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Consumer Discretionary

Companies49
Transcripts2750
Sector avg tone ×1000+9.3

Most upbeat: NKE (+18.8). Most cautious: PHM (+2.9).

Companies ranked by tone

Average net sentiment across all of each company's calls, with each company's deviation from the sector average.

#TickerCompanyTranscriptsAvg tonevs sector
1 NKE NIKE, Inc. 74 +18.8 +9.5
2 SBUX Starbucks Corporation 76 +15.5 +6.1
3 CMG Chipotle Mexican Grill, Inc. 57 +14.7 +5.3
4 TPR Tapestry, Inc. 78 +14.7 +5.3
5 DECK Deckers Outdoor Corporation 23 +14.7 +5.3
6 YUM Yum! Brands, Inc. 75 +13.9 +4.5
7 ULTA Ulta Beauty, Inc. 36 +13.6 +4.3
8 TJX The TJX Companies, Inc. 70 +13.4 +4.0
9 GPC Genuine Parts Company 70 +13.2 +3.8
10 LULU lululemon athletica inc. 20 +12.9 +3.5
11 EBAY eBay Inc. 71 +12.8 +3.5
12 RCL Royal Caribbean Cruises Ltd. 45 +12.3 +2.9
13 BBY Best Buy Co., Inc. 73 +12.1 +2.7
14 MCD McDonald's Corporation 75 +11.9 +2.6
15 TSCO Tractor Supply Company 45 +11.9 +2.5
16 NCLH Norwegian Cruise Line Holdings Ltd. 33 +11.9 +2.5
17 ORLY O'Reilly Automotive, Inc. 65 +11.6 +2.3
18 RL Ralph Lauren Corporation 70 +11.5 +2.1
19 AZO AutoZone, Inc. 78 +11.1 +1.8
20 ABNB Airbnb, Inc. 18 +10.7 +1.3
21 MGM MGM Resorts International 33 +10.5 +1.1
22 LOW Lowe's Companies, Inc. 69 +9.9 +0.6
23 HD The Home Depot, Inc. 73 +9.9 +0.5
24 EXPE Expedia Group, Inc. 73 +9.6 +0.3
25 HLT Hilton Worldwide Holdings Inc. 35 +8.9 -0.4
26 HAS Hasbro, Inc. 72 +8.8 -0.5
27 DRI Darden Restaurants, Inc. 75 +8.8 -0.6
28 POOL Pool Corporation 21 +8.7 -0.6
29 GRMN Garmin Ltd. 53 +8.4 -0.9
30 BKNG Booking Holdings Inc. 76 +8.0 -1.4
31 LVS Las Vegas Sands Corp. 24 +7.7 -1.7
32 CCL Carnival Corporation & plc 67 +7.2 -2.1
33 F Ford Motor Company 74 +7.2 -2.1
34 GM General Motors Company 58 +7.1 -2.3
35 MHK Mohawk Industries, Inc. 49 +6.9 -2.4
36 APTV Aptiv PLC 33 +6.9 -2.5
37 DPZ Domino's Pizza, Inc. 21 +6.2 -3.2
38 AMZN Amazon.com, Inc. 78 +6.1 -3.3
39 MAR Marriott International, Inc. 71 +5.3 -4.0
40 BWA 64 +5.3 -4.0
41 CZR Caesars Entertainment, Inc. 21 +5.2 -4.1
42 LKQ LKQ Corporation 37 +5.0 -4.3
43 LEN Lennar Corporation 68 +5.0 -4.4
44 TSLA Tesla, Inc. 21 +4.8 -4.5
45 KMX CarMax, Inc. 63 +4.5 -4.8
46 ROST Ross Stores, Inc. 58 +3.6 -5.7
47 WYNN Wynn Resorts, Limited 69 +3.6 -5.8
48 DHI D.R. Horton, Inc. 70 +3.0 -6.4
49 PHM PulteGroup, Inc. 72 +2.9 -6.5