs $94.8B.

ROST vs TJX

Same SIC

Same SEC industry: Retail-Family Clothing Stores.

F vs GM

Same SIC

Same SEC industry: Motor Vehicles & Passenger Car Bodies. Revenue $187.3B vs $185.0B.

HD vs LOW

Same SIC

Same SEC industry: Retail-Lumber & Other Building Materials Dealers. Revenue $164.7B vs $86.3B.

DHI vs PHM

Same SIC

Same SEC industry: Operative Builders. Revenue $34.3B vs $17.3B.

DHI vs NVR

Same SIC

Same SEC industry: Operative Builders. Revenue $34.3B vs $10.3B.

CCL vs RCL

Same SIC

Same SEC industry: Water Transportation. Revenue $26.6B vs $17.9B.

BKNG vs EXPE

Same SIC

Same SEC industry: Transportation Services. Revenue $26.9B vs $14.7B.

DRI vs MCD

Same SIC

Same SEC industry: Retail-Eating Places. Revenue $13.2B vs $26.9B.

LVS vs MAR

Same SIC

Same SEC industry: Hotels & Motels. Revenue $13.0B vs $26.2B.

CMG vs MCD

Same SIC

Same SEC industry: Retail-Eating Places. Revenue $11.9B vs $26.9B.

HLT vs MAR

Same SIC

Same SEC industry: Hotels & Motels. Revenue $12.0B vs $26.2B.

AZO vs ORLY

Same SIC

Same SEC industry: Retail-Auto & Home Supply Stores. Revenue $18.9B vs $17.8B.

MCD vs YUM

Same SIC

Same SEC industry: Retail-Eating Places. Revenue $26.9B vs $8.2B.

NVR vs PHM

Same SIC

Same SEC industry: Operative Builders. Revenue $10.3B vs $17.3B.

CCL vs NCLH

Same SIC

Same SEC industry: Water Transportation.

All other consumer discretionary pairs

Which business differences matter to the investment thesis?

Consumer Discretionary compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.

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