Global Consumer
Large global retailers and consumer brands. This page compares reported financial scale with the customer needs and operating signals that shape sector performance.
- Companies
- 21
- Average revenue
- $81.7B
- Average margin
- 9.5%
- Average growth
- 3.8%
What this industry is really competing to solve
Demand emerges when customers want a trusted product or retailer to make a frequent decision easy. The deeper motives are certainty, convenience, value, identity, and reduced risk. This is why the competitive set extends beyond companies with the same industry code.
Customers can also choose local stores, private labels, direct-to-consumer brands, resale, and delaying purchase. Industry growth becomes durable only when companies make the desired progress easier than those alternatives.
How demand becomes profit and cash
The common mechanism is combining scale, brand memory, assortment, distribution, and membership or loyalty. Across the industry, the decisive investment question is whether scale advantages are being reinvested in customer value rather than merely supporting discounting.
Average operating profit is $6B, but the spread between leaders and laggards matters more than the average alone. Compare scale, margin, growth, and the leading indicators together.
Global Consumer companies
| Company | Revenue | Operating profit | Margin | Growth |
|---|---|---|---|---|
| Walmart WMT | $713B | $32B | 4.5% | +4.7% |
| Costco Wholesale COST | $275B | $10.5B | 3.8% | +8.1% |
| The Home Depot HD | $164.7B | $20.9B | 12.7% | +3.2% |
| Target TGT | $104.8B | $5.1B | 4.9% | -1.7% |
| Lowe's LOW | $86.3B | $10.2B | 11.8% | +3.1% |
| Procter & Gamble PG | $84.3B | $20.2B | 24.0% | +0.3% |
| The Coca-Cola Company KO | $49B | $11.5B | 23.5% | +4.1% |
| NIKE NKE | $46.3B | $4.2B | 9.1% | -0.0% |
| Best Buy BBY | $41.7B | $1.4B | 3.3% | +0.4% |
| Mondelez International MDLZ | $38.5B | $3.5B | 9.2% | +5.8% |
| Kraft Heinz KHC | $24.9B | -$4.7B | -18.7% | -3.5% |
| Colgate-Palmolive CL | $20.4B | $3.3B | 16.2% | +1.4% |
| General Mills GIS | $18.4B | $886M | 4.8% | -5.4% |
| lululemon athletica LULU | $11.1B | $2.2B | 19.9% | +4.9% |
| Starbucks SBUX | $9.5B | $828.1M | 8.7% | +8.8% |
| Ralph Lauren RL | $8.1B | $1.2B | 14.5% | +14.6% |
| Coty COTY | $5.9B | $241M | 4.1% | -3.7% |
| Deckers Outdoor DECK | $5.5B | $1.3B | 23.1% | +9.7% |
| Crocs CROX | $4B | $150M | 3.7% | -1.5% |
| YETI Holdings YETI | $1.9B | $214M | 11.5% | +2.1% |
| e.l.f. Beauty ELF | $1.6B | $74M | 4.5% | +24.5% |
