Historical source-based research. Compilation date and financial period are different dates.
Observation
Across 15 eligible consumer companies, the equal-weight median equity as a share of assets was 24.72% for the prior selected annual periods.
Data context
The eligible sample covers 15 of 15 selected companies. The prior selected annual periods span 2024-09-01 to 2025-02-02. Companies have different fiscal year ends. This is a cross-sectional research sample, not a calendar-year index or a representation of the full sector.
Company evidence
AMZN 45.76% (period 2024-12-31); TSLA 59.73% (period 2024-12-31); WMT 34.89% (period 2025-01-31); COST 33.83% (period 2024-09-01); HD 6.91% (period 2025-02-02); MCD -6.88% (period 2024-12-31); TJX 26.44% (period 2025-02-01); BKNG -14.51% (period 2024-12-31); SBUX -23.77% (period 2024-09-29); LOW -33.02% (period 2025-01-31); ABNB 40.14% (period 2024-12-31); MAR -11.43% (period 2024-12-31); KO 24.72% (period 2024-12-31); PEP 18.14% (period 2024-12-28); MDLZ 39.32% (period 2024-12-31).
Distribution
The sample range is -33.02% (LOW) to 59.73% (TSLA). The median is computed across company ratios with equal weight; it is not a ratio of aggregate totals. Extreme values can reflect a small denominator or unusual accounting items.
Interpretation
Retailers, consumer brands and service platforms balance demand, price, unit volume and operating costs. The numerator is shareholdersEquity; the denominator is total assets. Only positive denominators and disclosed numerators qualify. No missing value is replaced with zero.
What to watch
Unit volumes, comparable sales, inventory, pricing and operating leverage.
Research limitations
Consumer affordability, input inflation, competitive promotions and discretionary demand. The sample uses a September 18, 2026 source snapshot. It does not establish current market conditions, causal drivers or future returns. Sector labels are editorial and the financial-sector cash-flow measures need particular caution.
| Company | Value | Period end |
|---|---|---|
| AMZN | 45.76% | 2024-12-31 |
| TSLA | 59.73% | 2024-12-31 |
| WMT | 34.89% | 2025-01-31 |
| COST | 33.83% | 2024-09-01 |
| HD | 6.91% | 2025-02-02 |
| MCD | -6.88% | 2024-12-31 |
| TJX | 26.44% | 2025-02-01 |
| BKNG | -14.51% | 2024-12-31 |
| SBUX | -23.77% | 2024-09-29 |
| LOW | -33.02% | 2025-01-31 |
| ABNB | 40.14% | 2024-12-31 |
| MAR | -11.43% | 2024-12-31 |
| KO | 24.72% | 2024-12-31 |
| PEP | 18.14% | 2024-12-28 |
| MDLZ | 39.32% | 2024-12-31 |
Sources & dates
- AMZN · period 2024-12-31 ↗Source date 2026-02-06
- TSLA · period 2024-12-31 ↗Source date 2026-01-29
- WMT · period 2025-01-31 ↗Source date 2026-03-13
- COST · period 2024-09-01 ↗Source date 2025-10-08
- HD · period 2025-02-02 ↗Source date 2026-03-18
- MCD · period 2024-12-31 ↗Source date 2026-02-24
- TJX · period 2025-02-01 ↗Source date 2026-03-31
- BKNG · period 2024-12-31 ↗Source date 2026-02-18
- SBUX · period 2024-09-29 ↗Source date 2025-11-14
- LOW · period 2025-01-31 ↗Source date 2026-03-23
- ABNB · period 2024-12-31 ↗Source date 2026-02-12
- MAR · period 2024-12-31 ↗Source date 2026-02-10
- KO · period 2024-12-31 ↗Source date 2026-02-20
- PEP · period 2024-12-28 ↗Source date 2026-02-03
- MDLZ · period 2024-12-31 ↗Source date 2026-02-04